DOSSIER · 13F-HR · Q2 2026

Uniting Wealth Partners, LLC

$492M in tracked AUM across 207 positions as of Q2 2026.

UW
CIK 0002056414 · last filed Jun 30, 2026
Total AUM
$492M
as of Q2 2026
Holdings
207
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Uniting Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
WMT
WALMART INC
$90M792K18.2%
02
RDVY
FIRST TR EXCHANGE TRADED FD
$23M278K4.6%
03
OCTB
ETF SER SOLUTIONS
$14M511K2.8%
04
BUFR
FIRST TR EXCHNG TRADED FD VI
$14M379K2.8%
05
ACIO
ETF SER SOLUTIONS
$13M280K2.6%
06
JULB
ETF SER SOLUTIONS
$12M420K2.4%
07
SCIO
FIRST TR EXCHANGE-TRADED FD
$11M539K2.3%
08
VCIT
VANGUARD SCOTTSDALE FDS
$11M134K2.2%
09
NVDA
NVIDIA CORPORATION
$10M51K2.1%
10
JANB
ETF SER SOLUTIONS
$10M376K2.1%

Filing history

2026Q2Jun 30
$492M 4.9%
207 positionsView →
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