U S WEALTH GROUP, LLC.
All 13F Filings
- Location
- Syosset, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 167,026
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 9/10/2026 | 47 | 167,026 | 13F-HR | U S WEALTH GROUP, LLC. |
| Q1 2026 | 9/10/2026 | 41 | 147,936 | 13F-HR | U S WEALTH GROUP, LLC. |
| Q4 2025 | 3/17/2026 | 43 | 151,732 | 13F-HR | U S WEALTH GROUP, LLC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 124.5 K | 74.5% | 12.95 K | 0 | 12.95 K |
| ETFs | 42.54 K | 25.5% | 6.139 K | 0 | 6.139 K |
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Fund Snapshot
Q2 2026
Latest filed
9/10/2026
Total value ($000)
167,026
Holdings
47
QoQ value change ($000)
19,090
(12.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.