Uniting Wealth Partners, Llc Portfolio Stock Holdings
Uniting Wealth Partners, Llc disclosed 205 stock positions valued at approximately $469.7 million in its latest SEC 13F filing. The largest holdings include WALMART INC, FIRST TR EXCHANGE TRADED FD, and ETF SER SOLUTIONS. The filing reflects positions held as of March 31, 2026 and was filed on April 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 205
- Portfolio Value
- $469.7M
Holdings by Sector
Uniting Wealth Partners, Llc Portfolio Holdings in Q1 2026
191 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WALMART INC | WMT | Consumer Defensive | 21.24% | 801,015 | -27,340 | -3.30% | $99,748,442 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 3.92% | 269,997 | +4,589 | +1.73% | $18,435,394 |
| ETF SER SOLUTIONS | ACIO | Other | 2.94% | 329,385 | +329,385 | +100.00% | $13,828,553 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 2.68% | 372,152 | +372,152 | +100.00% | $12,567,573 |
| ETF SER SOLUTIONS | DRSK | Other | 2.48% | 425,551 | +425,551 | +100.00% | $11,661,201 |
| NVIDIA CORPORATION | NVDA | Technology | 2.34% | 62,902 | -1,407 | -2.19% | $10,970,754 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.25% | 127,441 | +127,441 | +100.00% | $10,545,742 |
| EXXON MOBIL CORP | XOM | Energy | 1.64% | 45,458 | -1,954 | -4.12% | $7,712,367 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 1.54% | 183,381 | -11,418 | -5.86% | $7,230,697 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.52% | 233,003 | +10,987 | +4.95% | $7,148,532 |
| C H ROBINSON WORLDWIDE IN | CHRW | Industrials | 1.51% | 42,485 | +14,500 | +51.81% | $7,082,250 |
| ETF SER SOLUTIONS | MSTB | Other | 1.49% | 182,963 | +182,963 | +100.00% | $7,007,465 |
| INVESCO EXCHANGE TRADED FD T | PPA | Other | 1.45% | 40,979 | +1,243 | +3.13% | $6,790,220 |
| PUTNAM ETF TRUST | PVAL | Other | 1.34% | 136,154 | +136,154 | +100.00% | $6,317,546 |
| VANECK ETF TRUST | GDX | Other | 1.26% | 64,300 | -23,120 | -26.45% | $5,900,777 |
| SPDR SERIES TRUST | SPLG | Other | 1.24% | 76,309 | +9,358 | +13.98% | $5,840,719 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 1.19% | 38,517 | -16,960 | -30.57% | $5,585,789 |
| APPLE INC | AAPL | Technology | 1.16% | 21,382 | -2,716 | -11.27% | $5,426,634 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 1.14% | 107,162 | +107,162 | +100.00% | $5,357,048 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.11% | 178,752 | +36,819 | +25.94% | $5,207,046 |
| FIRST TR EXCH TRADED FD III | FPE | Other | 1.09% | 289,600 | +15,370 | +5.60% | $5,140,396 |
| HARTFORD FDS EXCHANGE TRADED | HMOP | Other | 1.01% | 121,769 | +121,769 | +100.00% | $4,731,182 |
| PROSHARES TR | NOBL | Other | 0.95% | 42,301 | +4,718 | +12.55% | $4,484,334 |
| MICROSOFT CORP | MSFT | Technology | 0.93% | 11,818 | -2,429 | -17.05% | $4,374,767 |
| ETF SER SOLUTIONS | JUCY | Other | 0.90% | 189,543 | +189,543 | +100.00% | $4,226,532 |
| FIRST TR EXCH TRADED FD III | FMB | Other | 0.81% | 74,667 | +74,667 | +100.00% | $3,782,640 |
| ISHARES GOLD TR | IAU | Other | 0.80% | 42,615 | +481 | +1.14% | $3,756,938 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.71% | 15,958 | +1,060 | +7.12% | $3,323,573 |
