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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, OCTB, BUFR, ACIO, and represent 31.05% of Uniting Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: KBWB (+$6.8M), First Tr Exchng Traded Fd Vi (+$6.4M), SCIO (+$5.5M), DDOG, NOBL, WCMI, MUNI, CHRW, HPE, ABSI.
Started 20 new stock positions in VTI, LIN, UNH, BMY, ABSI, SDVD, Seabridge Gold, ETN, LYG, DELL. ZENA, HPE, DE, BA, IVE, EWY, QCOM, First Tr Exchng Traded Fd Vi, KBWB, ASML.
Reduced shares in these 10 stocks: DRSK (-$8.1M), UPSD (-$6.8M), DLAG (-$6.0M), NVDA, ACIO, JULB, GOOGL, WMT, MSFT, PANW.
Sold out of its positions in UPSD, CRWU, FJAN, DLAG, HAL, Honeywell International, ISRG, TIP, KLAC, LMT. NFLX, NOC, SA, TWLO, UBER, MLN, VBK, MDT.
Uniting Wealth Partners was a net seller of stock by $-1.6M.
Uniting Wealth Partners has $493M in assets under management (AUM), dropping by 4.85%.
Central Index Key (CIK): 0002056414

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Portfolio Holdings for Uniting Wealth Partners

Uniting Wealth Partners holds 207 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wal-Mart Stores (WMT)	18.2	$90M		792k	113.26	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	4.6	$23M	+2%	278k	81.06	View chart
Etf Ser Solutions Aptus Oct Buff E (OCTB)	2.8	$14M		511k	27.21	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	2.8	$14M		379k	36.53	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	2.6	$13M	-14%	280k	46.14	View chart
Etf Ser Solutions Aptus July Bufr (JULB)	2.4	$12M	-16%	420k	27.58	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	2.3	$11M	+98%	539k	20.67	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.2	$11M	+5%	134k	82.65	View chart
NVIDIA Corporation (NVDA)	2.1	$10M	-18%	51k	200.09	View chart
Etf Ser Solutions Aptus Jan Buffer (JANB)	2.1	$10M	+2%	376k	27.23	View chart
C H Robinson Worldwide In Com New (CHRW)	2.0	$9.9M	+23%	53k	188.97	View chart
Etf Ser Solutions Lha Mkt St Tactl (MSTB)	1.6	$8.0M		185k	42.89	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.6	$7.8M		181k	43.14	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.5	$7.6M	+3%	240k	31.71	View chart
Micron Technology (MU)	1.5	$7.4M	+6%	6.4k	1154.29	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	1.5	$7.2M	+37%	367k	19.57	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	1.4	$7.1M		40k	176.65	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	1.4	$7.1M		139k	50.95	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	1.4	$6.8M	NEW	74k	92.98	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.4	$6.8M		78k	87.88	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.3	$6.5M		39k	170.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty	1.3	$6.4M	NEW	215k	29.89	View chart
Exxon Mobil Corporation (XOM)	1.2	$6.1M	-2%	45k	136.72	View chart
Apple (AAPL)	1.2	$5.8M	-6%	20k	289.36	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.2	$5.7M	-5%	169k	33.84	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	1.1	$5.6M	+8%	314k	17.88	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.1	$5.3M	-2%	104k	50.66	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	1.0	$5.0M	+2%	66k	75.45	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.9	$4.6M	+94%	83k	56.16	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.9	$4.5M	-5%	115k	39.27	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.9	$4.4M	+4%	198k	21.98	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.8	$4.1M	-66%	144k	28.75	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.8	$4.0M	+3%	78k	51.37	View chart
Applied Digital Corp Com New (APLD)	0.8	$4.0M		107k	37.30	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.8	$4.0M		54k	73.23	View chart
