Sponsored

The Analysis of MilWealth Group LLC's Holdings & P&L

Currently, MilWealth Group LLC holds 82 types of securities in its portfolio with a total value $468.9M. In the most recent quarter, they have increased their positions in VGIT (+51.3K shares, valued at $3.0M), VCIT (+32.8K shares, valued at $2.7M), VUG (+28.8K shares, valued at $2.5M); decreased their positions in VEU (-7.4K shares, valued at $616.0K), N/A (-234 shares, valued at $175.2K), DFAX (-4.0K shares, valued at $149.1K); initiated new positions in ABT (+5.4K shares, valued at $490.3K).

1M P&L

+10.8M+2.34%

3M P&L

+4.4M+0.94%

HY P&L

-564.7K-0.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A464.5M

99.5%

2Medical Devices490.3K

0.1%

3Consumer Electronics364.0K

0.1%

Top Industries by Stock Count

1N/A42 stocks

57.5%

2Semiconductors2 stocks

2.7%

3Apparel Manufacturing2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VV VANGUARD INDEX FDS301.4K shares1.89%2026-06-302026-08-03

VB VANGUARD INDEX FDS173.3K shares0.29%2026-06-302026-08-03

VEU VANGUARD INTL EQUITY INDEX F549.2K shares-1.32%2026-06-302026-08-03

VCIT VANGUARD SCOTTSDALE FDS516.4K shares6.77%2026-06-302026-08-03

VGIT VANGUARD SCOTTSDALE FDS686.6K shares8.07%2026-06-302026-08-03

DFAC DIMENSIONAL ETF TRUST808.4K shares1.06%2026-06-302026-08-03

BNDX VANGUARD CHARLOTTE FDS641.2K shares8.14%2026-06-302026-08-03

DFGP DIMENSIONAL ETF TRUST556.5K shares8.62%2026-06-302026-08-03

Sponsored

DFAX DIMENSIONAL ETF TRUST670.6K shares-0.60%2026-06-302026-08-03

BSV VANGUARD BD INDEX FDS262.7K shares8.02%2026-06-302026-08-03

VSS VANGUARD INTL EQUITY INDEX F118.4K shares0.53%2026-06-302026-08-03

VIG VANGUARD SPECIALIZED FUNDS23.0K shares-0.23%2026-06-302026-08-03

VUG VANGUARD INDEX FDS34.5K shares499.58%2026-06-302026-08-03

VTV VANGUARD INDEX FDS11.1K shares-0.02%2026-06-302026-08-03

SCHR SCHWAB STRATEGIC TR77.3K shares0.00%2026-06-302026-08-03

SCHA SCHWAB STRATEGIC TR47.1K shares-4.22%2026-06-302026-08-03

Sponsored

VO VANGUARD INDEX FDS13.9K shares295.66%2026-06-302026-08-03

VANGUARD INDEX FDS VANGUARD INDEX FDS2.2K shares0.00%2026-06-302026-08-03

EA SERIES TRUST EA SERIES TRUST12.8K shares-7.55%2026-06-302026-08-03

VSGX VANGUARD WORLD FD6.1K shares-5.95%2026-06-302026-08-03

ABT ABBOTT LABORATORIES5.4K sharesnew addition2026-06-302026-08-03

VOO VANGUARD INDEX FDS667 shares0.00%2026-06-302026-08-03

VYM VANGUARD WHITEHALL FDS2.6K shares0.00%2026-06-302026-08-03

AAPL APPLE INC1.3K shares-1.02%2026-06-302026-08-03

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL690 shares0.00%2026-06-302026-08-03

