Holders — by stockHoldings — by fund
Uniting Wealth Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002056414
$492.5M
disclosed book value
207
positions
18.2%
largest position share
Positions, as of 2026-06-30
top 100 of 207 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | WMTWALMART INC | 791,983 | $89.7M | 18.2% |
| 2 | RDVYFIRST TR EXCHANGE TRADED FD | 278,026 | $22.5M | 4.6% |
| 3 | OCTBETF SER SOLUTIONS | 511,229 | $13.9M | 2.8% |
| 4 | BUFRFIRST TR EXCHNG TRADED FD VI | 379,241 | $13.9M | 2.8% |
| 5 | ACIOETF SER SOLUTIONS | 280,213 | $12.9M | 2.6% |
| 6 | JULBETF SER SOLUTIONS | 419,949 | $11.6M | 2.4% |
| 7 | SCIOFIRST TR EXCHANGE-TRADED FD | 538,617 | $11.1M | 2.3% |
| 8 | VCITVANGUARD SCOTTSDALE FDS | 134,062 | $11.1M | 2.2% |
| 9 | NVDANVIDIA CORPORATION | 51,228 | $10.3M | 2.1% |
| 10 | JANBETF SER SOLUTIONS | 375,780 | $10.2M | 2.1% |
| 11 | CHRWC H ROBINSON WORLDWIDE IN | 52,485 | $9.9M | 2% |
| 12 | MSTBETF SER SOLUTIONS | 185,415 | $8.0M | 1.6% |
| 13 | SDVYFIRST TR EXCHANGE TRADED FD | 181,157 | $7.8M | 1.6% |
| 14 | SCHDSCHWAB STRATEGIC TR | 240,275 | $7.6M | 1.5% |
| 15 | MUMICRON TECHNOLOGY INC | 6,417 | $7.4M | 1.5% |
| 16 | WCMIFIRST TR EXCHANGE-TRADED FD | 366,934 | $7.2M | 1.5% |
| 17 | PPAINVESCO EXCHANGE TRADED FD T | 40,283 | $7.1M | 1.4% |
| 18 | PVALPUTNAM ETF TRUST | 138,850 | $7.1M | 1.4% |
| 19 | KBWBINVESCO EXCH TRADED FD TR II | 73,585 | $6.8M | 1.4% |
| 20 | SPYMSPDR SERIES TRUST | 77,471 | $6.8M | 1.4% |
| 21 | XMMOINVESCO EXCHANGE TRADED FD T | 38,457 | $6.5M | 1.3% |
| 22 | DLMYFIRST TR EXCHNG TRADED FD VI | 214,729 | $6.4M | 1.3% |
| 23 | EXMOCEXXON MOBIL CORP | 44,450 | $6.1M | 1.2% |
| 24 | AAPLAPPLE INC | 20,038 | $5.8M | 1.2% |
| 25 | SCHGSCHWAB STRATEGIC TR | 168,879 | $5.7M | 1.2% |
| 26 | FPEFIRST TR EXCH TRADED FD III | 313,744 | $5.6M | 1.1% |
| 27 | JMUBJ P MORGAN EXCHANGE TRADED F | 104,293 | $5.3M | 1.1% |
| 28 | GDXVANECK ETF TRUST | 66,163 | $5.0M | 1% |
| 29 | NOBLPROSHARES TR | 82,467 | $4.6M | 0.9% |
| 30 | HMOPHARTFORD FDS EXCHANGE TRADED | 115,131 | $4.5M | 0.9% |
| 31 | JUCYETF SER SOLUTIONS | 198,153 | $4.4M | 0.9% |
| 32 | DRSKETF SER SOLUTIONS | 144,002 | $4.1M | 0.8% |
| 33 | FMBFIRST TR EXCH TRADED FD III | 77,578 | $4.0M | 0.8% |
| 34 | APLDAPPLIED DIGITAL CORP | 106,727 | $4.0M | 0.8% |
| 35 | FRDMEA SERIES TRUST | 54,009 | $4.0M | 0.8% |
| 36 | DBEMDBX ETF TR | 91,099 | $3.7M | 0.8% |
| 37 | MUNIPIMCO ETF TR | 70,249 | $3.7M | 0.8% |
| 38 | UPROPROSHARES TR | 26,000 | $3.7M | 0.7% |
| 39 | DDOGDATADOG INC | 13,755 | $3.6M | 0.7% |
| 40 | MSFTMICROSOFT CORP | 9,413 | $3.5M | 0.7% |
| 41 | JHPIJOHN HANCOCK EXCHANGE TRADED | 144,730 | $3.3M | 0.7% |
| 42 | IAUISHARES GOLD TR | 42,652 | $3.2M | 0.7% |
| 43 | AMZNAMAZON COM INC | 13,440 | $3.2M | 0.7% |
| 44 | VOOVANGUARD INDEX FDS | 4,236 | $2.9M | 0.6% |
| 45 | KOCOCA COLA CO | 34,687 | $2.8M | 0.6% |
| 46 | TQQQPROSHARES TR | 28,000 | $2.3M | 0.5% |
| 47 | IJRISHARES TR | 14,517 | $2.2M | 0.4% |
| 48 | AVUVAMERICAN CENTY ETF TR | 16,474 | $2.1M | 0.4% |
| 49 | BPREBLUEROCK PVT REAL ESTATE FD | 153,712 | $2.0M | 0.4% |
| 50 | AMDADVANCED MICRO DEVICES INC | 3,288 | $1.9M | 0.4% |
| 51 | CRWVCOREWEAVE INC | 18,591 | $1.9M | 0.4% |
| 52 | PLTRPALANTIR TECHNOLOGIES INC | 15,292 | $1.8M | 0.4% |
| 53 | JPMJPMORGAN CHASE & CO | 5,047 | $1.7M | 0.3% |
| 54 | PAVEGLOBAL X FDS | 26,364 | $1.6M | 0.3% |
| 55 | TSLATESLA INC | 3,673 | $1.5M | 0.3% |
| 56 | AVGOBROADCOM INC | 4,025 | $1.5M | 0.3% |
| 57 | MAMASTERCARD INCORPORATED | 2,851 | $1.5M | 0.3% |
| 58 | BXBLACKSTONE INC | 12,056 | $1.4M | 0.3% |
| 59 | JNJJOHNSON & JOHNSON | 5,540 | $1.4M | 0.3% |
| 60 | ACWIISHARES TR | 8,947 | $1.4M | 0.3% |
| 61 | CATCATERPILLAR INC | 1,315 | $1.4M | 0.3% |
| 62 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 2,908 | $1.4M | 0.3% |
| 63 | KKRKKR & CO INC | 15,000 | $1.4M | 0.3% |
| 64 | FLMIFRANKLIN TEMPLETON ETF TR | 52,057 | $1.3M | 0.3% |
| 65 | GEGE AEROSPACE | 3,467 | $1.3M | 0.3% |
| 66 | GOOGALPHABET INC | 3,585 | $1.3M | 0.3% |
| 67 | IBMINTERNATIONAL BUSINESS MACHS | 4,473 | $1.3M | 0.3% |
| 68 | GRIDFIRST TR EXCHANGE-TRADED FD | 6,206 | $1.2M | 0.2% |
| 69 | LTTIFIRST TR EXCHANGE-TRADED FD | 63,880 | $1.2M | 0.2% |
| 70 | NOWSERVICENOW INC | 11,428 | $1.1M | 0.2% |
| 71 | RDVIFIRST TR EXCHANGE-TRADED FD | 38,542 | $1.1M | 0.2% |
| 72 | PMPHILIP MORRIS INTL INC | 6,161 | $1.1M | 0.2% |
| 73 | HPEHEWLETT PACKARD ENTERPRISE C | 24,022 | $1.1M | 0.2% |
| 74 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,122 | $1.1M | 0.2% |
| 75 | CVXCHEVRON CORPORATION | 6,386 | $1.1M | 0.2% |
| 76 | FTHIFIRST TR EXCHANGE TRADED FD | 43,857 | $1.0M | 0.2% |
| 77 | ABSIABSCI CORPORATION | 89,250 | $1.0M | 0.2% |
| 78 | GEVGE VERNOVA INC | 867 | $1.0M | 0.2% |
| 79 | ORCLORACLE CORP | 6,811 | $998,152 | 0.2% |
| 80 | MMKTTEXAS CAPITAL FUNDS TRUST | 9,900 | $992,178 | 0.2% |
| 81 | NEENEXTERA ENERGY INC | 11,008 | $966,172 | 0.2% |
| 82 | LLYELI LILLY & CO | 794 | $952,625 | 0.2% |
| 83 | TRINTRINITY CAP INC | 52,000 | $930,280 | 0.2% |
| 84 | GOOGLALPHABET INC | 2,599 | $928,805 | 0.2% |
| 85 | AMATAPPLIED MATLS INC | 1,197 | $865,431 | 0.2% |
| 86 | OGEOGE ENERGY CORP | 17,765 | $864,445 | 0.2% |
| 87 | DMARFIRST TR EXCHNG TRADED FD VI | 18,680 | $835,603 | 0.2% |
| 88 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 70,211 | $829,047 | 0.2% |
| 89 | ROKROCKWELL AUTOMATION INC | 1,658 | $820,843 | 0.2% |
| 90 | VVISA INC | 2,255 | $773,805 | 0.2% |
| 91 | EIMEATON VANCE MUN BD FD | 76,223 | $759,177 | 0.2% |
| 92 | CORZCORE SCIENTIFIC INC NEW | 29,379 | $751,809 | 0.2% |
| 93 | METAMETA PLATFORMS INC | 1,292 | $727,898 | 0.1% |
| 94 | RJFRAYMOND JAMES FINL INC | 4,762 | $723,967 | 0.1% |
| 95 | HDHOME DEPOT INC | 1,976 | $696,896 | 0.1% |
| 96 | TDVIFIRST TR EXCHANGE-TRADED FD | 21,899 | $695,512 | 0.1% |
| 97 | PANWPALO ALTO NETWORKS INC | 2,017 | $687,837 | 0.1% |
| 98 | SDVDFIRST TR EXCHANGE-TRADED FD | 29,773 | $687,459 | 0.1% |
| 99 | DIVOAMPLIFY ETF TR | 15,041 | $687,375 | 0.1% |
| 100 | ABBVABBVIE INC | 2,700 | $679,443 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.