Milwealth Group Llc Investment Activity Analysis: Q2 2026 Portfolio Changes

As of June 30th, 2026, Milwealth Group Llc's portfolio stood at $468 million. The investment firm demonstrated a clear preference for broad-based index funds and ETFs during the quarter.

The largest allocation in their portfolio belongs to Vanguard Total Stock Market Index Fund (VV), representing 22.1% of assets, valued at approximately $103.6 million. This fund saw an increase of just over 1% in shares held by Milwealth Group Llc during Q2.

Among the significant additions this quarter were positions in Dimensional Fund Advisors' (DFAC) and Vanguard's specialized funds like BNDX, VGIT, VCIT, VO, VUG, and ABT. Notably, Vanguard Information Technology ETF (VUG), a sector fund tracking technology stocks, showed substantial growth with an increase of nearly 50,000 shares (+499.58%) and its value rose to $2.9 million across the portfolio.

The Vanguard Small Cap Value Fund (BSV) also experienced significant buying activity, adding over 19,000 shares during Q2, boosting its portfolio allocation from previous levels.

Milwealth Group Llc continued to hold substantial positions in other Vanguard funds. The Vanguard Scottsdale Fund (VGIT) saw an increase of 8% in its portfolio allocation, while the Vanguard Chartered Fund (BNDX) and Vanguard Scottsdale Fund II (VCIT) both increased by more than 6%.

In addition to these significant purchases, Milwealth Group Llc also made notable additions to Dimensional ETFs. The Dimensional Fund Advisors Growth Equity Fund (DFGP) increased by 8% in portfolio allocation during Q2.

Conversely, the investor slightly reduced their position in Vanguard International Equity Index Fund (VEU), which holds a 9.81% allocation to the overall portfolio. This reduction was approximately 1.32%, reflected in decreased share counts and value compared to the previous quarter.