# EDGAR Filing Document

**Accession Number:** 0001972750
**File Stem:** 0001972750-25-000006
**Filing Date:** 2025-8
**Character Count:** 10589
**Document Hash:** a30efd5c1e1a1334aa921abbff131ebf
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001972750-25-000006.hdr.sgml**: 20250801

**ACCESSION NUMBER**: 0001972750-25-000006

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250801

**DATE AS OF CHANGE**: 20250801

**EFFECTIVENESS DATE**: 20250801

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MilWealth Group LLC
- **CENTRAL INDEX KEY:** 0001972750

**ORGANIZATION NAME:**
- **EIN:** 391976985
- **STATE OF INCORPORATION:** WI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23213
- **FILM NUMBER:** 251174365

**BUSINESS ADDRESS:**
- **STREET 1:** 125 SOUTH 84TH STREET
- **STREET 2:** SUITE 130
- **CITY:** MILWAUKEE
- **STATE:** WI
- **ZIP:** 53214
- **BUSINESS PHONE:** 414-475-1369

**MAIL ADDRESS:**
- **STREET 1:** 125 SOUTH 84TH STREET
- **STREET 2:** SUITE 130
- **CITY:** MILWAUKEE
- **STATE:** WI
- **ZIP:** 53214

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** McCarthy Grittinger Financial Group, LLC
- **DATE OF NAME CHANGE:** 20230406

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** MilWealth Group LLC<br>**Address:** 125 SOUTH 84TH STREET<br>SUITE 130<br>MILWAUKEE, WI 53214

**Form 13F File Number:** 028-23213

**CRD Number (if applicable):** 000108931

**SEC File Number (if applicable):** 801-56927

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Matthew T Miler<br>**Title:** Managing Principal<br>**Phone:** 414-475-1369

**Signature, Place, and Date of Signing:**

Matthew T Miler  Milwaukee, WI  08-01-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 68

**Form 13F Information Table Value Total:** $388292879

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 35475 | 250 | SH |  | SOLE |  | 0 | 0 | 250 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 177 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| AMAZON COM INC | COM | 023135106 |  | 21939 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| APPLE INC | COM | 037833100 |  | 307961 | 1501 | SH |  | SOLE |  | 0 | 0 | 1501 |
| BANK AMERICA CORP | COM | 060505104 |  | 12777 | 270 | SH |  | SOLE |  | 0 | 0 | 270 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 351698 | 724 | SH |  | SOLE |  | 0 | 0 | 724 |
| CNH INDL N V | SHS | N20944109 |  | 208125 | 16059 | SH |  | SOLE |  | 0 | 0 | 16059 |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 |  | 25363067 | 465463 | SH |  | SOLE |  | 0 | 0 | 465463 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 27890 | 581 | SH |  | SOLE |  | 0 | 0 | 581 |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 |  | 18702 | 369 | SH |  | SOLE |  | 0 | 0 | 369 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 28945455 | 807630 | SH |  | SOLE |  | 0 | 0 | 807630 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 20601647 | 701452 | SH |  | SOLE |  | 0 | 0 | 701452 |
| EXACT SCIENCES CORP | COM | 30063P105 |  | 26570 | 500 | SH |  | SOLE |  | 0 | 0 | 500 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 31609A107 |  | 20111 | 633 | SH |  | SOLE |  | 0 | 0 | 633 |
| FISERV INC | COM | 337738108 |  | 66378 | 385 | SH |  | SOLE |  | 0 | 0 | 385 |
| GARTNER INC | COM | 366651107 |  | 264360 | 654 | SH |  | SOLE |  | 0 | 0 | 654 |
| ISHARES TR | CORE S ETF | 464287200 |  | 358881 | 578 | SH |  | SOLE |  | 0 | 0 | 578 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 120107 | 618 | SH |  | SOLE |  | 0 | 0 | 618 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 65823 | 417 | SH |  | SOLE |  | 0 | 0 | 417 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 14536 | 110 | SH |  | SOLE |  | 0 | 0 | 110 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 64619 | 487 | SH |  | SOLE |  | 0 | 0 | 487 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 7638 | 50 | SH |  | SOLE |  | 0 | 0 | 50 |
| MARATHON PETE CORP | COM | 56585A102 |  | 12459 | 75 | SH |  | SOLE |  | 0 | 0 | 75 |
| MICROSOFT CORP | COM | 594918104 |  | 69638 | 140 | SH |  | SOLE |  | 0 | 0 | 140 |
| OMNICOM GROUP INC | COM | 681919106 |  | 143665 | 1997 | SH |  | SOLE |  | 0 | 0 | 1997 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 177802 | 1116 | SH |  | SOLE |  | 0 | 0 | 1116 |
| SALESFORCE INC | COM | 79466L302 |  | 44994 | 165 | SH |  | SOLE |  | 0 | 0 | 165 |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | 808524698 |  | 70966 | 3118 | SH |  | SOLE |  | 0 | 0 | 3118 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 1934869 | 77302 | SH |  | SOLE |  | 0 | 0 | 77302 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 26235 | 990 | SH |  | SOLE |  | 0 | 0 | 990 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 1244704 | 49198 | SH |  | SOLE |  | 0 | 0 | 49198 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 21712 | 256 | SH |  | SOLE |  | 0 | 0 | 256 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 128195 | 869 | SH |  | SOLE |  | 0 | 0 | 869 |
| SEMPRA | COM | 816851109 |  | 29399 | 388 | SH |  | SOLE |  | 0 | 0 | 388 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 139003 | 456 | SH |  | SOLE |  | 0 | 0 | 456 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 34457 | 851 | SH |  | SOLE |  | 0 | 0 | 851 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 74196 | 120 | SH |  | SOLE |  | 0 | 0 | 120 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 74566 | 132 | SH |  | SOLE |  | 0 | 0 | 132 |
| STARBUCKS CORP | COM | 855244109 |  | 275 | 3 | SH |  | SOLE |  | 0 | 0 | 3 |
| TESLA INC | COM | 88160R101 |  | 1271 | 4 | SH |  | SOLE |  | 0 | 0 | 4 |
| UNDER ARMOUR INC | CL A | 904311107 |  | 103 | 15 | SH |  | SOLE |  | 0 | 0 | 15 |
| UNDER ARMOUR INC | CL C | 904311206 |  | 390 | 60 | SH |  | SOLE |  | 0 | 0 | 60 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 92562 | 917 | SH |  | SOLE |  | 0 | 0 | 917 |
| US BANCORP DEL | COM NEW | 902973304 |  | 58825 | 1300 | SH |  | SOLE |  | 0 | 0 | 1300 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 17408136 | 221196 | SH |  | SOLE |  | 0 | 0 | 221196 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 26601344 | 537292 | SH |  | SOLE |  | 0 | 0 | 537292 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 40107 | 208 | SH |  | SOLE |  | 0 | 0 | 208 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 2558103 | 5835 | SH |  | SOLE |  | 0 | 0 | 5835 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 85196757 | 298605 | SH |  | SOLE |  | 0 | 0 | 298605 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 9502 | 58 | SH |  | SOLE |  | 0 | 0 | 58 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 1018279 | 3638 | SH |  | SOLE |  | 0 | 0 | 3638 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 378877 | 667 | SH |  | SOLE |  | 0 | 0 | 667 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 19501 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 40229376 | 169746 | SH |  | SOLE |  | 0 | 0 | 169746 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 688548 | 2265 | SH |  | SOLE |  | 0 | 0 | 2265 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1960024 | 11090 | SH |  | SOLE |  | 0 | 0 | 11090 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 38320192 | 570071 | SH |  | SOLE |  | 0 | 0 | 570071 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 15727122 | 117026 | SH |  | SOLE |  | 0 | 0 | 117026 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 33986534 | 568242 | SH |  | SOLE |  | 0 | 0 | 568242 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 36887415 | 444855 | SH |  | SOLE |  | 0 | 0 | 444855 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 14871 | 187 | SH |  | SOLE |  | 0 | 0 | 187 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 4889287 | 23885 | SH |  | SOLE |  | 0 | 0 | 23885 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 218690 | 3165 | SH |  | SOLE |  | 0 | 0 | 3165 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 351044 | 2633 | SH |  | SOLE |  | 0 | 0 | 2633 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 |  | 22080 | 185 | SH |  | SOLE |  | 0 | 0 | 185 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 463515 | 7077 | SH |  | SOLE |  | 0 | 0 | 7077 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 9274 | 89 | SH |  | SOLE |  | 0 | 0 | 89 |
| XCEL ENERGY INC | COM | 98389B100 |  | 10079 | 148 | SH |  | SOLE |  | 0 | 0 | 148 |

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