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Portfolio (Quarterly) Guide ↗

MilWealth Group LLC

· CIK 0001972750
13F Portfolio $420M AUM 74 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 13 Added 7 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 FISV FISERV INC Technology 385 $50K 0.01% SOLD
Sector Allocation
Technology 41.7%
Financial Services 27.0%
Consumer Defensive 9.7%
Communication Services 8.3%
Industrials 5.5%
Utilities 3.3%
Consumer Cyclical 3.0%
Energy 0.7%
Healthcare 0.6%