Uniting Wealth Partners, LLC
Sector Allocation
- Other52.3%$257.5M
- Consumer Staples19.5%$95.8M
- Technology11.2%$55.2M
- Financials7.5%$37.2M
- Industrials3.4%$16.5M
- Energy2.6%$12.6M
- Consumer Discretionary1.4%$6.8M
- Healthcare1.2%$6.1M
- Utilities0.6%$2.8M
- Materials0.2%$1.2M
AUM History
13fpro.ai/research/fund/uniting-wealth-partners-llc-2056414
Conviction and streaks
Diversifying · top 10 = 42.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
WMT
$89.7M- FIRST$22.5M
- ETF$13.9M
- FIRST$13.9M
- ETF$12.9M
- ETF$11.6M
- FIRST$11.1M
- VANGUARD$11.1M
NVDA
$10.3M- ETF$10.2M
CHRW
$9.9M- ETF$8.0M
- FIRST$7.8M
- SCHWAB$7.6M
MU
$7.4M- FIRST$7.2M
IVZ
$7.1M- PUTNAM$7.1M
- $6.8M
- SPDR$6.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/uniting-wealth-partners-llc-2056414
Uniting Wealth Partners, LLC 13F holdings — Q2 2026
$492.5M portfolio (+4.8% QoQ) · 207 holdings · Q2 2026 13F · top 10 are 42% of the stock portfolio
$89.7M
18.2% of stocks
-1%This quarter+7.3%Since filed7+ qtrsHeldAIQuality60.1#875Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 6 qtrs in a row- 2
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
$22.5M
4.6% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ETF SER SOLUTIONS - APTUS OCT BUFF E
$13.9M
2.8% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF
$13.9M
2.8% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ETF SER SOLUTIONS - APTUS COLLRD INV
$12.9M
2.6% of stocks
-15%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ETF SER SOLUTIONS - APTUS JULY BUFR
$11.6M
2.4% of stocks
-16%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
FIRST TR EXCHANGE-TRADED FD - STRUCTURED CR IN
$11.1M
2.3% of stocks
+98%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$11.1M
2.3% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $10.3M
2.1% of stocks
-19%This quarter-1.4%Since filed7+ qtrsHeld- 10
ETF SER SOLUTIONS - APTUS JAN BUFFER
$10.2M
2.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $89.7M | 18.2% | -1% | +7.3% | 7+ qtrsTrimmed 6 qtrs in a row | 60.1#875 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $22.5M | 4.6% | +3% | — | — | — | — | |
| 3 | ETF SER SOLUTIONS - APTUS OCT BUFF E | $13.9M | 2.8% | +1% | — | — | — | — | |
| 4 | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $13.9M | 2.8% | +2% | — | — | — | — | |
| 5 | ETF SER SOLUTIONS - APTUS COLLRD INV | $12.9M | 2.6% | -15% | — | — | — | — | |
| 6 | ETF SER SOLUTIONS - APTUS JULY BUFR | $11.6M | 2.4% | -16% | — | — | — | — | |
| 7 | FIRST TR EXCHANGE-TRADED FD - STRUCTURED CR IN | $11.1M | 2.3% | +98% | — | — | — | — | |
| 8 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $11.1M | 2.3% | +5% | — | — | — | — | |
| 9 | $10.3M | 2.1% | -19% | -1.4% | 7+ qtrsTrimmed 3 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | ETF SER SOLUTIONS - APTUS JAN BUFFER | $10.2M | 2.1% | +2% | — | — | — | — |
All holdings — Uniting Wealth Partners, LLC (Q2 2026)
207 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $9.9M | 2.0% | 52K | +24% | 4 qtrsAdded 4 qtrs in a row | 52.6 | 13F | |
| 12 | — | ETF SER SOLUTIONS - LHA MKT ST TACTLetf/fund | — | $8.0M | 1.6% | 185K | +1% | — | — | 13F |
| 13 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETFetf/fund | — | $7.8M | 1.6% | 181K | -1% | — | — | 13F |
| 14 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $7.6M | 1.6% | 240K | +3% | — | — | 13F |
| 15 | MICRON TECHNOLOGY INC | Technology | $7.4M | 1.5% | 6,417 | +6% | 7+ qtrs | 89.7 | 13F | |
