Uniting Wealth Partners, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$326.2M
Holdings
153
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (153 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WMTWALMART INC | 828,355 | $92.3M | 28.29% | |
| 2 | RDVYFIRST TR EXCHANGE TRADED FD | 265,408 | $18.4M | 5.65% | |
| 3 | NVDANVIDIA CORPORATION | 64,309 | $12.0M | 3.68% | |
| 4 | XMMOINVESCO EXCHANGE TRADED FD T | 55,477 | $7.7M | 2.35% | |
| 5 | GDXVANECK ETF TRUST | 87,420 | $7.5M | 2.30% | |
| 6 | SDVYFIRST TR EXCHANGE-TRADED FD | 194,799 | $7.5M | 2.29% | |
| 7 | MSFTMICROSOFT CORP | 14,247 | $6.9M | 2.11% | |
| 8 | UPSDETF SER SOLUTIONS | 249,859 | $6.7M | 2.05% | |
| 9 | MTUMISHARES TR | 26,181 | $6.6M | 2.01% | |
| 10 | AAPLAPPLE INC | 24,098 | $6.6M | 2.01% | |
| 11 | PPAINVESCO EXCHANGE TRADED FD T | 39,736 | $6.2M | 1.91% | |
| 12 | SCHDSCHWAB STRATEGIC TR | 222,016 | $6.1M | 1.87% | |
| 13 | NULGNUSHARES ETF TR | 58,852 | $5.8M | 1.76% | |
| 14 | XOMEXXON MOBIL CORP | 47,412 | $5.7M | 1.75% | |
| 15 | DLAGFIRST TR EXCHNG TRADED FD VI | 180,616 | $5.6M | 1.73% | |
| 16 | XMESPDR SERIES TRUST | 53,454 | $5.5M | 1.70% | |
| 17 | SPYMSPDR SERIES TRUST | 66,951 | $5.4M | 1.65% | |
| 18 | XFEBFIRST TR EXCH TRADED FD III | 274,230 | $5.0M | 1.53% | |
| 19 | SCHGSCHWAB STRATEGIC TR | 141,933 | $4.6M | 1.42% | |
| 20 | CHRWC H ROBINSON WORLDWIDE INC | 27,985 | $4.5M | 1.38% | |
| 21 | NOBLPROSHARES TR | 37,583 | $3.9M | 1.20% | |
| 22 | AMZNAMAZON COM INC | 14,898 | $3.4M | 1.05% | |
| 23 | IAU*ISHARES GOLD TR | 42,134 | $3.4M | 1.05% | |
| 24 | PLTRPALANTIR TECHNOLOGIES INC | 16,578 | $2.9M | 0.90% | |
| 25 | APLDAPPLIED DIGITAL CORP | 106,954 | $2.6M | 0.80% | |
| 26 | KOCOCA COLA CO | 34,962 | $2.4M | 0.75% | |
| 27 | UPROPROSHARES TR | 21,000 | $2.4M | 0.74% | |
| 28 | VOOVANGUARD INDEX FDS | 3,793 | $2.4M | 0.73% | |
| 29 | IJRISHARES TR | 16,484 | $2.0M | 0.61% | |
| 30 | IBMINTERNATIONAL BUSINESS MACHS | 6,636 | $2.0M | 0.60% | |
| 31 | GOOGLALPHABET INC | 6,180 | $1.9M | 0.59% | |
| 32 | BXBLACKSTONE INC | 12,156 | $1.9M | 0.57% | |
| 33 | TSLATESLA INC | 3,847 | $1.7M | 0.53% | |
| 34 | MUMICRON TECHNOLOGY INC | 6,058 | $1.7M | 0.53% | |
| 35 | CVXCHEVRON CORP NEW | 11,074 | $1.7M | 0.52% | |
| 36 | AVGOBROADCOM INC | 4,870 | $1.7M | 0.52% | |
| 37 | JPMJPMORGAN CHASE & CO. | 5,181 | $1.7M | 0.51% | |
| 38 | NOWSERVICENOW INC | 10,635 | $1.6M | 0.50% | |
| 39 | MAMASTERCARD INCORPORATED | 2,807 | $1.6M | 0.49% | |
| 40 | METAMETA PLATFORMS INC | 2,342 | $1.5M | 0.47% | |
| 41 | TQQQPROSHARES TR | 28,000 | $1.5M | 0.45% | |
| 42 | ACWIISHARES TR | 8,855 | $1.3M | 0.38% | |
| 43 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 4,088 | $1.2M | 0.38% | |
| 44 | JNJJOHNSON & JOHNSON | 5,957 | $1.2M | 0.38% | |
| 45 | ACNACCENTURE PLC IRELAND | 4,585 | $1.2M | 0.38% | |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,432 | $1.2M | 0.37% | |
| 47 | ORCLORACLE CORP | 6,167 | $1.2M | 0.37% | |
| 48 | GOOGALPHABET INC | 3,605 | $1.1M | 0.35% | |
