MilWealth Group LLC - Portfolio overview

MilWealth Group LLC has 84 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VV - VANGUARD INDEX FDS, 21.04%
2. VB - VANGUARD INDEX FDS, 10.77%
3. VEU - VANGUARD INTL EQUITY INDEX F, 9.95%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.