| 16 | — | FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY | — | $7.2M | 1.5% | 367K | +38% | — | — | 13F |
| 17 | Invesco Ltd. | Financials | $7.1M | 1.4% | 40K | -2% | 7+ qtrs | — | 13F | |
| 18 | — | PUTNAM ETF TRUST - FOCUSED LAR CAPetf/fund | — | $7.1M | 1.4% | 139K | +2% | — | — | 13F |
| 19 | Invesco Ltd.etf/fund | Financials | $6.8M | 1.4% | 74K | New | 7+ qtrs | — | 13F | |
| 20 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $6.8M | 1.4% | 77K | +2% | — | — | 13F |
| 21 | Invesco Ltd. | Financials | $6.5M | 1.3% | 38K | -0.2% | 7+ qtrs | — | 13F | |
| 22 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUTY | — | $6.4M | 1.3% | 215K | New | — | — | 13F |
| 23 | EXXON MOBIL CORP | Energy | $6.1M | 1.2% | 44K | -2% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Apple Inc. | Technology | $5.8M | 1.2% | 20K | -6% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund | — | $5.7M | 1.2% | 169K | -6% | — | — | 13F |
| 26 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | — | $5.6M | 1.1% | 314K | +8% | |||
| 27 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $5.3M | 1.1% | 104K | -3% | |||
| 28 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $5.0M | 1.0% | 66K | +3% | |||
| 29 | — | PROSHARES TR - S&P 500 DV ARIST | — | $4.6M | 0.9% | 82K | +95% | |||
| 30 | — | HARTFORD FDS EXCHANGE TRADED - MUN OPORTUNITE | — | $4.5M | 0.9% | 115K | -5% | |||
| 31 | — | ETF SER SOLUTIONS - APTUS ENHANCED | — | $4.4M | 0.9% | 198K | +5% | |||
| 32 | — | ETF SER SOLUTIONS - APTUS DEFINED | — | $4.1M | 0.8% | 144K | -66% | |||
| 33 | — | FIRST TR EXCH TRADED FD III - MANAGD MUN ETF | — | $4.0M | 0.8% | 78K | +4% | |||
| 34 | $APLD | Applied Digital Corp. | Technology | $4.0M | 0.8% | 107K | -0.4% | |||
| 35 | — | EA SERIES TRUST - FREEDOM 100 EM | — | $4.0M | 0.8% | 54K | +1% | |||
| 36 | — | DBX ETF TR - XTRACK MSCI EMRG | — | $3.7M | 0.8% | 91K | +1% | |||
| 37 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $3.7M | 0.8% | 70K | +107% | |||
| 38 | — | PROSHARES TR - ULTRPRO S&P500 | — | $3.7M | 0.8% | 26K | — | |||
| 39 | $DDOG | Datadog, Inc. | Technology | $3.6M | 0.7% | 14K | +588% | |||
| 40 | $MSFT | MICROSOFT CORP | Technology | $3.5M | 0.7% | 9,413 | -20% | |||
| 41 | — | JOHN HANCOCK EXCHANGE TRADED - PFD INCOME ETF | — | $3.3M | 0.7% | 145K | +4% | |||
| 42 | $IAU | ISHARES GOLD TRUST | Financials | $3.2M | 0.7% | 43K | +0.1% | |||
| 43 | $AMZN | AMAZON COM INC | Consumer Discretionary | $3.2M | 0.7% | 13K | -16% | |||
| 44 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.9M | 0.6% | 4,236 | +1% | |||
| 45 | $KO | COCA COLA CO | Consumer Staples | $2.8M | 0.6% | 35K | -0.5% | |||
| 46 | — | PROSHARES TR - ULTRAPRO QQQ | — | $2.3M | 0.5% | 28K | — | |||
| 47 | — | ISHARES TR - CORE S&P SCP ETF | — | $2.2M | 0.4% | 15K | -12% | |||
| 48 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $2.1M | 0.4% | 16K | -4% | |||
| 49 | $BPRE | Bluerock Private Real Estate Fund | Other | $2.0M | 0.4% | 154K | -24% | |||
| 50 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.9M | 0.4% | 3,288 | -3% | |||
| 51 | $CRWV | CoreWeave, Inc. | Technology | $1.9M | 0.4% | 19K | +45% | |||
| 52 | $PLTR | Palantir Technologies Inc. | Technology | $1.8M | 0.4% | 15K | -24% | |||
| 53 | $JPM | JPMORGAN CHASE & CO | Financials | $1.7M | 0.3% | 5,047 | -4% | |||
| 54 | — | GLOBAL X FDS - US INFR DEV ETF | — | $1.6M | 0.3% | 26K | -4% | |||
