U.S. Wealth Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of March 31, 2026. The filing lists 41 separate positions held by the firm, managed by President and CEO Robert J. Santarpia Jr., who is based in Syosset, New York.
The portfolio is diversified across various sectors, with the largest position being in Nvidia Corp, which the firm holds 47,986 shares. Other significant holdings include Verizon Communications with 59,074 shares, Pfizer Incorporated with 103,245 shares, and the Schwab US Large Cap ETF with 211,473 shares.
The filing details a mix of individual equities and exchange-traded funds (ETFs). Major technology holdings include Apple Computer Inc, Microsoft Corp, Amazon, Alphabet Inc., and Meta Platforms (Facebook Inc Class A). The portfolio also includes substantial positions in financial services, such as JPMorgan Chase & Co. and Goldman Sachs Group Inc.
Other notable holdings listed in the filing include Solstice Adv Matls Common Stock, Sunrun Common Stock, and Unitedhealth Group Inc.
