Uniting Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$469.7M
Q ending 2026-03-31
Prior quarter
$326.2M
Q ending 2025-12-31
Change
+44.0% QoQ · +135.4% YoY
Positions
205
reported holdings
Largest positions
Top 100 of 205 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Walmart Inc | WMT | Shares | $99.7M | 801K |
| First Tr Exchange Traded Fd | RDVY | Shares | $18.4M | 270K |
| Etf Ser Solutions | ACIO | Shares | $13.8M | 329K |
| Etf Ser Solutions | OCTB | Shares | $12.7M | 505K |
| Etf Ser Solutions | JULB | Shares | $12.6M | 501K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $12.6M | 372K |
| Etf Ser Solutions | DRSK | Shares | $11.7M | 426K |
| Nvidia Corporation | NVDA | Shares | $11.0M | 63K |
| Vanguard Scottsdale Fds | VCIT | Shares | $10.5M | 127K |
| Etf Ser Solutions | JANB | Shares | $9.2M | 367K |
| Exxon Mobil Corp | XOM | Shares | $7.7M | 45K |
| First Tr Exchange Traded Fd | SDVY | Shares | $7.2M | 183K |
| Schwab Strategic Tr | SCHD | Shares | $7.1M | 233K |
| C H Robinson Worldwide In | CHRW | Shares | $7.1M | 42K |
| Etf Ser Solutions | MSTB | Shares | $7.0M | 183K |
| Invesco Exchange Traded Fd T | PPA | Shares | $6.8M | 41K |
| Etf Ser Solutions | UPSD | Shares | $6.8M | 265K |
| Putnam Etf Trust | PVAL | Shares | $6.3M | 136K |
| First Tr Exchng Traded Fd Vi | DLAG | Shares | $6.0M | 194K |
| Vaneck Etf Trust | GDX | Shares | $5.9M | 64K |
| Spdr Series Trust | SPYM | Shares | $5.8M | 76K |
| First Tr Exchange-Traded Fd | SCIO | Shares | $5.6M | 272K |
| Invesco Exchange Traded Fd T | XMMO | Shares | $5.6M | 39K |
| Apple Inc | AAPL | Shares | $5.4M | 21K |
| J P Morgan Exchange Traded F | JMUB | Shares | $5.4M | 107K |
| Schwab Strategic Tr | SCHG | Shares | $5.2M | 179K |
| First Tr Exch Traded Fd Iii | FPE | Shares | $5.1M | 290K |
| Hartford Fds Exchange Traded | HMOP | Shares | $4.7M | 122K |
| Proshares Tr | NOBL | Shares | $4.5M | 42K |
| First Tr Exchange-Traded Fd | WCMI | Shares | $4.5M | 266K |
| Microsoft Corp | MSFT | Shares | $4.4M | 12K |
| Etf Ser Solutions | JUCY | Shares | $4.2M | 190K |
| First Tr Exch Traded Fd Iii | FMB | Shares | $3.8M | 75K |
| Ishares Gold Tr | IAU | Shares | $3.8M | 43K |
| Bluerock Pvt Real Estate Fd | BPRE | Shares | $3.4M | 202K |
| Amazon Com Inc | AMZN | Shares | $3.3M | 16K |
| John Hancock Exchange Traded | JHPI | Shares | $3.1M | 139K |
| Dbx Etf Tr | DBEM | Shares | $3.1M | 90K |
| Palantir Technologies Inc | PLTR | Shares | $2.9M | 20K |
| Ea Series Trust | FRDM | Shares | $2.9M | 53K |
| Coca Cola Co | KO | Shares | $2.7M | 35K |
| Applied Digital Corp | APLD | Shares | $2.5M | 107K |
| Proshares Tr | UPRO | Shares | $2.5M | 26K |
| Vanguard Index Fds | VOO | Shares | $2.5M | 4K |
| Ishares Tr | IJR | Shares | $2.1M | 17K |
| Micron Technology Inc | MU | Shares | $2.0M | 6K |