| JOHN HANCOCK EXCHANGE TRADED | JHPI | Other | 0.67% | 139,414 | +139,414 | +100.00% | $3,147,968 |
| DBX ETF TR | DBEM | Other | 0.65% | 89,760 | +89,760 | +100.00% | $3,063,078 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.62% | 19,993 | +3,415 | +20.60% | $2,924,576 |
| EA SERIES TRUST | FRDM | Other | 0.62% | 53,283 | +53,283 | +100.00% | $2,924,010 |
| COCA COLA CO | KO | Consumer Defensive | 0.57% | 34,858 | -104 | -0.30% | $2,669,448 |
| APPLIED DIGITAL CORP | APLD | Technology | 0.54% | 107,204 | +250 | +0.23% | $2,545,023 |
| PROSHARES TR | UPRO | Other | 0.54% | 26,000 | +5,000 | +23.81% | $2,521,480 |
| VANGUARD INDEX FDS | VOO | Other | 0.53% | 4,190 | +397 | +10.47% | $2,503,823 |
| ISHARES TR | IJR | Other | 0.44% | 16,507 | +23 | +0.14% | $2,051,985 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.44% | 6,053 | -5 | -0.08% | $2,045,853 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.40% | 17,154 | +17,154 | +100.00% | $1,895,002 |
| PIMCO ETF TR | MUNI | Other | 0.38% | 33,971 | +33,971 | +100.00% | $1,772,946 |
| ALPHABET INC | GOOGL | Communication Services | 0.36% | 5,884 | -296 | -4.79% | $1,692,003 |
| TESLA INC | TSLA | Consumer Cyclical | 0.35% | 4,365 | +518 | +13.47% | $1,622,689 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.33% | 5,279 | +98 | +1.89% | $1,552,871 |
| BROADCOM INC | AVGO | Technology | 0.31% | 4,708 | -162 | -3.33% | $1,457,223 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.30% | 5,817 | -140 | -2.35% | $1,421,978 |
| KKR & CO INC | KKR | Financial Services | 0.30% | 15,300 | +7,000 | +84.34% | $1,415,250 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.30% | 2,831 | +24 | +0.86% | $1,414,563 |
| GLOBAL X FDS | PAVE | Other | 0.30% | 27,436 | +27,436 | +100.00% | $1,394,023 |
| BLACKSTONE INC | BX | Financial Services | 0.30% | 12,056 | -100 | -0.82% | $1,386,319 |
| CHEVRON CORPORATION | CVX | Energy | 0.29% | 6,610 | -4,464 | -40.31% | $1,367,517 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.28% | 3,901 | -187 | -4.57% | $1,322,261 |
| ISHARES TR | ACWI | Other | 0.28% | 9,453 | +598 | +6.75% | $1,308,012 |
| FRANKLIN TEMPLETON ETF TR | FLMI | Other | 0.28% | 52,643 | +52,643 | +100.00% | $1,305,020 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.27% | 5,327 | -1,309 | -19.73% | $1,291,251 |
| META PLATFORMS INC | META | Communication Services | 0.27% | 2,210 | -132 | -5.64% | $1,264,507 |
| PROSHARES TR | TQQQ | Other | 0.25% | 28,000 | - | - | $1,167,040 |
| ORACLE CORP | ORCL | Technology | 0.24% | 7,676 | +1,509 | +24.47% | $1,129,216 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.23% | 2,286 | -146 | -6.00% | $1,095,451 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 0.23% | 6,688 | +6,688 | +100.00% | $1,094,023 |
| ALPHABET INC | GOOG | Communication Services | 0.22% | 3,610 | +5 | +0.14% | $1,035,658 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.22% | 6,093 | -622 | -9.26% | $1,016,360 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.21% | 10,562 | +5 | +0.05% | $980,999 |
| CATERPILLAR INC | CAT | Industrials | 0.20% | 1,351 | -73 | -5.13% | $957,129 |
