U S WEALTH GROUP, LLC. Q2 2026 Filing
Filed September 10, 2026
Portfolio Value
$43.3B
Holdings
41
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (41 positions)
| Stock | Value |
|---|---|
IEFIEF | $9.7B |
AGGIshares Tr Lehman Bd Fd | $9.7B |
TLTTLT | $9.6B |
SCHXSchwab US Large Cap Etf | $5.4B |
BACVerizon Communications | $3.0B |
PFEPfizer Incorporated | $2.9B |
SDSProshares UltraShort | $1.3B |
RUNSunrun | $1.1B |
SOLSSolstice Adv Matls | $286.7M |
SPYSPDR Trust Unit SR | $282.1M |
GOOGLAlphabet Inc. | $9.3M |
NVDANvidia Corp | $8.4M |
—Streettracks Gold TRUST | $7.8M |
ADMTA D M Tronics Unltd Inc | $7.5M |
AAPLApple Computer Inc | $7.1M |
XOMExxon Mobil Corporation | $5.7M |
METAFacebook Inc Class A | $4.5M |
AMZNAMAZON | $4.2M |
MSFTMicrosoft Corp | $4.0M |
GSGoldman Sachs Group Inc | $4.0M |
LMTLockheed Martin Corp | $4.0M |
JNJJohnson & Johnson | $3.7M |
HONHoneywell International | $3.6M |
AVGOBroadcom Ltd | $3.5M |
JPMJpmorgan Chase & Co | $3.0M |
AMGNAmgen Incorporated | $2.9M |
SPGSimon Ppty Group New | $2.8M |
DUKDuke Energy Corp New | $2.7M |
COSTCostco Whsl Corp New | $2.5M |
BLKBlackrock Inc | $2.5M |
MCDMc Donalds Corp | $2.5M |
APDAir Prod & Chemicals | $2.5M |
VVisa Inc Cl A | $2.3M |
UNHUnitedhealth Group Inc | $2.2M |
HDHome Depot Inc | $2.1M |
PGProcter & Gamble | $2.1M |
URIUnited Rentals Inc | $1.7M |
ADBEAdobe Systems Inc | $1.6M |
DELLDell Inc | $829K |
VTSAXVanguard Total Stock Mkt | $435K |
TSLATelsa Motors Inc | $330K |