13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001735605
Total reported value
$348.8K
$348.8K
136 檔
23234.3%
According to the latest 13F quarterly dataset, USAdvisors Wealth Management, LLC managed an equity portfolio of $348.8K at the end of Q4 2025, spanning 136 distinct U.S. exchange-listed positions.
In Q4 2025, USAdvisors Wealth Management, LLC displayed an active expansion posture, initiating 10 new positions and adding to 67 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHV | Schwab US Large-cap Value | ETF-Other | 6.84% | -2.10% | +9.99% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.53% | +0.91% | +0.44% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 6.35% | -0.51% | +6.40% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.69% | -0.54% | +5.30% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.32% | -0.40% | +4.12% | |
| 6 | IQLT | Ishares Msci International Q | ETF-Other | 2.98% | -0.82% | +4.68% | |
| 7 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.50% | -1.48% | -28.85% | |
| 8 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 2.49% | +0.33% | +7.56% | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.40% | -0.16% | +3.04% | |
| 10 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.37% | -0.22% | +12.69% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.27% | +0.24% | +0.40% | |
| 12 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 2.11% | -0.49% | +9.54% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.03% | -0.21% | +1.09% | |
| 14 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.93% | -0.22% | +13.39% | |
| 15 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.86% | -0.11% | -5.26% | |
| 16 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.84% | -0.30% | +115.27% | |
| 17 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.69% | -0.12% | +0.86% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.56% | +0.04% | -6.28% | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.55% | -0.64% | +3.39% | |
| 20 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-Other | 1.53% | -0.07% | +6.49% | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.48% | +0.97% | +9.71% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.46% | -0.06% | -3.01% | |
| 23 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 1.45% | +1.94% | — | |
| 24 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.43% | -0.12% | — | |
| 25 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.43% | -0.05% | -3.42% | |
| 26 | MMM | 3m Co | Stock-Industrials | 1.37% | +0.01% | -2.59% | |
| 27 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.29% | -0.24% | -2.31% | |
| 28 | AFIF | Anfield Universal Fixed Inco | ETF-Other | 1.27% | -0.23% | — | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.26% | -0.07% | -5.02% | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.14% | +0.31% | +14.12% | |
| 31 | IDMO | Invesco S&p International De | ETF-Other | 1.11% | +0.56% | +4.23% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | +0.01% | +0.60% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.01% | -0.07% | +14.51% | |
| 34 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.93% | -0.03% | -4.20% | |
| 35 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.91% | -0.25% | -5.12% | |
| 36 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.74% | -0.14% | +12.50% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.71% | -0.27% | +3.33% | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.68% | +1.37% | -5.30% | |
| 39 | FWD | AB Disruptors ETF | ETF-Other | 0.61% | +0.25% | +11.48% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.59% | -0.02% | +0.50% | |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.58% | -0.09% | -1.94% | |
| 42 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.58% | -0.05% | +16.32% | |
| 43 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.56% | -0.06% | -3.12% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.55% | +0.01% | +0.13% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.53% | +0.03% | -1.52% | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.52% | -0.02% | -0.65% | |
| 47 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.52% | -0.08% | +0.98% | |
| 48 | DFIC | Dimensional International Co | ETF-Other | 0.50% | -0.06% | -5.23% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | -0.06% | +0.70% | |
| 50 | DFAI | Dimensional International Co | ETF-Other | 0.48% | -0.01% | +2.69% |
According to official SEC Form 13F filings, USAdvisors Wealth Management, LLC reported a total U.S. public equity portfolio value of $348.8K across 136 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHV, QQQ, SCHG) accounted for 23234.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
FENI
市值: $4.4M
Top Position Liquidated / Trimmed
SEIX
前期市值: $2.7M
During Q4 2025, USAdvisors Wealth Management, LLC's top holdings by market value included SCHV (6.8%)、QQQ (6.5%)、SCHG (6.3%). The largest single position, SCHV, represented 6.8% of total portfolio value.
In Q4 2025, USAdvisors Wealth Management, LLC made 136 total portfolio adjustments, initiating 10 new buys, adding to 67 positions, trimming 51 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.