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Filers›Family Office›U S WEALTH GROUP, LLC.
DOSSIER · 13F-HR · Q4 2025

U S WEALTH GROUP, LLC.

U S WEALTH's family office based in Chicago, IL — $152M in tracked AUM across 43 positions as of Q4 2025.

US
U S WEALTH·Chicago, IL·Family Office
CIK 0001554427 · last filed Dec 31, 2025
Total AUM
$152M
▲ 3.5%
vs prior
Holdings
43
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
19% weight
concentration
AI Analysis · Q4 2025 · 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

Filing history loading…
AI Agent · grounded in U
haiku-4-5 · 43 positions indexed
Sector mix
  • Tech19%
  • Financials18%
  • Cons. Disc.4%
  • Communications40%
  • Energy8%
  • Other11%
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