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CIK: 0002056414
Total reported value
$492.5M
$492.5M
153 檔
28.0%
As reported in its official Q4 2025 Form 13F filing, Uniting Wealth Partners, LLC's tracked investment portfolio stood at $492.5M with 153 total positions.
In Q4 2025, Uniting Wealth Partners, LLC adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 28 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 28.29% | -3.03% | -1.02% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-Other | 5.65% | +0.66% | +21.21% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.68% | -0.26% | -4.88% | |
| 4 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.35% | +0.14% | +6.45% | |
| 5 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.30% | -0.25% | -0.89% | |
| 6 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.29% | +0.05% | -2.67% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | -0.22% | -2.18% | |
| 8 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 2.05% | -1.44% | EXIT | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.01% | — | +22.33% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.01% | +0.02% | +3.59% | |
| 11 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.91% | -0.01% | +1.63% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.87% | +0.03% | +3.77% | |
| 13 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.76% | +0.01% | +2.67% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.75% | -0.41% | -1.04% | |
| 15 | DLAG | Ft Vest US Eqt Dd Buff Aug | ETF-Other | 1.73% | -1.27% | EXIT | |
| 16 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 1.70% | — | — | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.65% | +0.14% | — | |
| 18 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.53% | +0.05% | +0.66% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.42% | +0.05% | +2.73% | |
| 20 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.38% | +0.50% | +11.94% | |
| 21 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.20% | -0.01% | +43.79% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | -0.06% | +1.01% | |
| 23 | IAU | Ishares Gold Trust | ETF-Commodities | 1.05% | -0.15% | +0.55% | |
| 24 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.90% | -0.26% | +2.05% | |
| 25 | APLD | Applied Digital CORP | Stock-Tech | 0.80% | +0.27% | -2.89% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.75% | +0.01% | -0.17% | |
| 27 | UPRO | Proshares Ultrapro S&p 500 | ETF-Large Cap & Growth | 0.75% | +0.21% | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | +0.06% | -9.35% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.61% | — | -0.05% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.60% | -0.01% | +13.38% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | -0.17% | -2.37% | |
| 32 | BX | Blackstone Inc | Stock-Financials | 0.57% | -0.01% | -15.32% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | -0.04% | +3.00% | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 0.53% | +1.06% | +0.40% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.08% | +0.45% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | — | -10.03% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | +0.01% | +0.72% | |
| 38 | NOW | Servicenow Inc | Stock-Tech | 0.50% | +0.09% | +405.23% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | — | +0.11% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.12% | +1.39% | |
| 41 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.45% | +0.21% | +100.00% | |
| 42 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.38% | +0.01% | -0.80% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.38% | — | +5.42% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.01% | +17.82% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.38% | — | -16.50% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.01% | +14.39% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.37% | -0.04% | +217.07% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | +0.04% | +5.26% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.33% | +0.01% | -3.73% | |
| 50 | KKR | Kkr & Co Inc | Stock-Financials | 0.32% | -0.02% | — |
According to official SEC Form 13F filings, Uniting Wealth Partners, LLC reported a total U.S. public equity portfolio value of $492.5M across 153 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including WMT, RDVY, NVDA) accounted for 28.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
DLAG
市值: $5.6M
Top Position Liquidated / Trimmed
ACIO
前期市值: $31.4M
During Q4 2025, Uniting Wealth Partners, LLC's top holdings by market value included WMT (28.3%)、RDVY (5.7%)、NVDA (3.7%). The largest single position, WMT, represented 28.3% of total portfolio value.
In Q4 2025, Uniting Wealth Partners, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 10 positions, trimming 6 holdings, and fully liquidating 28 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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