MilWealth Group LLC: 13F holdings
CIK 19727502026Q2
| Positions | 82 |
|---|
| Reported value | $468.9m |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 82 (+1 vs prior quarter) |
|---|
| Reported value | $468.9m (+11.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VV VANGUARD INDEX FDS | 301,376 | $103.6m | 22.1% |
| VB VANGUARD INDEX FDS | 173,301 | $52.5m | 11.2% |
| VEU VANGUARD INTL EQUITY INDEX F | 549,176 | $46.0m | 9.8% |
| VCIT VANGUARD SCOTTSDALE FDS | 516,400 | $42.7m | 9.1% |
| VGIT VANGUARD SCOTTSDALE FDS | 686,632 | $40.5m | 8.6% |
| DIMENSIONAL ETF TRUST | 808,386 | $35.9m | 7.6% |
| BNDX VANGUARD CHARLOTTE FDS | 641,227 | $31.1m | 6.6% |
| DFGP DIMENSIONAL ETF TRUST | 556,533 | $30.3m | 6.5% |
| DFAX DIMENSIONAL ETF TRUST | 670,634 | $24.7m | 5.3% |
| BSV VANGUARD BD INDEX FDS | 262,722 | $20.5m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1972750")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples