MilWealth Group LLC holds a concentrated book of 82 stocks worth $468.9M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Abbott Laboratories and trimmed Vanguard Ftse All-World Ex-U. Their largest long position is Vanguard Large-Cap ETF at 22% of the equity book. Cloning the disclosed picks since 2024 would be +22% (+11.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1972750/holdings"
Use Arkolith to show MilWealth Group LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.1 points over this window.
Growth of $10,000 cloning MilWealth Group LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as MilWealth Group LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 80 / 80 | $114.3B |
| UBS Group AG | 79 / 80 | $106.9B |
| Creative Planning | 79 / 80 | $61.1B |
| NewEdge Advisors, LLC | 79 / 80 | $6.6B |
| Farther Finance Advisors, LLC | 79 / 80 | $2.9B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $353.4B |
| JPMORGAN CHASE & CO | 78 / 80 | $336.0B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $125.6B |
Ranked by how many of MilWealth Group LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS LARGE CAP ETF | $103.6M | 301.4K | 22.1% | ▲+1.9% Added · +6K sh | |
| 2 | Vanguard Index FDS SMALL CP ETF | $52.5M | 173.3K | 11.2% | ▲+0.3% Added · +504 sh | |
| 3 | Vanguard Intl Equity Index F ALLWRLD EX US | $46.0M | 549.2K | 9.8% | ▼−1.3% Reduced · −7K sh | |
| 4 | Vanguard Scottsdale FDS INT-TERM CORP | $42.7M | 516.4K | 9.1% | ▲+6.8% Added · +33K sh | |
| 5 | Vanguard Scottsdale FDS INTER TERM TREAS | $40.5M | 686.6K | 8.6% | ▲+8.1% Added · +51K sh | |
| 6 | Dimensional ETF Trust US COR EQU 2 ETF | $35.9M | 808.4K | 7.6% | ▲+1.1% Added · +8K sh | |
| 7 | Vanguard Charlotte FDS TOTAL INT BD ETF | $31.1M | 641.2K | 6.6% | ▲+8.1% Added · +48K sh | |
| 8 | Dimensional ETF Trust GLOB CO PLUS ETF | $30.3M | 556.5K | 6.5% | ▲+8.6% Added · +44K sh | |
| 9 | Dimensional ETF Trust WORLD EX US CORE | $24.7M | 670.6K | 5.3% | ▼−0.6% Reduced · −4K sh | |
| 10 | Vanguard BD Index FDS SHORT TRM BOND | $20.5M | 262.7K | 4.4% | ▲+8.0% Added · +20K sh | |
| 11 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $18.3M | 118.4K | 3.9% | ▲+0.5% Added · +623 sh | |
| 12 | Vanguard Specialized Funds DIV APP ETF | $5.5M | 23.0K | 1.2% | ▼−0.2% Reduced · −54 sh | |
| 13 | Vanguard Index FDS GROWTH ETF | $3.0M | 34.5K | 0.6% | ▲+500% Added · +29K sh | |
| 14 | Vanguard Index FDS VALUE ETF | $2.4M | 11.1K | 0.5% | ▼~0% Reduced · −2 sh | |
| 15 | Schwab Strategic TR INT-TRM U.S TRES | $1.9M | 77.3K | 0.4% | —Held | |
| 16 | Schwab Strategic TR US SML CAP ETF | $1.7M | 47.1K | 0.4% | ▼−4.2% Reduced · −2K sh | |
| 17 | Vanguard Index FDS MID CAP ETF | $1.1M | 13.9K | 0.2% | ▲+296% Added · +10K sh | |
| 18 | Vanguard Index FDS TOTAL STK MKT | $828K | 2.2K | 0.2% | —Held | |
| 19 | Ea Series Trust ALPHA ARCHITECT | $680K | 12.8K | 0.1% | ▼−7.5% Reduced · −1K sh | |
| 20 | Vanguard World FD ESG INTL STK ETF | $502K | 6.1K | 0.1% | ▼−6.0% Reduced · −386 sh | |
| 21 | Abbott Laboratories COM | $490K | 5.4K | 0.1% | ▲New New position | |
| 22 | Vanguard Index FDS S&P 500 ETF SHS | $458K | 667 | 0.1% | —Held | |
| 23 | Vanguard Whitehall FDS HIGH DIV YLD | $416K | 2.6K | 0.1% | —Held | |
| 24 | Apple Inc COM | $364K | 1.3K | 0.1% | ▼−1.0% Reduced · −13 sh | |
| 25 | Berkshire Hathaway Inc Del CL B NEW | $345K | 690 | 0.1% | —Held | |
| 26 | Ishares TR CORE S&P500 ETF | $258K | 344 | 0.1% | ▼−40% Reduced · −234 sh | |
| 27 | Vanguard Star FDS VG TL INTL STK F | $210K | 2.5K | 0.0% | —Held | |
| 28 | CNH Indl N V SHS | $180K | 16.1K | 0.0% | —Held | |
| 29 | Ea Series Trust ALPHA ARCHITECT | $170K | 3.0K | 0.0% | —Held | |
| 30 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $170K | 2.4K | 0.0% | —Held | |
| 31 | SPDR Gold TR GOLD SHS | $168K | 456 | 0.0% | —Held | |
| 32 | Procter & Gamble Co COM | $164K | 1.1K | 0.0% | —Held | |
| 33 | Select Sector SPDR TR ST STR INDL ETF | $161K | 869 | 0.0% | —Held | |
| 34 | Ishares TR RUS 1000 VAL ETF | $150K | 618 | 0.0% | —Held | |
| 35 | Advanced Micro Devices Inc COM | $145K | 250 | 0.0% | —Held | |
| 36 | Omnicom Group Inc COM | $123K | 1.7K | 0.0% | —Held | |
| 37 | United Parcel Svcs Inc CL B | $99K | 917 | 0.0% | —Held | |
| 38 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $94K | 133 | 0.0% | —Held | |
| 39 | Ishares TR RUS 2000 VAL ETF | $92K | 417 | 0.0% | —Held | |
| 40 | State STR SPDR S&P 500 ETF T TR UNIT | $90K | 120 | 0.0% | —Held | |
| 41 | Gartner Inc COM | $85K | 654 | 0.0% | —Held | |
| 42 | US Bancorp COM NEW | $79K | 1.3K | 0.0% | —Held | |
| 43 | Ishares TR SELECT DIVID ETF | $76K | 487 | 0.0% | —Held | |
| 44 | Schwab Strategic TR 5 10YR CORP BD | $71K | 3.1K | 0.0% | —Held | |
| 45 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $62K | 1.0K | 0.0% | —Held | |
| 46 | Microsoft Corp COM | $57K | 154 | 0.0% | —Held | |
| 47 | Vanguard Index FDS EXTEND MKT ETF | $45K | 182 | 0.0% | ▼−6.2% Reduced · −12 sh | |
| 48 | SPDR Index SHS FDS ST STR PO EX ETF | $43K | 851 | 0.0% | —Held | |
| 49 | Amazon Com Inc COM | $43K | 179 | 0.0% | —Held | |
| 50 | Sempra COM | $36K | 388 | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 82 | $468.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 81 | $420.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 74 | $420.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 68 | $410.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 1, 2025 | 68 | $388.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 68 | $363.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 97 | $366.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 68 | $340.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.