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CIK: 0002056414
Total reported value
$492.5M
$492.5M
205 檔
31.9%
According to the latest 13F quarterly dataset, Uniting Wealth Partners, LLC managed an equity portfolio of $492.5M at the end of Q1 2026, spanning 205 distinct U.S. exchange-listed positions.
In Q1 2026, Uniting Wealth Partners, LLC displayed an active expansion posture, initiating 61 new positions and adding to 58 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 205 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 21.24% | -3.03% | -3.30% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-Other | 3.92% | +0.66% | +1.73% | |
| 3 | ACIO | Aptus Collared Invest Opp | ETF-Other | 2.94% | -0.31% | — | |
| 4 | OCTB | Aptus October Buffer ETF | ETF-Other | 2.70% | +0.12% | — | |
| 5 | JULB | Aptus July Buffer ETF | ETF-Other | 2.68% | -0.33% | — | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.68% | +0.13% | — | |
| 7 | DRSK | Aptus Defined Risk ETF | ETF-Other | 2.48% | -1.64% | — | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.34% | -0.26% | -2.19% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.25% | — | — | |
| 10 | JANB | Aptus January Buffer ETF | ETF-Other | 1.96% | +0.12% | — | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.64% | -0.41% | -4.12% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.54% | +0.05% | -5.86% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.52% | +0.03% | +4.95% | |
| 14 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.51% | +0.50% | +51.81% | |
| 15 | MSTB | Lha Market State Tactical | ETF-Other | 1.49% | +0.12% | — | |
| 16 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.45% | -0.01% | +3.13% | |
| 17 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 1.44% | -1.44% | EXIT | |
| 18 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.34% | +0.10% | — | |
| 19 | DLAG | Ft Vest US Eqt Dd Buff Aug | ETF-Other | 1.27% | -1.27% | EXIT | |
| 20 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.26% | -0.25% | -26.45% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.14% | +13.98% | |
| 22 | SCIO | Ft Struct Credit Inc Opp ETF | ETF-Other | 1.19% | +1.07% | — | |
| 23 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.19% | +0.14% | -30.57% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.16% | +0.02% | -11.27% | |
| 25 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.14% | -0.07% | — | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.11% | +0.05% | +25.94% | |
| 27 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.09% | +0.05% | +5.60% | |
| 28 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 1.01% | -0.09% | — | |
| 29 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.95% | -0.01% | +12.55% | |
| 30 | WCMI | Ft Wcm International ETF | ETF-Other | 0.95% | +0.51% | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.22% | -17.05% | |
| 32 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.90% | -0.02% | — | |
| 33 | FMB | First Trust Managed Municipa | ETF-Other | 0.81% | — | — | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.80% | -0.15% | +1.14% | |
| 35 | BPRE | Bluerock Private Real Estate | Stock-Financials | 0.72% | -0.31% | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | -0.06% | +7.12% | |
| 37 | JHPI | John Hancock Preferred Incom | ETF-Other | 0.67% | — | — | |
| 38 | DBEM | Xtrackers Msci Emerging Mark | ETF-Emerging Markets | 0.65% | +0.11% | — | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.62% | -0.26% | +20.60% | |
| 40 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.62% | +0.18% | — | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.57% | +0.01% | -0.30% | |
| 42 | APLD | Applied Digital CORP | Stock-Tech | 0.54% | +0.27% | +0.23% | |
| 43 | UPRO | Proshares Ultrapro S&p 500 | ETF-Large Cap & Growth | 0.54% | +0.21% | +23.81% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.06% | +10.47% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.44% | — | +0.14% | |
