US Financial Advisors, LLC 13F Holdings · last filed Q1 2025
US Financial Advisors, LLC reported 97 securities worth $338.35M in its SEC 13F filing for Q1 2025 (period ended 2025-03-31). Top holdings: IWB (12.57%), IVV (9.22%), EFA (5.80%). Among its top 25 positions this quarter: 1 new, 14 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $42.5M | 12.57% | 138,602 | Trimmed |
| 2 | IVV | ISHARES TR | $31.2M | 9.22% | 55,534 | Trimmed |
| 3 | EFA | ISHARES TR | $19.6M | 5.80% | 240,077 | Added |
| 4 | SPTI | SPDR SER TR | $14.1M | 4.18% | 494,894 | Added |
| 5 | VO | VANGUARD INDEX FDS | $13.1M | 3.87% | 50,649 | Trimmed |
| 6 | IWD | ISHARES TR | $12.7M | 3.76% | 67,545 | Added |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | $11.5M | 3.39% | 195,898 | Trimmed |
| 8 | SPY | SPDR S&P 500 ETF TR | $11.0M | 3.26% | 19,691 | Added |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $10.6M | 3.12% | 133,761 | Added |
| 10 | EEM | ISHARES TR | $9.9M | 2.93% | 226,949 | Added |
| 11 | MOAT | VANECK ETF TRUST | $9.8M | 2.90% | 111,627 | Added |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | $9.8M | 2.90% | 120,209 | Added |
| 13 | IWF | ISHARES TR | $8.9M | 2.64% | 24,709 | Trimmed |
| 14 | AAPL | APPLE INC | $8.6M | 2.55% | 38,873 | Added |
| 15 | USFR | WISDOMTREE TR | $8.4M | 2.49% | 167,470 | Added |
| 16 | VB | VANGUARD INDEX FDS | $7.7M | 2.27% | 34,700 | Trimmed |
| 17 | IEI | ISHARES TR | $7.0M | 2.06% | 59,139 | Added |
| 18 | DFAS | DIMENSIONAL ETF TRUST | $6.5M | 1.93% | 109,158 | Added |
| 19 | BIL | SPDR SER TR | $6.4M | 1.90% | 70,157 | Trimmed |
| 20 | SHY | ISHARES TR | $6.2M | 1.84% | 75,343 | Trimmed |
| 21 | GLDM | WORLD GOLD TR | $6.2M | 1.82% | 99,628 | New |
| 22 | USIG | ISHARES TR | $5.6M | 1.66% | 110,057 | Added |
| 23 | ANGL | VANECK ETF TRUST | $5.4M | 1.59% | 186,146 | Added |
| 24 | VONE | VANGUARD SCOTTSDALE FDS | $4.6M | 1.36% | 18,181 | Trimmed |
| 25 | FLOT | ISHARES TR | $4.3M | 1.27% | 83,986 | Trimmed |
Source: SEC Form 13F filings · as of 2025-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR