MilWealth Group LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, submitted on November 2, 2026, lists the firm's total holdings as 86 positions, with a total value of 4,638,339,242 shares.
The portfolio is managed by Matthew T. Miller, who is identified as the Managing Principal of the firm. The filing indicates that the firm holds these securities in a sole capacity.
The largest holding in the portfolio is Dimensional ETF Trust's Global Core Plus ETF, which comprises 571,292 shares. The firm also holds significant positions in other exchange-traded funds, including Dimensional ETF Trust's U.S Corporate Equity 2 ETF (799,663 shares) and Dimensional ETF Trust's World Ex US Core ETF (666,841 shares). Other notable ETFs in the portfolio include Vanguard Index Funds Morningstar Small Cap ETF (172,281 shares) and Vanguard Index Funds Morningstar Total Stock Market ETF (223,8 shares).
Among individual equities, Procter & Gamble Co. is the largest holding with 1,116 shares. The firm also holds positions in Abbott Laboratories, Apple Inc., Berkshire Hathaway Inc., and Microsoft Corporation. The filing lists a total of 86 distinct securities held by MilWealth Group LLC.
