USAdvisors Wealth Management, LLC

All 13F Filings

Location
Eden Prairie, MN
Most recent 13F
Q2 2026
Holdings value ($000)
348,804
Description
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Website
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Founded
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Chairman
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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 7/29/2026 144 348,804 13F-HR USAdvisors Wealth Management, LLC
Q1 2026 4/27/2026 137 301,048 13F-HR USAdvisors Wealth Management, LLC
Q4 2025 2/5/2026 136 303,513 13F-HR USAdvisors Wealth Management, LLC
Q3 2025 11/12/2025 134 289,977 13F-HR USAdvisors Wealth Management, LLC
Q2 2025 7/22/2025 135 269,051 13F-HR USAdvisors Wealth Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 30.12 K 8.6% 5.282 K 0 5.282 K
ETFs 309.9 K 88.8% 42.04 K 0 42.04 K
Debt 8.796 K 2.5% 436 0 436
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Fund Snapshot

Q2 2026
Latest filed
7/29/2026
Total value ($000)
348,804
Holdings
144
QoQ value change ($000)
47,756 (15.9%)
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.