Sponsored

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

Currently, MilWealth Group LLC holds 81 types of securities in its portfolio with a total value $420.1M. In the most recent quarter, they have increased their positions in VGIT (+19.0K shares, valued at $1.1M), VCIT (+12.8K shares, valued at $1.1M), BNDX (+18.5K shares, valued at $887.5K); decreased their positions in VEU (-7.4K shares, valued at $553.3K), DFAX (-15.1K shares, valued at $511.3K), VIG (-486 shares, valued at $104.5K); initiated new positions in N/A (+3.0K shares, valued at $146.6K), LPG (+121 shares, valued at $4.1K), ALB (+22 shares, valued at $4.0K).

1M P&L

+9.6M+2.19%

3M P&L

-6.9M-1.51%

HY P&L

+15.1M+3.48%

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/A417.2M

99.7%

2Consumer Electronics322.6K

0.1%

3Farm & Heavy Construction Machinery176.6K

0.0%

Top Industries by Stock Count

1N/A44 stocks

60.3%

2Semiconductors2 stocks

2.7%

3Oil & Gas Midstream2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VV VANGUARD INDEX FDS295.8K shares0.97%2026-03-312026-05-01

VB VANGUARD INDEX FDS172.8K shares0.28%2026-03-312026-05-01

VEU VANGUARD INTL EQUITY INDEX F556.5K shares-1.31%2026-03-312026-05-01

VCIT VANGUARD SCOTTSDALE FDS483.6K shares2.72%2026-03-312026-05-01

VGIT VANGUARD SCOTTSDALE FDS635.4K shares3.08%2026-03-312026-05-01

DFAC DIMENSIONAL ETF TRUST799.9K shares0.10%2026-03-312026-05-01

BNDX VANGUARD CHARLOTTE FDS593.0K shares3.22%2026-03-312026-05-01

DFGP DIMENSIONAL ETF TRUST512.3K shares2.93%2026-03-312026-05-01

Sponsored

DFAX DIMENSIONAL ETF TRUST674.7K shares-2.18%2026-03-312026-05-01

BSV VANGUARD BD INDEX FDS243.2K shares2.68%2026-03-312026-05-01

VSS VANGUARD INTL EQUITY INDEX F117.7K shares-0.23%2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS23.1K shares-2.06%2026-03-312026-05-01

VUG VANGUARD INDEX FDS5.8K shares-0.64%2026-03-312026-05-01

VTV VANGUARD INDEX FDS11.1K shares-4.01%2026-03-312026-05-01

SCHR SCHWAB STRATEGIC TR77.3K shares0.00%2026-03-312026-05-01

SCHA SCHWAB STRATEGIC TR49.2K shares0.00%2026-03-312026-05-01

Sponsored

VO VANGUARD INDEX FDS3.5K shares-0.76%2026-03-312026-05-01

VTI VANGUARD INDEX FDS2.2K shares0.00%2026-03-312026-05-01

EA SERIES TRUST EA SERIES TRUST13.8K shares-1.40%2026-03-312026-05-01

VSGX VANGUARD WORLD FD6.5K shares0.00%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS667 shares0.00%2026-03-312026-05-01

VYM VANGUARD WHITEHALL FDS2.6K shares0.00%2026-03-312026-05-01

IVV ISHARES TR578 shares0.00%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL690 shares-4.70%2026-03-312026-05-01

Sponsored

AAPL APPLE INC1.3K shares0.00%2026-03-312026-05-01

GLD SPDR GOLD TR456 shares0.00%2026-03-312026-05-01

VXUS VANGUARD STAR FDS2.5K shares-22.20%2026-03-312026-05-01

CNH CNH INDL N V16.1K shares0.00%2026-03-312026-05-01

PG PROCTER & GAMBLE CO1.1K shares0.00%2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS2.4K shares0.00%2026-03-312026-05-01

EA SERIES TRUST EA SERIES TRUST3.0K sharesnew addition2026-03-312026-05-01

XLI SELECT SECTOR SPDR TR869 shares0.00%2026-03-312026-05-01

Sponsored

IWD ISHARES TR618 shares0.00%2026-03-312026-05-01

OMC OMNICOM GROUP INC1.7K shares0.00%2026-03-312026-05-01

IT GARTNER INC654 shares0.00%2026-03-312026-05-01

UPS UNITED PARCEL SVCS INC917 shares0.00%2026-03-312026-05-01

MDY STATE STR SPDR S&P MIDCAP 40133 shares0.76%2026-03-312026-05-01

IWN ISHARES TR417 shares0.00%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T120 shares0.00%2026-03-312026-05-01

DVY ISHARES TR487 shares0.00%2026-03-312026-05-01

Sponsored

SCHI SCHWAB STRATEGIC TR3.1K shares0.00%2026-03-312026-05-01

USB US BANCORP1.3K shares0.00%2026-03-312026-05-01

MSFT MICROSOFT CORP154 shares0.00%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F1.0K shares0.00%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC250 shares0.00%2026-03-312026-05-01

VXF VANGUARD INDEX FDS194 shares0.00%2026-03-312026-05-01

SPDW SPDR INDEX SHS FDS851 shares0.00%2026-03-312026-05-01

SRE SEMPRA388 shares0.00%2026-03-312026-05-01

Sponsored

AMZN AMAZON COM INC179 shares0.00%2026-03-312026-05-01

VDE VANGUARD WORLD FD185 shares0.00%2026-03-312026-05-01

XLE SELECT SECTOR SPDR TR512 shares0.00%2026-03-312026-05-01

CRM SALESFORCE INC165 shares0.00%2026-03-312026-05-01

SCHD SCHWAB STRATEGIC TR990 shares0.00%2026-03-312026-05-01

VMBS VANGUARD SCOTTSDALE FDS631 shares0.00%2026-03-312026-05-01

DFSD DIMENSIONAL ETF TRUST581 shares0.00%2026-03-312026-05-01

FELV FIDELITY COVINGTON TRUST633 shares0.00%2026-03-312026-05-01

Sponsored

VBR VANGUARD INDEX FDS100 shares0.00%2026-03-312026-05-01

VCSH VANGUARD SCOTTSDALE FDS193 shares0.52%2026-03-312026-05-01

V VISA INC48 shares0.00%2026-03-312026-05-01

BAC BANK AMERICA CORP270 shares0.00%2026-03-312026-05-01

IWS ISHARES TR88 shares0.00%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON50 shares0.00%2026-03-312026-05-01

VOE VANGUARD INDEX FDS58 shares0.00%2026-03-312026-05-01

WEC ENERGY GROUP INC WEC ENERGY GROUP INC89 shares0.00%2026-03-312026-05-01

Sponsored

PLTR PALANTIR TECHNOLOGIES INC39 shares160.00%2026-03-312026-05-01

LPG DORIAN LPG LTD121 sharesnew addition2026-03-312026-05-01

ALB ALBEMARLE CORP22 sharesnew addition2026-03-312026-05-01

VIPER ENERGY INC VIPER ENERGY INC80 sharesnew addition2026-03-312026-05-01

TSLA TESLA INC10 shares0.00%2026-03-312026-05-01

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC37 sharesnew addition2026-03-312026-05-01

WMB WILLIAMS COS INC48 sharesnew addition2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC69 sharesnew addition2026-03-312026-05-01

