Uniting Wealth Partners, LLC holds a focused book of 207 stocks worth $492.5M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Invesco KBW Bank ETF and trimmed Walmart Inc. Their largest long position is Walmart Inc at 18% of the equity book. Cloning the disclosed picks since 2025 would be +22% (+14.2%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +29.3%, a 7.3-point gap that is the cost of the ~37-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Uniting Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
43% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Uniting Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 74 / 80 | $442.4B |
| ENVESTNET ASSET MANAGEMENT INC | 73 / 80 | $48.9B |
| OSAIC HOLDINGS, INC. | 73 / 80 | $14.3B |
| UBS Group AG | 72 / 80 | $111.1B |
| LPL Financial LLC | 72 / 80 | $62.9B |
| IFP Advisors, Inc | 72 / 80 | $1.1B |
| NewEdge Advisors, LLC | 71 / 80 | $7.1B |
| Farther Finance Advisors, LLC | 71 / 80 | $1.9B |
Ranked by how many of Uniting Wealth Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Walmart Inc COM | $89.7M | 792.0K | 18.2% | ▼−1.1% Reduced · −9K sh | |
| 2 | First TR Exchange Traded FD RISNG DIVD ACHIV | $22.5M | 278.0K | 4.6% | ▲+3.0% Added · +8K sh | |
| 3 | ETF Ser Solutions APTUS OCT BUFF E | $13.9M | 511.2K | 2.8% | ▲+1.2% Added · +6K sh | |
| 4 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $13.9M | 379.2K | 2.8% | ▲+1.9% Added · +7K sh | |
| 5 | ETF Ser Solutions APTUS COLLRD INV | $12.9M | 280.2K | 2.6% | ▼−15% Reduced · −49K sh | |
| 6 | ETF Ser Solutions APTUS JULY BUFR | $11.6M | 419.9K | 2.4% | ▼−16% Reduced · −82K sh | |
| 7 | First TR Exchange-Traded FD STRUCTURED CR IN | $11.1M | 538.6K | 2.3% | ▲+98% Added · +267K sh | |
| 8 | Vanguard Scottsdale FDS INT-TERM CORP | $11.1M | 134.1K | 2.2% | ▲+5.2% Added · +7K sh | |
| 9 | Nvidia Corporation COM | $10.3M | 51.2K | 2.1% | ▼−19% Reduced · −12K sh | |
| 10 | ETF Ser Solutions APTUS JAN BUFFER | $10.2M | 375.8K | 2.1% | ▲+2.4% Added · +9K sh | |
| 11 | C H Robinson Worldwide In COM NEW | $9.9M | 52.5K | 2.0% | ▲+24% Added · +10K sh | |
| 12 | ETF Ser Solutions LHA MKT ST TACTL | $8.0M | 185.4K | 1.6% | ▲+1.3% Added · +2K sh | |
| 13 | First TR Exchange Traded FD SMID RISNG ETF | $7.8M | 181.2K | 1.6% | ▼−1.2% Reduced · −2K sh | |
| 14 | Schwab Strategic TR US DIVIDEND EQ | $7.6M | 240.3K | 1.5% | ▲+3.1% Added · +7K sh | |
| 15 | Micron Technology Inc COM | $7.4M | 6.4K | 1.5% | ▲+6.0% Added · +364 sh | |
| 16 | First TR Exchange-Traded FD WCM INTL EQUITY | $7.2M | 366.9K | 1.5% | ▲+38% Added · +101K sh | |
| 17 | Invesco Exchange Traded FD T AEROSPACE DEFN | $7.1M | 40.3K | 1.4% | ▼−1.7% Reduced · −696 sh | |
| 18 | Putnam ETF Trust FOCUSED LAR CAP | $7.1M | 138.8K | 1.4% | ▲+2.0% Added · +3K sh | |
| 19 | Invesco Exch Traded FD TR II KBW BK ETF | $6.8M | 73.6K | 1.4% | ▲New New position | |
| 20 | SPDR Series Trust ST STR P500ETF | $6.8M | 77.5K | 1.4% | ▲+1.5% Added · +1K sh | |
| 21 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $6.5M | 38.5K | 1.3% | ▼−0.1% Reduced · −60 sh | |
| 22 | First TR Exchng Traded FD VI FT VEST US EQUTY | $6.4M | 214.7K | 1.3% | ▲New New position | |
