13F Filings History of MilWealth Group LLC
- Latest 13F filing
- Q2 2026 - 03 Aug 2026
- Latest reported 13F value
- $468,891,092
- Largest 13F holdings
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VV VB VEU VCIT VGIT DFAC BNDX DFGP DFAX BSV VSS VIG
+8 more
VUG VTV SCHR SCHA VO VTI AAEQ VSGX - Form 13F summary
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- MilWealth Group LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- MilWealth Group LLC reported 82 equity holdings with a total reported market value of $468,891,092 for Q2 2026. Top reported holdings included VV, VB, VEU, VCIT, and VGIT.
- Manager signature
- Matthew T MIler - Managing Principal
- Manager location
- Milwaukee, WI
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$468,891,092
Quarter delta
+$48,775,694
Accepted
03 Aug 2026, 11:55
Rows shown
1-25 of 31
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 82 | $468,891,092 | +$18,348,104 | -$1,122,540 | +$17,225,564 | VV, VB, VEU, VCIT, VGIT | 13F-HR | 03 Aug 2026, 11:55 |
| Q1 2026 | 81 | $420,115,398 | +$5,556,401 | -$1,477,067 | +$4,079,334 | VV, VB, VEU, VCIT, VGIT | 13F-HR | 01 May 2026, 10:24 |
| Q4 2025 | 74 | $420,085,908 | +$7,116,532 | -$1,827,453 | +$5,289,079 | VV, VB, VEU, VCIT, VGIT | 13F-HR | 02 Feb 2026, 14:22 |
| Q3 2025 | 68 | $410,306,664 | +$4,648,999 | -$1,425,722 | +$3,223,277 | VV, VB, VEU, VCIT, VGIT | 13F-HR | 03 Nov 2025, 10:13 |
| Q2 2025 | 68 | $388,292,879 | +$2,816,414 | -$1,703,285 | +$1,113,129 | VV, VB, VEU, VCIT, VGIT | 13F-HR | 01 Aug 2025, 10:07 |
| Q1 2025 | 68 | $363,037,831 | +$3,107,907 | -$2,754,875 | +$353,032 | VV, VB, VCIT, VEU, VGIT | 13F-HR | 01 May 2025, 10:54 |
| Q4 2024 | 96 | $366,430,267 | +$37,760,958 | -$3,479,222 | +$34,281,736 | VV, VB, VCIT, VEU, VGIT | 13F-HR | 24 Jan 2025, 14:40 |
| Q3 2024 | 67 | $340,940,354 | +$6,355,164 | -$218,146 | +$6,137,018 | VV, VB, VEU, VCIT, VGIT | 13F-HR | 15 Oct 2024, 12:15 |
| Q2 2024 | 65 | $316,976,002 | +$4,365,062 | -$1,893,366 | +$2,471,696 | VV, VB, VCIT, VEU, VGIT | 13F-HR | 29 Jul 2024, 11:39 |
| Q1 2024 | 64 | $313,803,523 | +$3,522,234 | -$4,191,986 | -$669,752 | VV, VB, VEU, VCIT, VGIT | 13F-HR | 24 Apr 2024, 09:50 |
| Q4 2023 | 64 | $301,920,540 | +$27,988,103 | -$1,535,939 | +$26,452,164 | VV, VB, VCIT, VEU, VGIT | 13F-HR | 26 Jan 2024, 11:31 |
| Q3 2023 | 63 | $253,933,047 | +$4,911,450 | -$389,186 | +$4,522,264 | VV, VB, VGIT, VCIT, VEU | 13F-HR | 11 Oct 2023, 16:42 |
| Q2 2023 | 57 | $258,554,735 | +$250,782 | -$1,238,332 | -$987,550 | VV, VB, VEU, VCIT, VGIT | 13F-HR | 24 Jul 2023, 12:15 |
| Q1 2023 | 64 | $252,171,793 | +$90,225 | -$3,244,442 | -$3,154,217 | VV, VB, VCIT, VGIT, VEU | 13F-HR | 09 May 2023, 13:30 |
| Q4 2022 | 59 | $243,890,881 | +$4,667,051 | -$2,885,025 | +$1,782,026 | VV, VB, VGIT, VCIT, VEU | 13F-HR | 09 May 2023, 13:28 |
| Q3 2022 | 61 | $229,637,745 | +$15,453,429 | -$5,586,725 | +$9,866,704 | VV, VGIT, VCIT, VB, VEU | 13F-HR | 09 May 2023, 13:27 |
| Q2 2022 | 71 | $232,606,820 | +$7,687,638 | -$5,780,180 | +$1,907,458 | VV, VGIT, VB, VCIT, VEU | 13F-HR | 09 May 2023, 13:25 |
| Q1 2022 | 79 | $261,446,000 | +$12,500,578 | -$5,168,416 | +$7,332,162 | VV, VB, VEU, VGIT, VCIT | 13F-HR | 09 May 2023, 13:23 |
| Q4 2021 | 159 | $269,879,148 | +$9,762,585 | -$7,682,172 | +$2,080,413 | VV, VB, VEU, VCIT, BNDX | 13F-HR | 09 May 2023, 13:22 |
| Q3 2021 | 175 | $260,005,348 | +$32,987,392 | -$270,875 | +$32,716,517 | VV, VB, VEU, VGIT, VCIT | 13F-HR | 09 May 2023, 13:20 |
| Q2 2021 | 59 | $229,872,093 | +$13,472,961 | -$407,852 | +$13,065,109 | VV, VB, VCIT, VGIT, VEU | 13F-HR | 09 May 2023, 13:14 |
| Q1 2021 | 63 | $208,023,394 | +$8,366,401 | -$7,679,735 | +$686,666 | VV, VB, VGIT, VCIT, VEU | 13F-HR | 09 May 2023, 13:13 |
| Q4 2020 | 57 | $201,790,486 | +$5,602,640 | -$2,581,392 | +$3,021,248 | VV, VB, VEU, VCIT, VGIT | 13F-HR | 09 May 2023, 13:06 |
| Q3 2020 | 62 | $180,890,581 | +$7,863,299 | -$3,661,901 | +$4,201,398 | VV, VB, VCIT, VEU, VGIT | 13F-HR | 09 May 2023, 13:04 |
| Q2 2020 | 69 | $168,607,933 | +$25,470,988 | -$4,342,256 | +$21,128,732 | VV, VB, VEU, VCIT, BNDX | 13F-HR | 09 May 2023, 13:03 |