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Uniting Wealth Partners, LLC

Q2 2026 13F filing

Updated 37 days ago

207 disclosed positions worth $492.5M

Portfolio value
$492.5M
Total holdings
207
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-06

Full holdings

Every line item disclosed in Q2 2026

W
1.WMT

WALMART INC

Value
$89.7M
Shares
792.0K
% Port
18.21%
F
2.FPF

FIRST TR EXCHANGE TRADED FD

Value
$22.5M
Shares
278.0K
% Port
4.58%
?
3.N/A

ETF SER SOLUTIONS

Value
$13.9M
Shares
511.2K
% Port
2.82%
F
4.FPF

FIRST TR EXCHNG TRADED FD VI

Value
$13.9M
Shares
379.2K
% Port
2.81%
?
5.N/A

ETF SER SOLUTIONS

Value
$12.9M
Shares
280.2K
% Port
2.63%
?
6.N/A

ETF SER SOLUTIONS

Value
$11.6M
Shares
419.9K
% Port
2.35%
F
7.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$11.1M
Shares
538.6K
% Port
2.26%
V

VANGUARD SCOTTSDALE FDS

Value
$11.1M
Shares
134.1K
% Port
2.25%
N

NVIDIA CORPORATION

Value
$10.3M
Shares
51.2K
% Port
2.08%
?
10.N/A

ETF SER SOLUTIONS

Value
$10.2M
Shares
375.8K
% Port
2.08%
A
11.AVGO

C H ROBINSON WORLDWIDE IN

Value
$9.9M
Shares
52.5K
% Port
2.01%
?
12.N/A

ETF SER SOLUTIONS

Value
$8M
Shares
185.4K
% Port
1.61%
F
13.FPF

FIRST TR EXCHANGE TRADED FD

Value
$7.8M
Shares
181.2K
% Port
1.59%
S

SCHWAB STRATEGIC TR

Value
$7.6M
Shares
240.3K
% Port
1.55%
M
15.MU

MICRON TECHNOLOGY INC

Value
$7.4M
Shares
6.4K
% Port
1.50%
F
16.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$7.2M
Shares
366.9K
% Port
1.46%
I
17.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$7.1M
Shares
40.3K
% Port
1.44%
P
18.PPT

PUTNAM ETF TRUST

Value
$7.1M
Shares
138.8K
% Port
1.44%
I
19.IVZ

INVESCO EXCH TRADED FD TR II

Value
$6.8M
Shares
73.6K
% Port
1.39%
S

SPDR SERIES TRUST

Value
$6.8M
Shares
77.5K
% Port
1.38%
I
21.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$6.5M
Shares
38.5K
% Port
1.33%
?
22.N/A

FIRST TR EXCHNG TRADED FD VI

Value
$6.4M
Shares
214.7K
% Port
1.30%
X
23.XOM

EXXON MOBIL CORP

Value
$6.1M
Shares
44.5K
% Port
1.23%
A
24.AAPL

APPLE INC

Value
$5.8M
Shares
20.0K
% Port
1.18%
S

SCHWAB STRATEGIC TR

Value
$5.7M
Shares
168.9K
% Port
1.16%
F
26.FPF

FIRST TR EXCH TRADED FD III

Value
$5.6M
Shares
313.7K
% Port
1.14%
J

J P MORGAN EXCHANGE TRADED F

Value
$5.3M
Shares
104.3K
% Port
1.07%
H
28.HODL

VANECK ETF TRUST

Value
$5M
Shares
66.2K
% Port
1.01%
K
29.KOLD

PROSHARES TR

Value
$4.6M
Shares
82.5K
% Port
0.94%
?
30.N/A

HARTFORD FDS EXCHANGE TRADED

Value
$4.5M
Shares
115.1K
% Port
0.92%
?
31.N/A

ETF SER SOLUTIONS

Value
$4.4M
Shares
198.2K
% Port
0.88%
D

ETF SER SOLUTIONS

Value
$4.1M
Shares
144.0K
% Port
0.84%
F
33.FPF

FIRST TR EXCH TRADED FD III

Value
$4M
Shares
77.6K
% Port
0.81%
A
34.APLD

APPLIED DIGITAL CORP

Value
$4M
Shares
106.7K
% Port
0.81%
F
35.FRHC

EA SERIES TRUST

Value
$4M
Shares
54.0K
% Port
0.80%
B
36.BOOM

DBX ETF TR

Value
$3.7M
Shares
91.1K
% Port
0.76%
P
37.PDI

PIMCO ETF TR

Value
$3.7M
Shares
70.2K
% Port
0.75%
?
38.N/A

PROSHARES TR

Value
$3.7M
Shares
26.0K
% Port
0.75%
D
39.DDOG

DATADOG INC

Value
$3.6M
Shares
13.8K
% Port
0.73%
M
40.MSFT

MICROSOFT CORP

Value
$3.5M
Shares
9.4K
% Port
0.71%
?
41.N/A

JOHN HANCOCK EXCHANGE TRADED

Value
$3.3M
Shares
144.7K
% Port
0.67%
I
42.IAU

ISHARES GOLD TR

Value
$3.2M
Shares
42.7K
% Port
0.65%
A
43.AMZN

AMAZON COM INC

Value
$3.2M
Shares
13.4K
% Port
0.65%
V
44.VGES

VANGUARD INDEX FDS

Value
$2.9M
Shares
4.2K
% Port
0.59%
K
45.KO

COCA COLA CO

Value
$2.8M
Shares
34.7K
% Port
0.58%
K
46.KOLD

PROSHARES TR

Value
$2.3M
Shares
28.0K
% Port
0.46%
E
47.ETHA

ISHARES TR

Value
$2.2M
Shares
14.5K
% Port
0.44%
?
48.N/A

AMERICAN CENTY ETF TR

Value
$2.1M
Shares
16.5K
% Port
0.42%
B
49.BPRE

BLUEROCK PVT REAL ESTATE FD

Value
$2M
Shares
153.7K
% Port
0.41%
A
50.AMD

ADVANCED MICRO DEVICES INC

Value
$1.9M
Shares
3.3K
% Port
0.39%