13F Filings History of MilWealth Group LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$420,085,908
Signature - Title
Matthew T MIler - Managing Principal
Location
Milwaukee, WI
Summary
This page shows a list of all the recent 13F filings made by MilWealth Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MilWealth Group LLC reported 74 stock holdings with total value $420,085,908 as of Q4 2025. Top holdings included VV, VB, VEU, VCIT, and VGIT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 74 $420,085,908 +$7,116,533 -$1,827,453 +$5,289,080 VV, VB, VEU, VCIT, VGIT 13F-HR 02 Feb 2026, 14:22
Q3 2025 68 $410,306,664 +$4,648,998 -$1,425,722 +$3,223,276 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 +$37,760,961 -$3,479,222 +$34,281,739 VV, VB, VCIT, VEU, VGIT 13F-HR 24 Jan 2025, 14:40
Q3 2024 67 $340,940,354 +$6,355,165 -$218,146 +$6,137,019 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 +$27,988,111 -$1,535,938 +$26,452,173 VV, VB, VCIT, VEU, VGIT 13F-HR 26 Jan 2024, 11:31
Q3 2023 63 $253,933,047 +$4,911,450 -$372,023 +$4,539,427 VV, VB, VGIT, VCIT, VEU 13F-HR 11 Oct 2023, 16:42
Q2 2023 57 $258,554,735 +$250,782 -$1,168,963 -$918,181 VV, VB, VEU, VCIT, VGIT 13F-HR 24 Jul 2023, 12:15
Q1 2023 64 $252,171,793 +$90,225 -$3,240,832 -$3,150,607 VV, VB, VCIT, VGIT, VEU 13F-HR 09 May 2023, 13:30
Q4 2022 59 $243,890,881 +$4,667,050 -$2,633,478 +$2,033,572 VV, VB, VGIT, VCIT, VEU 13F-HR 09 May 2023, 13:28
Q3 2022 61 $229,637,745 +$15,453,433 -$4,913,584 +$10,539,849 VV, VGIT, VCIT, VB, VEU 13F-HR 09 May 2023, 13:27
Q2 2022 71 $232,606,820 +$7,687,639 -$5,675,248 +$2,012,391 VV, VGIT, VB, VCIT, VEU 13F-HR 09 May 2023, 13:25
Q1 2022 79 $261,446,000 +$12,500,580 -$4,719,916 +$7,780,664 VV, VB, VEU, VGIT, VCIT 13F-HR 09 May 2023, 13:23
Q4 2021 159 $269,879,148 +$9,762,586 -$7,316,223 +$2,446,363 VV, VB, VEU, VCIT, BNDX 13F-HR 09 May 2023, 13:22
Q3 2021 175 $260,005,348 +$32,987,403 -$270,875 +$32,716,528 VV, VB, VEU, VGIT, VCIT 13F-HR 09 May 2023, 13:20
Q2 2021 59 $229,872,093 +$13,472,974 -$407,852 +$13,065,122 VV, VB, VCIT, VGIT, VEU 13F-HR 09 May 2023, 13:14
Q1 2021 62 $208,023,394 +$8,366,399 -$7,679,734 +$686,665 VV, VB, VGIT, VCIT, VEU 13F-HR 09 May 2023, 13:13
Q4 2020 57 $201,790,486 +$5,602,640 -$2,569,515 +$3,033,125 VV, VB, VEU, VCIT, VGIT 13F-HR 09 May 2023, 13:06
Q3 2020 62 $180,890,581 +$7,863,299 -$3,480,474 +$4,382,825 VV, VB, VCIT, VEU, VGIT 13F-HR 09 May 2023, 13:04
Q2 2020 69 $168,607,933 +$25,470,979 -$4,312,015 +$21,158,964 VV, VB, VEU, VCIT, BNDX 13F-HR 09 May 2023, 13:03
Q1 2020 74 $128,970,638 +$30,249,004 -$8,358,427 +$21,890,577 VV, BNDX, VB, VEU, BSV 13F-HR 09 May 2023, 13:01
Q4 2019 70 $128,162,659 +$3,859,477 -$333,796 +$3,525,681 VV, VB, BSV, BNDX, VEU 13F-HR 09 May 2023, 12:57
Q3 2019 68 $119,136,036 +$1,340,510 -$359,208 +$981,302 VV, VB, BSV, BNDX, VEU 13F-HR 09 May 2023, 12:56
Q2 2019 63 $117,582,895 +$3,460,067 -$152,934 +$3,307,133 VV, VB, BSV, BNDX, VEU 13F-HR 09 May 2023, 12:55
Q1 2019 64 $111,254,660 +$1,966,981 -$2,954,412 -$987,431 VV, VB, BNDX, BSV, VEU 13F-HR 09 May 2023, 12:53
Q4 2018 74 $103,141,003 $0 VV, BNDX, VB, BSV, VEU 13F-HR 09 May 2023, 12:49