§ 13F · FUND PROFILE
Uniting Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $424M (13F)Positions · 199Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$160M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | 801K | $100M | 21.2% | −3% |
| 2 | RDVY | FIRST TR EXCHANGE TRADED FD | 270K | $18M | 3.9% | +2% |
| 3 | ACIO | ETF SER SOLUTIONS | 329K | $14M | 2.9% | NEW |
| 4 | OCTB | ETF SER SOLUTIONS | 505K | $13M | 2.7% | NEW |
| 5 | JULB | ETF SER SOLUTIONS | 501K | $13M | 2.7% | NEW |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | 372K | $13M | 2.7% | NEW |
| 7 | DRSK | ETF SER SOLUTIONS | 426K | $12M | 2.5% | NEW |
| 8 | NVDA | NVIDIA CORPORATION | 63K | $11M | 2.3% | −2% |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | 127K | $11M | 2.2% | NEW |
| 10 | JANB | ETF SER SOLUTIONS | 367K | $9M | 2.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UNITING SIGNAL
AC read
Uniting Wealth Partners, LLC is a Other fund managing $424 million in assets. The fund runs a portfolio of 199 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed