U S Wealth Group, Llc. Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q3 2025
  • Location
    woodbury, NY
  • CIK
    0001554427
  • All SEC filings
Q3 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

41

$153.04 M
TLT, AGG, IEF, GOOGL
13F-HR
Nov 17, 2025
000155442725000006

41

$128.27 M
GLD, NVDA, IEF, AGG
13F-HR
Aug 15, 2025
000155442725000003

40

$126.20 M
GLD, TLT, IEF, AGG
13F-HR
May 15, 2025
000155442725000002

40

$132.28 M
GLD, AGG, IEF, TLT
13F-HR
Feb 13, 2025
000155442725000001