U S Wealth Group, LLC. holds a focused book of 47 reported positions worth $167.0M as of Q2 2026 (disclosed Sep 10, 2026, a ~72-day 13F lag). This quarter they opened Caterpillar Inc and trimmed Nvidia Corp. Their largest long position is Ishares 20+ Year Treasury BD at 8% of the reported non-option book. Cloning the disclosed picks since 2025 would be +18% (+11.4%/yr). That is a simulation of the disclosed long book, not audited returns.
U S Wealth Group, LLC. is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +20.1%, a 1.7-point gap that is the cost of the ~72-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning U S Wealth Group, LLC.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~72 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
65% mapped to company sectors
+4 sectors below the cut, 7% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as U S Wealth Group, LLC.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 7 / 47 | $155.7M |
| Prospect Hill Management, LLC | 6 / 47 | $225.1M |
| Ramsey Quantitative Systems | 6 / 47 | $95.7M |
| Draper Asset Management, LLC | 7 / 47 | $165.3M |
| Peavine Capital, LLC | 5 / 47 | $392.3M |
| Emerald Advisors, LLC | 23 / 47 | $626.0M |
| Independent Investors Inc | 23 / 47 | $408.8M |
| 9823 Capital, L.P. | 8 / 47 | $115.3M |
Ranked by the share of each fund's own book sitting in the names it shares with U S Wealth Group, LLC.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | TLT ETF | $12.6M | 145.9K | 7.5% | ▲+32% Added · +35K sh | |
| 2 | Ishares Tr Lehman Bd Fd Common Stock | $12.4M | 125.5K | 7.4% | ▲+29% Added · +28K sh | |
| 3 | IEF ETF | $12.4M | 131.1K | 7.4% | ▲+29% Added · +29K sh | |
| 4 | Nvidia Corp Common Stock | $8.9M | 44.3K | 5.3% | ▼−7.6% Reduced · −4K sh | |
| 5 | Apple Computer Inc Common Stock | $7.9M | 27.1K | 4.7% | ▼−3.3% Reduced · −932 sh | |
| 6 | Alphabet Inc. Common Stock | $7.8M | 20.7K | 4.7% | ▼−36% Reduced · −12K sh | |
| 7 | Facebook Inc Class A Common Stock | $6.8M | 12.1K | 4.1% | ▲+52% Added · +4K sh | |
| 8 | Streettracks Gold TRUST Common Stock | $6.3M | 17.1K | 3.8% | ▼−6.0% Reduced · −1K sh | |
| 9 | Microsoft Corp Common Stock | $5.7M | 15.2K | 3.4% | ▲+39% Added · +4K sh | |
| 10 | Amazon Common Stock | $5.2M | 21.8K | 3.1% | ▲+7.7% Added · +2K sh | |
| 11 | Goldman Sachs Group Inc Common Stock | $4.7M | 4.6K | 2.8% | ▼−2.3% Reduced · −110 sh | |
| 12 | Exxon Mobil Corporation Common Stock | $4.6M | 33.4K | 2.7% | ▼−1.1% Reduced · −355 sh | |
| 13 | Schwab US Large Cap Etf ETF | $4.2M | 143.7K | 2.5% | ▼−32% Reduced · −68K sh | |
| 14 | Lockheed Martin Corp Common Stock | $3.8M | 7.6K | 2.3% | ▲+15% Added · +973 sh | |
| 15 | Jpmorgan Chase & Co Common Stock | $3.7M | 11.5K | 2.2% | ▲+12% Added · +1K sh | |
| 16 | Unitedhealth Group Inc Common Stock | $3.7M | 8.9K | 2.2% | ▲+12% Added · +937 sh | |
| 17 | Simon Ppty Group New Common Stock | $3.7M | 16.4K | 2.2% | ▲+9.8% Added · +1K sh | |
| 18 | Home Depot Inc Common Stock | $3.4M | 9.6K | 2.0% | ▲+50% Added · +3K sh | |
| 19 | Amgen Incorporated Common Stock | $3.3M | 9.2K | 2.0% | ▲+12% Added · +1K sh | |