| 55 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.5M | 0.3% | 3,673 | -16% | |||
| 56 | $AVGO | Broadcom Inc. | Technology | $1.5M | 0.3% | 4,025 | -15% | |||
| 57 | $MA | Mastercard Inc | Financials | $1.5M | 0.3% | 2,851 | +0.7% | |||
| 58 | $BX | Blackstone Inc. | Financials | $1.4M | 0.3% | 12K | — | |||
| 59 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.4M | 0.3% | 5,540 | -5% | |||
| 60 | — | ISHARES TR - MSCI ACWI ETF | — | $1.4M | 0.3% | 8,947 | -5% | |||
| 61 | $CAT | CATERPILLAR INC | Industrials | $1.4M | 0.3% | 1,315 | -3% | |||
| 62 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.4M | 0.3% | 2,908 | -25% | |||
| 63 | $KKR | KKR & Co. Inc. | Financials | $1.4M | 0.3% | 15K | -2% | |||
| 64 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUN | — | $1.3M | 0.3% | 52K | -1% | |||
| 65 | $GE | GENERAL ELECTRIC CO | Industrials | $1.3M | 0.3% | 3,467 | +8% | |||
| 66 | $GOOG | Alphabet Inc. | Technology | $1.3M | 0.3% | 3,585 | -0.7% | |||
| 67 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.3M | 0.3% | 4,473 | -16% | |||
| 68 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $1.2M | 0.2% | 6,206 | -7% | |||
| 69 | — | FIRST TR EXCHANGE-TRADED FD - VEST 20 PLUS YEA | — | $1.2M | 0.2% | 64K | +24% | |||
| 70 | $NOW | ServiceNow, Inc. | Technology | $1.1M | 0.2% | 11K | +83% | |||
| 71 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | — | $1.1M | 0.2% | 39K | +185% | |||
| 72 | $PM | Philip Morris International Inc. | Consumer Staples | $1.1M | 0.2% | 6,161 | +1% | |||
| 73 | $HPE | Hewlett Packard Enterprise Co | Technology | $1.1M | 0.2% | 24K | New | |||
| 74 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.1M | 0.2% | 2,122 | -7% | |||
| 75 | $CVX | CHEVRON CORP | Energy | $1.1M | 0.2% | 6,386 | -3% | |||
| 76 | — | FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETF | — | $1.0M | 0.2% | 44K | +220% | |||
| 77 | $ABSI | Absci Corp | Healthcare | $1.0M | 0.2% | 89K | New | |||
| 78 | $GEV | GE Vernova Inc. | Industrials | $1.0M | 0.2% | 867 | -4% | |||
| 79 | $ORCL | ORACLE CORP | Technology | $998K | 0.2% | 6,811 | -11% | |||
| 80 | — | TEXAS CAPITAL FUNDS TRUST - GOVT MONEY MKT | — | $992K | 0.2% | 9,900 | -38% | |||
| 81 | $NEE | NEXTERA ENERGY INC | Utilities | $966K | 0.2% | 11K | +4% | |||
| 82 | $LLY | ELI LILLY & Co | Healthcare | $953K | 0.2% | 794 | -0.1% | |||
| 83 | $TRIN | Trinity Capital Inc. | Other | $930K | 0.2% | 52K | — | |||
| 84 | $GOOGL | Alphabet Inc. | Technology | $929K | 0.2% | 2,599 | -56% | |||
| 85 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $865K | 0.2% | 1,197 | -0.9% | |||
| 86 | $OGE | OGE ENERGY CORP. | Utilities | $864K | 0.2% | 18K | — | |||
| 87 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $836K | 0.2% | 19K | — | |||
| 88 | — | NUVEEN AMT FREE QLTY MUN INC - COM | — | $829K | 0.2% | 70K | +0.1% | |||
| 89 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $821K | 0.2% | 1,658 | — | |||
| 90 | $V | VISA INC. | Financials | $774K | 0.2% | 2,255 | -14% | |||
| 91 | $EIM | Eaton Vance Municipal Bond Fund | Other | $759K | 0.1% | 76K | +0.1% | |||
| 92 | $CORZ | Core Scientific, Inc./tx | Financials | $752K | 0.1% | 29K | — | |||
| 93 | $META | Meta Platforms, Inc. | Technology | $728K | 0.1% | 1,292 | -42% | |||
| 94 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $724K | 0.1% | 4,762 | -21% | |||
| 95 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $697K | 0.1% | 1,976 | -20% | |||
