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CIK: 0001735605
Total reported value
$348.8K
$348.8K
137 檔
22927.2%
As reported in its official Q1 2026 Form 13F filing, USAdvisors Wealth Management, LLC's tracked investment portfolio stood at $348.8K with 137 total positions.
In Q1 2026, USAdvisors Wealth Management, LLC displayed an active expansion posture, initiating 8 new positions and adding to 78 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 | 7.26% | -2.10% | +4.37% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.07% | +0.91% | +1.57% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.83% | -0.51% | +5.83% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.79% | -0.54% | +3.29% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.61% | -0.40% | +1.76% | |
| 6 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 2.64% | +0.33% | +3.13% | |
| 7 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.58% | -1.48% | +7.46% | |
| 8 | IQLT | Ishares Msci International Q | ETF-Other | 2.57% | -0.82% | -13.18% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.48% | -0.22% | +4.94% | |
| 10 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.40% | -0.16% | +1.29% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.38% | -0.21% | +4.51% | |
| 12 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 2.25% | -0.49% | +5.53% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.13% | +0.24% | +0.89% | |
| 14 | GTO | Invesco Total Return Bond Et | ETF-Other | 2.02% | -0.22% | +5.52% | |
| 15 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.90% | -0.30% | +5.00% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.87% | +0.97% | +38.31% | |
| 17 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.76% | -0.11% | +1.14% | |
| 18 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-Other | 1.58% | -0.07% | +2.61% | |
| 19 | IDMO | Invesco S&p International De | ETF-Other | 1.57% | +0.56% | +47.48% | |
| 20 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.54% | -0.12% | -1.16% | |
| 21 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 1.51% | +1.94% | +5.18% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.47% | -0.06% | +1.05% | |
| 23 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.47% | -0.12% | +2.19% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.40% | +0.04% | +1.14% | |
| 25 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.39% | -0.05% | +1.80% | |
| 26 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.33% | -0.24% | +2.66% | |
| 27 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.29% | -0.64% | -20.07% | |
| 28 | AFIF | Anfield Universal Fixed Inco | ETF-Other | 1.28% | -0.23% | +1.49% | |
| 29 | MMM | 3m Co | Stock-Industrials | 1.22% | +0.01% | -0.17% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.21% | -0.07% | +0.11% | |
| 31 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.17% | +0.31% | +2.95% | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.04% | -0.07% | +3.03% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.01% | -2.33% | |
| 34 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.95% | -0.25% | -1.43% | |
| 35 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.90% | -0.03% | +0.19% | |
| 36 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.75% | -0.14% | +1.49% | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.63% | +1.37% | +1.98% | |
| 38 | FWD | AB Disruptors ETF | ETF-Other | 0.61% | +0.25% | +0.46% | |
| 39 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.60% | -0.09% | +2.44% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.59% | -0.02% | +0.38% | |
| 41 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.57% | -0.06% | +2.74% | |
| 42 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.57% | -0.05% | -1.20% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.52% | +0.01% | — | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.52% | +0.03% | -0.93% | |
| 45 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.51% | -0.08% | -1.81% | |
| 46 | DFIC | Dimensional International Co | ETF-Other | 0.51% | -0.06% | -0.70% | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.51% | -0.02% | -3.22% | |
| 48 | AVDE | Avantis International Equity | ETF-Other | 0.49% | -0.03% | +5.37% | |
| 49 | DFAI | Dimensional International Co | ETF-Other | 0.48% | -0.01% | -0.60% | |
| 50 | ECL | Ecolab Inc | Stock-Materials | 0.48% | -0.04% | -0.52% |
According to official SEC Form 13F filings, USAdvisors Wealth Management, LLC reported a total U.S. public equity portfolio value of $348.8K across 137 disclosed positions in Q1 2026.
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 22927.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
XMVM
市值: $370.0K
Top Position Liquidated / Trimmed
FUBOGBP
前期市值: $379.0K
During Q1 2026, USAdvisors Wealth Management, LLC's top holdings by market value included SCHV (7.3%)、QQQ (6.1%)、SCHG (5.8%). The largest single position, SCHV, represented 7.3% of total portfolio value.
In Q1 2026, USAdvisors Wealth Management, LLC made 137 total portfolio adjustments, initiating 8 new buys, adding to 78 positions, trimming 44 holdings, and fully liquidating 7 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.
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