Holdings

MilWealth Group LLC

As of Jun 30, 2026, MilWealth Group LLC reported 32 positions worth US$2.15M. Largest: Abbott Laboratories, Apple Inc and Berkshire Hathaway Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Abbott Laboratories5,403US$490KnewJun 30, 2026
Apple Inc1,258US$364K−13Jun 30, 2026
Berkshire Hathaway Inc.690US$345Kno changeJun 30, 2026
Procter & Gamble Company (the)1,116US$164Kno changeJun 30, 2026
Advanced Micro Devices Inc250US$145Kno changeJun 30, 2026
Omnicom Group Inc.1,683US$123Kno changeJun 30, 2026
United Parcel Service, Inc.917US$98,578no changeJun 30, 2026
Gartner, Inc.654US$84,772no changeJun 30, 2026
U.s. Bancorp1,300US$78,520no changeJun 30, 2026
Microsoft Corp.154US$57,446no changeJun 30, 2026