Uniting Wealth Partners, LLC: 13F holdings
CIK 20564142026Q2
| Positions | 207 |
|---|
| Reported value | $492.5m |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 207 (+2 vs prior quarter) |
|---|
| Reported value | $492.5m (+4.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| WMT WALMART INC | 791,983 | $89.7m | 18.2% |
| RDVY FIRST TR EXCHANGE TRADED FD | 278,026 | $22.5m | 4.6% |
| ETF SER SOLUTIONS | 511,229 | $13.9m | 2.8% |
| BUFR FIRST TR EXCHNG TRADED FD VI | 379,241 | $13.9m | 2.8% |
| ACIO ETF SER SOLUTIONS | 280,213 | $12.9m | 2.6% |
| ETF SER SOLUTIONS | 419,949 | $11.6m | 2.4% |
| FIRST TR EXCHANGE-TRADED FD | 538,617 | $11.1m | 2.3% |
| VCIT VANGUARD SCOTTSDALE FDS | 134,062 | $11.1m | 2.2% |
| NVDA NVIDIA CORPORATION | 51,228 | $10.3m | 2.1% |
| ETF SER SOLUTIONS | 375,780 | $10.2m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056414")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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