DOSSIER · 13F-HR · Q1 2026

Uniting Wealth Partners, LLC

$470M in tracked AUM across 205 positions as of Q1 2026.

UW
CIK 0002056414 · last filed Mar 31, 2026
Total AUM
$470M
as of Q1 2026
Holdings
205
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$470M 44.0%
205 positionsView →
2025Q4Dec 31
$326M 27.4%
153 positionsView →
2025Q3Sep 30
$256M 100.3%
115 positionsView →
2025Q2Jun 30
$128M 59.5%
69 positionsLocked
2025Q1Mar 31
$80M 61.3%
62 positionsLocked
2024Q4Dec 31
$207M
110 positionsLocked