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Filers›Asset Manager›Uniting Wealth Partners, LLC
DOSSIER · 13F-HR · Q1 2026

Uniting Wealth Partners, LLC

Uniting Wealth's asset manager based in Stamford, CT — $470M in tracked AUM across 205 positions as of Q1 2026.

UW
Uniting Wealth·Stamford, CT·Asset Manager
CIK 0002056414 · last filed Mar 31, 2026
Total AUM
$470M
▲ 16.7%
vs prior
Holdings
205
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Uniting Wealth Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
WMT
WALMART INC
$100M801K21.2%
02
RDVY
FIRST TR EXCHANGE TRADED FD
$18M270K3.9%
03
ACIO
ETF SER SOLUTIONS
$14M329K2.9%
04
OCTB
ETF SER SOLUTIONS
$13M505K2.7%
05
JULB
ETF SER SOLUTIONS
$13M501K2.7%
06
BUFR
FIRST TR EXCHNG TRADED FD VI
$13M372K2.7%
07
DRSK
ETF SER SOLUTIONS
$12M426K2.5%
08
NVDA
NVIDIA CORPORATION
$11M63K2.3%
09
VCIT
VANGUARD SCOTTSDALE FDS
$11M127K2.2%
10
JANB
ETF SER SOLUTIONS
$9M367K2.0%

Filing history

Filing history loading…
AI Agent · grounded in Uniting
haiku-4-5 · 205 positions indexed
Sector mix
  • Tech7%
  • Financials18%
  • Health Care11%
  • Cons. Disc.50%
  • Industrials16%
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