U S Wealth Group, Llc.
U S Wealth Group, Llc. reported 50 stocks worth $176M in its 13F filing for Q3 2026, filed Nov 9, 2026. Its largest holdings are AGG (6.7%), IEF (6.6%) and TLT (6.4%). Compared with Q4 2025, the fund opened new positions in MU, HONA and INTC, added to AGG, IEF and TLT, trimmed NVDA, AAPL and GOOGL and sold out of XYZ, SOLS and BKU.
Latest filing: what U S Wealth Group, Llc. did in Q3 2026
vs Q4 2025
Dollar changes use the share change at the quarter end price. New and sold out show the whole position.
Portfolio at a glance
share of reported value · Q3 2026Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AGG Ishares TR | $11.8M | 6.7% | 125K | +24K (+24%) | 6 of 6 | |
| 2 |  IEF Ishares TR | $11.6M | 6.6% | 130K | +25K (+24%) | 6 of 6 | |
| 3 |  TLT Ishares TR | $11.3M | 6.4% | 146K | +33K (+29%) | 6 of 6 | |
| 4 |  NVDA Nvidia Corporation | $10.1M | 5.8% | 44K | −3,815 (−8%) | 6 of 6 | |
| 5 |  AAPL Apple Inc | $9.1M | 5.2% | 27K | −876 (−3%) | 6 of 6 | |
| 6 |  META Meta Platforms Inc | $8.7M | 5.0% | 12K | +4,044 (+50%) | 6 of 6 | |
| 7 |  MSFT Microsoft Corp | $7.8M | 4.5% | 15K | +4,227 (+38%) | 6 of 6 | |
| 8 |  GOOGL Alphabet Inc | $7.1M | 4.0% | 21K | −15K (−42%) | 6 of 6 | |
| 9 | Streettracks Gold TRUST | $6.6M | 3.7% | 17K | −1,200 (−6%) | 6 of 6 | |
| 10 |  AMZN Amazon Com Inc | $5.5M | 3.1% | 22K | +1,572 (+8%) | 6 of 6 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q4 2025 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q4 2025, gone in Q3 2026Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →U S Wealth Group, Llc. 13F FAQ
What does U S Wealth Group, Llc. own?
U S Wealth Group, Llc. reported 50 stocks worth $176M in its 13F filing for Q3 2026, filed Nov 9, 2026. The table above lists every position in the filing (the top 10 without an account).
What did U S Wealth Group, Llc. buy and sell in Q3 2026?
Compared with Q4 2025: 13 new positions, 24 added to, 11 trimmed and 5 sold out. New positions include MU, HONA and INTC. It sold all of XYZ, SOLS and BKU.
When will U S Wealth Group, Llc. file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is U S Wealth Group, Llc.'s portfolio worth?
The Q3 2026 filing reports $176M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.