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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 3 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IT GARTNER INC Technology 654.0 $85K 0.02% $129.62 +53.0%
42 USB US BANCORP Financial Services 1,300.0 $79K 0.02% $60.40 +3.1%
43 DVY ISHARES TR 487.0 $76K 0.02% $156.16 +4.9%
44 SCHI SCHWAB STRATEGIC TR 3,118.0 $71K 0.01% $22.64 -1.6%
45 VWO VANGUARD INTL EQUITY INDEX F 1,032.0 $62K 0.01% $59.69 +1.2%
46 MSFT MICROSOFT CORP Technology 154.0 $57K 0.01% $373.03 +30.5%
47 VXF VANGUARD INDEX FDS 182.0 $45K 0.01% -12.0 -6.2% $246.38 -1.1%
48 SPDW SPDR INDEX SHS FDS 851.0 $43K 0.01% $50.39 +3.4%
49 AMZN AMAZON COM INC Consumer Cyclical 179.0 $43K 0.01% $238.34 +9.5%
50 SRE SEMPRA Utilities 388.0 $36K 0.01% $92.71 -9.0%
51 SCHD SCHWAB STRATEGIC TR 990.0 $31K 0.01% $31.71 +10.6%
52 VMBS VANGUARD SCOTTSDALE FDS 631.0 $30K 0.01% $46.81 -1.0%
53 VDE VANGUARD WORLD FD 185.0 $28K 0.01% $150.42 +17.3%
54 DFSD DIMENSIONAL ETF TRUST 581.0 $28K 0.01% $47.74 -0.8%
55 XLE SELECT SECTOR SPDR TR 512.0 $27K 0.01% $53.11 +17.9%
56 CRM SALESFORCE INC Technology 165.0 $26K 0.01% $156.66 +32.4%
57 FELV FIDELITY COVINGTON TRUST 633.0 $25K 0.01% $40.09 +6.9%
58 VBR VANGUARD INDEX FDS 100.0 $24K 0.01% $242.99 +2.0%
59 V VISA INC Financial Services 48.0 $16K 0.00% $343.10 +11.6%
60 VCSH VANGUARD SCOTTSDALE FDS 195.0 $15K 0.00% +3.0 +1.6% $79.23 -0.7%
Page 3 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%