MilWealth Group LLC

CIK

1972750

Location

MILWAUKEE, WI

Portfolio Value

Micro $2,683,964

Diversification

Diversified

Filing Date

Global Rank

#8,383 / 8,517 ▼ 2854

Top Industry

Medical Devices 21.0%

3Y Alpha vs SPY

-8.6%

Period ended 46 days ago

Filed Aug 3, 2026 · 12d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+40.9%

SPY

+75.3%

Annualised alpha

-8.5%

Max drawdown

−14.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

37 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.3%

−18.5 pts

Top 5

57.7%

−40.6 pts

Top 10

80.9%

−18.2 pts

HHI

921

Diversified−2,143

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	25.4%	$682,055	7
Healthcare	18.7%	$502,966	2
Financial Services	17.0%	$455,641	4
Unclassified	13.1%	$351,137	3
Industrials	10.5%	$281,438	3
Consumer Defensive	6.1%	$163,650	1
Communication Services	4.7%	$125,850	3
Consumer Cyclical	1.9%	$50,974	5
Utilities	1.7%	$46,363	2
Energy	0.5%	$13,853	4
Basic Materials	0.2%	$5,962	2
Real Estate	0.2%	$4,075	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
UAA	Under Armour, Inc.	−60	15	$95
AAPL	Apple Inc.	−13	1,258	$364,014
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
ABT	Abbott Laboratories	5,403	$490,268
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	172,797	$45,258,990
VEU	Vanguard FTSE All-World Ex-US ETF	556,531	$41,795,478
BNDX	Vanguard Total International Bond ETF	592,950	$28,491,247
VIG	Vanguard Dividend Appreciation ETF	23,102	$4,968,316
VXUS	Vanguard Total International Stock ETF	2,456	$189,382
VEA	Vanguard FTSE Developed Markets ETF	2,387	$152,958
VXF	Vanguard Extended Market ETF	194	$39,925
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

37 tracked positions · $2,683,964 total · filing declares 82 positions · $468,891,092 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ABT	Abbott Laboratories Healthcare	NEW	5,403	NEW	$490,268	NEW	18.27%
AAPL	Apple Inc. Technology	Reduced	1,258	-13	$364,014	+12.8%	13.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	690	0	$345,269	+4.4%	12.86%
CNH	CNH Industrial N.V. Industrials	Held	16,059	0	$180,342	+2.1%	6.72%
GLD	Spdr Gold Trust	Held	456	0	$167,981	−14.4%	6.26%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,116	0	$163,650	+1.5%	6.10%
AMD	Advanced Micro Devices Inc Technology	Held	250	0	$145,227	+185.6%	5.41%
OMC	Omnicom Group Inc. Communication Services	Held	1,683	0	$122,572	−3.3%	4.57%
UPS	United Parcel Service Inc Industrials	Held	917	0	$98,577	+9.3%	3.67%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	133	0	$93,544	+14.0%	3.49%
SPY	Spdr S&P 500 ETF Trust	Held	120	0	$89,612	+14.8%	3.34%
IT	Gartner Inc Technology	Held	654	0	$84,771	−18.1%	3.16%
USB	US Bancorp De Financial Services	Held	1,300	0	$78,520	+16.1%	2.93%
MSFT	Microsoft Corp Technology	Held	154	0	$57,445	+0.8%	2.14%
AMZN	Amazon Com Inc Consumer Cyclical	Held	179	0	$42,662	+14.4%	1.59%
SRE	Sempra Utilities	Held	388	0	$35,971	−4.6%	1.34%
CRM	Salesforce, Inc. Technology	Held	165	0	$25,848	−16.1%	0.96%
V	Visa Inc. Financial Services	Held	48	0	$16,468	+13.5%	0.61%
BAC	Bank Of America Corp /De/ Financial Services	Held	270	0	$15,384	+16.9%	0.57%
JNJ	Johnson & Johnson Healthcare	Held	50	0	$12,698	+3.9%	0.47%
WEC	Wec Energy Group, Inc. Utilities	Held	89	0	$10,392	+0.9%	0.39%
PLTR	Palantir Technologies Inc. Technology	Held	39	0	$4,550	−20.2%	0.17%
LPG	Dorian Lpg Ltd. Energy	Held	121	0	$4,208	+1.7%	0.16%
TSLA	Tesla, Inc. Consumer Cyclical	Held	10	0	$4,206	+13.2%	0.16%
CDP	Copt Defense Properties Real Estate	Held	112	0	$4,075	+18.9%	0.15%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	10	0	$3,705	+13.3%	0.14%
WMB	Williams Companies, Inc. Energy	Held	48	0	$3,568	+2.1%	0.13%
VNOM	Viper Energy, Inc. Energy	Held	80	0	$3,392	−9.8%	0.13%
AU	AngloGold Ashanti PLC Basic Materials	Held	37	0	$2,992	−16.9%	0.11%
ALB	Albemarle Corp Basic Materials	Held	22	0	$2,970	−24.8%	0.11%
VZ	Verizon Communications Inc Communication Services	Held	69	0	$2,921	−15.7%	0.11%
LEU	Centrus Energy Corp Energy	Held	16	0	$2,685	−3.3%	0.10%
HII	Huntington Ingalls Industries, Inc. Industrials	Held	9	0	$2,519	−26.3%	0.09%
GOOGL	Alphabet Inc. Communication Services	Held	1	0	$357	+24.4%	0.01%
SBUX	Starbucks Corp Consumer Cyclical	Held	3	0	$306	+14.2%	0.01%
NVDA	Nvidia Corp Technology	Held	1	0	$200	+14.9%	0.01%
UAA	Under Armour, Inc. Consumer Cyclical	Reduced	15	-60	$95	−78.2%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.