StockDriftsStockDriftsTop 50 MilWealth Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 22.1% | 301.4K | $103.6M | +1.89%(+5.59K) | $149.83(+137.94%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 11.2% | 173.3K | $52.5M | +0.29%(+504) | $159.22(+93.73%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 9.81% | 549.2K | $46.0M | -1.32%(-7.36K) | $51.54(+67.13%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 9.1% | 516.4K | $42.7M | +6.77%(+32.76K) | $87.35(-7.10%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 8.64% | 686.6K | $40.5M | +8.07%(+51.27K) | $64.71(-9.78%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 7.65% | 808.4K | $35.9M | +1.06%(+8.44K) | $31.22(+47.49%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 6.62% | 641.2K | $31.1M | +8.14%(+48.28K) | $54.16(-11.95%) | 2026-06-30 | |
| DFGP | DIMENSIONAL ETF TRUST | 6.46% | 556.5K | $30.3M | +8.62%(+44.18K) | $53.48(-0.07%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 5.27% | 670.6K | $24.7M | -0.60%(-4.05K) | $25.25(+51.07%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 4.37% | 262.7K | $20.5M | +8.02%(+19.51K) | $81.11(-4.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.69% | +35.63% | +4.28% | +23.34% |
| Top 20 Holdings Unweighted | +12.59% | +42.72% | +6.26% | +35.48% |
MilWealth Group LLC reports $468.89M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are VV (22.1%), VB (11.2%) and VEU (9.8%). The top 20 holdings account for 98.86% of reported assets. Its disclosed equity book has returned +35.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from MilWealth Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1972750). View MilWealth Group LLC’s 13F filings on SEC