Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q1 2025 data
US FINANCIAL ADVISORS, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

US FINANCIAL ADVISORS, LLC

•CIK: 1640420•Filing: Q1 2025

**US FINANCIAL ADVISORS, LLC** manages $338M across a diversified portfolio of 97 positions. The fund exhibits notable concentration in broad market and international equity exposure, with top holdings including IWB at $42.5M and IVV at $31.2M. Further significant allocations are directed toward international markets via EFA ($19.6M) and SPTI ($14.1M). This structure suggests a tactical approach emphasizing established index and sector-specific growth vectors.

Total AUM
$338.4M
QoQ Performance
+4.0%
Positions
55
Top 10 Concentration
52.1%
Latest Filing
Q1 2025

Top Holdings Allocation

IWB
IVV
EFA
IWB12.6%
IVV9.2%
EFA5.8%
SPTI4.2%
VO3.9%
IWD3.8%
RDVY3.4%
SPY3.3%

📈 Biggest Buys

GLDM
WORLD GOLD TR
NEW
1.8% of portfolio
AAPL
APPLE INC
+176.6%
2.6% of portfolio
USFR
WISDOMTREE TR
+38.9%
2.5% of portfolio
EFA
ISHARES TR
+9.8%
5.8% of portfolio
EEM
ISHARES TR
+11.6%
2.9% of portfolio

📉 Biggest Sells

BIL
SPDR SER TR
-26.0%
1.9% of portfolio
IWB
ISHARES TR
-0.7%
12.6% of portfolio
VB
VANGUARD INDEX FDS
-3.6%
2.3% of portfolio
VO
VANGUARD INDEX FDS
-2.0%
3.9% of portfolio
RDVY
FIRST TR EXCHANGE TRADED FD
-2.1%
3.4% of portfolio

Sector Breakdown

Other81.1%
ETF12.5%
Technology4.0%
Healthcare1.3%
Financial0.3%
Consumer0.3%
Industrial0.3%
Communication0.2%

Changes from Q4 2024

NEW8 new positions
↑48 increased
↓22 decreased

Historical Filings

Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IWB12.6%
ISHARES TR
$42.5M
IVV9.2%
ISHARES TR
$31.2M
EFA5.8%
ISHARES TR
$19.6M
SPTI4.2%
SPDR SER TR
$14.1M
VO3.9%
VANGUARD INDEX FDS
$13.1M

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