CIK 2056414
Uniting Wealth Partners, LLC
Institutional 13F holdings & portfolio
Holdings
153
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 153
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WMT | WALMART INC | 828K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 265K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 64K | $1M+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 55K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 87K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 195K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 14K | $1M+ | SH |
| UPSD | ETF SER SOLUTIONS | 250K | $1M+ | SH |
| MTUM | ISHARES TR | 26K | $1M+ | SH |
| AAPL | APPLE INC | 24K | $1M+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 40K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 222K | $1M+ | SH |
| NULG | NUSHARES ETF TR | 59K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 47K | $1M+ | SH |
| DLAG | FIRST TR EXCHNG TRADED FD VI | 181K | $1M+ | SH |
| XME | SPDR SERIES TRUST | 53K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 67K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 274K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 142K | $1M+ | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 28K | $1M+ | SH |
| NOBL | PROSHARES TR | 38K | $1M+ | SH |
| AMZN | AMAZON COM INC | 15K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 42K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 17K | $1M+ | SH |
| APLD | APPLIED DIGITAL CORP | 107K | $1M+ | SH |
| KO | COCA COLA CO | 35K | $1M+ | SH |
| UPRO | PROSHARES TR | 21K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| IJR | ISHARES TR | 16K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 7K | $1M+ | SH |
| GOOGL | ALPHABET INC | 6K | $1M+ | SH |
| BX | BLACKSTONE INC | 12K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 6K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 11K | $1M+ | SH |
| AVGO | BROADCOM INC | 5K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 5K | $1M+ | SH |
| NOW | SERVICENOW INC | 11K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 3K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| TQQQ | PROSHARES TR | 28K | $1M+ | SH |
| ACWI | ISHARES TR | 9K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 4K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 6K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 5K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $1M+ | SH |
| ORCL | ORACLE CORP | 6K | $1M+ | SH |
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 7K | $1M+ | SH |
| KKR | KKR & CO INC | 8K | $1M+ | SH |