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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%