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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 2026-03-31, accepted by EDGAR 2026-09-10 18:15:56 UTC, with 41 holding rows worth $147,936,028.

Accession
0001554427-26-000006
Filer
CIK 1554427
Filed
2026-09-10
Accepted by EDGAR
Ingested
Source
EDGAR daily index

Original filing

13F report for Q1 2026

A holdings report, 41 entries on the cover page, a total value of $147,936,028 stated on the cover page (in dollars after the unit check, H1), rows summing to $147,936,028 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
ISHARES TR4642874407-10 YR TRSY BD101,840$9,719,581dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS97,628$9,691,530dollars as filed
ISHARES TR46428743220 YR TR BD ETF110,707$9,597,198dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM32,376$9,310,056dollars as filed
NVIDIA Corp67066G104COM47,986$8,368,778dollars as filed
Streettracks Gold TRUST863307104Common Stock18,181$7,823,103dollars as filed
Apple Inc037833100COM28,080$7,126,436dollars as filed
EXXON MOBIL CORP30231G102COM33,788$5,732,386dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS211,473$5,422,155dollars as filed
META PLATFORMS INC CL A30303M102COM7,924$4,533,574dollars as filed
Amazon.com, Inc023135106COM20,208$4,208,720dollars as filed
Microsoft Corp594918104COM10,928$4,045,146dollars as filed
Goldman Sachs Group,Inc.38141G104COM4,714$4,040,542dollars as filed
Lockheed Martin Corporation539830109COM6,582$3,978,202dollars as filed
Johnson & Johnson478160104COM14,993$3,664,928dollars as filed
Honeywell Technologies438516106COM15,794$3,569,955dollars as filed
BROADCOM LTDY09827109SHS11,352$3,513,580dollars as filed
JPMorgan Chase & Co46625H100COM10,250$3,015,170dollars as filed
Verizon Communications Inc92343V104COM59,074$2,965,516dollars as filed
Pfizer Inc.717081103COM103,245$2,899,120dollars as filed
Amgen Inc.031162100COM8,204$2,886,601dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT14,948$2,788,198dollars as filed
Duke Energy26441C105Common20,877$2,733,680dollars as filed
Costco Wholesale Corporation22160K105COM2,546$2,536,917dollars as filed
BlackRock,Inc.09290D101COM2,575$2,476,465dollars as filed
McDonalds Corporation580135101COM7,964$2,475,156dollars as filed
AIR PRODS & CHEMS INC009158106COM8,444$2,452,931dollars as filed
Visa Inc92826C839COM7,467$2,256,834dollars as filed
UnitedHealth Group Inc91324P102COM7,964$2,155,012dollars as filed
Home Depot, Inc437076102COM6,383$2,099,367dollars as filed
Procter & Gamble Co742718109COM14,415$2,082,127dollars as filed
UNITED RENTALS INC COM911363109Stock2,349$1,711,387dollars as filed
Adobe Inc00724F101COM6,480$1,575,158dollars as filed
PROSHARES TR74350P667ULTRASHRT S&P50016,665$1,254,041dollars as filed
SUNRUN INC86771W105COM77,940$1,056,866dollars as filed
DELL INC24702R101COM5,051$829,021dollars as filed
VANGUARD TTL STK MKT ADM922908728MFD2,782$434,558dollars as filed
Tesla Motors, Inc88160R101COM887$329,763dollars as filed
SOLS83443Q103COM3,764$286,667dollars as filed
SPY78462F103SHS12,700$282,075dollars as filed
A D M Tronics Unltd Inc001004100Common Stock83,640$7,528dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001554427-26-000006this filing2026-09-10