MilWealth Group LLC 13F Portfolio

CIK 1972750 Filing since Q4 2018 Q2 2026 filed Aug 3, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 3, 2026.

Portfolio Snapshot

36 positions · Q2 2026

MilWealth Group LLC reported 36 positions worth $2.50M for the quarter ended Jun 30, 2026, up 32.7% on the prior quarter. It opened 1 new position, added to 0, trimmed 1 and exited 0. Its largest holding is Abbott Laboratories at 19.6% of the portfolio.

Portfolio Value
$2.50M
+32.7% QoQ · +21.0% YoY
Positions
36
1 new · 0 sold out
Top 10 Concentration
86.5%
of portfolio value
Largest Position
ABT 19.6%
Abbott Laboratories
Net Buying
+$486.51K
$490.27K bought · $3.76K sold
Turnover
0.2%
of the portfolio traded
Top Sector
Technology
23.9% of value
Track Record
31
quarters on file since Q4 2018

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

12 sectors
23.89%
Technology
Technology23.89%
Healthcare20.11%
Financial Services18.22%
Industrials14.81%
Other6.72%
Consumer Staples6.54%
Communication Services5.02%
Consumer Discretionary2.05%
Utilities1.85%
Energy0.386%
Basic Materials0.238%
Real Estate0.163%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyHealthcareFinancial ServicesIndustrialsOtherConsumer StaplesCommunication ServicesConsumer DiscretionaryUtilitiesEnergyBasic MaterialsReal Estate

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
ABT Abbott Laboratories +5,403 – $490.27K 19.6%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
AAPL Apple Inc. -13 -1.0% $3.76K 14.55%

New Positions

Q2 2026
Holding Shares Trade Value Weight
ABT Abbott Laboratories +5,403 $490.27K 19.6%

Closed Positions

Q2 2026

No positions were closed this quarter.

Holdings · Q2 2026

36 Positions

As ofJun 30, 2026
Value$2.50M
Top 1086.5%
Avg position$69.48K
# Activity
21 more holdings Create a free account to keep reading this institution’s full portfolio.
Showing 1–15 of 36 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at MilWealth.

About MilWealth Group LLC’s 13F Portfolio

What are MilWealth Group LLC’s largest holdings?

As of its Q2 2026 13F filing, MilWealth Group LLC’s five largest positions were Abbott Laboratories (ABT) at 19.6%, Apple Inc. (AAPL) at 14.6%, Berkshire Hathaway Inc (BRK-B) at 13.8%, CNH Industrial N.V. (CNH) at 7.2%, Spdr Gold Trust (GLD) at 6.7% of the reported portfolio.

How much is MilWealth Group LLC’s portfolio worth?

MilWealth Group LLC reported a 13F portfolio worth $2.50M across 36 positions for Q2 2026. That is up 32.7% from the previous quarter.

What did MilWealth Group LLC buy in Q2 2026?

Its largest purchases by value were Abbott Laboratories ($490.27K). It opened 1 new positions.

What did MilWealth Group LLC sell in Q2 2026?

Its largest sales by value were Apple Inc. ($3.76K). It exited 0 positions entirely.

Where does this data come from?

From the Form 13F-HR reports MilWealth Group LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.