Entity type
Company
Filer Snapshot
US FINANCIAL ADVISORS, LLC
CIK 0001640420. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
30
Latest filing
19 Feb 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2025. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$338.35M
97 holdings for Q1 2025
Open portfolioLargest parsed holding
IWB
$42.51M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Form 13F
View Source Filing
13F-NT filed on 19 Feb 2026 for CIK 0001640420.
- Business address
- 30 Braintree Hill Office Park, Suite 201, Braintree, MA, 02184
- State of incorporation
- MA
Filer identity
1 fact
SEC record
1 fact
Filer intelligence
What SEC filings say about US FINANCIAL ADVISORS, LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $338.35M across 97 reported holdings for Q1 2025.
- Largest parsed 13F holding: IWB at $42.51M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
36%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$120.58M
Compared with $338.35M total 13F value.
Top 5 net change
+$1.95M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: GLDM ยท Largest trim: BIL
IWB
IVV
EFA
SPTI
VO
Other holdings
Latest update
What changed recently for US FINANCIAL ADVISORS, LLC
Latest 13F period: Q4 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
19 Feb 2026
Page type
Filer profile
Latest period
Q4 2025
Institutional portfolio context was refreshed from a 13F filing filed on 19 Feb 2026.
Benchmark Context
Benchmark context for this company
US FINANCIAL ADVISORS, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q4 2025. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001640420 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
30
First seen
01 May 2015
Latest filing
19 Feb 2026
Entity
Company
Observed form types
13F-HR
13F-HR/A
13F-NT
Latest Filings
Showing the latest 12 of 30 SEC filings for US FINANCIAL ADVISORS, LLC.
13F-NT
13F-NT filing
- Filing date
- 19 Feb 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 14 Nov 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 08 May 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Feb 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 31 Oct 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 02 Aug 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 May 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 07 Feb 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Nov 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 10 Aug 2023
- Reporting date
- 30 Jun 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 04 May 2023
- Reporting date
- 31 Mar 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 26 Jan 2023
- Reporting date
- 31 Dec 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing