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Uniting Wealth Partners, LLC
hedge fundUpdated 37 days agoManaged by Uniting Wealth Partners, Llc • Latest filing Q2 2026
Portfolio value
$492.5M
Q2 2026
Filings
7
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
92.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 7 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2024 | $207M |
| Q1 2025 | $199.5M |
| Q2 2025 | $258.6M |
| Q3 2025 | $423.7M |
| Q4 2025 | $326.2M |
| Q1 2026 | $469.7M |
| Q2 2026 | $492.5M |
Top holdings
207 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | W WMT WALMART INC | $89.7M | 792.0K | 18.21% | — |
| 2 | F FPF FIRST TR EXCHANGE TRADED FD | $22.5M | 278.0K | 4.58% | — |
| 3 | ? N/A ETF SER SOLUTIONS | $13.9M | 511.2K | 2.82% | — |
| 4 | F FPF FIRST TR EXCHNG TRADED FD VI | $13.9M | 379.2K | 2.81% | — |
| 5 | ? N/A ETF SER SOLUTIONS | $12.9M | 280.2K | 2.63% | — |
| 6 | ? N/A ETF SER SOLUTIONS | $11.6M | 419.9K | 2.35% | — |
| 7 | F FPF FIRST TR EXCHANGE-TRADED FD | $11.1M | 538.6K | 2.26% | — |
| 8 | V VGES VANGUARD SCOTTSDALE FDS | $11.1M | 134.1K | 2.25% | — |
| 9 | N NVDA NVIDIA CORPORATION | $10.3M | 51.2K | 2.08% | — |
| 10 | ? N/A ETF SER SOLUTIONS | $10.2M | 375.8K | 2.08% | — |
| 11 | A AVGO C H ROBINSON WORLDWIDE IN | $9.9M | 52.5K | 2.01% | — |
| 12 | ? N/A ETF SER SOLUTIONS | $8M | 185.4K | 1.61% | — |
| 13 | F FPF FIRST TR EXCHANGE TRADED FD | $7.8M | 181.2K | 1.59% | — |
| 14 | S SCHW-PJ SCHWAB STRATEGIC TR | $7.6M | 240.3K | 1.55% | — |
| 15 | M MU MICRON TECHNOLOGY INC | $7.4M | 6.4K | 1.50% | — |
| 16 | F FPF FIRST TR EXCHANGE-TRADED FD | $7.2M | 366.9K | 1.46% | — |
| 17 | I IVZ INVESCO EXCHANGE TRADED FD T | $7.1M | 40.3K | 1.44% | — |
| 18 | P PPT PUTNAM ETF TRUST | $7.1M | 138.8K | 1.44% | — |
| 19 | I IVZ INVESCO EXCH TRADED FD TR II | $6.8M | 73.6K | 1.39% | — |
| 20 | S STT-PG SPDR SERIES TRUST | $6.8M | 77.5K | 1.38% | — |