Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
USAdvisors Wealth Management, LLC (CIK 1735605) reported $301.0M across 135 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHV ($21.8M, 7.26%), QQQ ($18.3M, 6.07%), SCHG ($17.5M, 5.83%), FBND ($11.4M, 3.79%), AVUV ($10.9M, 3.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB US LARGE CAP VALUE ETF | $21.8M | 7.26% | 730,681 | Added |
| 2 | QQQ | INVESCO QQQ TRUST | $18.3M | 6.07% | 32,748 | Added |
| 3 | SCHG | SCHWAB US LARGE CAP GROWTH ETF | $17.5M | 5.83% | 624,511 | Added |
| 4 | FBND | FIDELITY TOTAL BOND ETF | $11.4M | 3.79% | 251,179 | Added |
| 5 | AVUV | Avantis US Small Cap Value ETF | $10.9M | 3.61% | 100,409 | Added |
| 6 | XSMO | INVESCO S&P SMALL CAP MOMENTM ETF | $7.9M | 2.64% | 108,147 | Added |
| 7 | HELO | J P MORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $7.8M | 2.58% | 122,850 | Added |
| 8 | IQLT | ISHS MSCI INTL QUALITY FACT ETF | $7.7M | 2.57% | 172,680 | Trimmed |
| 9 | BOND | PIMCO ACTIVE BOND ETF | $7.5M | 2.48% | 81,124 | Added |
| 10 | XMHQ | INVESCO EXCHANGE-TRADED FD TR INVESC | $7.2M | 2.40% | 71,830 | Added |
| 11 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $7.2M | 2.38% | 234,776 | Added |
| 12 | WTV | WISDOM TREE U S VALUE ETF | $6.8M | 2.25% | 72,466 | Added |
| 13 | SPY | SPDR S&P 500 ETF | $6.4M | 2.13% | 10,168 | Added |
| 14 | GTO | INVESCO TOTAL RETURN BOND ETF | $6.1M | 2.02% | 130,196 | Added |
| 15 | PYLD | PIMCO MULTI SECTOR BOND ACTV ETF | $5.7M | 1.90% | 219,195 | Added |
| 16 | IWP | ISHARES RUSSELL MID CAP GROWTH ETF | $5.6M | 1.87% | 45,474 | Added |
| 17 | RECS | COLUMBIA RESEARCH ENHANCED CR ETF | $5.3M | 1.76% | 139,739 | Added |
| 18 | VLU | SPDR SP 1500 Value Tilt ETF | $4.8M | 1.58% | 22,610 | Added |
| 19 | IDMO | INVESCO SP INTERNATIONAL DVLP MNTM ETF IV | $4.7M | 1.57% | 89,231 | Added |
| 20 | MGC | VANGUARD MEGA CAP ETF IV | $4.6M | 1.54% | 20,182 | Trimmed |
| 21 | FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $4.5M | 1.51% | 126,081 | Added |
| 22 | IJH | iShares Core S&P Mid-Cap ETF | $4.4M | 1.47% | 67,588 | Added |
| 23 | PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $4.4M | 1.47% | 97,496 | Added |
| 24 | SPYG | SPDR S&P 500 GROWTH ETF | $4.2M | 1.40% | 44,796 | Added |
| 25 | ACWI | ISHARES MSCI ACWI ETF | $4.2M | 1.39% | 31,243 | Added |
Source: SEC Form 13F filings · as of 2026-03-31