U S WEALTH GROUP, LLC. - Portfolio Stock Holdings
U S WEALTH GROUP, LLC. disclosed 40 stock positions in a recent SEC 13F filing. $148,559,747 of stock holdings were filed, with the largest holdings including TLT, AGG, and IEF. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $181,531,390 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
40Est. Stock Holding Value:
$148,559,747Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - U S WEALTH GROUP, LLC.
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...