| American Centy Etf Tr | AVUV | Shares | $1.9M | 17K |
| Pimco Etf Tr | MUNI | Shares | $1.8M | 34K |
| Alphabet Inc | GOOGL | Shares | $1.7M | 6K |
| Tesla Inc | TSLA | Shares | $1.6M | 4K |
| Texas Capital Funds Trust | MMKT | Shares | $1.6M | 16K |
| Jpmorgan Chase & Co | JPM | Shares | $1.6M | 5K |
| Broadcom Inc | AVGO | Shares | $1.5M | 5K |
| Johnson & Johnson | JNJ | Shares | $1.4M | 6K |
| Kkr & Co Inc | KKR | Shares | $1.4M | 15K |
| Mastercard Incorporated | MA | Shares | $1.4M | 3K |
| Global X Fds | PAVE | Shares | $1.4M | 27K |
| Blackstone Inc | BX | Shares | $1.4M | 12K |
| Chevron Corporation | CVX | Shares | $1.4M | 7K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.3M | 4K |
| Ishares Tr | ACWI | Shares | $1.3M | 9K |
| Franklin Templeton Etf Tr | FLMI | Shares | $1.3M | 53K |
| International Business Machs | IBM | Shares | $1.3M | 5K |
| Meta Platforms Inc | META | Shares | $1.3M | 2K |
| Proshares Tr | TQQQ | Shares | $1.2M | 28K |
| Oracle Corp | ORCL | Shares | $1.1M | 8K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.1M | 2K |
| First Tr Exchange-Traded Fd | GRID | Shares | $1.1M | 7K |
| Alphabet Inc | GOOG | Shares | $1.0M | 4K |
| Philip Morris Intl Inc | PM | Shares | $1.0M | 6K |
| Coreweave Inc | CRWV | Shares | $992K | 13K |
| Nextera Energy Inc | NEE | Shares | $981K | 11K |
| First Tr Exchange-Traded Fd | LTTI | Shares | $964K | 51K |
| Caterpillar Inc | CAT | Shares | $957K | 1K |
| Ge Aerospace | GE | Shares | $914K | 3K |
| Raymond James Finl Inc | RJF | Shares | $870K | 6K |
| Oge Energy Corp | OGE | Shares | $852K | 18K |
| Occidental Pete Corp | OXY | Shares | $822K | 13K |
| Home Depot Inc | HD | Shares | $812K | 2K |
| Conocophillips | COP | Shares | $795K | 6K |
| Nuveen Amt Free Qlty Mun Inc | XNEAX | Shares | $792K | 70K |
| First Tr Exchng Traded Fd Vi | DMAR | Shares | $792K | 19K |
| Visa Inc | V | Shares | $790K | 3K |
| Ge Vernova Inc | GEV | Shares | $787K | 901 |
| Trinity Cap Inc | TRIN | Shares | $765K | 52K |
| Rtx Corporation | RTX | Shares | $748K | 4K |
| Eaton Vance Mun Bd Fd | EIM | Shares | $744K | 76K |
| Eli Lilly & Co | LLY | Shares | $731K | 795 |
| Intuitive Surgical Inc | ISRG | Shares | $721K | 2K |
| Palo Alto Networks Inc | PANW | Shares | $714K | 4K |
| Amplify Etf Tr | DIVO | Shares | $700K | 16K |
| Advanced Micro Devices Inc | AMD | Shares | $690K | 3K |
| At&T Inc | T | Shares | $655K | 23K |
| Ares Management Corporation | ARES | Shares | $655K | 6K |
| Servicenow Inc | NOW | Shares | $654K | 6K |
| Blackrock Muniholdings Fd In | MHD | Shares | $640K | 56K |
| Paychex Inc | PAYX | Shares | $622K | 7K |
| General Dynamics Corp | GD | Shares | $613K | 2K |
| Altria Group Inc | MO | Shares | $600K | 9K |
| Rockwell Automation Inc | ROK | Shares | $595K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.