MilWealth Group LLC

CIK

1972750

Location

MILWAUKEE, WI

Portfolio Value

Micro $2,044,840

Diversification

Diversified

Filing Date

Global Rank

#8,479 / 8,603 ▲ 62 · as of Mar 2026

Top Industry

Insurance - Diversified 19.6%

3Y Alpha vs SPY

-14.4%

Period ended 3 months ago

Filed May 1, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+19.5%

SPY

+76.0%

Annualised alpha

-14.6%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

36 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.2%

−0.3 pts

Top 5

58.1%

+2.9 pts

Top 10

81.6%

+2.1 pts

HHI

889

Diversified+24

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.9%	$570,662	7
Financial Services	20.8%	$425,930	4
Unclassified	17.4%	$356,281	3
Industrials	13.2%	$270,282	3
Consumer Defensive	7.9%	$161,195	1
Communication Services	6.4%	$130,496	3
Utilities	2.3%	$48,004	2
Consumer Cyclical	2.2%	$44,623	5
Energy	0.7%	$14,167	4
Healthcare	0.6%	$12,222	1
Basic Materials	0.4%	$7,551	2
Real Estate	0.2%	$3,427	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	+24	39	$5,704
MDY	Spdr S&P Midcap 400 ETF Trust	+1	133	$82,029
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
BRK-B	Berkshire Hathaway Inc	−34	690	$330,648
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
LPG	Dorian Lpg Ltd.	121	$4,138
ALB	Albemarle Corp	22	$3,949
VNOM	Viper Energy, Inc.	80	$3,759
AU	AngloGold Ashanti PLC	37	$3,602
WMB	Williams Companies, Inc.	48	$3,493
VZ	Verizon Communications Inc	69	$3,463
CDP	Copt Defense Properties	112	$3,427
HII	Huntington Ingalls Industries, Inc.	9	$3,419
LEU	Centrus Energy Corp	16	$2,777
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
EXAS	EXACT SCIENCES CORP	500	$50,780
MPC	Marathon Petroleum Corp	75	$12,197
XEL	Xcel Energy Inc	148	$10,931
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

36 positions · $2,044,840 total · as of Mar 31, 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
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	690	-34	$330,648	−9.1%	16.17%
AAPL	Apple Inc. Technology	Held	1,271	0	$322,567	−6.6%	15.77%
GLD	Spdr Gold Trust	Held	456	0	$196,212	+8.6%	9.60%
CNH	CNH Industrial N.V. Industrials	Held	16,059	0	$176,649	+19.3%	8.64%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,116	0	$161,195	+0.8%	7.88%
OMC	Omnicom Group Inc. Communication Services	Held	1,683	0	$126,746	−6.7%	6.20%
IT	Gartner Inc Technology	Held	654	0	$103,554	−37.2%	5.06%
UPS	United Parcel Service Inc Industrials	Held	917	0	$90,214	−0.8%	4.41%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	133	+1	$82,029	+3.0%	4.01%
SPY	Spdr S&P 500 ETF Trust	Held	120	0	$78,040	−4.6%	3.82%
USB	US Bancorp De Financial Services	Held	1,300	0	$67,613	−2.5%	3.31%
MSFT	Microsoft Corp Technology	Held	154	0	$57,006	−23.5%	2.79%
AMD	Advanced Micro Devices Inc Technology	Held	250	0	$50,857	−5.0%	2.49%
SRE	Sempra Utilities	Held	388	0	$37,701	+10.1%	1.84%
AMZN	Amazon Com Inc Consumer Cyclical	Held	179	0	$37,280	−9.8%	1.82%
CRM	Salesforce, Inc. Technology	Held	165	0	$30,800	−29.5%	1.51%
V	Visa Inc. Financial Services	Held	48	0	$14,507	−13.8%	0.71%
BAC	Bank Of America Corp /De/ Financial Services	Held	270	0	$13,162	−11.4%	0.64%
JNJ	Johnson & Johnson Healthcare	Held	50	0	$12,222	+18.1%	0.60%
WEC	Wec Energy Group, Inc. Utilities	Held	89	0	$10,303	+9.8%	0.50%
PLTR	Palantir Technologies Inc. Technology	Added	39	+24	$5,704	+114.0%	0.28%
LPG	Dorian Lpg Ltd. Energy	NEW	121	NEW	$4,138	NEW	0.20%
ALB	Albemarle Corp Basic Materials	NEW	22	NEW	$3,949	NEW	0.19%
VNOM	Viper Energy, Inc. Energy	NEW	80	NEW	$3,759	NEW	0.18%
TSLA	Tesla, Inc. Consumer Cyclical	Held	10	0	$3,717	−17.3%	0.18%
AU	AngloGold Ashanti PLC Basic Materials	NEW	37	NEW	$3,602	NEW	0.18%
WMB	Williams Companies, Inc. Energy	NEW	48	NEW	$3,493	NEW	0.17%
VZ	Verizon Communications Inc Communication Services	NEW	69	NEW	$3,463	NEW	0.17%
CDP	Copt Defense Properties Real Estate	NEW	112	NEW	$3,427	NEW	0.17%
HII	Huntington Ingalls Industries, Inc. Industrials	NEW	9	NEW	$3,419	NEW	0.17%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	10	0	$3,270	+5.4%	0.16%
LEU	Centrus Energy Corp Energy	NEW	16	NEW	$2,777	NEW	0.14%
GOOGL	Alphabet Inc. Communication Services	Held	1	0	$287	−8.3%	0.01%
SBUX	Starbucks Corp Consumer Cyclical	Held	3	0	$268	+6.3%	0.01%
NVDA	Nvidia Corp Technology	Held	1	0	$174	−6.5%	0.01%
UAA	Under Armour, Inc. Consumer Cyclical	Held	15	0	$88	+18.9%	0.00%