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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
Page 2 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 667.0 $418K 0.10% $627.13 +8.9%
22 IVV ISHARES TR 578.0 $396K 0.09% $684.94 +8.9%
23 VYM VANGUARD WHITEHALL FDS 2,633.0 $378K 0.09% $143.54 +9.6%
24 BERKSHIRE HATHAWAY INC DEL 724.0 $364K 0.09% $502.65
25 AAPL APPLE INC Technology 1,271.0 $346K 0.08% -230.0 -15.3% $271.86 +12.2%
26 VXUS VANGUARD STAR FDS 3,157.0 $238K 0.06% $75.45 +12.1%
27 GLD SPDR GOLD TR Financial Services 456.0 $181K 0.04% $396.31 +5.2%
28 IT GARTNER INC Technology 654.0 $165K 0.04% $252.28 -37.7%
29 PG PROCTER AND GAMBLE CO Consumer Defensive 1,116.0 $160K 0.04% $143.31 -0.6%
30 VEA VANGUARD TAX-MANAGED FDS 2,387.0 $149K 0.04% NEW $62.47 +13.2%
31 CNH INDL N V 16,059.0 $148K 0.04% $9.22
32 OMC OMNICOM GROUP INC Communication Services 1,683.0 $136K 0.03% -314.0 -15.7% $80.75 -8.6%
33 XLI SELECT SECTOR SPDR TR 869.0 $135K 0.03% $155.12 +9.9%
34 IWD ISHARES TR 618.0 $130K 0.03% $210.47 +11.5%
35 UPS UNITED PARCEL SERVICE INC Industrials 917.0 $91K 0.02% $99.19 -0.3%
36 SPY SPDR S&P 500 ETF TR Financial Services 120.0 $82K 0.02% $682.42 +8.8%
37 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 132.0 $80K 0.02% $605.11 +9.9%
38 IWN ISHARES TR 417.0 $76K 0.02% $181.31 +15.7%
39 MSFT MICROSOFT CORP Technology 154.0 $74K 0.02% +14.0 +10.0% $483.62 -13.3%
40 SCHI SCHWAB STRATEGIC TR 3,118.0 $72K 0.02% $22.97 -2.0%
Page 2 of 4  ·  74 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 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%