MilWealth Group LLC
•CIK: 1972750•Filing: Q4 2025
**MilWealth Group LLC** manages $420M across a diversified portfolio of 74 positions. The strategy shows a significant allocation to fixed income and global equity exposure, highlighted by top holdings including VV ($92.2M) and VB ($44.5M). Further diversification is evident with substantial positions in VEU ($41.5M), VCIT ($39.4M), and VGIT ($36.9M). The firm maintains a notable presence in international and specialized credit markets, evidenced by holdings such as BNDX ($27.8M) and DFGP ($26.9M).
Total AUM
$420.1M
QoQ Performance
+2.4%
Positions
47
Top 10 Concentration
91.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VV
VB
VEU
VCIT
VGIT
DFAC
BNDX
DFGP
VV22.0%
VB10.6%
VEU9.9%
VCIT9.4%
VGIT8.8%
DFAC7.5%
BNDX6.6%
DFGP6.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other99.5%
ETF0.2%
Technology0.1%
Financial0.1%
Industrial0.0%
Consumer0.0%
Energy0.0%
Healthcare0.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑13 increased
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023