MilWealth Group LLC
All 13F Filings
- Location
- Milwaukee, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 468,891
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 82 | 468,891 | 13F-HR | MilWealth Group LLC |
| Q1 2026 | 5/1/2026 | 81 | 420,115 | 13F-HR | MilWealth Group LLC |
| Q4 2025 | 2/2/2026 | 74 | 420,086 | 13F-HR | MilWealth Group LLC |
| Q3 2025 | 11/3/2025 | 68 | 410,307 | 13F-HR | MilWealth Group LLC |
| Q2 2025 | 8/1/2025 | 68 | 388,293 | 13F-HR | MilWealth Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.204 K | 0.7% | 706 | 0 | 706 |
| ETFs | 445.2 K | 95.0% | 46.67 K | 0 | 46.67 K |
| Debt | 20.47 K | 4.4% | 1.399 K | 0 | 1.399 K |
| Other | 4 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
468,891
Holdings
82
QoQ value change ($000)
48,776
(11.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.