Uniting Wealth Partners, LLC

Est. AUM

$469.0M

13F long equity, this entity only

Positions

204

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WALMART INC	COM	$99.7M	801015	21.27%	SOLE
2	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$18.4M	269997	3.93%	SOLE
3	ETF SER SOLUTIONS	APTUS COLLRD INV	$13.8M	329385	2.95%	SOLE
4	ETF SER SOLUTIONS	APTUS OCT BUFF E	$12.7M	505249	2.70%	SOLE
5	ETF SER SOLUTIONS	APTUS JULY BUFR	$12.6M	501497	2.68%	SOLE
6	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$12.6M	372152	2.68%	SOLE
7	ETF SER SOLUTIONS	APTUS DEFINED	$11.7M	425551	2.49%	SOLE
8	NVIDIA CORPORATION	COM	$11.0M	62902	2.34%	SOLE
9	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$10.5M	127441	2.25%	SOLE
10	ETF SER SOLUTIONS	APTUS JAN BUFFER	$9.2M	367003	1.96%	SOLE
11	EXXON MOBIL CORP	COM	$7.7M	45458	1.64%	SOLE
12	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$7.2M	183381	1.54%	SOLE
13	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.1M	233003	1.52%	SOLE
14	C H ROBINSON WORLDWIDE IN	COM NEW	$7.1M	42485	1.51%	SOLE
15	ETF SER SOLUTIONS	LHA MKT ST TACTL	$7.0M	182963	1.49%	SOLE
16	INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$6.8M	40979	1.45%	SOLE
17	ETF SER SOLUTIONS	APTUS LRG CAP UP	$6.8M	265111	1.44%	SOLE
18	PUTNAM ETF TRUST	FOCUSED LAR CAP	$6.3M	136154	1.35%	SOLE
19	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$6.0M	194261	1.27%	SOLE
20	VANECK ETF TRUST	GOLD MINERS ETF	$5.9M	64300	1.26%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$5.8M	76309	1.25%	SOLE
22	FIRST TR EXCHANGE-TRADED FD	STRUCTURED CR IN	$5.6M	271911	1.20%	SOLE
23	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$5.6M	38517	1.19%	SOLE
24	APPLE INC	COM	$5.4M	21382	1.16%	SOLE
25	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$5.4M	107162	1.14%	SOLE
26	SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.2M	178752	1.11%	SOLE
27	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$5.1M	289600	1.10%	SOLE
28	HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$4.7M	121769	1.01%	SOLE
29	PROSHARES TR	S&P 500 DV ARIST	$4.5M	42301	0.96%	SOLE
30	FIRST TR EXCHANGE-TRADED FD	WCM INTL EQUITY	$4.5M	266264	0.95%	SOLE
31	MICROSOFT CORP	COM	$4.4M	11818	0.93%	SOLE
32	ETF SER SOLUTIONS	APTUS ENHANCED	$4.2M	189543	0.90%	SOLE
33	FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$3.8M	74667	0.81%	SOLE
34	ISHARES GOLD TR	ISHARES NEW	$3.8M	42615	0.80%	SOLE
35	BLUEROCK PVT REAL ESTATE FD	COM	$3.4M	202387	0.72%	SOLE
36	AMAZON COM INC	COM	$3.3M	15958	0.71%	SOLE
37	JOHN HANCOCK EXCHANGE TRADED	PREFERRED INCOME	$3.1M	139414	0.67%	SOLE
38	DBX ETF TR	XTRACK MSCI EMRG	$3.1M	89760	0.65%	SOLE
39	PALANTIR TECHNOLOGIES INC	CL A	$2.9M	19993	0.62%	SOLE
40	EA SERIES TRUST	FREEDOM 100 EM	$2.9M	53283	0.62%	SOLE
41	COCA COLA CO	COM	$2.7M	34858	0.57%	SOLE
42	APPLIED DIGITAL CORP	COM NEW	$2.5M	107204	0.54%	SOLE
43	PROSHARES TR	ULTRPRO S&P500	$2.5M	26000	0.54%	SOLE
44	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.5M	4190	0.53%	SOLE
45	ISHARES TR	CORE S&P SCP ETF	$2.1M	16507	0.44%	SOLE
46	MICRON TECHNOLOGY INC	COM	$2.0M	6053	0.44%	SOLE
47	AMERICAN CENTY ETF TR	US SML CP VALU	$1.9M	17154	0.40%	SOLE
48	PIMCO ETF TR	INTER MUN BD ACT	$1.8M	33971	0.38%	SOLE
49	ALPHABET INC	CAP STK CL A	$1.7M	5884	0.36%	SOLE
50	TESLA INC	COM	$1.6M	4365	0.35%	SOLE

1–50 of 204

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.