Institutions / U S Wealth Group, LLC.
U S Wealth Group, LLC.
CIK 1554427 · Institution · as of Dec 31, 2025
Portfolio value
$151.73M
Positions
42
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 42 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $11.08M | 7.3% |
| Ief | $10.08M | 6.6% |
| Ishares Tr Lehman Bd Fd | $10.04M | 6.6% |
| iShares MSCI UAE ETF | $9.87M | 6.5% |
| NVIDIA Corp | $9.00M | 5.9% |
| Apple Inc. | $7.68M | 5.1% |
| Streettracks Gold TRUST | $7.32M | 4.8% |
| Schwab US Large Cap Etf | $5.97M | 3.9% |
| Microsoft Corp | $5.34M | 3.5% |
| Meta Platforms Inc | $5.29M | 3.5% |
| Amazon.com Inc | $4.71M | 3.1% |
| The Goldman Sachs Group, Inc. | $4.24M | 2.8% |
| Exxon Mobil Corp | $4.09M | 2.7% |
| Broadcom Ltd | $3.98M | 2.6% |
| JPMorgan Chase & Co | $3.36M | 2.2% |
| Lockheed Martin Corp | $3.22M | 2.1% |
| Honeywell International Inc | $3.12M | 2.1% |
| Johnson & Johnson | $3.11M | 2.1% |
| Simon Property Group Inc | $2.79M | 1.8% |
| BlackRock, Inc. | $2.79M | 1.8% |
| Amgen Inc | $2.68M | 1.8% |
| Unitedhealth Group Inc | $2.65M | 1.7% |
| Visa Inc | $2.65M | 1.7% |
| Pfizer Inc | $2.59M | 1.7% |
| Duke Energy Corp New | $2.50M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.