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U S Wealth Group - Q2 2026 13F Filings

U

U S Wealth Group, Llc.

CIK: 0001554427
Address: New York Syosset 6800 Jericho Tpke Suite 120W
$167.03 M
Portfolio Value
47
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 09/10/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. TLT Ishares 20+ Year Treasury Bond Etf
+$3.04 M
2. IEF Ishares 7-10 Year Treasury Bond Etf
+$2.76 M
3. AGG Ishares Core Us Aggregate Bond Etf
+$2.76 M
4. META Meta Platforms
+$2.34 M
5. MSFT Microsoft Corporation
+$1.6 M

Top Sells

Q2 2026
1. SPY Spdr S&P 500 Etf Trust
−$9.23 M
2. GOOGL Alphabet
−$4.44 M
3. SCHX Schwab Us Large-Cap Etf
−$2 M
4. Broadcom
−$1.17 M
5. SDS Proshares Ultrashort S&P 500
−$885,845.46

Asset Allocation

Stocks/ETFs
+12.90%
$167.03 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

U S Wealth Group Q2 2026 Filing Summary

U S Wealth Group, Llc. filed its 13F report for Q2 2026 on September 10, 2026. The portfolio totaled 167.03 M reflecting a +12.90% change from the prior quarter, spanning 47 assets. The top 10 holdings comprised 51.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for U S Wealth Group’s Q2 2026 Filing

U S Wealth Group submitted their Form 13F-HR for the Q2 2026 period on 09/10/2026. This was the only submission for the quarter.

In the Q2 2026 filing, U S Wealth Group reported a managed portfolio value of 167.03 M, consisting of 47 individual positions.

This page displays the raw filing documents. To see which stocks U S Wealth Group bought or sold during Q2 2026, please visit U S Wealth Group's Portfolio Analysis page.