Uniting Wealth Partners, LLC 13F Holdings · Q2 2026
Uniting Wealth Partners, LLC reported 207 securities worth $492.50M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: WMT (18.21%), RDVY (4.58%), OCTB (2.82%). Among its top 25 positions this quarter: 2 new, 13 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | $89.7M | 18.21% | 791,983 | Trimmed |
| 2 | RDVY | FIRST TR EXCHANGE TRADED FD | $22.5M | 4.58% | 278,026 | Added |
| 3 | OCTB | ETF SER SOLUTIONS | $13.9M | 2.82% | 511,229 | Added |
| 4 | BUFR | FIRST TR EXCHNG TRADED FD VI | $13.9M | 2.81% | 379,241 | Added |
| 5 | ACIO | ETF SER SOLUTIONS | $12.9M | 2.63% | 280,213 | Trimmed |
| 6 | JULB | ETF SER SOLUTIONS | $11.6M | 2.35% | 419,949 | Trimmed |
| 7 | SCIO | FIRST TR EXCHANGE-TRADED FD | $11.1M | 2.26% | 538,617 | Added |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | $11.1M | 2.25% | 134,062 | Added |
| 9 | JANB | ETF SER SOLUTIONS | $10.2M | 2.08% | 375,780 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $10.3M | 2.08% | 51,228 | Trimmed |
| 11 | CHRW | C H ROBINSON WORLDWIDE IN | $9.9M | 2.01% | 52,485 | Added |
| 12 | MSTB | ETF SER SOLUTIONS | $8.0M | 1.61% | 185,415 | Added |
| 13 | SDVY | FIRST TR EXCHANGE TRADED FD | $7.8M | 1.59% | 181,157 | Trimmed |
| 14 | SCHD | SCHWAB STRATEGIC TR | $7.6M | 1.55% | 240,275 | Added |
| 15 | MU | MICRON TECHNOLOGY INC | $7.4M | 1.50% | 6,417 | Added |
| 16 | WCMI | FIRST TR EXCHANGE-TRADED FD | $7.2M | 1.46% | 366,934 | Added |
| 17 | PPA | INVESCO EXCHANGE TRADED FD T | $7.1M | 1.44% | 40,283 | Trimmed |
| 18 | PVAL | PUTNAM ETF TRUST | $7.1M | 1.44% | 138,850 | Added |
| 19 | KBWB | INVESCO EXCH TRADED FD TR II | $6.8M | 1.39% | 73,585 | New |
| 20 | SPYM | SPDR SERIES TRUST | $6.8M | 1.38% | 77,471 | Added |
| 21 | XMMO | INVESCO EXCHANGE TRADED FD T | $6.5M | 1.33% | 38,457 | Trimmed |
| 22 | DLMY | FIRST TR EXCHNG TRADED FD VI | $6.4M | 1.30% | 214,729 | New |
| 23 | XOM | EXXON MOBIL CORP | $6.1M | 1.23% | 44,450 | Trimmed |
| 24 | AAPL | APPLE INC | $5.8M | 1.18% | 20,038 | Trimmed |
| 25 | SCHG | SCHWAB STRATEGIC TR | $5.7M | 1.16% | 168,879 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR