U.S. Wealth Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of June 30, 2026. The filing lists 47 separate positions held by the firm, managed by President and CEO Robert J. Santarpia Jr.
The portfolio is heavily weighted toward large-cap technology and consumer staples companies. Apple Inc. is the largest holding, with 27,148 shares. Other major positions include Alphabet Inc. (20,658 shares), Microsoft Corp. (15,220 shares), Nvidia Corp. (44,331 shares), and Amazon.com Inc. (21,770 shares). The firm also holds significant stakes in Johnson & Johnson (17,259 shares), Visa Inc. (8,866 shares), and UnitedHealth Group Inc. (8,901 shares).
Exchange-traded funds represent a substantial portion of the portfolio. The firm holds the iShares 7-10 Year Treasury Bond Fund (125,476 shares), the iShares Core S&P Total U.S. Stock Market ETF (143,676 shares), and the iShares 20+ Year Treasury Bond ETF (145,874 shares). Other notable ETF holdings include the ProShares UltraShort ETF (3,518 shares) and the SPDR Gold Trust (17,096 shares).
Individual industrial and energy stocks are also present, including Caterpillar Inc. (1,003 shares), Lockheed Martin Corp. (7,555 shares), Exxon Mobil Corporation (33,433 shares), and Schlumberger Ltd. (7,887 shares).
