Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Uniting Wealth Partners, LLC (CIK 2056414) reported $469.7M across 202 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WMT ($99.7M, 21.24%), RDVY ($18.4M, 3.92%), ACIO ($13.8M, 2.94%), BGDV ($12.7M, 2.70%), BUFR ($12.6M, 2.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | $99.7M | 21.24% | 801,015 | Trimmed |
| 2 | RDVY | FIRST TR EXCHANGE TRADED FD | $18.4M | 3.92% | 269,997 | Added |
| 3 | ACIO | ETF SER SOLUTIONS | $13.8M | 2.94% | 329,385 | New |
| 4 | BGDV | ETF SER SOLUTIONS | $12.7M | 2.70% | 505,249 | New |
| 5 | BUFR | FIRST TR EXCHNG TRADED FD VI | $12.6M | 2.68% | 372,152 | New |
| 6 | BGDV | ETF SER SOLUTIONS | $12.6M | 2.68% | 501,497 | New |
| 7 | DRSK | ETF SER SOLUTIONS | $11.7M | 2.48% | 425,551 | New |
| 8 | NVDA | NVIDIA CORPORATION | $11.0M | 2.34% | 62,902 | Trimmed |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $10.5M | 2.25% | 127,441 | New |
| 10 | BGDV | ETF SER SOLUTIONS | $9.2M | 1.96% | 367,003 | New |
| 11 | XOM | EXXON MOBIL CORP | $7.7M | 1.64% | 45,458 | Trimmed |
| 12 | SDVY | FIRST TR EXCHANGE TRADED FD | $7.2M | 1.54% | 183,381 | Trimmed |
| 13 | SCHD | SCHWAB STRATEGIC TR | $7.1M | 1.52% | 233,003 | Added |
| 14 | CHRW | C H ROBINSON WORLDWIDE IN | $7.1M | 1.51% | 42,485 | Added |
| 15 | MSTB | ETF SER SOLUTIONS | $7.0M | 1.49% | 182,963 | New |
| 16 | PPA | INVESCO EXCHANGE TRADED FD T | $6.8M | 1.45% | 40,979 | Added |
| 17 | UPSD | ETF SER SOLUTIONS | $6.8M | 1.44% | 265,111 | Added |
| 18 | PVAL | PUTNAM ETF TRUST | $6.3M | 1.34% | 136,154 | New |
| 19 | DEED | FIRST TR EXCHNG TRADED FD VI | $6.0M | 1.27% | 194,261 | Added |
| 20 | GDX | VANECK ETF TRUST | $5.9M | 1.26% | 64,300 | Trimmed |
| 21 | SPLG | SPDR SERIES TRUST | $5.8M | 1.24% | 76,309 | Added |
| 22 | XMMO | INVESCO EXCHANGE TRADED FD T | $5.6M | 1.19% | 38,517 | Trimmed |
| 23 | SCIO | FIRST TR EXCHANGE-TRADED FD | $5.6M | 1.19% | 271,911 | New |
| 24 | AAPL | APPLE INC | $5.4M | 1.16% | 21,382 | Trimmed |
| 25 | JMUB | J P MORGAN EXCHANGE TRADED F | $5.4M | 1.14% | 107,162 | New |
Source: SEC Form 13F filings · as of 2026-03-31