13F Filings History of MilWealth Group LLC
- Latest 13F filing
- Q1 2026 - 01 May 2026
- Latest reported 13F value
- $420,115,398
- Form 13F summary
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- MilWealth Group LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- MilWealth Group LLC reported 81 equity holdings with a total reported market value of $420,115,398 for Q1 2026. Top reported holdings included VANGUARD INDEX FDS, VANGUARD INDEX FDS, VANGUARD INTL EQUITY INDEX F, VANGUARD SCOTTSDALE FDS, and VANGUARD SCOTTSDALE FDS.
- Largest 13F holdings
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VANGUARD INDEX FDS VANGUARD INTL EQUITY INDEX F VANGUARD SCOTTSDALE FDS DIMENSIONAL ETF TRUST VANGUARD CHARLOTTE FDS VANGUARD BD INDEX FDS VANGUARD SPECIALIZED FUNDS SCHWAB STRATEGIC TR EA SERIES TRUST VANGUARD WORLD FD
- Manager signature
- Matthew T MIler - Managing Principal
- Manager location
- Milwaukee, WI
13F snapshot
Latest parsed holdings, value, and filing-period context.
2 signals
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$420,115,398
Quarter delta
n/a
Accepted
01 May 2026, 10:24
Rows shown
1-1 of 1
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 81 | $420,115,398 | $0 | $0 | $0 | VANGUARD INDEX FDS, VANGUARD INDEX FDS, VANGUARD INTL EQUITY INDEX F, VANGUARD SCOTTSDALE FDS, VANGUARD SCOTTSDALE FDS | 13F-HR | 01 May 2026, 10:24 |