Dbx Etf Tr Xtrack Msci Emrg (DBEM)	0.8	$3.7M		91k	41.07	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.8	$3.7M	+106%	70k	52.60	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.7	$3.7M		26k	141.79	View chart
Datadog Cl A Com (DDOG)	0.7	$3.6M	+587%	14k	260.36	View chart
Microsoft Corporation (MSFT)	0.7	$3.5M	-20%	9.4k	373.01	View chart
John Hancock Exchange Traded Pfd Income Etf (JHPI)	0.7	$3.3M	+3%	145k	22.70	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$3.2M		43k	75.51	View chart
Amazon (AMZN)	0.7	$3.2M	-15%	13k	238.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$2.9M		4.2k	686.79	View chart
Coca-Cola Company (KO)	0.6	$2.8M		35k	81.80	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.5	$2.3M		28k	81.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.2M	-12%	15k	148.31	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$2.1M	-3%	17k	124.76	View chart
Bluerock Pvt Real Estate (BPRE)	0.4	$2.0M	-24%	154k	13.01	View chart
Advanced Micro Devices (AMD)	0.4	$1.9M	-3%	3.3k	580.91	View chart
Coreweave Com Cl A (CRWV)	0.4	$1.9M	+45%	19k	99.54	View chart
Palantir Technologies Cl A (PLTR)	0.4	$1.8M	-23%	15k	116.67	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.7M	-4%	5.0k	327.33	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$1.6M	-3%	26k	59.02	View chart
Tesla Motors (TSLA)	0.3	$1.5M	-15%	3.7k	420.60	View chart
Broadcom (AVGO)	0.3	$1.5M	-14%	4.0k	377.77	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.5M		2.9k	513.61	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$1.4M		12k	117.67	View chart
Johnson & Johnson (JNJ)	0.3	$1.4M	-4%	5.5k	253.98	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.3	$1.4M	-5%	8.9k	156.97	View chart
Caterpillar (CAT)	0.3	$1.4M	-2%	1.3k	1064.90	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$1.4M	-25%	2.9k	478.52	View chart
Kkr & Co (KKR)	0.3	$1.4M		15k	91.78	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.3	$1.3M		52k	25.17	View chart
Ge Aerospace Com New (GE)	0.3	$1.3M	+7%	3.5k	373.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.3M		3.6k	353.37	View chart
International Business Machines (IBM)	0.3	$1.3M	-16%	4.5k	281.21	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$1.2M	-7%	6.2k	191.75	View chart
First Tr Exchange-traded Vest 20 Plus Yea (LTTI)	0.2	$1.2M	+24%	64k	18.45	View chart
Servicenow (NOW)	0.2	$1.1M	+82%	11k	99.28	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$1.1M	+185%	39k	29.40	View chart
Philip Morris International (PM)	0.2	$1.1M		6.2k	182.39	View chart
Hewlett Packard Enterprise (HPE)	0.2	$1.1M	NEW	24k	45.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.1M	-7%	2.1k	500.39	View chart
Chevron Corporation (CVX)	0.2	$1.1M	-3%	6.4k	165.75	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.2	$1.0M	+219%	44k	23.85	View chart
Absci Corp (ABSI)	0.2	$1.0M	NEW	89k	11.59	View chart
Ge Vernova (GEV)	0.2	$1.0M	-3%	867.00	1175.91	View chart
Oracle Corporation (ORCL)	0.2	$998k	-11%	6.8k	146.55	View chart
Texas Capital Funds Trust Govt Money Mkt (MMKT)	0.2	$992k	-38%	9.9k	100.22	View chart
Nextera Energy (NEE)	0.2	$966k	+4%	11k	87.77	View chart
Eli Lilly & Co. (LLY)	0.2	$953k		794.00	1199.78	View chart
Trinity Cap (TRIN)	0.2	$930k		52k	17.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$929k	-55%	2.6k	357.37	View chart
Applied Materials (AMAT)	0.2	$865k		1.2k	723.00	View chart
Oge Energy Corp (OGE)	0.2	$864k		18k	48.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.2	$836k		19k	44.73	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.2	$829k		70k	11.81	View chart
Rockwell Automation (ROK)	0.2	$821k		1.7k	495.08	View chart
Visa Com Cl A (V)	0.2	$774k	-13%	2.3k	343.15	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.2	$759k		76k	9.96	View chart
Core Scientific (CORZ)	0.2	$752k		29k	25.59	View chart
Meta Platforms Cl A (META)	0.1	$728k	-41%	1.3k	563.39	View chart
