U S WEALTH GROUP, LLC.

Est. AUM

$151.7M

13F long equity, this entity only

Positions

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Dec 2025 (Q4)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Alphabet Inc.	Common Stock	$11.1M	35398	7.30%	SOLE
2	IEF	ETF	$10.1M	104786	6.64%	SOLE
3	Ishares Tr Lehman Bd Fd	Common Stock	$10.0M	100485	6.61%	SOLE
4	TLT	ETF	$9.9M	113202	6.50%	SOLE
5	Nvidia Corp	Common Stock	$9.0M	48235	5.93%	SOLE
6	Apple Computer Inc	Common Stock	$7.7M	28246	5.06%	SOLE
7	Streettracks Gold TRUST	Common Stock	$7.3M	18462	4.82%	SOLE
8	Schwab US Large Cap Etf	ETF	$6.0M	221950	3.94%	SOLE
9	Microsoft Corp	Common Stock	$5.3M	11044	3.52%	SOLE
10	Facebook Inc Class A	Common Stock	$5.3M	8016	3.49%	SOLE
11	AMAZON	Common Stock	$4.7M	20403	3.10%	SOLE
12	Goldman Sachs Group Inc	Common Stock	$4.2M	4829	2.80%	SOLE
13	Exxon Mobil Corporation	Common Stock	$4.1M	33998	2.70%	SOLE
14	Broadcom Ltd	Common Stock	$4.0M	11500	2.62%	SOLE
15	Jpmorgan Chase & Co	Common Stock	$3.4M	10428	2.21%	SOLE
16	Lockheed Martin Corp	Common Stock	$3.2M	6652	2.12%	SOLE
17	Honeywell International	Common Stock	$3.1M	15985	2.06%	SOLE
18	Johnson & Johnson	Common Stock	$3.1M	15049	2.05%	SOLE
19	Simon Ppty Group New	Common Stock	$2.8M	15061	1.84%	SOLE
20	Blackrock Inc	Common Stock	$2.8M	2604	1.84%	SOLE
21	Amgen Incorporated	Common Stock	$2.7M	8187	1.77%	SOLE
22	Unitedhealth Group Inc	Common Stock	$2.7M	8033	1.75%	SOLE
23	Visa Inc Cl A	Common Stock	$2.6M	7544	1.74%	SOLE
24	Pfizer Incorporated	Common Stock	$2.6M	103956	1.71%	SOLE
25	Duke Energy Corp New	Common Stock	$2.5M	21321	1.65%	SOLE
26	Mc Donalds Corp	Common Stock	$2.5M	8067	1.63%	SOLE
27	Verizon Communications	Common Stock	$2.3M	57384	1.54%	SOLE
28	Adobe Systems Inc	Common Stock	$2.3M	6554	1.51%	SOLE
29	Costco Whsl Corp New	Common Stock	$2.2M	2592	1.47%	SOLE
30	Home Depot Inc	Common Stock	$2.2M	6482	1.47%	SOLE
31	Air Prod & Chemicals	Common Stock	$2.1M	8547	1.39%	SOLE
32	Procter & Gamble	Common Stock	$2.1M	14567	1.38%	SOLE
33	United Rentals Inc	Common Stock	$1.9M	2349	1.25%	SOLE
34	Sunrun	Common Stock	$1.2M	63736	0.77%	SOLE
35	Block Inc	Common Stock	$880K	13515	0.58%	SOLE
36	Dell Inc	Common Stock	$636K	5051	0.42%	SOLE
37	Vanguard Total Stock Mkt	Common Stock	$453K	2773	0.30%	SOLE
38	Telsa Motors Inc	Common Stock	$392K	872	0.26%	SOLE
39	Solstice Adv Matls	Common Stock	$187K	3853	0.12%	SOLE
40	Bankunited Inc	Common Stock	$145K	3243	0.10%	SOLE
41	Sportsmans Whse Hldg	Common Stock	$65K	44300	0.04%	SOLE
42	A D M Tronics Unltd Inc	Common Stock	$8K	83640	0.01%	SOLE
43	Apple Computer IncPUT	Common Stock	$0	327	0.00%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.