DOSSIER · 13F-HR · Q2 2026
MilWealth Group LLC
$469M in tracked AUM across 82 positions as of Q2 2026.
MG
CIK 0001972750 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: MilWealth Group LLC
1. Portfolio Overview
MilWealth Group LLC manages a concentrated portfolio totaling approximately $181.49 million across 25 holdings as of the report date September 30, 2025. The firm exhibits a highly top-heavy investment approach, with a significant disparity between the "core" portfolio and a long tail of minor positions.
The portfolio is heavily skewed toward the top six positions, which command 99.5% of the tot...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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