Uniting Wealth Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Uniting Wealth Partners, LLC 13F Holdings
CIK 0002056414
As of Sep 30, 2025, Uniting Wealth Partners, LLC reported
199 positions worth $423.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| WALMART INC | WMT | Consumer Defensive | 836,928 | $86.3M | 20.36% |
| APTUS COLLARED INVESTMENT OPPORTUNITY ETF | ACIO | — | 722,649 | $31.4M | 7.41% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 218,970 |
|
4.7M3.48% |
| APTUS DEFINED RISK ETF | DRSK | — | 479,114 |
3.8M | 3.26% |
| NVIDIA CORP | NVDA | Technology | 67,611 |
2.6M | 2.98% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 362,966 |
2.1M | 2.86% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 95,588 | $8.0M | 1.90% |
| FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | SDVY | — | 200,141 | $7.6M | 1.80% |
| MICROSOFT CORP | MSFT | Technology | 14,565 | $7.5M | 1.78% |
| INVESCO S&P MIDCAP MOMENTUM ETF | XMMO | — | 52,117 | $7.0M | 1.66% |
| FIRST TR EXCHNG TRADED FD VI | — | — | 275,226 | $6.8M | 1.61% |
| VANECK GOLD MINERS ETF | GDX | — | 88,205 | $6.7M | 1.59% |
| FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF | FSIG | — | 333,181 | $6.4M | 1.51% |
| INVESCO AEROSPACE & DEFENSE ETF | PPA | — | 39,099 | $6.1M | 1.43% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 118,426 | $6.0M | 1.41% |
| APPLE INC | AAPL | Technology | 23,263 | $5.9M | 1.40% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 213,940 | $5.8M | 1.38% |
| NUVEEN ESG LARGE-CAP GROWTH ETF | NULG | — | 57,321 | $5.7M | 1.35% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 21,402 | $5.5M | 1.30% |
| INVESCO EXCHANGE TRADED FD T | RSPU | — | 71,591 | $5.5M | 1.30% |
| ETF SER SOLUTIONS | UPSD | — | 205,671 | $5.5M | 1.29% |
| ETF SER SOLUTIONS | ADME | — | 106,645 | $5.4M | 1.29% |
| EXXON MOBIL CORP | XOM | Energy | 47,911 | $5.4M | 1.27% |
| FT VEST US EQUITY MODERATE BUFFER ETF - FEBRUARY | GFEB | — | 131,037 | $5.3M | 1.25% |
| PACER SWAN SOS FUND OF FUNDS | PSFF | — | 166,585 | $5.3M | 1.24% |