ISHARES TR ISHARES TR344 shares-40.48%2026-06-302026-08-03

VXUS VANGUARD STAR FDS2.5K shares0.00%2026-06-302026-08-03

CNH CNH INDL N V16.1K shares0.00%2026-06-302026-08-03

EA SERIES TRUST EA SERIES TRUST3.0K shares0.00%2026-06-302026-08-03

VEA VANGUARD TAX-MANAGED FDS2.4K shares0.00%2026-06-302026-08-03

GLD SPDR GOLD TR456 shares0.00%2026-06-302026-08-03

PG PROCTER & GAMBLE CO1.1K shares0.00%2026-06-302026-08-03

Sponsored

XLI SELECT SECTOR SPDR TR869 shares0.00%2026-06-302026-08-03

IWD ISHARES TR618 shares0.00%2026-06-302026-08-03

AMD ADVANCED MICRO DEVICES INC250 shares0.00%2026-06-302026-08-03

OMC OMNICOM GROUP INC1.7K shares0.00%2026-06-302026-08-03

UPS UNITED PARCEL SVCS INC917 shares0.00%2026-06-302026-08-03

MDY STATE STR SPDR S&P MIDCAP 40133 shares0.00%2026-06-302026-08-03

IWN ISHARES TR417 shares0.00%2026-06-302026-08-03

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T120 shares0.00%2026-06-302026-08-03

Sponsored

IT GARTNER INC654 shares0.00%2026-06-302026-08-03

USB US BANCORP1.3K shares0.00%2026-06-302026-08-03

DVY ISHARES TR487 shares0.00%2026-06-302026-08-03

SCHI SCHWAB STRATEGIC TR3.1K shares0.00%2026-06-302026-08-03

VWO VANGUARD INTL EQUITY INDEX F1.0K shares0.00%2026-06-302026-08-03

MSFT MICROSOFT CORP154 shares0.00%2026-06-302026-08-03

VXF VANGUARD INDEX FDS182 shares-6.19%2026-06-302026-08-03

SPDW SPDR INDEX SHS FDS851 shares0.00%2026-06-302026-08-03

Sponsored

AMZN AMAZON COM INC179 shares0.00%2026-06-302026-08-03

SRE SEMPRA388 shares0.00%2026-06-302026-08-03

SCHD SCHWAB STRATEGIC TR990 shares0.00%2026-06-302026-08-03

VMBS VANGUARD SCOTTSDALE FDS631 shares0.00%2026-06-302026-08-03

VDE VANGUARD WORLD FD185 shares0.00%2026-06-302026-08-03

DFSD DIMENSIONAL ETF TRUST581 shares0.00%2026-06-302026-08-03

XLE SELECT SECTOR SPDR TR512 shares0.00%2026-06-302026-08-03

CRM SALESFORCE INC165 shares0.00%2026-06-302026-08-03

Sponsored

FELV FIDELITY COVINGTON TRUST633 shares0.00%2026-06-302026-08-03

VBR VANGUARD INDEX FDS100 shares0.00%2026-06-302026-08-03

VISA INC VISA INC48 shares0.00%2026-06-302026-08-03

VCSH VANGUARD SCOTTSDALE FDS195 shares1.04%2026-06-302026-08-03

BAC BANK OF AMER CORP270 shares0.00%2026-06-302026-08-03

IWS ISHARES TR88 shares0.00%2026-06-302026-08-03

JNJ JOHNSON & JOHNSON50 shares0.00%2026-06-302026-08-03

VOE VANGUARD INDEX FDS58 shares0.00%2026-06-302026-08-03

Sponsored

WEC WEC ENERGY GROUP INC89 shares0.00%2026-06-302026-08-03

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC39 shares0.00%2026-06-302026-08-03

DORIAN LPG LTD DORIAN LPG LTD121 shares0.00%2026-06-302026-08-03

TSLA TESLA INC10 shares0.00%2026-06-302026-08-03

CDP COPT DEFENSE PROPERTIES112 shares0.00%2026-06-302026-08-03

MAR MARRIOTT INTL INC NEW10 shares0.00%2026-06-302026-08-03

WMB WILLIAMS COS INC48 shares0.00%2026-06-302026-08-03

VNOM VIPER ENERGY INC80 shares0.00%2026-06-302026-08-03

Sponsored

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC37 shares0.00%2026-06-302026-08-03

