U S WEALTH GROUP, LLC.

WOODBURY, NY · CIK 1554427 · 13F filing filed 2026-03-17

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWoodbury, NY

$151.7m reported value -0.9% vs Q3 2025

42positions

53.8%in top 10

1 new 3 added 35 reduced 0 sold out vs Q3 2025

Options: 0 call positions (— notional), 1 put positions ($328 notional) – listed below, not included above.

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL A GOOGL	GOOGL	35,398	$11.1m7.30%	7.30%	Reduced -3.8k	-3,843 -9.8%
2	ISHARES TR 7-10 YR TRSY BD IEF	IEF	104,786	$10.1m6.64%	6.64%	Reduced -1.2k	-1,232 -1.2%
3	ISHARES TR CORE US AGGBD ET AGG	AGG	100,485	$10.0m6.61%	6.61%	Reduced -1.6k	-1,552 -1.5%
4	ISHARES TR 20 YR TR BD ETF TLT	TLT	113,202	$9.9m6.50%	6.50%	Reduced -1.3k	-1,306 -1.1%
5	NVIDIA CORPORATION COM NVDA	NVDA	48,235	$9.0m5.93%	5.93%	Reduced -219	-219 -0.5%
6	APPLE INC COM AAPL	AAPL	28,246	$7.7m5.06%	5.06%	Reduced -182	-182 -0.6%
7	Streettracks Gold TRUST COMMON STOCK COMMON STOCK		18,462	$7.3m4.82%	4.82%	Added +18	+18 0.1%
8	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	221,950	$6.0m3.94%	3.94%	Reduced -4.3k	-4,297 -1.9%
9	MICROSOFT CORP COM MSFT	MSFT	11,044	$5.3m3.52%	3.52%	Reduced -86	-86 -0.8%
10	META PLATFORMS INC CL A META	META	8,016	$5.3m3.49%	3.49%	Reduced -65	-65 -0.8%
11	AMAZON COM INC COM AMZN	AMZN	20,403	$4.7m3.10%	3.10%	Reduced -148	-148 -0.7%
12	GOLDMAN SACHS GROUP INC COM GS	GS	4,829	$4.2m2.80%	2.80%	Reduced -63	-63 -1.3%
13	EXXON MOBIL CORP COM XOM	XOM	33,998	$4.1m2.70%	2.70%	Reduced -186	-186 -0.5%
14	BROADCOM LTD SHS SHS		11,500	$4.0m2.62%	2.62%	Reduced -112	-112 -1.0%
15	JPMORGAN CHASE & CO COM JPM	JPM	10,428	$3.4m2.21%	2.21%	Reduced -98	-98 -0.9%
16	LOCKHEED MARTIN CORP COM LMT	LMT	6,652	$3.2m2.12%	2.12%	Reduced -80	-80 -1.2%
17	HONEYWELL INTL INC COM COM		15,985	$3.1m2.06%	2.06%	Reduced -138	-138 -0.9%
18	JOHNSON & JOHNSON COM JNJ	JNJ	15,049	$3.1m2.05%	2.05%	Reduced -116	-116 -0.8%
19	SIMON PPTY GROUP INC NEW COM SPG	SPG	15,061	$2.8m1.84%	1.84%	Reduced -88	-88 -0.6%
20	BLACKROCK INC COM BLK	BLK	2,604	$2.8m1.84%	1.84%	Reduced -39	-39 -1.5%
21	AMGEN INC COM AMGN	AMGN	8,187	$2.7m1.77%	1.77%	Reduced -194	-194 -2.3%
22	UNITEDHEALTH GROUP INC COM UNH	UNH	8,033	$2.7m1.75%	1.75%	Reduced -81	-81 -1.0%
23	VISA INC COM CL A V	V	7,544	$2.6m1.74%	1.74%	Reduced -80	-80 -1.1%
24	PFIZER INC COM PFE	PFE	103,956	$2.6m1.71%	1.71%	Reduced -595	-595 -0.6%
25	Duke Energy Corp New COM COM		21,321	$2.5m1.65%	1.65%	Reduced -169	-169 -0.8%
26	MCDONALDS CORP COM MCD	MCD	8,067	$2.5m1.62%	1.62%	Reduced -91	-91 -1.1%
27	VERIZON COMMUNICATIONS INC COM VZ	VZ	57,384	$2.3m1.54%	1.54%	Reduced -311	-311 -0.5%
28	ADOBE INC COM ADBE	ADBE	6,554	$2.3m1.51%	1.51%	Reduced -76	-76 -1.1%
29	COSTCO WHSL CORP NEW COM COST	COST	2,592	$2.2m1.47%	1.47%	Reduced -43	-43 -1.6%
30	HOME DEPOT INC COM HD	HD	6,482	$2.2m1.47%	1.47%	Reduced -77	-77 -1.2%
31	AIR PRODS & CHEMS INC COM APD	APD	8,547	$2.1m1.39%	1.39%	Reduced -102	-102 -1.2%
32	PROCTER AND GAMBLE CO COM PG	PG	14,567	$2.1m1.38%	1.38%	Reduced -118	-118 -0.8%
33	UNITED RENTALS INC COM URI	URI	2,349	$1.9m1.25%	1.25%	Reduced -1.4k	-1,351 -36.5%
34	SUNRUN INC COM RUN	RUN	63,736	$1.2m0.77%	0.77%	Added +12.2k	+12,157 23.6%
35	BLOCK INC CL A XYZ	XYZ	13,515	$879.7k0.58%	0.58%	Reduced -534	-534 -3.8%
36	DELL INC COM COM		5,051	$635.8k0.42%	0.42%	Reduced -28	-28 -0.6%
37	VANGUARD TOTAL STOCK MKT IDX ADM EQUITY FUNDS VTSAX	VTSAX	2,773	$452.5k0.30%	0.30%	Added +8	+8 0.3%
38	TESLA INC COM TSLA	TSLA	872	$392.2k0.26%	0.26%	Unchanged
39	SOLSTICE ADVANCED MATLS INC COM SHS SOLS	SOLS	3,853	$187.2k0.12%	0.12%	New
40	BANKUNITED INC COM BKU	BKU	3,243	$144.5k0.10%	0.10%	Unchanged
41	SPORTSMANS WHSE HLDGS INC COM SPWH	SPWH	44,300	$64.7k0.04%	0.04%	Reduced -4.0k	-4,000 -8.3%
42	A D M Tronics Unltd Inc COMMON STOCK ADMT	ADMT	83,640	$8.4k0.01%	0.01%	Unchanged

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
APPLE INC AAPL · Put	AAPL	Put	327	$328327 shares	New