Uniting Wealth Partners, LLC
CIK 0002056414 · DENVER, CO · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$492.5M
2026 Q2
Positions
207
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
WMT
WALMART INC
18.2%
RDVY
FIRST TR EXCHANGE TRADED FD
4.6%
OCTB
ETF SER SOLUTIONS
2.8%
BUFR
FIRST TR EXCHNG TRADED FD VI
2.8%
ACIO
ETF SER SOLUTIONS
2.6%
JULB
ETF SER SOLUTIONS
2.4%
SCIO
FIRST TR EXCHANGE-TRADED FD
2.3%
VCIT
VANGUARD SCOTTSDALE FDS
2.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.