Raymond James Financial (RJF)	0.1	$724k	-20%	4.8k	152.03	View chart
Home Depot (HD)	0.1	$697k	-19%	2.0k	352.68	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.1	$696k	+176%	22k	31.76	View chart
Palo Alto Networks (PANW)	0.1	$688k	-54%	2.0k	341.02	View chart
First Tr Exchange-traded Ft Vest Smid (SDVD)	0.1	$688k	NEW	30k	23.09	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$687k	-3%	15k	45.70	View chart
Abbvie (ABBV)	0.1	$679k	+3%	2.7k	251.65	View chart
BlackRock MuniHoldings Fund (MHD)	0.1	$676k		57k	11.96	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$668k		6.0k	111.31	View chart
Raytheon Technologies Corp (RTX)	0.1	$656k	-10%	3.5k	189.72	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$639k		1.6k	409.50	View chart
Altria (MO)	0.1	$628k	-3%	8.6k	73.00	View chart
General Dynamics Corporation (GD)	0.1	$613k	-3%	1.7k	354.24	View chart
Occidental Petroleum Corporation (OXY)	0.1	$607k		12k	48.83	View chart
Marathon Petroleum Corp (MPC)	0.1	$596k	-2%	2.3k	255.67	View chart
Adams Express Company (ADX)	0.1	$593k		23k	25.55	View chart
ConocoPhillips (COP)	0.1	$577k	-7%	5.5k	103.96	View chart
Sherwin-Williams Company (SHW)	0.1	$566k	+7%	1.6k	344.32	View chart
Oneok (OKE)	0.1	$535k		6.2k	86.94	View chart
Paychex (PAYX)	0.1	$521k	-21%	5.3k	98.32	View chart
Dell Technologies CL C (DELL)	0.1	$518k	NEW	1.2k	431.31	View chart
Merck & Co (MRK)	0.1	$513k	-2%	4.0k	129.35	View chart
McKesson Corporation (MCK)	0.1	$509k		673.00	756.42	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$504k	-6%	673.00	748.67	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.1	$502k		11k	45.80	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$499k		4.7k	106.47	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.1	$463k	-2%	23k	20.56	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$457k		24k	19.12	View chart
Amphenol Corp Cl A (APH)	0.1	$452k	+24%	2.6k	176.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$437k		4.4k	98.98	View chart
Nuveen Mun Value Fd 2 (NUW)	0.1	$430k		30k	14.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$428k	+2%	4.4k	96.57	View chart
Cisco Systems (CSCO)	0.1	$414k	+4%	3.5k	117.46	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$412k		3.2k	129.02	View chart
Enterprise Products Partners (EPD)	0.1	$411k		11k	36.76	View chart
American Express Company (AXP)	0.1	$400k	+4%	1.2k	338.33	View chart
Seabridge Gold	0.1	$399k	NEW	16k	25.74	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$391k	-32%	5.1k	77.11	View chart
Phillips 66 (PSX)	0.1	$390k	-6%	2.3k	169.02	View chart
At&t (T)	0.1	$389k	-16%	19k	20.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$366k	-38%	1.5k	236.62	View chart
Verizon Communications (VZ)	0.1	$362k	-3%	8.6k	42.34	View chart
Duke Energy Corp Com New (DUK)	0.1	$359k	+3%	2.8k	126.58	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$352k		18k	19.99	View chart
Illumina (ILMN)	0.1	$352k		2.0k	175.83	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$351k	+4%	13k	27.59	View chart
Goldman Sachs (GS)	0.1	$350k	-25%	346.00	1011.37	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$346k		3.6k	96.46	View chart
Southern Company (SO)	0.1	$340k	-14%	3.5k	95.71	View chart
Lowe's Companies (LOW)	0.1	$338k		1.5k	220.49	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$330k	+4%	6.8k	48.49	View chart
Deere & Company (DE)	0.1	$319k	NEW	501.00	635.88	View chart
Etf Ser Solutions Bahl Ga Grow Etf (BGIG)	0.1	$318k	-5%	8.9k	35.94	View chart
Apollo Global Mgmt (APO)	0.1	$309k		2.6k	118.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$306k	-4%	4.3k	71.25	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$291k		5.5k	53.19	View chart
Simmons First Natl Corp Cl A $1 Par (SFNC)	0.1	$291k		13k	22.86	View chart
Comstock Resources (CRK)	0.1	$291k		20k	14.92	View chart
