§ 13F · FUND PROFILE
U S WEALTH GROUP, LLC..
AUM · $153M (13F)Positions · 41Turnover · n/a · Q4Filed · Mar 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$152M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED MAR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. | 35K | $11M | — | NEW |
| 2 | IEF | IEF | 105K | $10M | — | NEW |
| 3 | AGG | Ishares Tr Lehman Bd Fd | 100K | $10M | — | NEW |
| 4 | TLT | TLT | 113K | $10M | — | NEW |
| 5 | NVDA | Nvidia Corp | 48K | $9M | — | NEW |
| 6 | AAPL | Apple Computer Inc | 28K | $8M | — | NEW |
| 7 | — | Streettracks Gold TRUST | 18K | $7M | — | NEW |
| 8 | SCHX | Schwab US Large Cap Etf | 222K | $6M | — | NEW |
| 9 | MSFT | Microsoft Corp | 11K | $5M | — | NEW |
| 10 | META | Facebook Inc Class A | 8K | $5M | — | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE U SIGNAL
AC read
U S WEALTH GROUP, LLC. is a Other fund managing $153 million in assets. The fund runs a portfolio of 41 positions.
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