account_balance
Investment manager · 13F filer · SEC CIK 2056414
Uniting Wealth Partners, LLC
Reported value$472Mas of Sep 30, 2026
Positions223 29 new, 13 sold out
Top 10 weight40.6%WMT alone is 17%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
WMTWalmart Inc.
17.4%
RDVYFirst Tr Exchange Traded Fd
4.5%
BUFRFirst Tr Exchng Traded Fd Vi
2.9%Trimmed −4%
NVDANVIDIA Corp
2.6%Added +5%
USTBVictory Portfolios II
2.5%New
SCIOFirst Tr Exchange-Traded Fd
2.3%Added +3%
OCTBETF Ser Solutions
2.2%Trimmed −28%
JULBETF Ser Solutions
2.2%Trimmed −13%
JANBETF Ser Solutions
2.2%Trimmed −3%
MSTBETF Ser Solutions
1.7%
SDVYFirst Tr Exchange Traded Fd
1.7%Added +7%
EVSMMorgan Stanley ETF Trust
1.7%New
WMTWalmart Inc.
17.4%
RDVYFirst Tr Exchange Traded Fd
4.5%
BUFRFirst Tr Exchng Traded Fd Vi
2.9%
NVDANVIDIA Corp
2.6%
USTBVictory Portfolios II
2.5%
SCIO2.3%
OCTBETF Ser Solutions
2.2%
JULBETF Ser Solutions
2.2%
JANBETF Ser Solutions
2.2%
MSTB
SDVY1.7%
EVSM1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WMT Walmart Inc. 17.4% Held
RDVY First Tr Exchange Traded Fd 4.5% Held
BUFR First Tr Exchng Traded Fd Vi 2.9% Trimmed −4%
NVDA NVIDIA Corp 2.6% Added +5%USTB Victory Portfolios II 2.5% New
SCIO First Tr Exchange-Traded Fd 2.3% Added +3%
OCTB ETF Ser Solutions 2.2% Trimmed −28%
JULB ETF Ser Solutions 2.2% Trimmed −13%
JANB ETF Ser Solutions 2.2% Trimmed −3%
MSTB ETF Ser Solutions 1.7% Held
SDVY First Tr Exchange Traded Fd 1.7% Added +7%
EVSM Morgan Stanley ETF Trust 1.7% New
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- USTB $11.9M
- EVSM $7.85M
- ALDB $6.7M
- VFH $6.19M
arrow_upwardAdded
- IVV +509%
- IEFA +122%
- CAT +45%
- VOO +44%
arrow_downwardTrimmed
- ACIO −86%
- JMUB −66%
- HMOP −43%
- GDX −43%
remove_circleSold out
- VCIT $11.1M
- KBWB $6.84M
- XMMO $6.54M
- DLMY $6.42M
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