ALB ALBEMARLE CORP22 shares0.00%2026-06-302026-08-03

VZ VERIZON COMMUNICATIONS INC69 shares0.00%2026-06-302026-08-03

LEU CENTRUS ENERGY CORP16 shares0.00%2026-06-302026-08-03

HII HUNTINGTON INGALLS INDS INC9 shares0.00%2026-06-302026-08-03

UA UNDER ARMOUR INC60 shares0.00%2026-06-302026-08-03

GOOGL ALPHABET INC1 shares0.00%2026-06-302026-08-03

SBUX STARBUCKS CORP3 shares0.00%2026-06-302026-08-03

Sponsored

NVDA NVIDIA CORPORATION1 shares0.00%2026-06-302026-08-03

UAA UNDER ARMOUR INC15 shares0.00%2026-06-302026-08-03

VANGUARD INDEX FDS

1.89%

Shares301.4K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

0.29%

Shares173.3K

Event2026-06-30

Filed2026-08-03

VEU

VANGUARD INTL EQUITY INDEX F

-1.32%

Shares549.2K

Event2026-06-30

Filed2026-08-03

VCIT

VANGUARD SCOTTSDALE FDS

6.77%

Shares516.4K

Event2026-06-30

Filed2026-08-03

VGIT

VANGUARD SCOTTSDALE FDS

8.07%

Shares686.6K

Event2026-06-30

Filed2026-08-03

DFAC

DIMENSIONAL ETF TRUST

1.06%

Shares808.4K

Event2026-06-30

Filed2026-08-03

BNDX

VANGUARD CHARLOTTE FDS

8.14%

Shares641.2K

Event2026-06-30

Filed2026-08-03

DFGP

DIMENSIONAL ETF TRUST

8.62%

Shares556.5K

Event2026-06-30

Filed2026-08-03

DFAX

DIMENSIONAL ETF TRUST

-0.60%

Shares670.6K

Event2026-06-30

Filed2026-08-03

BSV

VANGUARD BD INDEX FDS

8.02%

Shares262.7K

Event2026-06-30

Filed2026-08-03

VSS

VANGUARD INTL EQUITY INDEX F

0.53%

Shares118.4K

Event2026-06-30

Filed2026-08-03

VIG

VANGUARD SPECIALIZED FUNDS

-0.23%

Shares23.0K

Event2026-06-30

Filed2026-08-03

VUG

VANGUARD INDEX FDS

499.58%

Shares34.5K

Event2026-06-30

Filed2026-08-03

VTV

VANGUARD INDEX FDS

-0.02%

Shares11.1K

Event2026-06-30

Filed2026-08-03

SCHR

SCHWAB STRATEGIC TR

0.00%

Shares77.3K

Event2026-06-30

Filed2026-08-03

SCHA

SCHWAB STRATEGIC TR

-4.22%

Shares47.1K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

295.66%

Shares13.9K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-03

EA SERIES TRUST

-7.55%

Shares12.8K

Event2026-06-30

Filed2026-08-03

VSGX

VANGUARD WORLD FD

-5.95%

Shares6.1K

Event2026-06-30

Filed2026-08-03

ABT

ABBOTT LABORATORIES

New

Shares5.4K

Event2026-06-30

Filed2026-08-03

VOO

VANGUARD INDEX FDS

0.00%

Shares667

Event2026-06-30

Filed2026-08-03

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-03

AAPL

APPLE INC

-1.02%

Shares1.3K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares690

Event2026-06-30

Filed2026-08-03

ISHARES TR

-40.48%

Shares344

Event2026-06-30

Filed2026-08-03

VXUS

VANGUARD STAR FDS

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-03

CNH

CNH INDL N V

0.00%

Shares16.1K

Event2026-06-30

Filed2026-08-03

EA SERIES TRUST

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-03

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-03

GLD

SPDR GOLD TR

0.00%

Shares456

Event2026-06-30

Filed2026-08-03

PROCTER & GAMBLE CO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-03

XLI

SELECT SECTOR SPDR TR

0.00%

Shares869

Event2026-06-30

Filed2026-08-03

IWD

ISHARES TR

0.00%

Shares618

Event2026-06-30

Filed2026-08-03

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares250

Event2026-06-30

Filed2026-08-03

OMC

OMNICOM GROUP INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-03

UPS

UNITED PARCEL SVCS INC

0.00%

Shares917

Event2026-06-30

Filed2026-08-03

