US FINANCIAL ADVISORS, LLC — 13F holdings

US FINANCIAL ADVISORS, LLC reported 97 holdings worth $338M in its 13F filing for Q1 2025, filed May 8, 2025.

Largest positions

1. IWB ISHARES TR — $42.5M (12.6%)
2. IVV ISHARES TR — $31.2M (9.2%)
3. EFA ISHARES TR — $19.6M (5.8%)
4. SPTI SPDR SERIES TRUST — $14.1M (4.2%)
5. VO VANGUARD INDEX FDS — $13.1M (3.9%)
6. IWD ISHARES TR — $12.7M (3.8%)
7. RDVY FIRST TR EXCHANGE TRADED FD — $11.5M (3.4%)
8. SPY SPDR S&P 500 ETF TR — $11.0M (3.3%)
9. VCSH VANGUARD SCOTTSDALE FDS — $10.6M (3.1%)
10. EEM ISHARES TR — $9.92M (2.9%)