| 96 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST TEC | — | $696K | 0.1% | 22K | +177% | |||
| 97 | $PANW | Palo Alto Networks Inc | Technology | $688K | 0.1% | 2,017 | -55% | |||
| 98 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST SMID | — | $687K | 0.1% | 30K | New | |||
| 99 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | — | $687K | 0.1% | 15K | -4% | |||
| 100 | $ABBV | AbbVie Inc. | Healthcare | $679K | 0.1% | 2,700 | +3% | |||
| 101 | $MHD | BLACKROCK MUNIHOLDINGS FUND, INC. | Other | $676K | 0.1% | 56K | +0.0% | |||
| 102 | $ARES | Ares Management Corp | Financials | $668K | 0.1% | 6,000 | — | |||
| 103 | $RTX | RTX Corp | Industrials | $656K | 0.1% | 3,460 | -11% | |||
| 104 | — | ISHARES TR - RUS 1000 ETF | — | $639K | 0.1% | 1,560 | -0.9% | |||
| 105 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $627K | 0.1% | 8,595 | -4% | |||
| 106 | $GD | GENERAL DYNAMICS CORP | Industrials | $613K | 0.1% | 1,731 | -3% | |||
| 107 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $607K | 0.1% | 12K | -1% | |||
| 108 | $MPC | Marathon Petroleum Corp | Energy | $596K | 0.1% | 2,332 | -3% | |||
| 109 | $ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | Other | $593K | 0.1% | 23K | +2% | |||
| 110 | $COP | CONOCOPHILLIPS | Energy | $577K | 0.1% | 5,549 | -8% | |||
| 111 | $SHW | SHERWIN WILLIAMS CO | Materials | $566K | 0.1% | 1,644 | +7% | |||
| 112 | $OKE | ONEOK INC /NEW/ | Energy | $535K | 0.1% | 6,156 | — | |||
| 113 | $PAYX | PAYCHEX INC | Technology | $521K | 0.1% | 5,296 | -22% | |||
| 114 | $DELL | Dell Technologies Inc. | Technology | $518K | 0.1% | 1,201 | New | |||
| 115 | $MRK | Merck & Co., Inc. | Healthcare | $513K | 0.1% | 3,965 | -2% | |||
| 116 | $MCK | MCKESSON CORP | Consumer Staples | $509K | 0.1% | 673 | — | |||
| 117 | $SPY | SPDR S&P 500 ETF TRUST | — | $504K | 0.1% | 673 | -6% | |||
| 118 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | — | $502K | 0.1% | 11K | — | |||
| 119 | — | ISHARES TR - SHRT NAT MUN ETF | — | $499K | 0.1% | 4,685 | — | |||
| 120 | $CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | Other | $463K | 0.1% | 23K | -2% | |||
| 121 | $ET | Energy Transfer LP | Energy | $457K | 0.1% | 24K | +0.0% | |||
| 122 | $APH | AMPHENOL CORP /DE/ | Technology | $452K | 0.1% | 2,562 | +25% | |||
| 123 | — | ISHARES TR - CORE US AGGBD ET | — | $437K | 0.1% | 4,415 | -0.6% | |||
| 124 | $NUW | Nuveen AMT-Free Municipal Value Fund | Other | $430K | 0.1% | 30K | — | |||
| 125 | — | ISHARES TR - CORE MSCI EAFE | — | $428K | 0.1% | 4,434 | +2% | |||
| 126 | $CSCO | CISCO SYSTEMS, INC. | Technology | $414K | 0.1% | 3,528 | +5% | |||
| 127 | $IVZ | Invesco Ltd. | Financials | $412K | 0.1% | 3,192 | — | |||
| 128 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $411K | 0.1% | 11K | -0.3% | |||
| 129 | $AXP | AMERICAN EXPRESS CO | Financials | $400K | 0.1% | 1,183 | +4% | |||
| 130 | $SA | SEABRIDGE GOLD INC | Materials | $399K | 0.1% | 16K | -0.2% | |||
| 131 | — | ISHARES TR - CORE S&P MCP ETF | — | $391K | 0.1% | 5,067 | -33% | |||
| 132 | $PSX | Phillips 66 | Energy | $390K | 0.1% | 2,309 | -6% | |||
| 133 | $T | AT&T INC. | Communication Services | $389K | 0.1% | 19K | -17% | |||
| 134 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $366K | 0.1% | 1,545 | -39% | |||
| 135 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $362K | 0.1% | 8,551 | -3% | |||
| 136 | $DUK | Duke Energy CORP | Utilities | $359K | 0.1% | 2,837 | +3% | |||
