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Uniting Wealth Partners

Latest statistics and disclosures from Uniting Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are WMT, RDVY, ACIO, OCTB, JULB, and represent 33.48% of Uniting Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: ACIO (+$14M), OCTB (+$13M), JULB (+$13M), BUFR (+$13M), DRSK (+$12M), VCIT (+$11M), JANB (+$9.2M), MSTB (+$7.0M), PVAL (+$6.3M), SCIO (+$5.6M).
Started 61 new stock positions in XLE, ILMN, FTF, JANB, LTTI, LMT, PAVE, BPRE, ACIO, WCMI.
Reduced shares in these 10 stocks: MTUM (-$6.6M), , NULG (-$5.1M), WMT, XMMO, GDX, , CVX, MSFT, CLH.
Sold out of its positions in CLH, INTU, MTUM, QCOM, XME, SNX, UNH, ACN, CYBR.
Uniting Wealth Partners was a net buyer of stock by $135M.
Uniting Wealth Partners has $470M in assets under management (AUM), dropping by 43.99%.
Central Index Key (CIK): 0002056414

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Positions held by Uniting Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Uniting Wealth Partners

Uniting Wealth Partners holds 205 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wal-Mart Stores (WMT)	21.2	$100M	-3%	801k	124.53	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	3.9	$18M		270k	68.28	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	2.9	$14M	NEW	329k	41.98	View chart
Etf Ser Solutions Aptus Oct Buff E (OCTB)	2.7	$13M	NEW	505k	25.06	View chart
Etf Ser Solutions Aptus July Bufr (JULB)	2.7	$13M	NEW	502k	25.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.7	$13M	NEW	372k	33.77	View chart
Etf Ser Solutions Aptus Defined (DRSK)	2.5	$12M	NEW	426k	27.40	View chart
NVIDIA Corporation (NVDA)	2.3	$11M	-2%	63k	174.41	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.2	$11M	NEW	127k	82.75	View chart
Etf Ser Solutions Aptus Jan Buffer (JANB)	2.0	$9.2M	NEW	367k	25.10	View chart
Exxon Mobil Corporation (XOM)	1.6	$7.7M	-4%	46k	169.66	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.5	$7.2M	-5%	183k	39.43	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.5	$7.1M	+4%	233k	30.68	View chart
C H Robinson Worldwide In Com New (CHRW)	1.5	$7.1M	+51%	43k	166.70	View chart
Etf Ser Solutions Lha Mkt St Tactl (MSTB)	1.5	$7.0M	NEW	183k	38.30	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	1.4	$6.8M	+3%	41k	165.70	View chart
Etf Ser Solutions Aptus Lrg Cap Up (UPSD)	1.4	$6.8M	+6%	265k	25.56	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	1.3	$6.3M	NEW	136k	46.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DLAG)	1.3	$6.0M	+7%	194k	30.78	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	1.3	$5.9M	-26%	64k	91.77	View chart
Spdr Series Trust State Street Spd (SPYM)	1.2	$5.8M	+13%	76k	76.54	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	1.2	$5.6M	NEW	272k	20.64	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.2	$5.6M	-30%	39k	145.02	View chart
Apple (AAPL)	1.2	$5.4M	-11%	21k	253.79	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.1	$5.4M	NEW	107k	49.99	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.1	$5.2M	+25%	179k	29.13	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	1.1	$5.1M	+5%	290k	17.75	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	1.0	$4.7M	NEW	122k	38.85	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.0	$4.5M	+12%	42k	106.01	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	1.0	$4.5M	NEW	266k	16.77	View chart
Microsoft Corporation (MSFT)	0.9	$4.4M	-17%	12k	370.18	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.9	$4.2M	NEW	190k	22.30	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.8	$3.8M	NEW	75k	50.66	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$3.8M		43k	88.16	View chart
Bluerock Pvt Real Estate (BPRE)	0.7	$3.4M	NEW	202k	16.61	View chart
Amazon (AMZN)	0.7	$3.3M	+7%	16k	208.27	View chart
