U S WEALTH GROUP, LLC.
CIK: 1554427SEC EDGAR →
Portfolio Value
$43.3B
Holdings
41
As of
Q2 2026
New Positions
41
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | IEF | 101,840 | $9.7B | 22.45% |
| 2 | Ishares Tr Lehman Bd Fd | 97,628 | $9.7B | 22.39% |
| 3 | TLT | 110,707 | $9.6B | 22.17% |
| 4 | Schwab US Large Cap Etf | 211,473 | $5.4B | 12.53% |
| 5 | Verizon Communications | 59,074 | $3.0B | 6.85% |
| 6 | Pfizer Incorporated | 103,245 | $2.9B | 6.70% |
| 7 | Proshares UltraShort | 16,665 | $1.3B | 2.90% |
| 8 | Sunrun | 77,940 | $1.1B | 2.44% |
| 9 | Solstice Adv Matls | 3,764 | $286.7M | 0.66% |
| 10 | SPDR Trust Unit SR | 12,700 | $282.1M | 0.65% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 11 | $38.9B | 90.0% |
| Healthcare | 4 | $2.9B | 6.7% |
| Energy | 2 | $1.1B | 2.5% |
| Basic Materials | 2 | $289.1M | 0.7% |
| Technology | 7 | $33.0M | 0.1% |
| Communication Services | 2 | $13.8M | 0.0% |
| Industrials | 3 | $9.3M | 0.0% |
| Consumer Cyclical | 4 | $9.1M | 0.0% |
| Unknown | 2 | $8.3M | 0.0% |
| Consumer Defensive | 2 | $4.6M | 0.0% |
| Real Estate | 1 | $2.8M | 0.0% |
| Utilities | 1 | $2.7M | 0.0% |