Sponsored

CDP COPT DEFENSE PROPERTIES112 sharesnew addition2026-03-312026-05-01

HII HUNTINGTON INGALLS INDS INC9 sharesnew addition2026-03-312026-05-01

MAR MARRIOTT INTL INC NEW10 shares0.00%2026-03-312026-05-01

LEU CENTRUS ENERGY CORP16 sharesnew addition2026-03-312026-05-01

UA UNDER ARMOUR INC60 shares0.00%2026-03-312026-05-01

ALPHABET INC ALPHABET INC1 shares0.00%2026-03-312026-05-01

SBUX STARBUCKS CORP3 shares0.00%2026-03-312026-05-01

NVDA NVIDIA CORPORATION1 shares0.00%2026-03-312026-05-01

Sponsored

UAA UNDER ARMOUR INC15 shares0.00%2026-03-312026-05-01

VANGUARD INDEX FDS

0.97%

Shares295.8K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

0.28%

Shares172.8K

Event2026-03-31

Filed2026-05-01

VEU

VANGUARD INTL EQUITY INDEX F

-1.31%

Shares556.5K

Event2026-03-31

Filed2026-05-01

VCIT

VANGUARD SCOTTSDALE FDS

2.72%

Shares483.6K

Event2026-03-31

Filed2026-05-01

VGIT

VANGUARD SCOTTSDALE FDS

3.08%

Shares635.4K

Event2026-03-31

Filed2026-05-01

DFAC

DIMENSIONAL ETF TRUST

0.10%

Shares799.9K

Event2026-03-31

Filed2026-05-01

BNDX

VANGUARD CHARLOTTE FDS

3.22%

Shares593.0K

Event2026-03-31

Filed2026-05-01

DFGP

DIMENSIONAL ETF TRUST

2.93%

Shares512.3K

Event2026-03-31

Filed2026-05-01

DFAX

DIMENSIONAL ETF TRUST

-2.18%

Shares674.7K

Event2026-03-31

Filed2026-05-01

BSV

VANGUARD BD INDEX FDS

2.68%

Shares243.2K

Event2026-03-31

Filed2026-05-01

VSS

VANGUARD INTL EQUITY INDEX F

-0.23%

Shares117.7K

Event2026-03-31

Filed2026-05-01

VIG

VANGUARD SPECIALIZED FUNDS

-2.06%

Shares23.1K

Event2026-03-31

Filed2026-05-01

VUG

VANGUARD INDEX FDS

-0.64%

Shares5.8K

Event2026-03-31

Filed2026-05-01

VTV

VANGUARD INDEX FDS

-4.01%

Shares11.1K

Event2026-03-31

Filed2026-05-01

SCHR

SCHWAB STRATEGIC TR

0.00%

Shares77.3K

Event2026-03-31

Filed2026-05-01

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares49.2K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

