Uniting Wealth Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2056414
Institutional-grade research for retail investors
13F Reported Value
ⓘ$469.7M
Holdings
205
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Uniting Wealth Partners, LLC disclosed 205 positions worth $469.7M in its Form 13F-HR for Q1 2026, led by $WMT (Walmart Inc.) at 21.2% of the equity portfolio. During the quarter the fund opened 34 new positions and exited 7 and a full exit from $ACN. The portfolio is most concentrated in Other (52.1% of disclosed assets). All figures are sourced directly from Uniting Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2056414.
AI Fund Analysis
Diversifying
$WMT21.2% weight
Held 6 quarters
FIRST TR EXCHANGE TRADED F
3.9% weight
Held 6 quarters
$NVDA2.3% weight
Held 6 quarters
$XOM1.6% weight
Held 6 quarters
$IVZ1.4% weight
Held 6 quarters
FIRST TR EXCHANGE TRADED F
5 quarters accumulating
PROSHARES TR
5 quarters accumulating
$AMZN5 quarters accumulating
$TSLA5 quarters accumulating
$JPM5 quarters accumulating
Sector Allocation
OtherConsumer DiscretionaryTechnologyFinancialsEnergyIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 63.2#694
Quality
$99.7M801,015 sh FIRST TR EXCHANGE TRADED FD
—Quality
$18.4M269,997 shETF SER SOLUTIONS
—Quality
$13.8M329,385 shETF SER SOLUTIONS
—Quality
$12.7M505,249 shETF SER SOLUTIONS
—Quality
$12.6M501,497 shFIRST TR EXCHNG TRADED FD VI
—Quality
$12.6M372,152 shETF SER SOLUTIONS
—Quality
$11.7M425,551 sh- 90.2
Quality
$11.0M62,902 sh VANGUARD SCOTTSDALE FDS
—Quality
$10.5M127,441 shETF SER SOLUTIONS
—Quality
$9.2M367,003 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Walmart Inc.$WMT | 63.2#694 | $99.7M | 801,015 |
| FIRST TR EXCHANGE TRADED FD | — | $18.4M | 269,997 |
| ETF SER SOLUTIONS | — | $13.8M | 329,385 |
| ETF SER SOLUTIONS | — | $12.7M | 505,249 |
| ETF SER SOLUTIONS | — | $12.6M | 501,497 |
| FIRST TR EXCHNG TRADED FD VI | — | $12.6M | 372,152 |
| ETF SER SOLUTIONS | — | $11.7M | 425,551 |
| NVIDIA CORP$NVDA | 90.2 | $11.0M | 62,902 |
| VANGUARD SCOTTSDALE FDS | — | $10.5M | 127,441 |
| ETF SER SOLUTIONS | — | $9.2M | 367,003 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Uniting Wealth Partners, LLC's 205 positions.
Showing top 10 of 205 holdings.
Sector Allocation
Other
$244.8M
Consumer Discretionary
$105.8M
Technology
$45.7M
Financials
$29.1M
Energy
$15.8M
Industrials
$13.0M
Consumer Staples
$5.7M
Healthcare
$4.9M
Full Holdings — Uniting Wealth Partners, LLC (Q1 2026)
All 205 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $WMT | Walmart Inc. | $99.7M | 21.2% | -3% | 63.2 |
| 2 | — | FIRST TR EXCHANGE TRADED FD | $18.4M | 3.9% | +2% | — |
| 3 | — | ETF SER SOLUTIONS | $13.8M | 2.9% | +32% | — |
| 4 | — | ETF SER SOLUTIONS | $12.7M | 2.7% | +102% | — |
| 5 | — | ETF SER SOLUTIONS | $12.6M | 2.7% | +101% | — |
| 6 | — | FIRST TR EXCHNG TRADED FD VI | $12.6M | 2.7% | +6140% | — |
| 7 | — | ETF SER SOLUTIONS | $11.7M | 2.5% | +70% | — |
| 8 | $NVDA | NVIDIA CORP | $11.0M | 2.3% | -2% | 90.2 |
| 9 | — | VANGUARD SCOTTSDALE FDS | $10.5M | 2.3% | NEW | — |
| 10 | — | ETF SER SOLUTIONS | $9.2M | 2.0% | +47% | — |
| 11 | $XOM | EXXON MOBIL CORP | $7.7M | 1.6% | -4% | 61.8 |
| 12 | — | FIRST TR EXCHANGE TRADED FD | $7.2M | 1.5% | -6% | — |
| 13 | — | SCHWAB STRATEGIC TR | $7.1M | 1.5% | +5% | — |
| 14 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $7.1M | 1.5% | +52% | 59.8 |
| 15 | — | ETF SER SOLUTIONS | $7.0M | 1.5% | -27% | — |
| 16 | $IVZ | Invesco Ltd. | $6.8M | 1.4% | +3% | — |
| 17 | — | ETF SER SOLUTIONS | $6.8M | 1.4% | +6% | — |
| 18 | — | PUTNAM ETF TRUST | $6.3M | 1.3% | NEW | — |
| 19 | — | FIRST TR EXCHNG TRADED FD VI | $6.0M | 1.3% | +8% | — |
| 20 | — | VANECK ETF TRUST | $5.9M | 1.3% | -26% | — |
| 21 | — | SPDR SERIES TRUST | $5.8M | 1.2% | +14% | — |
| 22 | — | FIRST TR EXCHANGE-TRADED FD | $5.6M | 1.2% | +4995% | — |
| 23 | $IVZ | Invesco Ltd. | $5.6M | 1.2% | -31% | — |
| 24 |  $AAPL | Apple Inc. | $5.4M | 1.2% | -11% | 76.1 |
| 25 | — | J P MORGAN EXCHANGE TRADED F | $5.4M | 1.1% | NEW | — |
| 26 | — | SCHWAB STRATEGIC TR | $5.2M | 1.1% | +26% | — |
| 27 | — | FIRST TR EXCH TRADED FD III | $5.1M | 1.1% | +6% | — |
| 28 | — | HARTFORD FDS EXCHANGE TRADED | $4.7M | 1.0% | NEW | — |
| 29 | — | PROSHARES TR | $4.5M | 0.9% | +13% | — |
| 30 | — | FIRST TR EXCHANGE-TRADED FD | $4.5M | 0.9% | +4889% | — |
| 31 |  $MSFT | MICROSOFT CORP | $4.4M | 0.9% | -17% | 83.7 |
| 32 | — | ETF SER SOLUTIONS | $4.2M | 0.9% | -24% | — |
| 33 | — | FIRST TR EXCH TRADED FD III | $3.8M | 0.8% | -73% | — |
| 34 |  $IAU | ISHARES GOLD TRUST | $3.8M | 0.8% | +1% | — |
| 35 |  $BPRE | Bluerock Private Real Estate Fund | $3.4M | 0.7% | NEW | — |
| 36 | $AMZN | AMAZON COM INC | $3.3M | 0.7% | +7% | 74.6 |
| 37 | — | JOHN HANCOCK EXCHANGE TRADED | $3.1M | 0.7% | NEW | — |
| 38 | — | DBX ETF TR | $3.1M | 0.7% | NEW | — |
| 39 |  $PLTR | Palantir Technologies Inc. | $2.9M | 0.6% | +21% | 85.8 |
| 40 | — | EA SERIES TRUST | $2.9M | 0.6% | NEW | — |
| 41 |  $KO | COCA COLA CO | $2.7M | 0.6% | -0% | 74 |
| 42 |  $APLD | Applied Digital Corp. | $2.5M | 0.5% | +0% | 35.4 |
| 43 | — | PROSHARES TR | $2.5M | 0.5% | +24% | — |
| 44 | — | VANGUARD INDEX FDS | $2.5M | 0.5% | +10% | — |
| 45 | — | ISHARES TR | $2.1M | 0.4% | +0% | — |
| 46 |  $MU | MICRON TECHNOLOGY INC | $2.0M | 0.4% | -0% | 88.4 |
| 47 | — | AMERICAN CENTY ETF TR | $1.9M | 0.4% | NEW | — |
| 48 | — | PIMCO ETF TR | $1.8M | 0.4% | NEW | — |
| 49 |  $GOOG | Alphabet Inc. | $1.7M | 0.4% | -5% | 80.2 |
| 50 | $TSLA | Tesla, Inc. | $1.6M | 0.3% | +13% | 50.1 |
