DOSSIER · 13F-HR · Q1 2026

USAdvisors Wealth Management, LLC

$301M in tracked AUM across 137 positions as of Q1 2026.

UW
CIK 0001735605 · last filed Mar 31, 2026
Total AUM
$301M
as of Q1 2026
Holdings
137
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

USAdvisors Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHV
SCHWAB US LARGE CAP VALUE ETF
$22M731K7.3%
02
QQQ
INVESCO QQQ TRUST
$18M33K6.1%
03
SCHG
SCHWAB US LARGE CAP GROWTH ETF
$18M625K5.8%
04
FBND
FIDELITY TOTAL BOND ETF
$11M251K3.8%
05
AVUV
Avantis US Small Cap Value ETF
$11M100K3.6%
06
XSMO
INVESCO S&P SMALL CAP MOMENTM ETF
$8M108K2.6%
07
HELO
J P MORGAN HEDGED EQUITY LADDERED OVERLAY ETF
$8M123K2.6%
08
IQLT
ISHS MSCI INTL QUALITY FACT ETF
$8M173K2.6%
09
BOND
PIMCO ACTIVE BOND ETF
$7M81K2.5%
10
XMHQ
INVESCO EXCHANGE-TRADED FD TR INVESC
$7M72K2.4%

Filing history

2026Q1Mar 31
$301M 0.8%
137 positionsView →
2025Q4Dec 31
$304M 4.7%
136 positionsView →
2025Q3Sep 30
$290M 7.8%
134 positionsView →
2025Q2Jun 30
$269M 6.2%
135 positionsLocked
2025Q1Mar 31
$287M 6.8%
138 positionsLocked
2024Q4Dec 31
$308M 7.7%
139 positionsLocked
2024Q3Sep 30
$286M 0.6%
129 positionsLocked
2024Q2Jun 30
$284M 7.3%
127 positionsLocked
2024Q1Mar 31
$265M 10.0%
137 positionsLocked
2023Q4Dec 31
$241M 7.5%
126 positionsLocked
2023Q3Sep 30
$224M 6.1%
105 positionsLocked
2023Q2Jun 30
$211M 0.6%
104 positionsLocked
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