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U S WEALTH GROUP, LLC.

Q4 2025 13F Holdings

  • Location
    woodbury, NY
  • Num holdings

    43

  • Value ($000)

    $151,732

  • Date Filed
    03/17/2026
  • Form type
    13F-HR
  • CIK
    0001554427
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GOOGL

Alphabet Inc.

COMMON STOCK
02079K305
$11.08M
7 %

35,398

I
IEF

IEF

ETF
464287440
$10.08M
7 %

104,786

A
AGG

Ishares Tr Lehman Bd Fd

COMMON STOCK
464287226
$10.04M
7 %

100,485

T
TLT

TLT

ETF
464287432
$9.87M
7 %

113,202

N
NVDA

Nvidia Corp

COMMON STOCK
67066G104
$9M
6 %

48,235

A
AAPL

Apple Computer Inc

COMMON STOCK
037833100
$7.68M
5 %

28,246

G
GLD

Streettracks Gold TRUST

COMMON STOCK
863307104
$7.32M
5 %

18,462

S
SCHX

Schwab US Large Cap Etf

ETF
808524201
$5.97M
4 %

221,950

M
MSFT

Microsoft Corp

COMMON STOCK
594918104
$5.34M
4 %

11,044

M
META

Facebook Inc Class A

COMMON STOCK
30303M102
$5.29M
4 %

8,016

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