| 51 | — | TEXAS CAPITAL FUNDS TRUST | $1.6M | 0.3% | NEW | — |
| 52 | $JPM | JPMORGAN CHASE & CO | $1.6M | 0.3% | +2% | 35.6 |
| 53 |  $AVGO | Broadcom Inc. | $1.5M | 0.3% | -3% | 86.4 |
| 54 |  $JNJ | JOHNSON & JOHNSON | $1.4M | 0.3% | -2% | 72.8 |
| 55 |  $KKR | KKR & Co. Inc. | $1.4M | 0.3% | +84% | 49.8 |
| 56 |  $MA | Mastercard Inc | $1.4M | 0.3% | +1% | 81.7 |
| 57 | — | GLOBAL X FDS | $1.4M | 0.3% | NEW | — |
| 58 |  $BX | Blackstone Inc. | $1.4M | 0.3% | -1% | 68 |
| 59 |  $CVX | CHEVRON CORP | $1.4M | 0.3% | -40% | 54.7 |
| 60 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.3M | 0.3% | -5% | — |
| 61 | — | ISHARES TR | $1.3M | 0.3% | +7% | — |
| 62 | — | FRANKLIN TEMPLETON ETF TR | $1.3M | 0.3% | NEW | — |
| 63 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.3M | 0.3% | -20% | 66.7 |
| 64 |  $META | Meta Platforms, Inc. | $1.3M | 0.3% | -6% | 80.9 |
| 65 | — | PROSHARES TR | $1.2M | 0.3% | +0% | — |
| 66 |  $ORCL | ORACLE CORP | $1.1M | 0.2% | +24% | 67.2 |
| 67 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.1M | 0.2% | -6% | 64.5 |
| 68 | — | FIRST TR EXCHANGE-TRADED FD | $1.1M | 0.2% | +25% | — |
| 69 |  $GOOGL | Alphabet Inc. | $1.0M | 0.2% | +0% | 80.2 |
| 70 |  $PM | Philip Morris International Inc. | $1.0M | 0.2% | -9% | 80.5 |
| 71 |  $CRWV | CoreWeave, Inc. | $992,003 | 0.2% | +20% | 46.5 |
| 72 |  $NEE | NEXTERA ENERGY INC | $980,999 | 0.2% | +0% | 71.7 |
| 73 | — | FIRST TR EXCHANGE-TRADED FD | $964,121 | 0.2% | +862% | — |
| 74 |  $CAT | CATERPILLAR INC | $957,129 | 0.2% | -5% | 67.8 |
| 75 |  $GE | GENERAL ELECTRIC CO | $914,247 | 0.2% | -1% | 74.8 |
| 76 |  $RJF | RAYMOND JAMES FINANCIAL INC | $869,609 | 0.2% | -5% | 63.8 |
| 77 |  $OGE | OGE ENERGY CORP. | $852,009 | 0.2% | +0% | 57.8 |
| 78 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $822,240 | 0.2% | +1% | 66.3 |
| 79 |  $HD | HOME DEPOT, INC. | $811,701 | 0.2% | -5% | 69.2 |
| 80 |  $COP | CONOCOPHILLIPS | $795,213 | 0.2% | -0% | 74.8 |
| 81 | — | NUVEEN AMT FREE QLTY MUN INC | $792,151 | 0.2% | NEW | — |
| 82 | — | FIRST TR EXCHNG TRADED FD VI | $792,032 | 0.2% | +213% | — |
| 83 |  $V | VISA INC. | $790,357 | 0.2% | +3% | 83.5 |
| 84 |  $GEV | GE Vernova Inc. | $787,287 | 0.2% | -2% | 70.1 |
| 85 |  $TRIN | Trinity Capital Inc. | $764,920 | 0.2% | NEW | — |
| 86 |  $RTX | RTX Corp | $748,178 | 0.2% | -3% | 70 |
| 87 |  $EIM | Eaton Vance Municipal Bond Fund | $744,181 | 0.2% | NEW | — |
| 88 |  $LLY | ELI LILLY & Co | $731,363 | 0.2% | +8% | 89.3 |
| 89 |  $ISRG | INTUITIVE SURGICAL INC | $720,988 | 0.1% | +1% | 81.4 |
| 90 |  $PANW | Palo Alto Networks Inc | $713,905 | 0.1% | +42% | 66.5 |
| 91 | — | AMPLIFY ETF TR | $700,353 | 0.1% | NEW | — |
| 92 |  $AMD | ADVANCED MICRO DEVICES INC | $689,628 | 0.1% | +8% | 78.8 |
| 93 |  $T | AT&T INC. | $655,078 | 0.1% | -6% | 71.9 |
