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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
Page 2 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABT ABBOTT LABORATORIES Healthcare 5,403.0 $490K 0.10% NEW $90.74 +27.4%
22 VOO VANGUARD INDEX FDS 667.0 $458K 0.10% $686.81 +2.3%
23 VYM VANGUARD WHITEHALL FDS 2,633.0 $416K 0.09% $158.05 +4.2%
24 AAPL APPLE INC Technology 1,258.0 $364K 0.08% -13.0 -1.0% $289.36 +7.2%
25 BERKSHIRE HATHAWAY INC DEL 690.0 $345K 0.07% -34.0 -4.7% $500.39
26 IVV ISHARES TR 344.0 $258K 0.06% -234.0 -40.5% $748.89 +2.6%
27 VXUS VANGUARD STAR FDS 2,456.0 $210K 0.04% -701.0 -22.2% $85.50 +2.7%
28 CNH INDL N V 16,059.0 $180K 0.04% $11.23
29 EA SERIES TRUST 2,995.0 $170K 0.04% NEW $56.92
30 VEA VANGUARD TAX-MANAGED FDS 2,387.0 $170K 0.04% $71.25 +3.2%
31 GLD SPDR GOLD TR Financial Services 456.0 $168K 0.04% $368.38 +15.1%
32 PG PROCTER & GAMBLE CO Consumer Defensive 1,116.0 $164K 0.04% $146.64 -0.6%
33 XLI SELECT SECTOR SPDR TR 869.0 $161K 0.03% $185.23 -3.4%
34 IWD ISHARES TR 618.0 $150K 0.03% $242.58 +6.3%
35 AMD ADVANCED MICRO DEVICES INC Technology 250.0 $145K 0.03% $580.91 -18.6%
36 OMC OMNICOM GROUP INC Communication Services 1,683.0 $123K 0.03% $72.83 +20.9%
37 UPS UNITED PARCEL SVCS INC Industrials 917.0 $99K 0.02% $107.50 -2.8%
38 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 133.0 $94K 0.02% +1.0 +0.8% $704.22 -1.5%
39 IWN ISHARES TR 417.0 $92K 0.02% $221.33 +1.3%
40 SPY STATE STR SPDR S&P 500 ETF T Financial Services 120.0 $90K 0.02% $747.31 +2.3%
Page 2 of 5  ·  82 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%