Uniting Wealth Partners, LLC
CIK: 0002056414Latest portfolio: $326.2M · Q4 2025
Holdings
153
Total Value
$326.2M
New Positions
11
Closed Positions
55
Top Holdings
View All 153 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | WMTWALMART INC | 828,355 | $92.3M | 28.29% | -8,573 | |
| 2 | RDVYFIRST TR EXCHANGE TRADED FD | 265,408 | $18.4M | 5.65% | +46K | |
| 3 | NVDANVIDIA CORPORATION | 64,309 | $12.0M | 3.68% | -3,302 | |
| 4 | XMMOINVESCO EXCHANGE TRADED FD T | 55,477 | $7.7M | 2.35% | +3K | |
| 5 | GDXVANECK ETF TRUST | 87,420 | $7.5M | 2.30% | -785 | |
| 6 | SDVYFIRST TR EXCHANGE-TRADED FD | 194,799 | $7.5M | 2.29% | -5,342 | |
| 7 | MSFTMICROSOFT CORP | 14,247 | $6.9M | 2.11% | -318 | |
| 8 | UPSDETF SER SOLUTIONS | 249,859 | $6.7M | 2.05% | +44K | |
| 9 | MTUMISHARES TR | 26,181 | $6.6M | 2.01% | +5K | |
| 10 | AAPLAPPLE INC | 24,098 | $6.6M | 2.01% | +835 | |
| 11 | PPAINVESCO EXCHANGE TRADED FD T | 39,736 | $6.2M | 1.91% | +637 | |
| 12 | SCHDSCHWAB STRATEGIC TR | 222,016 | $6.1M | 1.87% | +8K | |
| 13 | NULGNUSHARES ETF TR | 58,852 | $5.8M | 1.76% | +2K | |
| 14 | XOMEXXON MOBIL CORP | 47,412 | $5.7M | 1.75% | -499 | |
| 15 | DLAGFIRST TR EXCHNG TRADED FD VI | 180,616 | $5.6M | 1.73% | NEW | |
| 16 | XMESPDR SERIES TRUST | 53,454 | $5.5M | 1.70% | NEW | |
| 17 | SPYMSPDR SERIES TRUST | 66,951 | $5.4M | 1.65% | NEW | |
| 18 | XFEBFIRST TR EXCH TRADED FD III | 274,230 | $5.0M | 1.53% | +2K | |
| 19 | SCHGSCHWAB STRATEGIC TR | 141,933 | $4.6M | 1.42% | +4K | |
| 20 | CHRWC H ROBINSON WORLDWIDE INC | 27,985 | $4.5M | 1.38% | +3K | |
| 21 | NOBLPROSHARES TR | 37,583 | $3.9M | 1.20% | +11K | |
| 22 | AMZNAMAZON COM INC | 14,898 | $3.4M | 1.05% | +149 | |
| 23 | IAU*ISHARES GOLD TR | 42,134 | $3.4M | 1.05% | +231 | |
| 24 | PLTRPALANTIR TECHNOLOGIES INC | 16,578 | $2.9M | 0.90% | +333 | |
| 25 | APLDAPPLIED DIGITAL CORP | 106,954 | $2.6M | 0.80% | -3,179 |
Quarterly Changes
New Positions
Sector Breakdown
Financial Services0.0% ($1.8437768174977462e+154T)
Technology0.0% ($1.1993689065512945e+87T)
Energy0.0% ($5.705168756551546e+36T)
Unknown0.0% ($6.691564949963421e+28T)
Industrials0.0% ($4.516100481576775e+28T)
Healthcare0.0% ($1.2328757925965523e+25T)
Consumer Cyclical0.0% ($34381730894369280.0T)
Consumer Defensive0.0% ($922872444550427.3T)
Communication Services0.0% ($193415461131.6T)
Utilities0.0% ($847758.6T)
Basic Materials0.0% ($49.3M)
Filing History
Fund Information
Uniting Wealth Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $326.2M across 153 holdings. The largest position is WALMART INC (WMT), representing 28.3% of the portfolio. Compared to the previous quarter, the fund opened 11 new positions and closed 57 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.