USAdvisors Wealth Management, LLC
•CIK: 1735605•Filing: Q4 2025
**USAdvisors Wealth Management, LLC** manages $304M across a diversified portfolio of 136 positions. The strategy exhibits a significant tilt toward US equity exposure, evidenced by top holdings including SCHV ($20.7M), NDQ ($19.8M), and SCHG ($19.2M). Notable allocations also include fixed income and alternative strategies, with positions in FBND ($11.2M) and AVUV ($10.1M). This structure suggests a core focus on capturing growth within the US market while maintaining tactical diversification.
Total AUM
$303.5M
QoQ Performance
+4.7%
Positions
134
Top 10 Concentration
39.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHV
NDQ
SCHG
SCHV6.8%
NDQ6.5%
SCHG6.3%
FBND3.7%
AVUV3.3%
IQLT3.0%
HELO2.5%
XSMO2.5%
📈 Biggest Buys
📉 Biggest Sells
IUSV
ISHARES CORE S&P US VALUE ETF
-81.4%
0.3% of portfolio
FIXD
FIRST TRUST TCW OPPORTUNISTIC FI ETF
-88.8%
0.2% of portfolio
HELO
J P MORGAN HEDGED EQUITY LADDERED OVERLAY ETF
-28.8%
2.5% of portfolio
BUFR
FIRST TR EX-TD VIII FT CBOE VEST FUN
-79.1%
0.1% of portfolio
SPYG
SPDR S&P 500 GROWTH ETF
-6.3%
1.6% of portfolio
Sector Breakdown
Other91.8%
ETF2.8%
Technology1.7%
Industrial1.4%
Consumer1.0%
Materials0.5%
Financial0.4%
Healthcare0.3%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW10 new positions
↑67 increased
↓51 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023