-0.76%

Shares3.5K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-01

EA SERIES TRUST

-1.40%

Shares13.8K

Event2026-03-31

Filed2026-05-01

VSGX

VANGUARD WORLD FD

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

0.00%

Shares667

Event2026-03-31

Filed2026-05-01

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

0.00%

Shares578

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

-4.70%

Shares690

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-01

GLD

SPDR GOLD TR

0.00%

Shares456

Event2026-03-31

Filed2026-05-01

VXUS

VANGUARD STAR FDS

-22.20%

Shares2.5K

Event2026-03-31

Filed2026-05-01

CNH

CNH INDL N V

0.00%

Shares16.1K

Event2026-03-31

Filed2026-05-01

PROCTER & GAMBLE CO

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-01

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-01

EA SERIES TRUST

New

Shares3.0K

Event2026-03-31

Filed2026-05-01

XLI

SELECT SECTOR SPDR TR

0.00%

Shares869

Event2026-03-31

Filed2026-05-01

IWD

ISHARES TR

0.00%

Shares618

Event2026-03-31

Filed2026-05-01

OMC

OMNICOM GROUP INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-01

GARTNER INC

0.00%

Shares654

Event2026-03-31

Filed2026-05-01

UPS

UNITED PARCEL SVCS INC

0.00%

Shares917

Event2026-03-31

Filed2026-05-01

MDY

STATE STR SPDR S&P MIDCAP 40

0.76%

Shares133

Event2026-03-31

Filed2026-05-01

IWN

ISHARES TR

0.00%

Shares417

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares120

Event2026-03-31

Filed2026-05-01

DVY

ISHARES TR

0.00%

Shares487

Event2026-03-31

Filed2026-05-01

SCHI

SCHWAB STRATEGIC TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-01

USB

US BANCORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

0.00%

Shares154

Event2026-03-31

Filed2026-05-01

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-01

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares250

Event2026-03-31

Filed2026-05-01

VXF

VANGUARD INDEX FDS

0.00%

Shares194

Event2026-03-31

Filed2026-05-01

SPDW

SPDR INDEX SHS FDS

0.00%

Shares851

Event2026-03-31

Filed2026-05-01

SRE

SEMPRA

0.00%

Shares388

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

0.00%

Shares179

Event2026-03-31

Filed2026-05-01

VDE

VANGUARD WORLD FD

0.00%

Shares185

Event2026-03-31

Filed2026-05-01

XLE

SELECT SECTOR SPDR TR

0.00%

Shares512

Event2026-03-31

Filed2026-05-01

CRM

SALESFORCE INC

0.00%

Shares165

Event2026-03-31

Filed2026-05-01

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares990

Event2026-03-31

Filed2026-05-01

VMBS

VANGUARD SCOTTSDALE FDS

0.00%

Shares631

Event2026-03-31

Filed2026-05-01

DFSD

DIMENSIONAL ETF TRUST

0.00%

Shares581

Event2026-03-31

Filed2026-05-01

FELV

FIDELITY COVINGTON TRUST

0.00%

Shares633

Event2026-03-31

Filed2026-05-01

VBR

VANGUARD INDEX FDS

0.00%

Shares100

Event2026-03-31

Filed2026-05-01

VCSH

VANGUARD SCOTTSDALE FDS

0.52%

Shares193

Event2026-03-31

Filed2026-05-01

VISA INC

0.00%

Shares48

Event2026-03-31

Filed2026-05-01

BAC

BANK AMERICA CORP

0.00%

Shares270

Event2026-03-31

Filed2026-05-01

IWS

ISHARES TR

0.00%

Shares88

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

0.00%

Shares50

Event2026-03-31

Filed2026-05-01

VOE

VANGUARD INDEX FDS

0.00%

Shares58

Event2026-03-31

Filed2026-05-01

WEC ENERGY GROUP INC

0.00%

Shares89

Event2026-03-31

Filed2026-05-01

PLTR

PALANTIR TECHNOLOGIES INC

160.00%

Shares39

Event2026-03-31

Filed2026-05-01

LPG

DORIAN LPG LTD

New

Shares121

Event2026-03-31

Filed2026-05-01

ALB

ALBEMARLE CORP

New

Shares22

Event2026-03-31

Filed2026-05-01

VIPER ENERGY INC

New

Shares80

Event2026-03-31

Filed2026-05-01

TSLA

TESLA INC

0.00%

Shares10

Event2026-03-31

Filed2026-05-01

ANGLOGOLD ASHANTI PLC

New

Shares37

Event2026-03-31

Filed2026-05-01

WMB

WILLIAMS COS INC

New

Shares48

Event2026-03-31

Filed2026-05-01

VERIZON COMMUNICATIONS INC

New

Shares69

Event2026-03-31

Filed2026-05-01

CDP

COPT DEFENSE PROPERTIES

New

Shares112

Event2026-03-31

Filed2026-05-01

HII

HUNTINGTON INGALLS INDS INC

New

Shares9

Event2026-03-31

Filed2026-05-01

MAR

MARRIOTT INTL INC NEW

0.00%

Shares10

Event2026-03-31

Filed2026-05-01

LEU

CENTRUS ENERGY CORP

New

Shares16

Event2026-03-31

Filed2026-05-01

UNDER ARMOUR INC

0.00%

Shares60

Event2026-03-31

Filed2026-05-01

ALPHABET INC

0.00%

Shares1

Event2026-03-31

Filed2026-05-01

SBUX

STARBUCKS CORP

0.00%

Shares3

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

0.00%

Shares1

Event2026-03-31

Filed2026-05-01

UAA

UNDER ARMOUR INC

0.00%

Shares15

Event2026-03-31

Filed2026-05-01

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available