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares133

Event2026-06-30

Filed2026-08-03

IWN

ISHARES TR

0.00%

Shares417

Event2026-06-30

Filed2026-08-03

STATE STR SPDR S&P 500 ETF T

0.00%

Shares120

Event2026-06-30

Filed2026-08-03

GARTNER INC

0.00%

Shares654

Event2026-06-30

Filed2026-08-03

USB

US BANCORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-03

DVY

ISHARES TR

0.00%

Shares487

Event2026-06-30

Filed2026-08-03

SCHI

SCHWAB STRATEGIC TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-03

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

0.00%

Shares154

Event2026-06-30

Filed2026-08-03

VXF

VANGUARD INDEX FDS

-6.19%

Shares182

Event2026-06-30

Filed2026-08-03

SPDW

SPDR INDEX SHS FDS

0.00%

Shares851

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

0.00%

Shares179

Event2026-06-30

Filed2026-08-03

SRE

SEMPRA

0.00%

Shares388

Event2026-06-30

Filed2026-08-03

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares990

Event2026-06-30

Filed2026-08-03

VMBS

VANGUARD SCOTTSDALE FDS

0.00%

Shares631

Event2026-06-30

Filed2026-08-03

VDE

VANGUARD WORLD FD

0.00%

Shares185

Event2026-06-30

Filed2026-08-03

DFSD

DIMENSIONAL ETF TRUST

0.00%

Shares581

Event2026-06-30

Filed2026-08-03

XLE

SELECT SECTOR SPDR TR

0.00%

Shares512

Event2026-06-30

Filed2026-08-03

CRM

SALESFORCE INC

0.00%

Shares165

Event2026-06-30

Filed2026-08-03

FELV

FIDELITY COVINGTON TRUST

0.00%

Shares633

Event2026-06-30

Filed2026-08-03

VBR

VANGUARD INDEX FDS

0.00%

Shares100

Event2026-06-30

Filed2026-08-03

VISA INC

0.00%

Shares48

Event2026-06-30

Filed2026-08-03

VCSH

VANGUARD SCOTTSDALE FDS

1.04%

Shares195

Event2026-06-30

Filed2026-08-03

BAC

BANK OF AMER CORP

0.00%

Shares270

Event2026-06-30

Filed2026-08-03

IWS

ISHARES TR

0.00%

Shares88

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON

0.00%

Shares50

Event2026-06-30

Filed2026-08-03

VOE

VANGUARD INDEX FDS

0.00%

Shares58

Event2026-06-30

Filed2026-08-03

WEC

WEC ENERGY GROUP INC

0.00%

Shares89

Event2026-06-30

Filed2026-08-03

PALANTIR TECHNOLOGIES INC

0.00%

Shares39

Event2026-06-30

Filed2026-08-03

DORIAN LPG LTD

0.00%

Shares121

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC

0.00%

Shares10

Event2026-06-30

Filed2026-08-03

CDP

COPT DEFENSE PROPERTIES

0.00%

Shares112

Event2026-06-30

Filed2026-08-03

MAR

MARRIOTT INTL INC NEW

0.00%

Shares10

Event2026-06-30

Filed2026-08-03

WMB

WILLIAMS COS INC

0.00%

Shares48

Event2026-06-30

Filed2026-08-03

VNOM

VIPER ENERGY INC

0.00%

Shares80

Event2026-06-30

Filed2026-08-03

ANGLOGOLD ASHANTI PLC

0.00%

Shares37

Event2026-06-30

Filed2026-08-03

ALB

ALBEMARLE CORP

0.00%

Shares22

Event2026-06-30

Filed2026-08-03

VERIZON COMMUNICATIONS INC

0.00%

Shares69

Event2026-06-30

Filed2026-08-03

LEU

CENTRUS ENERGY CORP

0.00%

Shares16

Event2026-06-30

Filed2026-08-03

HII

HUNTINGTON INGALLS INDS INC

0.00%

Shares9

Event2026-06-30

Filed2026-08-03

UNDER ARMOUR INC

0.00%

Shares60

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

0.00%

Shares1

Event2026-06-30

Filed2026-08-03

SBUX

STARBUCKS CORP

0.00%

Shares3

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

0.00%

Shares1

Event2026-06-30

Filed2026-08-03

UAA

UNDER ARMOUR INC

0.00%

Shares15

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available