Uniting Wealth Partners, LLC
Uniting Wealth Partners, LLC reported 207 positions worth $492.5M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: WMT (18.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | WMT | SH | $89.7M | 18.21% | 791,983 | — | — | |
| ▸ 2 | RDVY | SH | $22.5M | 4.58% | 278,026 | — | — | |
| ▸ 3 | OCTB | SH | $13.9M | 2.82% | 511,229 | — | — | |
| ▸ 4 | BUFR | SH | $13.9M | 2.81% | 379,241 | — | — | |
| ▸ 5 | ACIO | SH | $12.9M | 2.63% | 280,213 | — | — | |
| ▸ 6 | JULB | SH | $11.6M | 2.35% | 419,949 | — | — | |
| ▸ 7 | SCIO | SH | $11.1M | 2.26% | 538,617 | — | — | |
| ▸ 8 | VCIT | SH | $11.1M | 2.25% | 134,062 | — | — | |
| ▸ 9 | NVDA | SH | $10.3M | 2.08% | 51,228 | — | — | |
| ▸ 10 | JANB | SH | $10.2M | 2.08% | 375,780 | — | — |
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Frequently Asked Questions
What stocks does Uniting Wealth Partners, LLC hold as of Q2 2026?
Uniting Wealth Partners, LLC reported 207 positions worth $492.5M in its Q2 2026 13F filing. Largest positions: WMT (18.2%), RDVY (4.6%), OCTB (2.8%), BUFR (2.8%) and ACIO (2.6%).
What did Uniting Wealth Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Uniting Wealth Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.