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Erik Jensen

Usadvisors Wealth Management, Llc

Assets Managed
$301.048M
Holdings
137
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
-0.81%(2Q avg: 1.93%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Usadvisors Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Usadvisors Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 301.048M in assets, with a quarterly growth rate of -0.81% and a 2-quarter average growth rate of 1.93%. The portfolio is managed by Erik Jensen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 4.37%
7.26%
$21.847M
730,681 shares@ $29.9 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.57%
6.08%
$18.282M
32,748 shares@ $558.27 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 5.84%
5.83%
$17.548M
624,511 shares@ $28.1 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 3.3%
3.8%
$11.423M
251,179 shares@ $45.48 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 1.77%
3.62%
$10.871M
100,409 shares@ $108.27 avg price
XSMO
Invesco S&p Smallcap Momentu
Recent Activity
Increased 3.14%
2.64%
$7.947M
108,147 shares@ $73.49 avg price
HELO
Jpmorgan Hedged Equity Etf
Recent Activity
Increased 7.46%
2.59%
$7.78M
122,850 shares@ $63.33 avg price
IQLT
Ishares Msci International Q
Recent Activity
Decreased -13.17%
2.58%
$7.739M
172,680 shares@ $44.82 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 4.95%
2.49%
$7.467M
81,124 shares@ $92.05 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 1.29%
2.4%
$7.223M
71,830 shares@ $100.56 avg price

1-10 of 137