Portfolio (Quarterly) Guide ↗

MilWealth Group LLC

· CIK 0001972750

13F Portfolio $469M AUM 82 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 11 New 13 Added 12 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	EXACT SCIENCES CORP	—	500	$51K	0.01%	SOLD
2	MPC	MARATHON PETE CORP	Energy	75	$12K	0.00%	SOLD
3	XEL	XCEL ENERGY INC	Utilities	148	$11K	0.00%	SOLD

Sector Allocation

Technology 31.6%

Healthcare 23.3%

Financial Services 21.4%

Consumer Defensive 7.6%

Communication Services 5.8%

Industrials 4.7%

Consumer Cyclical 2.4%

Utilities 2.2%

Energy 0.6%

Real Estate 0.2%