U S WEALTH GROUP, LLC. — 13F Holdings & Portfolio

CIK 1554427 · latest 13F-HR filed 2026-03-17

U S WEALTH GROUP, LLC. manages $151.7M in 13F-reported U.S. long-equity assets across 43 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are GOOGL (7.30%), IEF (6.64%), AGG (6.61%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 1 new position, exited 0, added to 9, and trimmed 15.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$151.7M

Long-equity book

Holdings

43

Distinct positions

Period

2025-12-31

Filed 2026-03-17

Q/Q Activity

+1 / −0 / ↑9 / ↓15

vs 2025-09-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Alphabet Inc.$1.5M +16.1%
  • Streettracks Gold TRUST$760.4K +11.6%
  • Apple Computer Inc$440.3K +6.1%
  • Goldman Sachs Group Inc$349.0K +9.0%
  • Amgen Incorporated$314.6K +13.3%
Show all 9

Top Trims

  • United Rentals Inc-$1.6M -46.2%
  • Facebook Inc Class A-$643.2K -10.8%
  • Home Depot Inc-$427.2K -16.1%
  • Microsoft Corp-$423.7K -7.3%
  • Blackrock Inc-$294.2K -9.5%
Show all 15

New Positions

  • Solstice Adv Matls$187.2K
Show all 1

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Alphabet Inc. GOOGL 02079K305 $11.1M 7.30% 35,398 SH
2 IEF IEF 464287440 $10.1M 6.64% 104,786 SH
3 Ishares Tr Lehman Bd Fd AGG 464287226 $10.0M 6.61% 100,485 SH
4 TLT TLT 464287432 $9.9M 6.50% 113,202 SH
5 Nvidia Corp NVDA 67066G104 $9.0M 5.93% 48,235 SH
6 Apple Computer Inc AAPL 037833100 $7.7M 5.06% 28,246 SH
7 Streettracks Gold TRUST 863307104 $7.3M 4.82% 18,462 SH
8 Schwab US Large Cap Etf SCHX 808524201 $6.0M 3.94% 221,950 SH
9 Microsoft Corp MSFT 594918104 $5.3M 3.52% 11,044 SH
10 Facebook Inc Class A META 30303M102 $5.3M 3.49% 8,016 SH
11 AMAZON AMZN 023135106 $4.7M 3.10% 20,403 SH
12 Goldman Sachs Group Inc GS 38141G104 $4.2M 2.80% 4,829 SH
13 Exxon Mobil Corporation XOM 30231G102 $4.1M 2.70% 33,998 SH
14 Broadcom Ltd AVGO Y09827109 $4.0M 2.62% 11,500 SH
15 Jpmorgan Chase & Co JPM 46625H100 $3.4M 2.21% 10,428 SH
16 Lockheed Martin Corp LMT 539830109 $3.2M 2.12% 6,652 SH
17 Honeywell International HON 438516106 $3.1M 2.06% 15,985 SH
18 Johnson & Johnson JNJ 478160104 $3.1M 2.05% 15,049 SH
19 Simon Ppty Group New SPG 828806109 $2.8M 1.84% 15,061 SH
20 Blackrock Inc BLK 09290D101 $2.8M 1.84% 2,604 SH
21 Amgen Incorporated AMGN 031162100 $2.7M 1.77% 8,187 SH
22 Unitedhealth Group Inc UNH 91324P102 $2.7M 1.75% 8,033 SH
23 Visa Inc Cl A V 92826C839 $2.6M 1.74% 7,544 SH
24 Pfizer Incorporated PFE 717081103 $2.6M 1.71% 103,956 SH
25 Duke Energy Corp New DUK 26441C105 $2.5M 1.65% 21,321 SH
26 Mc Donalds Corp MCD 580135101 $2.5M 1.62% 8,067 SH
27 Verizon Communications VZ 92343V104 $2.3M 1.54% 57,384 SH
28 Adobe Systems Inc ADBE 00724F101 $2.3M 1.51% 6,554 SH
29 Costco Whsl Corp New COST 22160K105 $2.2M 1.47% 2,592 SH
30 Home Depot Inc HD 437076102 $2.2M 1.47% 6,482 SH
31 Air Prod & Chemicals APD 009158106 $2.1M 1.39% 8,547 SH
32 Procter & Gamble PG 742718109 $2.1M 1.38% 14,567 SH
33 United Rentals Inc URI 911363109 $1.9M 1.25% 2,349 SH
34 Sunrun RUN 86771W105 $1.2M 0.77% 63,736 SH
35 Block Inc XYZ 852234103 $879.7K 0.58% 13,515 SH
36 Dell Inc DELL 24702R101 $635.8K 0.42% 5,051 SH
37 Vanguard Total Stock Mkt VTI 922908728 $452.5K 0.30% 2,773 SH
38 Telsa Motors Inc TSLA 88160R101 $392.2K 0.26% 872 SH
39 Solstice Adv Matls SOLS 83443Q103 $187.2K 0.12% 3,853 SH
40 Bankunited Inc BKU 06652K103 $144.5K 0.10% 3,243 SH
41 Sportsmans Whse Hldg SPWH 84920Y106 $64.7K 0.04% 44,300 SH
42 A D M Tronics Unltd Inc ADMT 001004100 $8.4K 0.01% 83,640 SH
43 Apple Computer Inc Put AAPL 037833100 $328 0.00% 327 SH
Filing History
Period Filed AUM Holdings Accession
2025-12-31 2026-03-17 $151.7M 43 0001554427-26-000001
2025-09-30 2025-11-18 $153.0M 41 0001554427-25-000006