| 94 |  $ARES | Ares Management Corp | $654,600 | 0.1% | NEW | 70.8 |
| 95 |  $NOW | ServiceNow, Inc. | $654,169 | 0.1% | -41% | 76 |
| 96 |  $MHD | BLACKROCK MUNIHOLDINGS FUND, INC. | $640,285 | 0.1% | NEW | — |
| 97 |  $PAYX | PAYCHEX INC | $621,949 | 0.1% | -1% | 75.1 |
| 98 |  $GD | GENERAL DYNAMICS CORP | $613,334 | 0.1% | -7% | 73 |
| 99 |  $MO | ALTRIA GROUP, INC. | $600,284 | 0.1% | -4% | 72.1 |
| 100 |  $ROK | ROCKWELL AUTOMATION, INC | $595,023 | 0.1% | -1% | 68.2 |
| 101 |  $MPC | Marathon Petroleum Corp | $586,032 | 0.1% | -10% | 50.7 |
| 102 |  $MCK | MCKESSON CORP | $582,939 | 0.1% | +0% | 63.7 |
| 103 |  $ABBV | AbbVie Inc. | $568,315 | 0.1% | +0% | 59.3 |
| 104 | — | ISHARES TR | $561,225 | 0.1% | +0% | — |
| 105 |  $OKE | ONEOK INC /NEW/ | $556,410 | 0.1% | +4% | 72 |
| 106 | — | VANGUARD SPECIALIZED FUNDS | $542,166 | 0.1% | -3% | — |
| 107 | — | ISHARES TR | $508,974 | 0.1% | +0% | — |
| 108 | — | ISHARES TR | $498,952 | 0.1% | -82% | — |
| 109 |  $ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | $498,135 | 0.1% | +2% | — |
| 110 | — | SPDR SERIES TRUST | $496,473 | 0.1% | -80% | — |
| 111 |  $BP | BP PLC | $492,732 | 0.1% | -3% | — |
| 112 |  $SHW | SHERWIN WILLIAMS CO | $492,365 | 0.1% | +1% | 65.3 |
| 113 |  $MRK | Merck & Co., Inc. | $491,322 | 0.1% | -5% | 70.9 |
| 114 |  $SPY | SPDR S&P 500 ETF TRUST | $468,216 | 0.1% | +3% | — |
| 115 |  $ET | Energy Transfer LP | $461,107 | 0.1% | +1% | 64.5 |
| 116 |  $PSX | Phillips 66 | $447,818 | 0.1% | +1% | 47.6 |
| 117 |  $VZ | VERIZON COMMUNICATIONS INC | $443,659 | 0.1% | -10% | 71.6 |
| 118 | — | ISHARES TR | $440,799 | 0.1% | -83% | — |
| 119 |  $SA | SEABRIDGE GOLD INC | $440,120 | 0.1% | +24% | — |
| 120 |  $CORZ | Core Scientific, Inc./tx | $439,510 | 0.1% | +0% | 14 |
| 121 |  $NUW | Nuveen AMT-Free Municipal Value Fund | $428,465 | 0.1% | NEW | — |
| 122 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $423,890 | 0.1% | +0% | 66.4 |
| 123 |  $AMAT | APPLIED MATERIALS INC /DE | $412,882 | 0.1% | +1% | 74.8 |
| 124 |  $CRK | COMSTOCK RESOURCES INC | $411,060 | 0.1% | +0% | 59.9 |
| 125 |  $SO | SOUTHERN CO | $399,014 | 0.1% | +0% | 65.1 |
| 126 |  $CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | $393,563 | 0.1% | -2% | — |
| 127 | — | ISHARES TR | $392,719 | 0.1% | +5% | — |
| 128 |  $NFLX | NETFLIX INC | $392,100 | 0.1% | +5% | 86.7 |
| 129 |  $GS | GOLDMAN SACHS GROUP INC | $391,693 | 0.1% | -1% | — |
| 130 | — | VANECK ETF TRUST | $383,785 | 0.1% | -75% | — |
| 131 |  $PFE | PFIZER INC | $376,972 | 0.1% | -2% | 69 |
| 132 | $IVZ | Invesco Ltd. | $367,846 | 0.1% | +80% | — |
| 133 |  $LOW | LOWES COMPANIES INC | $361,745 | 0.1% | +0% | 63.5 |
| 134 |  $DUK | Duke Energy CORP | $359,758 | 0.1% | -1% | 64 |
| 135 | — | FIRST TR EXCH TRADED FD III | $351,815 | 0.1% | -94% | — |
