MilWealth Group
MilWealth Group reported 86 stocks worth $464M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are VV (22.6%), VB (10.6%) and VEU (9.8%). Compared with Q2 2026, the fund opened new positions in ABBV, IAGG and XOM, added to VCIT, VGIT and DFGP, trimmed VV, VB and VEU and sold out of CNH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VV Vanguard Large Cap ETF | $105M | 22.6% | 299K | −2,724 (−1%) | 8 of 8 | |
| 2 |  VB Vanguard Index Fds | $49M | 10.6% | 172K | −1,020 (−1%) | 8 of 8 | |
| 3 |  VEU Vanguard Intl Equity Index F | $45.2M | 9.8% | 545K | −4,220 (−1%) | 8 of 8 | |
| 4 |  VCIT Vanguard Scottsdale Fds | $41.4M | 8.9% | 529K | +13K (+2%) | 8 of 8 | |
| 5 |  VGIT Vanguard Scottsdale Fds | $39.3M | 8.5% | 694K | +7,140 (+1%) | 8 of 8 | |
| 6 | DIMENSIONAL ETF TRUST | $35.5M | 7.7% | 800K | −8,723 (−1%) | 8 of 8 | |
| 7 |  DFGP Dimensional ETF Trust | $29.7M | 6.4% | 571K | +15K (+3%) | 8 of 8 | |
| 8 |  BNDX Vanguard Total | $29.2M | 6.3% | 624K | −17K (−3%) | 8 of 8 | |
| 9 |  DFAX Dimensional ETF Trust | $24.7M | 5.3% | 667K | −3,793 (−1%) | 8 of 8 | |
| 10 |  BSV Vanguard Short-Term Bond ETF | $20.8M | 4.5% | 272K | +8,948 (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CNH Cnh Indl N V | $180K | 16K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →MilWealth Group 13F FAQ
What does MilWealth Group own?
MilWealth Group reported 86 stocks worth $464M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are VV (22.6%), VB (10.6%) and VEU (9.8%). The table above lists every position in the filing (the top 10 without an account).
What did MilWealth Group buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 12 added to, 13 trimmed and 1 sold out. New positions include ABBV, IAGG and XOM. It sold all of CNH.
When will MilWealth Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is MilWealth Group's portfolio worth?
The Q3 2026 filing reports $464M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.