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U S Wealth Group - Q4 2025 13F Filings

U

U S Wealth Group, Llc.

CIK: 0001554427
Address: New York Woodbury 7600 Jericho Tpke Suite 303
$151.73 M
Portfolio Value
43
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 03/17/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. RUN Sunrun
+$223,688.72
2. SOLS Solstice Advanced Materials
+$187,179
3. Streettracks Gold Trust
+$7,133.58
4. Vanguard Ttl Stk Mkt-Adm
+$1,305.5

Top Sells

Q4 2025
1. GOOGL Alphabet
−$1.2 M
2. URI United Rentals
−$1.09 M
3. AGG Ishares Core Us Aggregate Bond Etf
−$155,014.27
4. IEF Ishares 7-10 Year Treasury Bond Etf
−$118,468.65
5. SCHX Schwab Us Large-Cap Etf
−$115,632.18

Asset Allocation

Stocks/ETFs
-0.86%
$151.73 M 100.00%
Options
+100.00%
$328 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

U S Wealth Group Q4 2025 Filing Summary

U S Wealth Group, Llc. filed its 13F report for Q4 2025 on March 17, 2026. The portfolio totaled 151.73 M reflecting a -0.86% change from the prior quarter, spanning 43 assets. The top 10 holdings comprised 53.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for U S Wealth Group’s Q4 2025 Filing

U S Wealth Group submitted their Form 13F-HR for the Q4 2025 period on 03/17/2026. This was the only submission for the quarter.

In the Q4 2025 filing, U S Wealth Group reported a managed portfolio value of 152.06 M, consisting of 43 individual positions.

This page displays the raw filing documents. To see which stocks U S Wealth Group bought or sold during Q4 2025, please visit U S Wealth Group's Portfolio Analysis page.