John Hancock Exchange Traded Preferred Income (JHPI)	0.7	$3.1M	NEW	139k	22.58	View chart
Dbx Etf Tr Xtrack Msci Emrg (DBEM)	0.7	$3.1M	NEW	90k	34.13	View chart
Palantir Technologies Cl A (PLTR)	0.6	$2.9M	+20%	20k	146.28	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.6	$2.9M	NEW	53k	54.88	View chart
Coca-Cola Company (KO)	0.6	$2.7M		35k	76.58	View chart
Applied Digital Corp Com New (APLD)	0.5	$2.5M		107k	23.74	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.5	$2.5M	+23%	26k	96.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$2.5M	+10%	4.2k	597.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.1M		17k	124.31	View chart
Micron Technology (MU)	0.4	$2.0M		6.1k	337.99	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$1.9M	NEW	17k	110.47	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$1.8M	NEW	34k	52.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.7M	-4%	5.9k	287.56	View chart
Tesla Motors (TSLA)	0.3	$1.6M	+13%	4.4k	371.75	View chart
Texas Capital Funds Trust Govt Money Mkt (MMKT)	0.3	$1.6M	NEW	16k	100.23	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.6M		5.3k	294.16	View chart
Broadcom (AVGO)	0.3	$1.5M	-3%	4.7k	309.52	View chart
Johnson & Johnson (JNJ)	0.3	$1.4M	-2%	5.8k	244.45	View chart
Kkr & Co (KKR)	0.3	$1.4M	+84%	15k	92.50	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.4M		2.8k	499.67	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$1.4M	NEW	27k	50.81	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$1.4M		12k	114.99	View chart
Chevron Corporation (CVX)	0.3	$1.4M	-40%	6.6k	206.89	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$1.3M	-4%	3.9k	338.95	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.3	$1.3M	+6%	9.5k	138.37	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.3	$1.3M	NEW	53k	24.79	View chart
International Business Machines (IBM)	0.3	$1.3M	-19%	5.3k	242.40	View chart
Meta Platforms Cl A (META)	0.3	$1.3M	-5%	2.2k	572.18	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.2	$1.2M		28k	41.68	View chart
Oracle Corporation (ORCL)	0.2	$1.1M	+24%	7.7k	147.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.1M	-6%	2.3k	479.20	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$1.1M	NEW	6.7k	163.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.0M		3.6k	286.89	View chart
Philip Morris International (PM)	0.2	$1.0M	-9%	6.1k	166.81	View chart
Coreweave Com Cl A (CRWV)	0.2	$992k	+19%	13k	77.47	View chart
Nextera Energy (NEE)	0.2	$981k		11k	92.88	View chart
First Tr Exchange-traded Vest 20 Plus Yea (LTTI)	0.2	$964k	NEW	51k	18.77	View chart
Caterpillar (CAT)	0.2	$957k	-5%	1.4k	708.46	View chart
Ge Aerospace Com New (GE)	0.2	$914k		3.2k	284.19	View chart
Raymond James Financial (RJF)	0.2	$870k	-4%	6.0k	144.79	View chart
Oge Energy Corp (OGE)	0.2	$852k		18k	47.96	View chart
Occidental Petroleum Corporation (OXY)	0.2	$822k		13k	65.26	View chart
Home Depot (HD)	0.2	$812k	-5%	2.5k	328.89	View chart
ConocoPhillips (COP)	0.2	$795k		6.0k	132.01	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.2	$792k	NEW	70k	11.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.2	$792k	NEW	19k	42.40	View chart
Visa Com Cl A (V)	0.2	$790k	+3%	2.6k	302.24	View chart
Ge Vernova (GEV)	0.2	$787k		901.00	873.79	View chart
Trinity Cap (TRIN)	0.2	$765k	NEW	52k	14.71	View chart
Raytheon Technologies Corp (RTX)	0.2	$748k	-2%	3.9k	192.88	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.2	$744k	NEW	76k	9.77	View chart
Eli Lilly & Co. (LLY)	0.2	$731k	+7%	795.00	919.95	View chart
Intuitive Surgical Com New (ISRG)	0.2	$721k		1.6k	460.99	View chart
Palo Alto Networks (PANW)	0.2	$714k	+42%	4.5k	160.32	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$700k	NEW	16k	44.85	View chart
Advanced Micro Devices (AMD)	0.1	$690k	+7%	3.4k	203.43	View chart
At&t (T)	0.1	$655k	-6%	23k	28.99	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$655k	NEW	6.0k	109.10	View chart