| 23 | Exxon Mobil Corp COM | $6.1M | 44.5K | 1.2% | ▼−2.2% Reduced · −1K sh | |
| 24 | Apple Inc COM | $5.8M | 20.0K | 1.2% | ▼−6.3% Reduced · −1K sh | |
| 25 | Schwab Strategic TR US LCAP GR ETF | $5.7M | 168.9K | 1.2% | ▼−5.5% Reduced · −10K sh | |
| 26 | First TR Exch Traded FD III PFD SECS INC ETF | $5.6M | 313.7K | 1.1% | ▲+8.3% Added · +24K sh | |
| 27 | J P Morgan Exchange Traded F MUNICIPAL ETF | $5.3M | 104.3K | 1.1% | ▼−2.7% Reduced · −3K sh | |
| 28 | Vaneck ETF Trust GOLD MINERS ETF | $5.0M | 66.2K | 1.0% | ▲+2.9% Added · +2K sh | |
| 29 | Proshares TR S&P 500 DV ARIST | $4.6M | 82.5K | 0.9% | ▲+95% Added · +40K sh | |
| 30 | Hartford FDS Exchange Traded MUN OPORTUNITE | $4.5M | 115.1K | 0.9% | ▼−5.5% Reduced · −7K sh | |
| 31 | ETF Ser Solutions APTUS ENHANCED | $4.4M | 198.2K | 0.9% | ▲+4.5% Added · +9K sh | |
| 32 | ETF Ser Solutions APTUS DEFINED | $4.1M | 144.0K | 0.8% | ▼−66% Reduced · −282K sh | |
| 33 | First TR Exch Traded FD III MANAGD MUN ETF | $4.0M | 77.6K | 0.8% | ▲+3.9% Added · +3K sh | |
| 34 | Applied Digital Corp COM NEW | $4.0M | 106.7K | 0.8% | ▼−0.4% Reduced · −477 sh | |
| 35 | Ea Series Trust FREEDOM 100 EM | $4.0M | 54.0K | 0.8% | ▲+1.4% Added · +726 sh | |
| 36 | DBX ETF TR XTRACK MSCI EMRG | $3.7M | 91.1K | 0.8% | ▲+1.5% Added · +1K sh | |
| 37 | Pimco ETF TR INTER MUN BD ACT | $3.7M | 70.2K | 0.8% | ▲+107% Added · +36K sh | |
| 38 | Proshares TR ULTRPRO S&P500 | $3.7M | 26.0K | 0.7% | —Held | |
| 39 | Datadog Inc CL A COM | $3.6M | 13.8K | 0.7% | ▲+588% Added · +12K sh | |
| 40 | Microsoft Corp COM | $3.5M | 9.4K | 0.7% | ▼−20% Reduced · −2K sh | |
| 41 | John Hancock Exchange Traded PFD INCOME ETF | $3.3M | 144.7K | 0.7% | ▲+3.8% Added · +5K sh | |
| 42 | Ishares Gold TR ISHARES NEW | $3.2M | 42.7K | 0.7% | ▲+0.1% Added · +37 sh | |
| 43 | Amazon Com Inc COM | $3.2M | 13.4K | 0.7% | ▼−16% Reduced · −3K sh | |
| 44 | Vanguard Index FDS S&P 500 ETF SHS | $2.9M | 4.2K | 0.6% | ▲+1.1% Added · +46 sh | |
| 45 | Coca Cola Co COM | $2.8M | 34.7K | 0.6% | ▼−0.5% Reduced · −171 sh | |
| 46 | Proshares TR ULTRAPRO QQQ | $2.3M | 28.0K | 0.5% | —Held | |
| 47 | Ishares TR CORE S&P SCP ETF | $2.2M | 14.5K | 0.4% | ▼−12% Reduced · −2K sh | |
| 48 | American Centy ETF TR US SML CP VALU | $2.1M | 16.5K | 0.4% | ▼−4.0% Reduced · −680 sh | |
| 49 | Bluerock PVT Real Estate FD COM | $2.0M | 153.7K | 0.4% | ▼−24% Reduced · −49K sh | |
| 50 | Advanced Micro Devices Inc COM | $1.9M | 3.3K | 0.4% | ▼−3.0% Reduced · −102 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056414/holdings"
Use Arkolith to show Uniting Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 207 | $492.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 205 | $469.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 153 | $326.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 199 | $423.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 116 | $258.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 108 | $199.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 110 | $207.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.