Uniting Wealth Partners, LLC
CIK 2056414
13F filing for Q2 2026・No. 3,933
- Holdings
- US$492.5M
- Quarter change
- +US$22.78M
- Entries
- 207
- Net bought (estimate)
- −US$2.99M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 20
- Sold out 18
- Cut 92
- Added 60
- Corporate actions 0
- Unchanged 35
Largest holdings
207 stocks worth US$492.5M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| WMTWALMART INCCOM | Cut | 791,983 | US$89.7M | 18.21% |
| FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV | Added | 278,026 | US$22.54M | 4.58% |
| ETF SER SOLUTIONSAPTUS OCT BUFF E | Added | 511,229 | US$13.91M | 2.82% |
| FIRST TR EXCHNG TRADED FD VIFT LADD BUFF ETF | Added | 379,241 | US$13.85M | 2.81% |
| ETF SER SOLUTIONSAPTUS COLLRD INV | Cut | 280,213 | US$12.93M | 2.63% |
| ETF SER SOLUTIONSAPTUS JULY BUFR | Cut | 419,949 | US$11.58M | 2.35% |
| FIRST TR EXCHANGE-TRADED FDSTRUCTURED CR IN | Added | 538,617 | US$11.13M | 2.26% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 134,062 | US$11.08M | 2.25% |
| NVDANvidiaCOM | Cut | 51,228 | US$10.25M | 2.08% |
| ETF SER SOLUTIONSAPTUS JAN BUFFER | Added | 375,780 | US$10.23M | 2.08% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.