| 137 | — | FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN | — | $352K | 0.1% | 18K | — | |||
| 138 | $ILMN | ILLUMINA, INC. | Healthcare | $352K | 0.1% | 2,000 | — | |||
| 139 | $UTF | COHEN & STEERS INFRASTRUCTURE FUND INC | Other | $351K | 0.1% | 13K | +4% | |||
| 140 | $GS | GOLDMAN SACHS GROUP INC | Financials | $350K | 0.1% | 346 | -25% | |||
| 141 | — | ISHARES TR - MSCI USA MIN ETF | — | $346K | 0.1% | 3,585 | +2% | |||
| 142 | $SO | SOUTHERN CO | Utilities | $340K | 0.1% | 3,549 | -14% | |||
| 143 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $338K | 0.1% | 1,531 | — | |||
| 144 | — | FIRST TR EXCH TRADED FD III - MUNI HI INCM ETF | — | $330K | 0.1% | 6,810 | +4% | |||
| 145 | $DE | DEERE & CO | Industrials | $319K | 0.1% | 501 | New | |||
| 146 | — | ETF SER SOLUTIONS - BAHL GA GROW ETF | — | $318K | 0.1% | 8,859 | -5% | |||
| 147 | $APO | Apollo Global Management, Inc. | Financials | $309K | 0.1% | 2,611 | — | |||
| 148 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $306K | 0.1% | 4,292 | -5% | |||
| 149 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | — | $291K | 0.1% | 5,479 | -1% | |||
| 150 | $SFNC | SIMMONS FIRST NATIONAL CORP | Financials | $291K | 0.1% | 13K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 18 new, 61 added to, 92 trimmed, 17 sold out. Share-count changes; largest moves by dollar size first.
New positions (18)
- FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUTY$6.4M
first bought this quarter
$HPEHewlett Packard Enterprise Co$1.1M
first bought this quarter
$ABSIAbsci Corp$1.0M
first bought this quarter
- FIRST TR EXCHANGE-TRADED FD - FT VEST SMID$687K
first bought this quarter
$DELLDell Technologies Inc.$518K
first bought this quarter
$DEDEERE & CO$319K
first bought this quarter
+12 more in the Excel export
Added to (61)
- FIRST TR EXCHANGE-TRADED FD - STRUCTURED CR IN+98%
now $11.1M
$DDOGDatadog, Inc.+588%
now $3.6M · held 5 qtrs
- PROSHARES TR - S&P 500 DV ARIST+95%
now $4.6M
- FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY+38%
now $7.2M
- PIMCO ETF TR - INTER MUN BD ACT+107%
now $3.7M
now $9.9M · held 4 qtrs, 4 adds in a row
+55 more in the Excel export
Trimmed (92)
- ETF SER SOLUTIONS - APTUS DEFINED-66%
now $4.1M
now $10.3M · held 7+ qtrs, 3 trims in a row
- ETF SER SOLUTIONS - APTUS COLLRD INV-15%
now $12.9M
- ETF SER SOLUTIONS - APTUS JULY BUFR-16%
now $11.6M
$GOOGLAlphabet Inc.-56%
now $929K · held 4 qtrs, 3 trims in a row
now $89.7M · held 7+ qtrs, 6 trims in a row
+86 more in the Excel export
Holdings by quarter
Every 13F Uniting Wealth Partners, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Uniting Wealth Partners's top 20 holdings: 64/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+2.7%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter; 37% over the last 4
Top 10 weight
42%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Uniting Wealth Partners, LLC disclosed 207 positions worth $492.5M in its Form 13F-HR for Q2 2026, led by $WMT (Walmart Inc.) at 18.2% of the equity portfolio. During the quarter the fund opened 18 new positions and exited 17. The portfolio is most concentrated in Other (52.3% of disclosed assets). All figures are sourced directly from Uniting Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2056414.
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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.
Every holding in Uniting Wealth Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.