Q2 2026 13F · SEC CIK 2056414

Uniting Wealth Partners, LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $492.5M
Reported positions: 207
Holdings vs S&P 500, 3 yrs: —
Assets under management: $934.6M

Uniting Wealth Partners, LLC is a wealth manager that reported 207 positions worth $492.5M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Walmart Inc (WMT, 18.2%), First Tr Exchange Traded Fd (RDVY, 4.6%), Aptus October Buffer ETF (OCTB, 2.8%).

Uniting Wealth Partners, LLC holdings largest 50 of 207 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Uniting Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
WMTWalmart Inc	18.2%	21.2%	791,983	-1.1%	$89.7M
RDVYFirst Tr Exchange Traded Fd	4.6%	3.9%	278,026	+3.0%	$22.5M
OCTBAptus October Buffer ETF	2.8%	2.7%	511,229	+1.2%	$13.9M
BUFRFirst Tr Exchng Traded Fd Vi	2.8%	2.7%	379,241	+1.9%	$13.9M
ACIOETF Ser Solutions	2.6%	2.9%	280,213	-14.9%	$12.9M
JULBETF Ser Solutions	2.4%	2.7%	419,949	-16.3%	$11.6M
SCIOFirst Tr Exchange-Traded Fd	2.3%	1.2%	538,617	+98.1%	$11.1M
VCITVanguard Scottsdale Fds	2.3%	2.2%	134,062	+5.2%	$11.1M
NVDANvidia Corporation	2.1%	2.3%	51,228	-18.6%	$10.3M
JANBETF Ser Solutions	2.1%	2.0%	375,780	+2.4%	$10.2M
CHRWC H Robinson Worldwide in	2.0%	1.5%	52,485	+23.5%	$9.9M
MSTBETF Ser Solutions	1.6%	1.5%	185,415	+1.3%	$8.0M
SDVYFirst Tr Exchange Traded Fd	1.6%	1.5%	181,157	-1.2%	$7.8M
SCHDSchwab Strategic Tr	1.5%	1.5%	240,275	+3.1%	$7.6M
MUMicron Technology Inc	1.5%	0.4%	6,417	+6.0%	$7.4M
WCMIFirst Tr Exchange-Traded Fd	1.5%	1.0%	366,934	+37.8%	$7.2M
PPAInvesco Aerospace & Defense ETF	1.4%	1.4%	40,283	-1.7%	$7.1M
PVALPutnam Focused Large Capvalue ETF	1.4%	1.3%	138,850	+2.0%	$7.1M
KBWBInvesco Exch Traded Fd Tr II	1.4%	—	73,585	—	$6.8M
SPLGSpdr Series Trust	1.4%	1.2%	77,471	+1.5%	$6.8M
XMMOInvesco Exchange Traded Fd T	1.3%	1.2%	38,457	-0.2%	$6.5M
DLMYFirst Tr Exchng Traded Fd Vi	1.3%	—	214,729	—	$6.4M
XOMExxon Mobil Corp	1.2%	1.6%	44,450	-2.2%	$6.1M
AAPLApple Inc	1.2%	1.2%	20,038	-6.3%	$5.8M
SCHGSchwab Strategic Tr	1.2%	1.1%	168,879	-5.5%	$5.7M
FPEFirst Tr Exch Traded Fd III	1.1%	1.1%	313,744	+8.3%	$5.6M
JMUBJ P Morgan Exchange Traded F	1.1%	1.1%	104,293	-2.7%	$5.3M
GDXVaneck ETF Trust	1.0%	1.3%	66,163	+2.9%	$5.0M
NOBLProshares Tr	0.9%	1.0%	82,467	+95.0%	$4.6M
HMOPHartford Fds Exchange Traded	0.9%	1.0%	115,131	-5.5%	$4.5M
JUCYETF Ser Solutions	0.9%	0.9%	198,153	+4.5%	$4.4M
DRSKETF Ser Solutions	0.8%	2.5%	144,002	-66.2%	$4.1M
FMBFirst Tr Exch Traded Fd III	0.8%	0.8%	77,578	+3.9%	$4.0M
APLDApplied Digital Corp	0.8%	0.5%	106,727	-0.4%	$4.0M
FRDMEa Series Trust	0.8%	0.6%	54,009	+1.4%	$4.0M
DBEMDbx ETF Tr	0.8%	0.7%	91,099	+1.5%	$3.7M
MUNIPimco ETF Tr	0.8%	0.4%	70,249	+106.8%	$3.7M
UPROProshares Tr	0.7%	0.5%	26,000	+0.0%	$3.7M
DDOGDatadog Inc	0.7%	—	13,755	—	$3.6M
MSFTMicrosoft Corp	0.7%	0.9%	9,413	-20.4%	$3.5M
JHPIJohn Hancock Exchange Traded	0.7%	0.7%	144,730	+3.8%	$3.3M
IAUIshares Gold Tr	0.7%	0.8%	42,652	+0.1%	$3.2M
AMZNAmazon Com Inc	0.7%	0.7%	13,440	-15.8%	$3.2M
VOOVanguard Index Fds	0.6%	0.5%	4,236	+1.1%	$2.9M
KOCoca Cola Co	0.6%	0.6%	34,687	-0.5%	$2.8M
TQQQProshares Tr	0.5%	—	28,000	—	$2.3M
IJRIshares Tr	0.4%	0.4%	14,517	-12.1%	$2.2M
AVUVAmerican Centy ETF Tr	0.4%	0.4%	16,474	-4.0%	$2.1M
BPREBluerock Pvt Real Estate Fd	0.4%	0.7%	153,712	-24.1%	$2.0M
AMDAdvanced Micro Devices Inc	0.4%	—	3,288	—	$1.9M

What Uniting Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.8% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$492.5M	207
Q1 2026	$469.7M	205
Q4 2025	$326.2M	153
Q3 2025	$423.7M	199
Q2 2025	$258.6M	116
Q1 2025	$199.5M	108
Q4 2024	$207.0M	110

Questions about Uniting Wealth Partners, LLC's portfolio

What stocks does Uniting Wealth Partners, LLC own?

Uniting Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 207 positions worth $492.5M. The largest are Walmart Inc (WMT) at 18.2%, First Tr Exchange Traded Fd (RDVY) at 4.6%, Aptus October Buffer ETF (OCTB) at 2.8%, First Tr Exchng Traded Fd Vi (BUFR) at 2.8% and ETF Ser Solutions (ACIO) at 2.6%.

What did Uniting Wealth Partners, LLC buy last quarter?

In Q2 2026, Uniting Wealth Partners, LLC added Pimco ETF Tr (MUNI) (+106.8% shares), First Tr Exchange-Traded Fd (SCIO) (+98.1% shares) and Proshares Tr (NOBL) (+95.0% shares), compared with its Q1 2026 filing.

What did Uniting Wealth Partners, LLC sell last quarter?

In Q2 2026, Uniting Wealth Partners, LLC cut from its top 50 ETF Ser Solutions (UPSD), cut from its top 50 First Tr Exchng Traded Fd Vi (DLAG), cut from its top 50 Palantir Technologies Inc (PLTR), cut from its top 50 Alphabet Inc (GOOGL), cut from its top 50 Tesla Inc (TSLA), ETF Ser Solutions (DRSK) (-66.2% shares), Bluerock Pvt Real Estate Fd (BPRE) (-24.1% shares) and Microsoft Corp (MSFT) (-20.4% shares), compared with its Q1 2026 filing.

When is Uniting Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Uniting Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Uniting Wealth Partners, LLC manage?

Uniting Wealth Partners, LLC reported $934.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $492.5M.