Servicenow (NOW)	0.1	$654k	-41%	6.3k	104.55	View chart
BlackRock MuniHoldings Fund (MHD)	0.1	$640k	NEW	57k	11.34	View chart
Paychex (PAYX)	0.1	$622k		6.8k	92.11	View chart
General Dynamics Corporation (GD)	0.1	$613k	-6%	1.8k	343.22	View chart
Altria (MO)	0.1	$600k	-4%	9.0k	67.05	View chart
Rockwell Automation (ROK)	0.1	$595k		1.7k	358.88	View chart
Marathon Petroleum Corp (MPC)	0.1	$586k	-9%	2.4k	244.18	View chart
McKesson Corporation (MCK)	0.1	$583k		673.00	866.18	View chart
Abbvie (ABBV)	0.1	$568k		2.6k	217.50	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$561k		1.6k	356.56	View chart
Oneok (OKE)	0.1	$556k	+4%	6.2k	90.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$542k	-3%	2.5k	215.06	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$509k		7.5k	67.53	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$499k	NEW	4.7k	106.50	View chart
Adams Express Company (ADX)	0.1	$498k	+2%	23k	21.89	View chart
Spdr Series Trust State Street Spd (TFI)	0.1	$497k	NEW	11k	45.34	View chart
BP Sponsored Adr (BP)	0.1	$493k	-3%	11k	47.00	View chart
Sherwin-Williams Company (SHW)	0.1	$492k		1.5k	320.55	View chart
Merck & Co (MRK)	0.1	$491k	-4%	4.1k	121.13	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$468k	+2%	718.00	652.11	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$461k		24k	19.30	View chart
Phillips 66 (PSX)	0.1	$448k		2.5k	182.19	View chart
Verizon Communications (VZ)	0.1	$444k	-9%	8.8k	50.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$441k	NEW	4.4k	99.28	View chart
Seabridge Gold (SA)	0.1	$440k	+23%	16k	28.34	View chart
Core Scientific (CORZ)	0.1	$440k		29k	14.96	View chart
Nuveen Mun Value Fd 2 (NUW)	0.1	$429k	NEW	30k	14.38	View chart
Enterprise Products Partners (EPD)	0.1	$424k		11k	37.84	View chart
Applied Materials (AMAT)	0.1	$413k		1.2k	341.79	View chart
Comstock Resources (CRK)	0.1	$411k		20k	21.08	View chart
Southern Company (SO)	0.1	$399k		4.1k	96.52	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.1	$394k	-2%	23k	17.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$393k	+5%	4.3k	90.53	View chart
Netflix (NFLX)	0.1	$392k	+4%	4.1k	96.15	View chart
Goldman Sachs (GS)	0.1	$392k		463.00	845.99	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.1	$384k	NEW	22k	17.44	View chart
Pfizer (PFE)	0.1	$377k	-2%	13k	28.08	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$368k	+80%	3.2k	115.24	View chart
Lowe's Companies (LOW)	0.1	$362k		1.5k	236.28	View chart
Duke Energy Corp Com New (DUK)	0.1	$360k		2.7k	130.96	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$352k	NEW	18k	19.96	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$345k	NEW	14k	25.55	View chart
American Express Company (AXP)	0.1	$343k	+2%	1.1k	302.51	View chart
Uber Technologies (UBER)	0.1	$335k		4.7k	71.93	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$332k	-54%	850.00	390.41	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$326k	+4%	3.5k	92.74	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$317k	+4%	12k	25.88	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$315k	NEW	14k	22.95	View chart
Etf Ser Solutions Bahl & Gaynor In (BGIG)	0.1	$312k	NEW	9.4k	33.26	View chart
Pepsi (PEP)	0.1	$311k	-7%	2.0k	155.31	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$311k	NEW	6.5k	47.54	View chart
Procter & Gamble Company (PG)	0.1	$311k	-27%	2.2k	144.46	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$301k	NEW	2.7k	110.36	View chart
EQT Corporation (EQT)	0.1	$299k		4.7k	63.64	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$294k	-13%	5.6k	52.85	View chart
Apollo Global Mgmt (APO)	0.1	$291k		2.6k	111.42	View chart
Republic Services (RSG)	0.1	$290k		1.3k	219.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$288k		4.5k	64.08	View chart
McDonald's Corporation (MCD)	0.1	$286k		919.00	310.88	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$284k		8.0k	35.44	View chart
