SEC Form 13F

U S WEALTH GROUP, LLC. 13F Holdings

Report period2025-12-31
Publicly available2026-03-18
Reported value$151,731,733
Positions43

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Alphabet Inc.GOOGLCommon Stock$11,079,57435,398
IEFIEFETF$10,076,182104,786
Ishares Tr Lehman Bd FdAGGCommon Stock$10,036,475100,485
TLTTLTETF$9,866,663113,202
Nvidia CorpNVDACommon Stock$8,995,82948,235
Apple Computer IncAAPLCommon Stock$7,678,95828,246
Streettracks Gold TRUSTUnresolvedCommon Stock$7,316,67518,462
Schwab US Large Cap EtfSCHXETF$5,972,670221,950
Microsoft CorpMSFTCommon Stock$5,341,09911,044
Facebook Inc Class AMETACommon Stock$5,291,2908,016

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