account_balance
Investment manager · 13F filer · SEC CIK 1554427
U S Wealth Group, LLC.
Reported value$176Mas of Sep 30, 2026
Positions50 13 new, 5 sold out
Top 10 weight51.0%AGG alone is 7%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AGGIshares Tr Lehman Bd Fd
6.7%Added +24%
IEFIef
6.6%Added +24%
TLT
6.4%Added +29%
NVDANVIDIA Corp
5.8%Trimmed −8%
AAPLApple Inc.
5.2%Trimmed −3%
METAMeta Platforms, Inc.
5.0%Added +50%
MSFTMicrosoft Corp
4.5%Added +38%
GOOGLAlphabet Inc.
4.0%Trimmed −42%
AMZNAmazon.com Inc
3.1%Added +8%
XOMExxonMobil Holdings Corp
3.1%
JNJJohnson & Johnson
2.6%Added +14%
AGGIshares Tr Lehman Bd Fd
6.7%+24%
IEFIef
6.6%
TLT
6.4%
NVDANVIDIA Corp
5.8%
AAPLApple Inc.
5.2%
METAMeta Platforms, Inc.
5.0%+50%
MSFTMicrosoft Corp
4.5%
GOOGLAlphabet Inc.
4.0%
AMZN3.1%XOM3.1%JNJBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AGG Ishares Tr Lehman Bd Fd 6.7% Added +24%
IEF Ief 6.6% Added +24%
TLT 6.4% Added +29%
NVDA NVIDIA Corp 5.8% Trimmed −8%AAPL Apple Inc. 5.2% Trimmed −3%META Meta Platforms, Inc. 5.0% Added +50%MSFT Microsoft Corp 4.5% Added +38%GOOGL Alphabet Inc. 4.0% Trimmed −42%Streettracks Gold Trust 3.7% Trimmed −6%
AMZN Amazon.com Inc 3.1% Added +8%XOM ExxonMobil Holdings Corp 3.1% HeldJNJ Johnson & Johnson 2.6% Added +14%What changed
Biggest moves since Dec 31, 2025
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