DOSSIER · 13F-HR · Q4 2025

U S WEALTH GROUP, LLC.

$152M in tracked AUM across 43 positions as of Q4 2025.

US
CIK 0001554427 · last filed Dec 31, 2025
Total AUM
$152M
as of Q4 2025
Holdings
43
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

U S WEALTH GROUP, LLC. filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
GOOGL
Alphabet Inc.
$11M35K7.3%
02
IEF
IEF
$10M105K6.6%
03
AGG
Ishares Tr Lehman Bd Fd
$10M100K6.6%
04
TLT
TLT
$10M113K6.5%
05
NVDA
Nvidia Corp
$9M48K5.9%
06
AAPL
Apple Computer Inc
$8M29K5.1%
07
863307104
Streettracks Gold TRUST
$7M18K4.8%
08
SCHX
Schwab US Large Cap Etf
$6M222K3.9%
09
MSFT
Microsoft Corp
$5M11K3.5%
10
META
Facebook Inc Class A
$5M8K3.5%

Filing history

2025Q4Dec 31
$152M 152.3%
43 positionsView →
2025Q3Sep 30
$60M 53.1%
19 positionsView →
2025Q2Jun 30
$128M 1.6%
41 positionsLocked
2025Q1Mar 31
$126M 4.6%
40 positionsLocked
2024Q4Dec 31
$132M
40 positionsLocked