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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 5 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NVDA NVIDIA CORPORATION Technology 1.0 $201.0 $201.00 +5.4%
82 UAA UNDER ARMOUR INC Consumer Cyclical 15.0 $96.0 $6.40 -18.4%
Page 5 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%