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U S Wealth Group

Latest statistics and disclosures from U S Wealth Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are GOOGL, IEF, AGG, TLT, NVDA, and represent 32.97% of U S Wealth Group's stock portfolio.
Added to shares of these 5 stocks: RUN, SOLS, AAPL, Streettracks Gold Tr gold, VTSAX.
Started 1 new stock position in SOLS.
Reduced shares in these 10 stocks: GOOGL, URI, AGG, IEF, SCHX, TLT, AMGN, GS, META, BLK.
U S Wealth Group was a net seller of stock by $-3.2M.
U S Wealth Group has $152M in assets under management (AUM), dropping by -0.80%.
Central Index Key (CIK): 0001554427

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Positions held by U S Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for U S Wealth Group

U S Wealth Group holds 42 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alphabet Common Stock (GOOGL)	7.3	$11M	-9%	35k	313.00	View chart
Ief Etf (IEF)	6.6	$10M		105k	96.16	View chart
Ishares Tr Lehman Bd Common Stock (AGG)	6.6	$10M		101k	99.88	View chart
TLT Etf (TLT)	6.5	$9.9M		113k	87.16	View chart
Nvidia Corp Common Stock (NVDA)	5.9	$9.0M		48k	186.50	View chart
Apple Computer Common Stock (AAPL)	5.1	$7.8M		29k	271.86	View chart
Streettracks Gold TRUST Common Stock	4.8	$7.3M		19k	396.31	View chart
Schwab US Large Cap Etf Etf (SCHX)	3.9	$6.0M		222k	26.91	View chart
Microsoft Corp Common Stock (MSFT)	3.5	$5.3M		11k	483.62	View chart
Facebook Inc Class A Common Stock (META)	3.5	$5.3M		8.0k	660.09	View chart
Amazon Common Stock (AMZN)	3.1	$4.7M		20k	230.82	View chart
Goldman Sachs Group Common Stock (GS)	2.8	$4.2M		4.8k	879.01	View chart
Exxon Mobil Corporation Common Stock (XOM)	2.7	$4.1M		34k	120.34	View chart
Broadcom Common Stock	2.6	$4.0M		12k	346.10	View chart
Jpmorgan Chase & Co Common Stock (JPM)	2.2	$3.4M		10k	322.22	View chart
Lockheed Martin Corp Common Stock (LMT)	2.1	$3.2M		6.7k	483.68	View chart
Honeywell International Common Stock (HON)	2.1	$3.1M		16k	195.09	View chart
Johnson & Johnson Common Stock (JNJ)	2.1	$3.1M		15k	206.95	View chart
Simon Ppty Group Common Stock (SPG)	1.8	$2.8M		15k	185.11	View chart
Blackrock Common Stock (BLK)	1.8	$2.8M		2.6k	1070.35	View chart
Amgen Incorporated Common Stock (AMGN)	1.8	$2.7M	-2%	8.2k	327.31	View chart
Unitedhealth Group Common Stock (UNH)	1.7	$2.7M		8.0k	330.11	View chart
Visa Inc Cl A Common Stock (V)	1.7	$2.6M		7.5k	350.71	View chart
Pfizer Incorporated Common Stock (PFE)	1.7	$2.6M		104k	24.90	View chart
Duke Energy Corp Common Stock	1.6	$2.5M		21k	117.21	View chart
Mc Donalds Corp Common Stock (MCD)	1.6	$2.5M		8.1k	305.63	View chart
Verizon Communications Common Stock (VZ)	1.5	$2.3M		57k	40.73	View chart
Adobe Systems Common Stock (ADBE)	1.5	$2.3M		6.6k	349.99	View chart
Costco Whsl Corp Common Stock (COST)	1.5	$2.2M		2.6k	862.34	View chart
Home Depot Common Stock (HD)	1.5	$2.2M		6.5k	344.10	View chart
Air Prod & Chemicals Common Stock (APD)	1.4	$2.1M		8.5k	247.02	View chart
Procter & Gamble Common Stock (PG)	1.4	$2.1M		15k	143.31	View chart
United Rentals Common Stock (URI)	1.3	$1.9M	-36%	2.3k	809.32	View chart
Sunrun Common Stock (RUN)	0.8	$1.2M	+23%	64k	18.40	View chart
Block Common Stock (XYZ)	0.6	$880k	-3%	14k	65.09	View chart
Dell Common Stock	0.4	$636k		5.1k	125.88	View chart
Vanguard Total Stock Mkt Common Stock (VTSAX)	0.3	$453k		2.8k	163.19	View chart
Telsa Motors Common Stock (TSLA)	0.3	$392k		872.00	449.75	View chart
Solstice Adv Matls Common Stock (SOLS)	0.1	$187k	NEW	3.9k	48.58	View chart
Bankunited Common Stock (BKU)	0.1	$145k		3.2k	44.57	View chart
Sportsmans Whse Hldg Common Stock (SPWH)	0.0	$65k	-8%	44k	1.46	View chart
A D M Tronics Un Common Stock (ADMT)	0.0	$8.4k		84k	0.10	View chart

Past Filings by U S Wealth Group

SEC 13F filings are viewable for U S Wealth Group going back to 2025

U S Wealth Group 2025 Q4 filed March 17, 2026
U S Wealth Group 2025 Q3 filed Nov. 18, 2025
U S Wealth Group 2025 Q2 filed Aug. 15, 2025

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