| 20 | Blackrock Inc Common Stock | $3.1M | 3.3K | 1.9% | ▲+27% Added · +685 sh | |
| 21 | Broadcom Ltd Common Stock | $3.1M | 8.3K | 1.9% | ▼−27% Reduced · −3K sh | |
| 22 | Procter & Gamble Common Stock | $3.1M | 21.3K | 1.9% | ▲+48% Added · +7K sh | |
| 23 | Visa Inc Cl A Common Stock | $3.0M | 8.9K | 1.8% | ▲+19% Added · +1K sh | |
| 24 | Duke Energy Corp New Common Stock | $3.0M | 23.9K | 1.8% | ▲+14% Added · +3K sh | |
| 25 | Air Prod & Chemicals Common Stock | $2.9M | 10.1K | 1.8% | ▲+19% Added · +2K sh | |
| 26 | Mc Donalds Corp Common Stock | $2.8M | 10.4K | 1.7% | ▲+31% Added · +2K sh | |
| 27 | Pfizer Incorporated Common Stock | $2.8M | 116.8K | 1.7% | ▲+13% Added · +14K sh | |
| 28 | Costco Whsl Corp New Common Stock | $2.8M | 3.0K | 1.7% | ▲+18% Added · +449 sh | |
| 29 | Verizon Communications Common Stock | $2.7M | 64.9K | 1.6% | ▲+9.8% Added · +6K sh | |
| 30 | United Rentals Inc Common Stock | $2.7M | 2.3K | 1.6% | —Held | |
| 31 | Adobe Systems Inc Common Stock | $2.6M | 12.8K | 1.6% | ▲+98% Added · +6K sh | |
| 32 | Honeywell International Common Stock | $2.5M | 11.4K | 1.5% | ▼−28% Reduced · −4K sh | |
| 33 | Johnson & Johnson Common Stock | $1.4M | 17.3K | 0.8% | ▲+15% Added · +2K sh | |
| 34 | Sunrun Common Stock | $1.3M | 95.9K | 0.8% | ▲+23% Added · +18K sh | |
| 35 | Caterpillar Inc Common Stock | $1.1M | 1.0K | 0.6% | ▲New New position | |
| 36 | Lam Research Co Common Stock | $758K | 1.8K | 0.5% | ▲New New position | |
| 37 | Freeport Mcmorn Common Stock | $681K | 10.8K | 0.4% | ▲New New position | |
| 38 | Ge Vernova Inc Common Stock | $667K | 568 | 0.4% | ▲New New position | |
| 39 | Intel Corp Common Stock | $662K | 4.7K | 0.4% | ▲New New position | |
| 40 | Vanguard Total Stock Mkt Common Stock | $401K | 2.2K | 0.2% | ▼−20% Reduced · −558 sh | |
| 41 | Schlumberger Ltd Common Stock | $367K | 7.9K | 0.2% | ▲New New position | |
| 42 | Williams Companies Common Stock | $264K | 3.5K | 0.2% | ▲New New position | |
| 43 | SPDR Trust Unit SR ETF | $254K | 340 | 0.2% | ▼−97% Reduced · −12K sh | |
| 44 | Telsa Motors Inc Common Stock | $247K | 587 | 0.1% | ▼−34% Reduced · −300 sh | |
| 45 | Proshares UltraShort ETF | $237K | 3.5K | 0.1% | ▼−79% Reduced · −13K sh | |
| 46 | Merck & Co Inc Common Stock | $205K | 1.6K | 0.1% | ▲New New position | |
| 47 | A D M Tronics Unltd Inc Common Stock | $4K | 83.6K | <0.1% | —Held |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1554427/holdings"
Use Arkolith to show U S WEALTH GROUP, LLC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Sep 10, 2026 | 72d | 47 | $167.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Sep 10, 2026 | 163d | 41 | $147.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Mar 17, 2026 | 76d | 43 | $151.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 18, 2025 | 49d | 41 | $153.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 15, 2025 | 46d | 41 | $128.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 40 | $126.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 40 | $132.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.