Honeywell International (HON)	0.1	$283k	-4%	1.3k	226.03	View chart
TJX Companies (TJX)	0.1	$280k		1.8k	159.70	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$280k	+97%	4.0k	69.30	View chart
Northrop Grumman Corporation (NOC)	0.1	$276k		405.00	682.30	View chart
Costco Wholesale Corporation (COST)	0.1	$276k		277.00	996.79	View chart
Williams Companies (WMB)	0.1	$271k		3.7k	72.78	View chart
Cheniere Energy Com New (LNG)	0.1	$270k	NEW	950.00	283.76	View chart
Autodesk (ADSK)	0.1	$263k		1.1k	239.40	View chart
Cisco Systems (CSCO)	0.1	$262k	-14%	3.4k	77.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$262k	-15%	5.1k	51.78	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$261k	NEW	4.3k	61.26	View chart
Diamondback Energy (FANG)	0.1	$261k	NEW	1.3k	197.79	View chart
Amphenol Corp Cl A (APH)	0.1	$261k	NEW	2.1k	126.68	View chart
Tyson Foods Cl A (TSN)	0.1	$257k		4.0k	64.07	View chart
Medtronic SHS (MDT)	0.1	$255k	+21%	2.9k	87.36	View chart
Twilio Cl A (TWLO)	0.1	$252k	-50%	2.0k	125.82	View chart
salesforce (CRM)	0.1	$252k	-46%	1.3k	186.67	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$251k		5.3k	47.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$251k	-34%	384.00	653.21	View chart
Simmons First Natl Corp Cl A $1 Par (SFNC)	0.1	$251k		13k	19.66	View chart
Illumina (ILMN)	0.1	$247k	NEW	2.0k	123.26	View chart
ACADIA Pharmaceuticals (ACAD)	0.1	$245k		11k	22.26	View chart
Kla Corp Com New (KLAC)	0.1	$240k	NEW	163.00	1472.41	View chart
Allstate Corporation (ALL)	0.1	$236k		1.1k	208.42	View chart
Datadog Cl A Com (DDOG)	0.1	$236k		2.0k	118.05	View chart
Bank of America Corporation (BAC)	0.0	$233k		4.8k	48.75	View chart
Prosperity Bancshares (PB)	0.0	$231k		3.4k	67.78	View chart
Dillards Cl A (DDS)	0.0	$229k		400.00	572.41	View chart
Halliburton Company (HAL)	0.0	$226k	NEW	5.8k	38.99	View chart
Lockheed Martin Corporation (LMT)	0.0	$226k	NEW	373.00	605.13	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$226k	-95%	2.5k	90.94	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$222k		734.00	302.25	View chart
Trane Technologies SHS (TT)	0.0	$218k	-23%	524.00	416.74	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$218k	-2%	2.0k	107.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$217k	NEW	757.00	287.18	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.0	$210k	NEW	7.9k	26.56	View chart
Valero Energy Corporation (VLO)	0.0	$205k	NEW	831.00	247.09	View chart
S&p Global (SPGI)	0.0	$204k	+4%	480.00	425.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.0	$202k	NEW	4.0k	50.41	View chart
Kimbell Rty Partners Unit (KRP)	0.0	$175k		12k	14.47	View chart
Ford Motor Company (F)	0.0	$170k		15k	11.54	View chart
Invesco Insured Municipal Income Trust (IIM)	0.0	$169k	NEW	14k	12.16	View chart
Western Asset Managed Municipals Fnd (MMU)	0.0	$155k	NEW	15k	10.28	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.0	$127k	NEW	10k	12.26	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$110k	NEW	10k	11.02	View chart
Etf Opportunities Trust T-rex 2x Long (CRWU)	0.0	$83k	+70%	19k	4.43	View chart
Standard Lithium Corp equities (SLI)	0.0	$68k		20k	3.41	View chart
Franklin Templeton (FTF)	0.0	$58k	NEW	10k	5.83	View chart
Us Energy Corp Wyoming (USEG)	0.0	$40k		45k	0.88	View chart
Ocugen (OCGN)	0.0	$18k		10k	1.81	View chart
Humacyte (HUMA)	0.0	$10k		17k	0.61	View chart

Past Filings by Uniting Wealth Partners

SEC 13F filings are viewable for Uniting Wealth Partners going back to 2024

Uniting Wealth Partners 2026 Q1 filed April 22, 2026
Uniting Wealth Partners 2025 Q4 filed Feb. 13, 2026
Uniting Wealth Partners 2025 Q3 filed Nov. 7, 2025
Uniting Wealth Partners 2025 Q2 filed Aug. 5, 2025
Uniting Wealth Partners 2025 Q1 filed April 25, 2025
Uniting Wealth Partners 2024 Q4 filed Feb. 12, 2025

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