DOSSIER · 13F-HR · Q3 2026

U S WEALTH GROUP, LLC.

$176M in tracked AUM across 50 positions as of Q3 2026.

US
CIK 0001554427 · last filed Sep 30, 2026
Total AUM
$176M
as of Q3 2026
Holdings
50
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

U S WEALTH GROUP, LLC. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AGG
Ishares Tr Lehman Bd Fd
$12M125K6.7%
02
IEF
IEF
$12M130K6.6%
03
TLT
TLT
$11M146K6.4%
04
NVDA
Nvidia Corp
$10M44K5.8%
05
AAPL
Apple Computer Inc
$9M27K5.2%
06
META
Facebook Inc Class A
$9M12K5.0%
07
MSFT
Microsoft Corp
$8M15K4.5%
08
GOOGL
Alphabet Inc.
$7M21K4.0%
09
863307104
Streettracks Gold TRUST
$7M17K3.7%
10
AMZN
AMAZON
$5M22K3.1%

Filing history

2026Q3Sep 30
$176M▲ 5.3%
50 positionsView →
2026Q2Jun 30
$167M▲ 12.9%
47 positionsView →
2026Q1Mar 31
$148M▼ 2.5%
41 positionsView →
2025Q4Dec 31
$152M▲ 152.3%
43 positionsView →
2025Q3Sep 30
$60M▼ 53.1%
19 positionsLocked
2025Q2Jun 30
$128M▲ 1.6%
41 positionsLocked
2025Q1Mar 31
$126M▼ 4.6%
40 positionsLocked
2024Q4Dec 31
$132M—
40 positionsLocked