Pfizer (PFE)	0.1	$289k	-10%	12k	24.08	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$286k		2.4k	117.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$285k		5.1k	56.51	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$284k	NEW	766.00	370.11	View chart
Republic Services (RSG)	0.1	$282k		1.3k	213.08	View chart
ACADIA Pharmaceuticals (ACAD)	0.1	$278k		11k	25.30	View chart
Procter & Gamble Company (PG)	0.1	$277k	-12%	1.9k	146.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$277k	-3%	370.00	748.89	View chart
Pepsi (PEP)	0.1	$276k		2.0k	135.40	View chart
Costco Wholesale Corporation (COST)	0.1	$275k	+6%	294.00	935.90	View chart
Ford Motor Company (F)	0.1	$274k	+34%	20k	13.90	View chart
BP Sponsored Adr (BP)	0.1	$274k	-29%	7.4k	36.95	View chart
UnitedHealth (UNH)	0.1	$269k	NEW	648.00	415.63	View chart
Williams Companies (WMB)	0.1	$268k	-3%	3.6k	74.34	View chart
Bank of America Corporation (BAC)	0.1	$265k	-2%	4.6k	56.98	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$259k	+14%	4.9k	53.11	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$257k		5.3k	48.18	View chart
Allstate Corporation (ALL)	0.1	$256k	-5%	1.1k	239.02	View chart
TJX Companies (TJX)	0.1	$252k	-5%	1.7k	151.50	View chart
Prosperity Bancshares (PB)	0.1	$251k		3.4k	73.63	View chart
Eaton Corp SHS (ETN)	0.1	$249k	NEW	585.00	426.12	View chart
S&p Global (SPGI)	0.1	$248k	+27%	610.00	407.26	View chart
McDonald's Corporation (MCD)	0.1	$248k		918.00	270.29	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$247k		2.0k	122.29	View chart
EQT Corporation (EQT)	0.0	$245k		4.6k	53.17	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$242k	+297%	3.0k	80.58	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$241k		8.0k	30.17	View chart
salesforce (CRM)	0.0	$241k	+13%	1.5k	157.09	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$239k	NEW	120.00	1989.44	View chart
Trane Technologies SHS (TT)	0.0	$237k	-8%	482.00	491.16	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$229k	-64%	300.00	763.14	View chart
Boeing Company (BA)	0.0	$226k	NEW	1.0k	216.47	View chart
Linde SHS (LIN)	0.0	$225k	NEW	433.00	518.94	View chart
Cheniere Energy Com New (LNG)	0.0	$225k		940.00	239.01	View chart
Diamondback Energy (FANG)	0.0	$223k	-3%	1.3k	175.78	View chart
Tyson Foods Cl A (TSN)	0.0	$218k	-4%	3.8k	57.25	View chart
Autodesk (ADSK)	0.0	$214k		1.1k	194.42	View chart
Bristol Myers Squibb (BMY)	0.0	$213k	NEW	3.7k	57.62	View chart
Valero Energy Corporation (VLO)	0.0	$212k	-2%	814.00	260.48	View chart
Dillards Cl A (DDS)	0.0	$212k		400.00	528.72	View chart
Qualcomm (QCOM)	0.0	$205k	NEW	1.1k	184.86	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$205k	-49%	2.0k	100.28	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$204k	NEW	900.00	227.06	View chart
Ishares Msci Sth Kor Etf (EWY)	0.0	$202k	NEW	1.0k	201.90	View chart
Kimbell Rty Partners Unit (KRP)	0.0	$178k		12k	14.53	View chart
Invesco Insured Municipal Income Trust (IIM)	0.0	$177k		14k	12.73	View chart
Western Asset Managed Municipals Fnd (MMU)	0.0	$157k		15k	10.42	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.0	$133k		10k	12.76	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$109k		10k	10.92	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$63k	NEW	11k	5.83	View chart
Franklin Templeton (FTF)	0.0	$58k		10k	5.79	View chart
Standard Lithium Corp equities (SLI)	0.0	$55k		20k	2.75	View chart
Us Energy Corp Wyoming	0.0	$50k		45k	1.10	View chart
Ocugen (OCGN)	0.0	$15k		10k	1.53	View chart
Zenatech Com New (ZENA)	0.0	$15k	NEW	10k	1.50	View chart
Humacyte (HUMA)	0.0	$12k	-6%	16k	0.78	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 Q2 filed Aug. 6, 2026
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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