Institutional Fund
Milwealth Group LLC
Milwaukee, WICIK 19727505 filings on record
Portfolio Value
$420.12M
Q1 2026
Holdings
81
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+0.0%
from $420.09M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds21.0%
- Vanguard Index Fds10.8%
- Vanguard Intl Equity Index F9.9%
- Vanguard Scottsdale Fds9.5%
- Vanguard Scottsdale Fds9.0%
- Dimensional ETF Trust7.4%
- Other32.3%
Portfolio Holdings
81 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 295.8K | $88.40M | 21.0% | +2.9K | Added |
| 2 | Vanguard Index Fds | 172.8K | $45.26M | 10.8% | +476 | Added |
| 3 | Vanguard Intl Equity Index F | 556.5K | $41.80M | 9.9% | −7.4K | Reduced |
| 4 | Vanguard Scottsdale Fds | 483.6K | $40.02M | 9.5% | +12.8K | Added |
| 5 | Vanguard Scottsdale Fds | 635.4K | $37.84M | 9.0% | +19.0K | Added |
| 6 | Dimensional ETF Trust | 799.9K | $31.09M | 7.4% | +787 | Added |
| 7 | Vanguard Charlotte Fds | 593.0K | $28.49M | 6.8% | +18.5K | Added |
| 8 | Dimensional ETF Trust | 512.3K | $27.66M | 6.6% | +14.6K | Added |
| 9 | Dimensional ETF Trust | 674.7K | $22.92M | 5.5% | −15.1K | Reduced |
| 10 | Vanguard Bd Index Fds | 243.2K | $19.07M | 4.5% | +6.3K | Added |
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