U S WEALTH GROUP, LLC.
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 5 quarters.U S WEALTH GROUP, LLC. has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
33 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Portfolio Trend
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.1% | $26,362,478 |
| Communication Services | 18.5% | $18,708,105 |
| Financial Services | 13.1% | $13,182,262 |
| Healthcare | 10.9% | $11,042,717 |
| Consumer Cyclical | 9.8% | $9,862,226 |
| Industrials | 8.2% | $8,236,977 |
| Consumer Defensive | 4.3% | $4,322,781 |
| Energy | 4.1% | $4,091,319 |
| Real Estate | 2.8% | $2,787,941 |
| Basic Materials | 2.3% | $2,298,457 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPWH | Sportsman's Warehouse Holdings, Inc. | −4,000 | 44,300 | $64,678 | |
| GOOGL | Alphabet Inc. | −3,843 | 35,398 | $11,079,574 | |
| URI | United Rentals, Inc. | −1,351 | 2,349 | $1,901,092 | |
| PFE | Pfizer Inc | −595 | 103,956 | $2,588,504 | |
| XYZ | Block, Inc. | −534 | 13,515 | $879,691 | |
| VZ | Verizon Communications Inc | −311 | 57,384 | $2,337,250 | |
| NVDA | Nvidia Corp | −219 | 48,235 | $8,995,827 | |
| AMGN | Amgen Inc | −194 | 8,187 | $2,679,686 | |
| XOM | ExxonMobil Holdings Corp | −186 | 33,998 | $4,091,319 | |
| AMZN | Amazon Com Inc | −148 | 20,403 | $4,709,420 | |
| HON | Honeywell International Inc | −138 | 15,985 | $3,118,513 | |
| PG | PROCTER & GAMBLE Co | −118 | 14,567 | $2,087,596 | |
| JNJ | Johnson & Johnson | −116 | 15,049 | $3,114,390 | |
| APD | Air Products & Chemicals, Inc. | −102 | 8,547 | $2,111,279 | |
| JPM | Jpmorgan Chase & Co | −98 | 10,428 | $3,360,110 | |
| MCD | Mcdonalds Corp | −91 | 8,067 | $2,465,517 | |
| SPG | Simon Property Group Inc. | −88 | 15,061 | $2,787,941 | |
| MSFT | Microsoft Corp | −86 | 11,044 | $5,341,099 | |
| UNH | Unitedhealth Group Inc | −81 | 8,033 | $2,651,773 | |
| V | Visa Inc. | −80 | 7,544 | $2,645,756 | |
| LMT | Lockheed Martin Corp | −80 | 6,652 | $3,217,372 | |
| HD | Home Depot, Inc. | −77 | 6,482 | $2,230,456 | |
| ADBE | Adobe Inc. | −76 | 6,554 | $2,293,834 | |
| META | Meta Platforms, Inc. | −65 | 8,016 | $5,291,281 | |
| GS | Goldman Sachs Group Inc | −63 | 4,829 | $4,244,691 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SOLS | Solstice Advanced Materials Inc. | 3,853 | $187,178 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 35,398 | $11,079,574 | 10.98% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 48,235 | $8,995,827 | 8.92% | |
| AAPL |
Apple Inc.
PUT
+ SHARES
Technology
|
Added | 28,573 | $7,679,285 | 7.61% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 11,044 | $5,341,099 | 5.29% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 8,016 | $5,291,281 | 5.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 20,403 | $4,709,420 | 4.67% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 4,829 | $4,244,691 | 4.21% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 33,998 | $4,091,319 | 4.06% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 10,428 | $3,360,110 | 3.33% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 6,652 | $3,217,372 | 3.19% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 15,985 | $3,118,513 | 3.09% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 15,049 | $3,114,390 | 3.09% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Reduced | 15,061 | $2,787,941 | 2.76% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 2,604 | $2,787,165 | 2.76% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 8,187 | $2,679,686 | 2.66% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 8,033 | $2,651,773 | 2.63% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 7,544 | $2,645,756 | 2.62% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 103,956 | $2,588,504 | 2.57% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 8,067 | $2,465,517 | 2.44% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 57,384 | $2,337,250 | 2.32% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 6,554 | $2,293,834 | 2.27% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 2,592 | $2,235,185 | 2.22% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 6,482 | $2,230,456 | 2.21% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 8,547 | $2,111,279 | 2.09% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 14,567 | $2,087,596 | 2.07% | |
| URI |
United Rentals, Inc.
Industrials
|
Reduced | 2,349 | $1,901,092 | 1.88% | |
| RUN |
Sunrun Inc.
Technology
|
Added | 63,736 | $1,172,742 | 1.16% | |
| XYZ |
Block, Inc.
Technology
|
Reduced | 13,515 | $879,691 | 0.87% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 872 | $392,155 | 0.39% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
NEW | 3,853 | $187,178 | 0.19% | |
| BKU |
BankUnited, Inc.
Financial Services
|
Held | 3,243 | $144,540 | 0.14% | |
| SPWH |
Sportsman's Warehouse Holdings, Inc.
Consumer Cyclical
|
Reduced | 44,300 | $64,678 | 0.06% | |
| ADMT |
Adm Tronics Unlimited, Inc.
Healthcare
|
Held | 83,640 | $8,364 | 0.01% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.