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Disclosery

13F-HR filed by U S WEALTH GROUP, LLC.

U S WEALTH GROUP, LLC. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-03-17, with 43 holding rows worth $152,059,344.

Accession
0001554427-26-000001
Filer
CIK 1554427
Filed
2026-03-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 43 entries on the cover page, a total value of $152,059,344 stated on the cover page (in dollars after the unit check, H1), rows summing to $151,731,733 with VALUE read as dollars as filed, 13F file number 028-25023. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Alphabet Inc. Reg. Shares A02079K305COM35,398$11,079,574dollars as filed
ISHARES TR4642874407-10 YR TRSY BD104,786$10,076,182dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS100,485$10,036,475dollars as filed
ISHARES TR46428743220 YR TR BD ETF113,202$9,866,663dollars as filed
NVIDIA Corp67066G104COM48,235$8,995,829dollars as filed
Apple Inc037833100COM28,246$7,678,958dollars as filed
Streettracks Gold TRUST863307104Common Stock18,462$7,316,675dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS221,950$5,972,670dollars as filed
Microsoft Corp594918104COM11,044$5,341,099dollars as filed
META PLATFORMS INC CL A30303M102COM8,016$5,291,290dollars as filed
Amazon.com, Inc023135106COM20,403$4,709,421dollars as filed
Goldman Sachs Group,Inc.38141G104COM4,829$4,244,736dollars as filed
EXXON MOBIL CORP30231G102COM33,998$4,091,319dollars as filed
BROADCOM LTDY09827109SHS11,500$3,980,162dollars as filed
JPMorgan Chase & Co46625H100COM10,428$3,360,110dollars as filed
Lockheed Martin Corporation539830109COM6,652$3,217,421dollars as filed
Honeywell Technologies438516106COM15,985$3,118,514dollars as filed
Johnson & Johnson478160104COM15,049$3,114,391dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT15,061$2,788,007dollars as filed
BlackRock,Inc.09290D101COM2,604$2,787,196dollars as filed
Amgen Inc.031162100COM8,187$2,679,687dollars as filed
UnitedHealth Group Inc91324P102COM8,033$2,651,774dollars as filed
Visa Inc92826C839COM7,544$2,645,756dollars as filed
Pfizer Inc.717081103COM103,956$2,588,504dollars as filed
Duke Energy26441C105Common21,321$2,499,034dollars as filed
McDonalds Corporation580135101COM8,067$2,465,517dollars as filed
Verizon Communications Inc92343V104COM57,384$2,337,250dollars as filed
Adobe Inc00724F101COM6,554$2,293,835dollars as filed
Costco Wholesale Corporation22160K105COM2,592$2,235,185dollars as filed
Home Depot, Inc437076102COM6,482$2,230,487dollars as filed
AIR PRODS & CHEMS INC009158106COM8,547$2,111,280dollars as filed
Procter & Gamble Co742718109COM14,567$2,087,597dollars as filed
UNITED RENTALS INC COM911363109Stock2,349$1,901,093dollars as filed
SUNRUN INC86771W105COM63,736$1,172,742dollars as filed
BLOCK INC CL A852234103Stock13,515$879,691dollars as filed
DELL INC24702R101COM5,051$635,820dollars as filed
VANGUARD TTL STK MKT ADM922908728MFD2,773$452,518dollars as filed
Tesla Motors, Inc88160R101COM872$392,181dollars as filed
SOLS83443Q103COM3,853$187,179dollars as filed
BANKUNITED INC06652K103COM3,243$144,541dollars as filed
SPORTSMANS WHSE HLDGS INC84920Y106COM44,300$64,678dollars as filed
A D M Tronics Unltd Inc001004100Common Stock83,640$8,364dollars as filed
Apple Inc037833100COM327$328dollars as filedput

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001554427-26-000001this filing2026-03-17acceptance time not in the bulk data set