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Matthew T MIler

Milwealth Group Llc

Assets Managed
$420.115M
Holdings
81
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
0.01%(2Q avg: 1.2%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Milwealth Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Milwealth Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 420.115M in assets, with a quarterly growth rate of 0.01% and a 2-quarter average growth rate of 1.2%. The portfolio is managed by Matthew T MIler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VV
Vanguard Large-cap Etf
Recent Activity
Increased 0.98%
21.05%
$88.397M
295,789 shares@ $298.86 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 0.28%
10.78%
$45.259M
172,797 shares@ $261.93 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -1.3%
9.95%
$41.795M
556,531 shares@ $75.1 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 2.73%
9.53%
$40.021M
483,643 shares@ $82.75 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 3.09%
9.01%
$37.836M
635,361 shares@ $59.55 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 0.1%
7.4%
$31.086M
799,943 shares@ $38.86 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 3.22%
6.79%
$28.491M
592,950 shares@ $48.06 avg price
DFGP
Dim Global Cp Fixed Income
Recent Activity
Increased 2.94%
6.59%
$27.662M
512,349 shares@ $53.99 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -2.18%
5.46%
$22.919M
674,680 shares@ $33.98 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 2.68%
4.54%
$19.07M
243,212 shares@ $78.41 avg price

1-10 of 81