| 49 | 4I1PHILIP MORRIS INTL INC | 6,715 | $1.1M | 0.33% | |
| 50 | KKRKKR & CO INC | 8,300 | $1.1M | 0.32% | |
| 51 | RJFRAYMOND JAMES FINL INC | 6,306 | $1.0M | 0.31% | |
| 52 | GEGE AEROSPACE | 3,258 | $1.0M | 0.31% | |
| 53 | HDHOME DEPOT INC | 2,599 | $894K | 0.27% | |
| 54 | VVISA INC | 2,538 | $890K | 0.27% | |
| 55 | ISRGINTUITIVE SURGICAL INC | 1,546 | $875K | 0.27% | |
| 56 | CRWDCROWDSTRIKE HLDGS INC | 1,850 | $867K | 0.27% | |
| 57 | NEENEXTERA ENERGY INC | 10,557 | $847K | 0.26% | |
| 58 | CATCATERPILLAR INC | 1,424 | $815K | 0.25% | |
| 59 | LLYELI LILLY & CO | 737 | $792K | 0.24% | |
| 60 | PAYXPAYCHEX INC | 6,845 | $767K | 0.24% | |
| 61 | CRWVCOREWEAVE INC | 10,694 | $765K | 0.23% | |
| 62 | OGEOGE ENERGY CORP | 17,765 | $758K | 0.23% | |
| 63 | CLHCLEAN HARBORS INC | 3,200 | $750K | 0.23% | |
| 64 | RTXRTX CORPORATION | 3,984 | $730K | 0.22% | |
| 65 | AMDADVANCED MICRO DEVICES INC | 3,153 | $675K | 0.21% | |
| 66 | CRMSALESFORCE INC | 2,531 | $671K | 0.21% | |
| 67 | ROKROCKWELL AUTOMATION INC | 1,672 | $650K | 0.20% | |
| 68 | GDGENERAL DYNAMICS CORP | 1,917 | $645K | 0.20% | |
| 69 | GEVGE VERNOVA INC | 919 | $600K | 0.18% | |
| 70 | TAT&T INC | 24,092 | $598K | 0.18% | |
| 71 | ABBVABBVIE INC | 2,612 | $596K | 0.18% | |
| 72 | IWBISHARES TR | 1,574 | $587K | 0.18% | |
| 73 | PANWPALO ALTO NETWORKS INC | 3,125 | $575K | 0.18% | |
| 74 | VIGVANGUARD SPECIALIZED FUNDS | 2,609 | $573K | 0.18% | |
| 75 | TWLOTWILIO INC | 4,000 | $568K | 0.17% | |
| 76 | COPCONOCOPHILLIPS | 6,040 | $565K | 0.17% | |
| 77 | MCKMCKESSON CORP | 673 | $552K | 0.17% | |
| 78 | MOALTRIA GROUP INC | 9,367 | $550K | 0.17% | |
| 79 | ADXADAMS DIVERSIFIED EQUITY FD | 22,306 | $520K | 0.16% | |
| 80 | OXYOCCIDENTAL PETE CORP | 12,455 | $515K | 0.16% | |
| 81 | IJHISHARES TR | 7,529 | $496K | 0.15% | |
| 82 | SHWSHERWIN WILLIAMS CO | 1,520 | $492K | 0.15% | |
| 83 | SPYSPDR S&P 500 ETF TR | 698 | $477K | 0.15% | |
| 84 | CSQCALAMOS STRATEGIC TOTAL RETU | 23,507 | $454K | 0.14% | |
| 85 | CRKCOMSTOCK RES INC | 19,500 | $452K | 0.14% | |
| 86 | MRKMERCK & CO INC | 4,257 | $451K | 0.14% | |
| 87 | OKEONEOK INC NEW | 5,912 | $434K | 0.13% | |
| 88 | MPCMARATHON PETE CORP | 2,661 | $432K | 0.13% | |
| 89 | CORZCORE SCIENTIFIC INC NEW | 29,379 | $427K | 0.13% | |
| 90 | PGPROCTER AND GAMBLE CO | 2,984 | $427K | 0.13% | |
| 91 | AKREPROFESIONALLY MANAGED PORTFO | 6,439 | $421K | 0.13% | |
| 92 | GSGOLDMAN SACHS GROUP INC | 467 | $410K | 0.13% | |
| 93 | AXPAMERICAN EXPRESS CO | 1,108 | $409K | 0.13% | |
| 94 | IVVISHARES TR | 589 | $403K | 0.12% | |
| 95 | BACVERIZON COMMUNICATIONS INC | 9,800 | $399K | 0.12% | |
| 96 | ETENERGY TRANSFER L P | 23,593 | $389K | 0.12% | |
| 97 | UBERUBER TECHNOLOGIES INC | 4,647 | $379K | 0.12% | |
| 98 | APOAPOLLO GLOBAL MGMT INC | 2,611 | $377K | 0.12% | |
| 99 | BPBP PLC | 10,828 | $376K | 0.12% | |
| 100 | SEASEABRIDGE GOLD INC | 12,530 | $370K | 0.11% |
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