MilWealth Group LLC ETF holdings
Milwaukee, WI
Reported $466.6M in 47 ETFs in its Form 13F for June 30, 2026.
ETF value
$466.6M
ETFs held
47
Change from prior quarter
+11.5%
With price moves
ETFs as a share of its 13F
99.5%
of $468.9M
Top 10 of 47 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VV | Vanguard Morningstar Large-Cap ETF | $103.6M | 301,376 | +5,587 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $52.5M | 173,301 | +504 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $46.0M | 549,176 | −7,355 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $42.7M | 516,400 | +32,757 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $40.5M | 686,632 | +51,271 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $35.9M | 808,386 | +8,443 shares |
| BNDX | Vanguard Total International Bond ETF | $31.1M | 641,227 | +48,277 shares |
| DFGP | Dimensional Global Core Plus Fixed Income ETF | $30.3M | 556,533 | +44,184 shares |
| DFAX | Dimensional World ex U.S. Core Equity 2 ETF | $24.7M | 670,634 | −4,046 shares |
| BSV | Vanguard Short-Term Bond ETF | $20.5M | 262,722 | +19,510 shares |
37 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001972750. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does MilWealth Group LLC own?
MilWealth Group LLC reported 47 ETF positions worth $466.6M in its Form 13F for June 30, 2026. The largest was VV, at $103.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.