U.S. Wealth Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The filing, submitted by President and CEO Robert J. Santarpia Jr., lists a total of 50 positions held by the firm.
The portfolio is diversified across major technology companies, healthcare providers, and financial institutions. The largest holding in the portfolio is Apple Computer Inc., for which the firm holds 27,370 shares. Other notable technology positions include Nvidia Corp, with 44,420 shares, and Facebook Inc Class A, with 12,060 shares.
Healthcare and industrial sectors are also well represented. The firm holds significant stakes in Pfizer Incorporated (116,618 shares), Johnson & Johnson (17,209 shares), and Unitedhealth Group Inc (8,896 shares). Industrial names such as Lockheed Martin Corp (7,548 shares) and Exxon Mobil Corporation (33,333 shares) are also included in the portfolio.
In addition to individual stocks, the filing includes several exchange-traded funds (ETFs). The largest ETF holding is the Schwab US Large Cap ETF, with 144,572 shares. Other ETFs listed include the iShares Lehman Bond Fund, the iShares 7-10 Year Treasury Bond ETF (TLT), and the iShares 3-7 Year Treasury Bond ETF (IEF).
