Uniting Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Uniting Wealth Partners, LLC held in its portfolio 151 assets valued at $326,215,609 (i.e. $326.22M).
The most valuable assets in the portfolio included: WALMART INC ($92.29M), FIRST TR EXCHANGE TRADED FD ($18.44M), and NVIDIA CORPORATION ($11.99M).
The chart below shows the top 10 valuable assets, and the table below shows the top 151 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Uniting Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| WALMART INC | 828355 | 92287028 | COM |
| FIRST TR EXCHANGE TRADED FD | 265408 | 18437902 | RISNG DIVD ACHIV |
| NVIDIA CORPORATION | 64309 | 11993653 | COM |
| SPDR SERIES TRUST | 120405 | 10909194 | STATE STREET SPD |
| INVESCO EXCHANGE TRADED FD T | 55477 | 7681384 | S&P MDCP MOMNTUM |
| VANECK ETF TRUST | 87420 | 7497981 | GOLD MINERS ETF |
| FIRST TR EXCHANGE-TRADED FD | 194799 | 7464687 | SMID RISNG ETF |
| MICROSOFT CORP | 14247 | 6890167 | COM |
| ETF SER SOLUTIONS | 249859 | 6691224 | APTUS LRG CAP UP |
| ISHARES TR | 26181 | 6553402 | MSCI USA MMENTM |
| APPLE INC | 24098 | 6551233 | COM |
| INVESCO EXCHANGE TRADED FD T | 39736 | 6223850 | AEROSPACE DEFN |
| SCHWAB STRATEGIC TR | 222016 | 6089899 | US DIVIDEND EQ |
| FIRST TR EXCHNG TRADED FD VI | 186580 | 5964993 | FT VEST US EQT |
| NUSHARES ETF TR | 58852 | 5755716 | NUVEEN ESG LRGCP |
| EXXON MOBIL CORP | 47412 | 5705528 | COM |
| FIRST TR EXCH TRADED FD III | 274230 | 4996471 | PFD SECS INC ETF |
| SCHWAB STRATEGIC TR | 141933 | 4629852 | US LCAP GR ETF |
| C H ROBINSON WORLDWIDE INC | 27985 | 4516499 | COM NEW |
| PROSHARES TR | 37583 | 3911235 | S&P 500 DV ARIST |
| AMAZON COM INC | 14898 | 3438756 | COM |
| ISHARES GOLD TR | 42134 | 3420017 | ISHARES NEW |
| PALANTIR TECHNOLOGIES INC | 16578 | 2946740 | CL A |
| APPLIED DIGITAL CORP | 106954 | 2622512 | COM NEW |
| COCA COLA CO | 34962 | 2444193 | COM |
| PROSHARES TR | 21000 | 2430960 | ULTRPRO S&P500 |
| VANGUARD INDEX FDS | 3793 | 2378881 | S&P 500 ETF SHS |
| ISHARES TR | 16484 | 1981047 | CORE S&P SCP ETF |
| INTERNATIONAL BUSINESS MACHS | 6636 | 1965664 | COM |
| ALPHABET INC | 6180 | 1934340 | CAP STK CL A |
| BLACKSTONE INC | 12156 | 1873726 | COM |
| TESLA INC | 3847 | 1730073 | COM |
| MICRON TECHNOLOGY INC | 6058 | 1729710 | COM |
| CHEVRON CORP NEW | 11074 | 1687806 | COM |
| BROADCOM INC | 4870 | 1685510 | COM |
| JPMORGAN CHASE & CO. | 5181 | 1669422 | COM |
| SERVICENOW INC | 10635 | 1629176 | COM |
| MASTERCARD INCORPORATED | 2807 | 1602490 | CL A |
| META PLATFORMS INC | 2342 | 1546006 | CL A |
| PROSHARES TR | 28000 | 1476160 | ULTRAPRO QQQ |
| ISHARES TR | 8855 | 1252894 | MSCI ACWI ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 4088 | 1245561 | SPONSORED ADS |
| JOHNSON & JOHNSON | 5957 | 1232704 | COM |
| ACCENTURE PLC IRELAND | 4585 | 1230155 | SHS CLASS A |
| BERKSHIRE HATHAWAY INC DEL | 2432 | 1222445 | CL B NEW |
| ORACLE CORP | 6167 | 1202078 | COM |
| ALPHABET INC | 3605 | 1131318 | CAP STK CL C |
| PHILIP MORRIS INTL INC | 6715 | 1086987 | COM |
| KKR & CO INC | 8300 | 1058084 | COM |
| RAYMOND JAMES FINL INC | 6306 | 1012681 | COM |
| GE AEROSPACE | 3258 | 1004581 | COM NEW |
| HOME DEPOT INC | 2599 | 894316 | COM |
| VISA INC | 2538 | 890218 | COM CL A |
| INTUITIVE SURGICAL INC | 1546 | 875593 | COM NEW |
| CROWDSTRIKE HLDGS INC | 1850 | 867206 | CL A |
| NEXTERA ENERGY INC | 10557 | 847516 | COM |
| CATERPILLAR INC | 1424 | 815767 | COM |
| ELI LILLY & CO | 737 | 792117 | COM |
| PAYCHEX INC | 6845 | 767887 | COM |
| COREWEAVE INC | 10694 | 765797 | COM CL A |
| OGE ENERGY CORP | 17765 | 758566 | COM |
| CLEAN HARBORS INC | 3200 | 750336 | COM |
| RTX CORPORATION | 3984 | 730741 | COM |
| ADVANCED MICRO DEVICES INC | 3153 | 675246 | COM |
| SALESFORCE INC | 2531 | 671540 | COM |
| ROCKWELL AUTOMATION INC | 1672 | 650525 | COM |
| GENERAL DYNAMICS CORP | 1917 | 645377 | COM |
| GE VERNOVA INC | 919 | 600895 | COM |
| AT&T INC | 24092 | 598444 | COM |
| ABBVIE INC | 2612 | 596726 | COM |
| ISHARES TR | 1574 | 587795 | RUS 1000 ETF |
| PALO ALTO NETWORKS INC | 3125 | 575625 | COM |
| VANGUARD SPECIALIZED FUNDS | 2609 | 573406 | DIV APP ETF |
| TWILIO INC | 4000 | 568960 | CL A |
| CONOCOPHILLIPS | 6040 | 565382 | COM |
| MCKESSON CORP | 673 | 552607 | COM |
| ALTRIA GROUP INC | 9367 | 550015 | COM |
| ADAMS DIVERSIFIED EQUITY FD | 22306 | 520171 | COM |
| OCCIDENTAL PETE CORP | 12455 | 515152 | COM |
| ISHARES TR | 7529 | 496914 | CORE S&P MCP ETF |
| SHERWIN WILLIAMS CO | 1520 | 492526 | COM |
| SPDR S&P 500 ETF TR | 698 | 477372 | TR UNIT |
| CALAMOS STRATEGIC TOTAL RETU | 23507 | 454196 | COM SH BEN INT |
| COMSTOCK RES INC | 19500 | 452010 | COM |
| MERCK & CO INC | 4257 | 451710 | COM |
| ONEOK INC NEW | 5912 | 434507 | COM |
| MARATHON PETE CORP | 2661 | 432758 | COM |
| CORE SCIENTIFIC INC NEW | 29379 | 427758 | COM |
| PROCTER AND GAMBLE CO | 2984 | 427690 | COM |
| PROFESIONALLY MANAGED PORTFO | 6439 | 421819 | AKRE FOCUS ETF |
| GOLDMAN SACHS GROUP INC | 467 | 410493 | COM |
| AMERICAN EXPRESS CO | 1108 | 409904 | COM |
| ISHARES TR | 589 | 403430 | CORE S&P500 ETF |
| VERIZON COMMUNICATIONS INC | 9800 | 399147 | COM |
| ENERGY TRANSFER L P | 23593 | 389041 | COM UT LTD PTN |
| UBER TECHNOLOGIES INC | 4647 | 379706 | COM |
| APOLLO GLOBAL MGMT INC | 2611 | 377968 | COM |
| BP PLC | 10828 | 376044 | SPONSORED ADR |
| SEABRIDGE GOLD INC | 12530 | 370763 | COM |
| LOWES COS INC | 1531 | 369314 | COM |
| ISHARES TR | 4124 | 368933 | CORE MSCI EAFE |
| NETFLIX INC | 3890 | 364726 | COM |
| SOUTHERN CO | 4133 | 360398 | COM |
| ENTERPRISE PRODS PARTNERS L | 11200 | 359075 | COM |
| PFIZER INC | 13743 | 342195 | COM |
| AUTODESK INC | 1099 | 325315 | COM |
| DUKE ENERGY CORP NEW | 2774 | 325175 | COM NEW |
| ISHARES TR | 3382 | 318449 | MSCI USA MIN VOL |
| PHILLIPS 66 | 2430 | 313598 | COM |
| PEPSICO INC | 2163 | 313496 | COM |
| APPLIED MATLS INC | 1196 | 307360 | COM |
| CISCO SYS INC | 3934 | 303036 | COM |
| ACADIA PHARMACEUTICALS INC | 11000 | 293810 | COM |
| VANGUARD TAX-MANAGED FDS | 4532 | 283114 | VAN FTSE DEV MKT |
| COHEN & STEERS INFRASTRUCTUR | 11735 | 282931 | COM |
| CYBERARK SOFTWARE LTD | 632 | 281910 | SHS |
| REPUBLIC SVCS INC | 1329 | 281655 | COM |
| MCDONALDS CORP | 917 | 280173 | COM |
| DATADOG INC | 2000 | 271980 | CL A COM |
| TRANE TECHNOLOGIES PLC | 688 | 267770 | SHS |
| TJX COS INC NEW | 1734 | 266360 | COM |
| BANK AMERICA CORP | 4807 | 264386 | COM |
| SPROTT ASSET MANAGEMENT LP | 8000 | 264160 | PHYSICAL GOLD TR |
| DILLARDS INC | 400 | 254656 | CL A |
| HONEYWELL INTL INC | 1305 | 254592 | COM |
| QUALCOMM INC | 1481 | 253360 | COM |
| EQT CORP | 4616 | 247418 | COM |
| FIRST TR EXCHANGE-TRADED FD | 5337 | 245929 | SHS |
| SIMMONS 1ST NATL CORP | 12740 | 242856 | CL A $1 PAR |
| S&P GLOBAL INC | 461 | 240914 | COM |
| PROSPERITY BANCSHARES INC | 3411 | 237781 | COM |
| COSTCO WHSL CORP NEW | 275 | 237242 | COM |
| UNITEDHEALTH GROUP INC | 718 | 237019 | COM |
| ALLSTATE CORP | 1132 | 236265 | COM |
| INVESCO EXCHANGE TRADED FD T | 2069 | 235576 | S&P 500 GARP ETF |
| TYSON FOODS INC | 3974 | 232956 | CL A |
| MEDTRONIC PLC | 2403 | 232538 | SHS |
| ROBINHOOD MKTS INC | 2050 | 231855 | COM CL A |
| NORTHROP GRUMMAN CORP | 405 | 230677 | COM |
| TD SYNNEX CORPORATION | 1518 | 228078 | COM |
| WILLIAMS COS INC | 3723 | 223790 | COM |
| VANGUARD INDEX FDS | 734 | 221749 | SML CP GRW ETF |
| INVESCO EXCHANGE TRADED FD T | 1773 | 209498 | S&P 100 EQL WIGH |
| INTUIT | 309 | 204688 | COM |
| FORD MTR CO | 14927 | 195842 | COM |
| KIMBELL RTY PARTNERS LP | 11991 | 141009 | UNIT |
| STANDARD LITHIUM LTD | 20000 | 89400 | COM |
| ETF OPPORTUNITIES TRUST | 11000 | 55330 | T-REX 2X LONG |
| U S ENERGY CORP DEL | 45000 | 41562 | COM |
| HUMACYTE INC | 16609 | 15953 | COM |
| OCUGEN INC | 10000 | 13500 | COM |
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