Uniting Wealth Partners, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$326.2B

Holdings

153

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (153 positions)

StockValue
WMTWALMART INC
$92.3M
RDVYFIRST TR EXCHANGE TRADED FD
$18.4M
NVDANVIDIA CORPORATION
$12.0M
XMMOINVESCO EXCHANGE TRADED FD T
$7.7M
GDXVANECK ETF TRUST
$7.5M
SDVYFIRST TR EXCHANGE-TRADED FD
$7.5M
MSFTMICROSOFT CORP
$6.9M
UPSDETF SER SOLUTIONS
$6.7M
MTUMISHARES TR
$6.6M
AAPLAPPLE INC
$6.6M
PPAINVESCO EXCHANGE TRADED FD T
$6.2M
SCHDSCHWAB STRATEGIC TR
$6.1M
NULGNUSHARES ETF TR
$5.8M
XOMEXXON MOBIL CORP
$5.7M
DLAGFIRST TR EXCHNG TRADED FD VI
$5.6M
XMESPDR SERIES TRUST
$5.5M
SPYMSPDR SERIES TRUST
$5.4M
XFEBFIRST TR EXCH TRADED FD III
$5.0M
SCHGSCHWAB STRATEGIC TR
$4.6M
CHRWC H ROBINSON WORLDWIDE INC
$4.5M
NOBLPROSHARES TR
$3.9M
AMZNAMAZON COM INC
$3.4M
IAU*ISHARES GOLD TR
$3.4M
PLTRPALANTIR TECHNOLOGIES INC
$2.9M
APLDAPPLIED DIGITAL CORP
$2.6M
KOCOCA COLA CO
$2.4M
UPROPROSHARES TR
$2.4M
VOOVANGUARD INDEX FDS
$2.4M
IJRISHARES TR
$2.0M
IBMINTERNATIONAL BUSINESS MACHS
$2.0M
GOOGLALPHABET INC
$1.9M
BXBLACKSTONE INC
$1.9M
TSLATESLA INC
$1.7M
MUMICRON TECHNOLOGY INC
$1.7M
CVXCHEVRON CORP NEW
$1.7M
AVGOBROADCOM INC
$1.7M
JPMJPMORGAN CHASE & CO.
$1.7M
NOWSERVICENOW INC
$1.6M
MAMASTERCARD INCORPORATED
$1.6M
METAMETA PLATFORMS INC
$1.5M
TQQQPROSHARES TR
$1.5M
ACWIISHARES TR
$1.3M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.2M
JNJJOHNSON & JOHNSON
$1.2M
ACNACCENTURE PLC IRELAND
$1.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.2M
ORCLORACLE CORP
$1.2M
GOOGALPHABET INC
$1.1M
4I1PHILIP MORRIS INTL INC
$1.1M
KKRKKR & CO INC
$1.1M
RJFRAYMOND JAMES FINL INC
$1.0M
GEGE AEROSPACE
$1.0M
HDHOME DEPOT INC
$894K
VVISA INC
$890K
ISRGINTUITIVE SURGICAL INC
$875K
CRWDCROWDSTRIKE HLDGS INC
$867K
NEENEXTERA ENERGY INC
$847K
CATCATERPILLAR INC
$815K
LLYELI LILLY & CO
$792K
PAYXPAYCHEX INC
$767K
CRWVCOREWEAVE INC
$765K
OGEOGE ENERGY CORP
$758K
CLHCLEAN HARBORS INC
$750K
RTXRTX CORPORATION
$730K
AMDADVANCED MICRO DEVICES INC
$675K
CRMSALESFORCE INC
$671K
ROKROCKWELL AUTOMATION INC
$650K
GDGENERAL DYNAMICS CORP
$645K
GEVGE VERNOVA INC
$600K
TAT&T INC
$598K
ABBVABBVIE INC
$596K
IWBISHARES TR
$587K
PANWPALO ALTO NETWORKS INC
$575K
VIGVANGUARD SPECIALIZED FUNDS
$573K
TWLOTWILIO INC
$568K
COPCONOCOPHILLIPS
$565K
MCKMCKESSON CORP
$552K
MOALTRIA GROUP INC
$550K
ADXADAMS DIVERSIFIED EQUITY FD
$520K
OXYOCCIDENTAL PETE CORP
$515K
IJHISHARES TR
$496K
SHWSHERWIN WILLIAMS CO
$492K
SPYSPDR S&P 500 ETF TR
$477K
CSQCALAMOS STRATEGIC TOTAL RETU
$454K
CRKCOMSTOCK RES INC
$452K
MRKMERCK & CO INC
$451K
OKEONEOK INC NEW
$434K
MPCMARATHON PETE CORP
$432K
CORZCORE SCIENTIFIC INC NEW
$427K
PGPROCTER AND GAMBLE CO
$427K
AKREPROFESIONALLY MANAGED PORTFO
$421K
GSGOLDMAN SACHS GROUP INC
$410K
AXPAMERICAN EXPRESS CO
$409K
IVVISHARES TR
$403K
BACVERIZON COMMUNICATIONS INC
$399K
ETENERGY TRANSFER L P
$389K
UBERUBER TECHNOLOGIES INC
$379K
APOAPOLLO GLOBAL MGMT INC
$377K
BPBP PLC
$376K
SEASEABRIDGE GOLD INC
$370K
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