MilWealth Group LLC
MilWealth Group LLC reported 82 holdings worth US$469M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
MilWealth Group LLC reported 82 holdings worth US$469M as of Jun 30, 2026. Largest: Abbott Laboratories, Apple Inc and Berkshire Hathaway Inc. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 82
- Value as reported
- US$469M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Abbott Laboratories | 5,403 | US$490K | 0.10% |
| Apple Inc | 1,258 | US$364K | 0.08% |
| Berkshire Hathaway Inc. | 690 | US$345K | 0.07% |
| Procter & Gamble Company (the) | 1,116 | US$164K | 0.03% |
| Advanced Micro Devices Inc | 250 | US$145K | 0.03% |
| Omnicom Group Inc. | 1,683 | US$123K | 0.03% |
| United Parcel Service, Inc. | 917 | US$98,578 | 0.02% |
| Gartner, Inc. | 654 | US$84,772 | 0.02% |
| U.s. Bancorp | 1,300 | US$78,520 | 0.02% |
| Microsoft Corp. | 154 | US$57,446 | 0.01% |
| Amazon.com, Inc. | 179 | US$42,663 | <0.01% |
| Dba Sempra | 388 | US$35,972 | <0.01% |
| Salesforce, Inc. | 165 | US$25,849 | <0.01% |
| Visa Inc. | 48 | US$16,469 | <0.01% |
| Bank Of America Corporation | 270 | US$15,385 | <0.01% |
| Johnson & Johnson | 50 | US$12,699 | <0.01% |
| Wec Energy Group, Inc. | 89 | US$10,393 | <0.01% |
| Palantir Technologies Inc. | 39 | US$4,551 | <0.01% |
| Dorian Lpg Ltd. | 121 | US$4,209 | <0.01% |
| Tesla, Inc. | 10 | US$4,206 | <0.01% |
| Copt Defense Properties | 112 | US$4,076 | <0.01% |
| Marriott International | 10 | US$3,706 | <0.01% |
| Williams Companies, Inc. (the) | 48 | US$3,569 | <0.01% |
| Viper Energy, Inc. | 80 | US$3,392 | <0.01% |
| Albemarle Corporation | 22 | US$2,971 | <0.01% |
| Verizon Communications Inc. | 69 | US$2,922 | <0.01% |
| Centrus Energy Corp. | 16 | US$2,686 | <0.01% |
| Huntington Ingalls Industries, Inc. | 9 | US$2,520 | <0.01% |
| Under Armour, Inc. | 73 | US$470 | <0.01% |
| Alphabet Inc (google) Class C | 1 | US$358 | <0.01% |
| Starbucks Corporation | 3 | US$307 | <0.01% |
| Nvidia Corporation | 1 | US$201 | <0.01% |
Source
View original at SEC
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