| 136 | — | FIRST TR EXCHANGE-TRADED FD | $345,257 | 0.1% | +153% | — |
| 137 |  $AXP | AMERICAN EXPRESS CO | $343,350 | 0.1% | +2% | 73.2 |
| 138 |  $UBER | Uber Technologies, Inc | $334,546 | 0.1% | +0% | 79.3 |
| 139 |  $CRWD | CrowdStrike Holdings, Inc. | $331,848 | 0.1% | -54% | 55 |
| 140 | — | ISHARES TR | $326,445 | 0.1% | +4% | — |
| 141 |  $UTF | COHEN & STEERS INFRASTRUCTURE FUND INC | $316,642 | 0.1% | +4% | — |
| 142 | — | FIRST TR EXCHANGE TRADED FD | $314,920 | 0.1% | -95% | — |
| 143 | — | ETF SER SOLUTIONS | $311,532 | 0.1% | -96% | — |
| 144 |  $PEP | PEPSICO INC | $310,925 | 0.1% | -7% | 62.7 |
| 145 | — | FIRST TR EXCH TRADED FD III | $310,912 | 0.1% | -98% | — |
| 146 |  $PG | PROCTER & GAMBLE Co | $310,880 | 0.1% | -28% | 72.9 |
| 147 | — | ISHARES TR | $301,062 | 0.1% | -90% | — |
| 148 |  $EQT | EQT Corp | $298,917 | 0.1% | +2% | 83.3 |
| 149 | — | PROFESIONALLY MANAGED PORTFO | $293,529 | 0.1% | -14% | — |
| 150 |  $APO | Apollo Global Management, Inc. | $290,918 | 0.1% | +0% | 55.7 |
| 151 |  $RSG | REPUBLIC SERVICES, INC. | $289,544 | 0.1% | -1% | 72 |
| 152 | — | VANGUARD TAX-MANAGED FDS | $288,168 | 0.1% | -1% | — |
| 153 |  $MCD | MCDONALDS CORP | $285,701 | 0.1% | +0% | 73.9 |
| 154 |  $PHYS | Sprott Physical Gold Trust | $283,520 | 0.1% | +0% | — |
| 155 |  $HON | HONEYWELL INTERNATIONAL INC | $282,990 | 0.1% | -4% | 65.7 |
| 156 |  $TJX | TJX COMPANIES INC /DE/ | $280,114 | 0.1% | +1% | 70.7 |
| 157 |  $HOOD | Robinhood Markets, Inc. | $279,972 | 0.1% | +97% | 75.8 |
| 158 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $276,330 | 0.1% | +0% | 60.5 |
| 159 |  $COST | COSTCO WHOLESALE CORP /NEW | $276,112 | 0.1% | +1% | 67 |
| 160 |  $WMB | WILLIAMS COMPANIES, INC. | $270,814 | 0.1% | -0% | 72.8 |
| 161 |  $LNG | Cheniere Energy, Inc. | $269,572 | 0.1% | NEW | 48.4 |
| 162 |  $ADSK | Autodesk, Inc. | $263,101 | 0.1% | +0% | 76.4 |
| 163 |  $CSCO | CISCO SYSTEMS, INC. | $261,789 | 0.1% | -14% | 72.3 |
| 164 | — | FIRST TR EXCHNG TRADED FD VI | $261,556 | 0.1% | -15% | — |
| 165 | — | SELECT SECTOR SPDR TR | $261,162 | 0.1% | NEW | — |
| 166 |  $FANG | Diamondback Energy, Inc. | $260,885 | 0.1% | NEW | 81.4 |
| 167 |  $APH | AMPHENOL CORP /DE/ | $260,452 | 0.1% | NEW | 80.5 |
| 168 |  $TSN | TYSON FOODS, INC. | $257,113 | 0.1% | +1% | 51.9 |
| 169 |  $MDT | Medtronic plc | $255,266 | 0.1% | +22% | — |
| 170 |  $TWLO | TWILIO INC | $251,640 | 0.1% | -50% | 59.5 |
| 171 |  $CRM | Salesforce, Inc. | $251,631 | 0.1% | -47% | 75.2 |
| 172 | — | FIRST TR EXCHANGE-TRADED FD | $250,999 | 0.1% | +0% | — |
| 173 | — | ISHARES TR | $250,833 | 0.1% | -35% | — |
| 174 |  $SFNC | SIMMONS FIRST NATIONAL CORP | $250,532 | 0.1% | +0% | — |
| 175 |  $ILMN | ILLUMINA, INC. | $246,520 | 0.1% | NEW | 62.5 |
