U S WEALTH GROUP, LLC.
U S WEALTH GROUP, LLC. reported 41 positions worth $147.9M as of March 31, 2026 (13F filed September 10, 2026). Largest holding: IEF (6.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IEF | SH | $9.7M | 6.57% | 101,840 | — | — | |
| ▸ 2 | AGG | SH | $9.7M | 6.55% | 97,628 | — | — | |
| ▸ 3 | TLT | SH | $9.6M | 6.49% | 110,707 | — | — | |
| ▸ 4 | GOOGL | SH | $9.3M | 6.29% | 32,376 | — | — | |
| ▸ 5 | NVDA | SH | $8.4M | 5.66% | 47,986 | — | — | |
| ▸ 6 | 863307104 | SH | $7.8M | 5.29% | 18,181 | — | — | |
| ▸ 7 | AAPL | SH | $7.1M | 4.82% | 28,080 | — | — | |
| ▸ 8 | EXMOC | SH | $5.7M | 3.87% | 33,788 | — | — | |
| ▸ 9 | SCHX | SH | $5.4M | 3.67% | 211,473 | — | — | |
| ▸ 10 | META | SH | $4.5M | 3.06% | 7,924 | — | — |
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Frequently Asked Questions
What stocks does U S WEALTH GROUP, LLC. hold as of Q1 2026?
U S WEALTH GROUP, LLC. reported 41 positions worth $147.9M in its Q1 2026 13F filing. Largest positions: IEF (6.6%), AGG (6.6%), TLT (6.5%), GOOGL (6.3%) and NVDA (5.7%).
What did U S WEALTH GROUP, LLC. buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did U S WEALTH GROUP, LLC. sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.