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CIK: 0002056414
Total reported value
$492.5M
$492.5M
199 檔
32.2%
The Q3 2025 SEC filing reveals that Uniting Wealth Partners, LLC held a total portfolio value of $492.5M, covering 199 public equity positions.
In Q3 2025, Uniting Wealth Partners, LLC displayed an active expansion posture, initiating 27 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 20.36% | -3.03% | -14.36% | |
| 2 | ACIO | Aptus Collared Invest Opp | ETF-Other | 7.41% | -0.31% | +73.75% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 3.48% | +0.66% | +1567.33% | |
| 4 | DRSK | Aptus Defined Risk ETF | ETF-Other | 3.26% | -1.64% | +158.86% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.98% | -0.26% | +23.82% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.86% | +0.13% | — | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.90% | — | — | |
| 8 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.80% | +0.05% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | -0.22% | +24.15% | |
| 10 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.66% | +0.14% | — | |
| 11 | SNOV | Ft Vest US Small Cap Moderat | ETF-Small Cap | 1.61% | — | — | |
| 12 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.59% | -0.25% | -8.89% | |
| 13 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 1.51% | — | — | |
| 14 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.43% | -0.01% | -29.83% | |
| 15 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.41% | -0.07% | +302.92% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.40% | +0.02% | +82.50% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.38% | +0.03% | — | |
| 18 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.35% | +0.01% | -18.45% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.30% | — | — | |
| 20 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.30% | — | +1.20% | |
| 21 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 1.29% | -1.44% | EXIT | |
| 22 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 1.29% | — | +25.21% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.27% | -0.41% | +6.68% | |
| 24 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 1.25% | — | +2.93% | |
| 25 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 1.24% | — | — | |
| 26 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.17% | +0.05% | — | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.04% | +0.05% | — | |
| 28 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 1.01% | -0.09% | — | |
| 29 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.80% | -0.02% | +27.92% | |
| 30 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.78% | +0.50% | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | -0.06% | +64.06% | |
| 32 | IAU | Ishares Gold Trust | ETF-Commodities | 0.72% | -0.15% | +6.77% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.70% | -0.26% | -9.60% | |
| 34 | FMB | First Trust Managed Municipa | ETF-Other | 0.65% | — | — | |
| 35 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.64% | -0.01% | +46.07% | |
| 36 | JHPI | John Hancock Preferred Incom | ETF-Other | 0.63% | — | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.06% | — | |
| 38 | APLD | Applied Digital CORP | Stock-Tech | 0.60% | +0.27% | +15.20% | |
| 39 | BX | Blackstone Inc | Stock-Financials | 0.58% | -0.01% | — | |
| 40 | UPRO | Proshares Ultrapro S&p 500 | ETF-Large Cap & Growth | 0.55% | +0.21% | — | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.55% | +0.01% | +7.38% | |
| 42 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 0.47% | — | — | |
| 43 | DHDG | Ft US Eqty Q 2.5-15 Buff ETF | ETF-Other | 0.47% | — | — | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.46% | — | — | |
| 45 | NOW | Servicenow Inc | Stock-Tech | 0.46% | +0.09% | +5.25% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | — | +256.12% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.08% | +87.99% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | -0.12% | +326.99% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | -0.04% | +25.97% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.39% | -0.01% | +23.85% |
According to official SEC Form 13F filings, Uniting Wealth Partners, LLC reported a total U.S. public equity portfolio value of $492.5M across 199 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including WMT, ACIO, RDVY) accounted for 32.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
DRSK
市值: $13.8M
Top Position Liquidated / Trimmed
DFEB
前期市值: $3.1M
During Q3 2025, Uniting Wealth Partners, LLC's top holdings by market value included WMT (20.4%)、ACIO (7.4%)、RDVY (3.5%). The largest single position, WMT, represented 20.4% of total portfolio value.
In Q3 2025, Uniting Wealth Partners, LLC made 50 total portfolio adjustments, initiating 27 new buys, adding to 16 positions, trimming 5 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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