| 176 |  $ACAD | ACADIA PHARMACEUTICALS INC | $244,860 | 0.1% | +0% | 69.8 |
| 177 |  $KLAC | KLA CORP | $240,003 | 0.1% | NEW | 84.4 |
| 178 |  $ALL | ALLSTATE CORP | $236,353 | 0.1% | +0% | 76.6 |
| 179 |  $DDOG | Datadog, Inc. | $236,100 | 0.1% | +0% | 62.9 |
| 180 |  $BAC | BANK OF AMERICA CORP /DE/ | $233,114 | 0.1% | -1% | 68.4 |
| 181 |  $PB | PROSPERITY BANCSHARES INC | $231,198 | 0.1% | +0% | — |
| 182 |  $DDS | DILLARD'S, INC. | $228,964 | 0.1% | +0% | 67.7 |
| 183 |  $HAL | HALLIBURTON CO | $226,198 | 0.1% | NEW | 50.9 |
| 184 |  $LMT | LOCKHEED MARTIN CORP | $225,715 | 0.1% | NEW | 65 |
| 185 | — | NUSHARES ETF TR | $225,622 | 0.1% | -96% | — |
| 186 | — | VANGUARD INDEX FDS | $221,852 | 0.1% | +0% | — |
| 187 |  $TT | Trane Technologies plc | $218,372 | 0.1% | -24% | — |
| 188 | $IVZ | Invesco Ltd. | $217,500 | 0.1% | -2% | — |
| 189 | — | VANGUARD INDEX FDS | $217,394 | 0.1% | +3% | — |
| 190 | — | FIRST TR EXCHANGE-TRADED FD | $210,222 | 0.0% | +48% | — |
| 191 |  $VLO | VALERO ENERGY CORP/TX | $205,334 | 0.0% | NEW | 51.4 |
| 192 |  $SPGI | S&P Global Inc. | $204,163 | 0.0% | +4% | 79.4 |
| 193 | — | FIRST TR EXCHNG TRADED FD VI | $201,842 | 0.0% | -33% | — |
| 194 |  $KRP | Kimbell Royalty Partners, LP | $175,135 | 0.0% | +1% | 68.1 |
| 195 |  $F | FORD MOTOR CO | $169,696 | 0.0% | -1% | 58.5 |
| 196 |  $IIM | Invesco Value Municipal Income Trust | $168,699 | 0.0% | NEW | — |
| 197 |  $MMU | WESTERN ASSET MANAGED MUNICIPALS FUND INC. | $154,527 | 0.0% | NEW | — |
| 198 |  $NZF | Nuveen Municipal Credit Income Fund | $127,071 | 0.0% | NEW | — |
| 199 |  $GOF | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | $110,200 | 0.0% | NEW | — |
| 200 | — | ETF OPPORTUNITIES TRUST | $83,062 | 0.0% | +70% | — |
| 201 |  $SLI | STANDARD LITHIUM LTD. | $68,200 | 0.0% | +0% | — |
| 202 |  $FTF | FRANKLIN LTD DURATION INCOME TRUST | $58,300 | 0.0% | NEW | — |
| 203 | — | U S ENERGY CORP DEL | $39,784 | 0.0% | +0% | — |
| 204 |  $OCGN | Ocugen, Inc. | $18,100 | 0.0% | +0% | — |
| 205 |  $HUMA | Humacyte, Inc. | $10,077 | 0.0% | +0% | 5 |
New Positions (34)
VANGUARD SCOTTSDALE FDS$10.5M
PUTNAM ETF TRUST$6.3M
J P MORGAN EXCHANGE TRADED F$5.4M
HARTFORD FDS EXCHANGE TRADED$4.7M
$BPRE Bluerock Private Real Estate Fund$3.4M JOHN HANCOCK EXCHANGE TRADED$3.1M
DBX ETF TR$3.1M
EA SERIES TRUST$2.9M
AMERICAN CENTY ETF TR$1.9M
PIMCO ETF TR$1.8M
TEXAS CAPITAL FUNDS TRUST$1.6M
GLOBAL X FDS$1.4M
FRANKLIN TEMPLETON ETF TR$1.3M
NUVEEN AMT FREE QLTY MUN INC$792,151
$TRIN Trinity Capital Inc.$764,920
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AI-Powered Hedge Fund Analysis: Uniting Wealth Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Uniting Wealth Partners, LLC (SEC CIK: 2056414), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
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