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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 2026-06-30, accepted by EDGAR 2026-09-10 18:18:40 UTC, with 47 holding rows worth $167,025,879.

Accession
0001554427-26-000007
Filer
CIK 1554427
Filed
2026-09-10
Accepted by EDGAR
Ingested
Source
EDGAR daily index

Original filing

13F report for Q2 2026

A holdings report, 47 entries on the cover page, a total value of $167,025,879 stated on the cover page (in dollars after the unit check, H1), rows summing to $167,025,879 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 TR46428743220 YR TR BD ETF145,874$12,606,414dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS125,476$12,419,634dollars as filed
ISHARES TR4642874407-10 YR TRSY BD131,067$12,394,982dollars as filed
NVIDIA Corp67066G104COM44,331$8,870,245dollars as filed
Apple Inc037833100COM27,148$7,855,575dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM20,658$7,832,573dollars as filed
META PLATFORMS INC CL A30303M102COM12,076$6,802,314dollars as filed
Streettracks Gold TRUST863307104Common Stock17,096$6,297,825dollars as filed
Microsoft Corp594918104COM15,220$5,677,314dollars as filed
Amazon.com, Inc023135106COM21,770$5,188,662dollars as filed
Goldman Sachs Group,Inc.38141G104COM4,604$4,719,196dollars as filed
EXXON MOBIL CORP30231G102COM33,433$4,570,940dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS143,676$4,228,388dollars as filed
Lockheed Martin Corporation539830109COM7,555$3,849,109dollars as filed
JPMorgan Chase & Co46625H100COM11,454$3,749,304dollars as filed
UnitedHealth Group Inc91324P102COM8,901$3,699,612dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT16,406$3,669,208dollars as filed
Home Depot, Inc437076102COM9,576$3,377,365dollars as filed
Amgen Inc.031162100COM9,222$3,339,521dollars as filed
BlackRock,Inc.09290D101COM3,260$3,134,780dollars as filed
BROADCOM LTDY09827109SHS8,261$3,120,632dollars as filed
Procter & Gamble Co742718109COM21,274$3,119,525dollars as filed
Visa Inc92826C839COM8,866$3,041,853dollars as filed
Duke Energy26441C105Common23,860$3,020,164dollars as filed
AIR PRODS & CHEMS INC009158106COM10,057$2,948,576dollars as filed
McDonalds Corporation580135101COM10,414$2,815,054dollars as filed
Pfizer Inc.717081103COM116,761$2,811,608dollars as filed
Costco Wholesale Corporation22160K105COM2,995$2,801,745dollars as filed
Verizon Communications Inc92343V104COM64,862$2,746,256dollars as filed
UNITED RENTALS INC COM911363109Stock2,349$2,661,159dollars as filed
Adobe Inc00724F101COM12,841$2,632,662dollars as filed
Honeywell Technologies438516106COM11,352$2,541,800dollars as filed
Johnson & Johnson478160104COM17,259$1,383,352dollars as filed
SUNRUN INC86771W105COM95,946$1,283,758dollars as filed
Caterpillar Inc.149123101COM1,003$1,068,095dollars as filed
LAM RESEARCH CORP512807108COM1,750$758,328dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock10,823$680,659dollars as filed
GE Vernova Inc.36828A101COM568$667,321dollars as filed
Intel Corp458140100COM4,742$662,126dollars as filed
VANGUARD TTL STK MKT ADM922908728MFD2,224$400,765dollars as filed
Schlumberger Limited806857108COM7,887$366,667dollars as filed
WILLIAMS COS INC COM969457100Stock3,547$263,684dollars as filed
SPY78462F103SHS340$253,902dollars as filed
Tesla Motors, Inc88160R101COM587$246,916dollars as filed
PROSHARES TR74350P667ULTRASHRT S&P5003,518$237,043dollars as filed
MERCK &COINC589331107COM1,596$205,086dollars as filed
A D M Tronics Unltd Inc001004100Common Stock83,640$4,182dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001554427-26-000007this filing2026-09-10