Uniting Wealth Partners
$492M 13F equity value
225 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Uniting Wealth Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| WMT | WALMART INC | 791,983 | $90M | 18.2% |
| RDVY | FIRST TR EXCHANGE TRADED FD | 278,026 | $23M | 4.6% |
| OCTB | ETF SER SOLUTIONS | 511,229 | $14M | 2.8% |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 379,241 | $14M | 2.8% |
| ACIO | ETF SER SOLUTIONS | 280,213 | $13M | 2.6% |
| JULB | ETF SER SOLUTIONS | 419,949 | $12M | 2.4% |
| SCIO | FIRST TR EXCHANGE-TRADED FD | 538,617 | $11M | 2.3% |
| VCIT | VANGUARD SCOTTSDALE FDS | 134,062 | $11M | 2.2% |
| NVDA | NVIDIA CORPORATION | 51,228 | $10M | 2.1% |
| JANB | ETF SER SOLUTIONS | 375,780 | $10M | 2.1% |
Track Uniting Wealth Partners's 13F portfolio: $492M in reported holdings, 225 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}