| 46 | MU | Micron Technology Inc | Stock-Tech | 0.44% | +1.06% | -0.08% | |
| 47 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.40% | +0.02% | — | |
| 48 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.38% | +0.37% | — | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | -0.17% | -4.79% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | -0.04% | +13.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CHRW | C.h. Robinson Worldwide Inc | +0.1% | +51.81% | Add |
| 2 | OXY | Occidental Petroleum CORP | 0% | +1.16% | Add |
| 3 | EQWL | Invesco S&p 100 Equal Weight | 0% | +80.03% | Add |
| 4 | COP | Conocophillips | — | -0.26% | Trim |
| 5 | PSX | Phillips 66 | — | +1.15% | Add |
| 6 | AMAT | Applied Materials Inc | — | +1.00% | Add |
| 7 | KRP | Kimbell Royalty Partners LP | — | +0.93% | Add |
| 8 | CRWU | T-rex 2x Long Crwv Da Ta ETF | — | +70.45% | Add |
| 9 | GEV | GE Vernova Inc | 0% | -1.96% | Trim |
| 10 | MPC | Marathon Petroleum CORP | 0% | -9.81% | Trim |
| 11 | OKE | Oneok Inc | 0% | +4.13% | Add |
| 12 | HOOD | Robinhood Markets Inc - A | 0% | +97.07% | Add |
| 13 | WMB | Williams Cos Inc | 0% | -0.05% | Trim |
| 14 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 15 | COST | Costco Wholesale CORP | 0% | +0.73% | Add |
| 16 | KKR | Kkr & Co Inc | 0% | +84.34% | Add |
| 17 | CRWV | Coreweave Inc-cl A | 0% | +19.74% | Add |
| 18 | BP | Bp Plc-spons Adr | 0% | -3.18% | Trim |
| 19 | ET | Energy Transfer LP | 0% | +1.27% | Add |
| 20 | SEA1EUR | Seabridge Gold Inc | 0% | +23.94% | Add |
| 21 | EPD | Enterprise Products Partners | 0% | +0.02% | Add |
| 22 | EQT | Eqt CORP | 0% | +1.75% | Add |
| 23 | PFE | Pfizer Inc | 0% | -2.31% | Trim |
| 24 | DUK | Duke Energy CORP | 0% | -0.97% | Trim |
| 25 | UTF | Cohen & Steers Infrastructur | 0% | +4.26% | Add |
| 26 | HON | Honeywell International Inc | 0% | -4.06% | Trim |
| 27 | F | Ford Motor Co | 0% | -1.49% | Trim |
| 28 | TSN | Tyson Foods Inc-cl A | 0% | +0.98% | Add |
| 29 | MDT | Medtronic plc | 0% | +21.60% | Add |
| 30 | SLI | Standard Lithium LTD | 0% | — | Unchanged |
| 31 | PHYS | Sprott Physical Gold Trust | 0% | — | Unchanged |
| 32 | SPGP | Invesco S&p 500 Garp ETF | 0% | -2.32% | Trim |
| 33 | TJX | Tjx Companies Inc | 0% | +1.15% | Add |
| 34 | PANW | Palo Alto Networks Inc | 0% | +42.50% | Add |
| 35 | TT | Trane Technologies plc | 0% | -23.84% | Trim |
| 36 | VZ | Verizon Communications Inc | 0% | -9.82% | Trim |
| 37 | CSCO | Cisco Systems Inc | 0% | -14.23% | Trim |
| 38 | SO | Southern Co/the | 0% | +0.02% | Add |
| 39 | SPGI | S&p Global Inc | 0% | +4.12% | Add |
| 40 | DDOG | Datadog Inc - Class A | 0% | — | Unchanged |
| 41 | BAC | Bank Of America CORP | 0% | -0.52% | Trim |
| 42 | NFLX | Netflix Inc | 0% | +4.83% | Add |
| 43 | DDS | Dillards Inc-cl A | 0% | — | Unchanged |
| 44 | IEFA | Ishares Core Msci Eafe ETF | 0% | +5.19% | Add |
| 45 | USMV | Ishares Msci USA Min Vol Fac | 0% | +4.08% | Add |
| 46 | RSG | Republic Services Inc | 0% | -0.53% | Trim |
| 47 | ADSK | Autodesk Inc | 0% | — | Unchanged |
| 48 | T | At&t Inc | 0% | -6.21% | Trim |
| 49 | FAUG | Ft Vest U.s. Equity Buffer E | 0% | -15.31% | Trim |
| 50 | MO | Altria Group Inc | 0% | -4.42% | Trim |
According to official SEC Form 13F filings, Uniting Wealth Partners, LLC reported a total U.S. public equity portfolio value of $492.5M across 205 disclosed positions in Q1 2026.
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, RDVY, ACIO) accounted for 31.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
ACIO
市值: $13.8M
Top Position Liquidated / Trimmed
MTUM
前期市值: $6.6M
During Q1 2026, Uniting Wealth Partners, LLC's top holdings by market value included WMT (21.2%)、RDVY (3.9%)、ACIO (2.9%). The largest single position, WMT, represented 21.2% of total portfolio value.
In Q1 2026, Uniting Wealth Partners, LLC made 186 total portfolio adjustments, initiating 61 new buys, adding to 58 positions, trimming 58 holdings, and fully liquidating 9 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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