| GE AEROSPACE | GE | Industrials | 0.19% | 3,217 | -41 | -1.26% | $914,247 |
| RAYMOND JAMES FINL INC | RJF | Financial Services | 0.19% | 6,006 | -300 | -4.76% | $869,609 |
| OGE ENERGY CORP | OGE | Utilities | 0.18% | 17,765 | - | - | $852,009 |
| OCCIDENTAL PETE CORP | OXY | Energy | 0.18% | 12,600 | +145 | +1.16% | $822,240 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.17% | 2,468 | -131 | -5.04% | $811,701 |
| CONOCOPHILLIPS | COP | Energy | 0.17% | 6,024 | -16 | -0.26% | $795,213 |
| NUVEEN AMT FREE QLTY MUN INC | XNEAX | Other | 0.17% | 70,114 | +70,114 | +100.00% | $792,151 |
| FIRST TR EXCHNG TRADED FD VI | DMAR | Other | 0.17% | 18,680 | +18,680 | +100.00% | $792,032 |
| VISA INC | V | Financial Services | 0.17% | 2,615 | +77 | +3.03% | $790,357 |
| GE VERNOVA INC | GEV | Utilities | 0.17% | 901 | -18 | -1.96% | $787,287 |
| TRINITY CAP INC | TRIN | Financial Services | 0.16% | 52,000 | +52,000 | +100.00% | $764,920 |
| RTX CORPORATION | RTX | Industrials | 0.16% | 3,879 | -105 | -2.64% | $748,178 |
| EATON VANCE MUN BD FD | EIM | Financial Services | 0.16% | 76,170 | +76,170 | +100.00% | $744,181 |
| ELI LILLY & CO | LLY | Healthcare | 0.16% | 795 | +58 | +7.87% | $731,363 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.15% | 1,564 | +18 | +1.16% | $720,988 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.15% | 4,453 | +1,328 | +42.50% | $713,905 |
| AMPLIFY ETF TR | DIVO | Other | 0.15% | 15,615 | +15,615 | +100.00% | $700,353 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.15% | 3,390 | +237 | +7.52% | $689,628 |
| AT&T INC | T | Communication Services | 0.14% | 22,597 | -1,495 | -6.21% | $655,078 |
| ARES MANAGEMENT CORPORATION | ARES | Financial Services | 0.14% | 6,000 | +6,000 | +100.00% | $654,600 |
| SERVICENOW INC | NOW | Technology | 0.14% | 6,257 | -4,378 | -41.17% | $654,169 |
| BLACKROCK MUNIHOLDINGS FD IN | MHD | Financial Services | 0.14% | 56,465 | +56,465 | +100.00% | $640,285 |
| PAYCHEX INC | PAYX | Technology | 0.13% | 6,752 | -93 | -1.36% | $621,949 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.13% | 1,787 | -130 | -6.78% | $613,334 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.13% | 8,953 | -414 | -4.42% | $600,284 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.13% | 1,658 | -14 | -0.84% | $595,023 |
| MARATHON PETE CORP | MPC | Energy | 0.12% | 2,400 | -261 | -9.81% | $586,032 |
| MCKESSON CORP | MCK | Healthcare | 0.12% | 673 | - | - | $582,939 |
| ABBVIE INC | ABBV | Healthcare | 0.12% | 2,613 | +1 | +0.04% | $568,315 |
| ISHARES TR | IWB | Other | 0.12% | 1,574 | - | - | $561,225 |
| ONEOK INC NEW | OKE | Energy | 0.12% | 6,156 | +244 | +4.13% | $556,410 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.12% | 2,521 | -88 | -3.37% | $542,166 |
| ISHARES TR | IJH | Other | 0.11% | 7,537 | +8 | +0.11% | $508,974 |
| ISHARES TR | SUB | Other | 0.11% | 4,685 | +4,685 | +100.00% | $498,952 |
| ADAMS DIVERSIFIED EQUITY FD | ADX | Financial Services | 0.11% | 22,756 | +450 | +2.02% | $498,135 |
| SPDR SERIES TRUST | TFI | Other | 0.11% | 10,950 | +10,950 | +100.00% | $496,473 |
| BP PLC | BP | Energy | 0.10% | 10,484 | -344 | -3.18% | $492,732 |