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Uniting Wealth Partners - Q1 2026 13F Filings

UN

Uniting Wealth Partners, LLC

CIK: 0002056414
Address: Colorado Denver 240 Saint Paul Street Suite 300
$469.71 M
Portfolio Value
205
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/06/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. ACIO Aptus Collared Investment Opportunity Etf
+$13.83 M
2. Etf Ser Solutions Aptus Oct Buff E
+$12.66 M
3. Etf Ser Solutions
+$12.59 M
4. BUFR Ft Vest Laddered Buffer Etf
+$12.57 M
5. DRSK Aptus Defined Risk Etf
+$11.66 M

Top Sells

Q1 2026
1. MTUM Ishares Msci Usa Momentum Factor Etf
−$6.55 M
2. XME Spdr S&P Metals & Mining Etf
−$5.54 M
3. NULG Nuveen Esg Large-Cap Growth Etf
−$5.13 M
4. WMT Walmart
−$3.4 M
5. XMMO Invesco S&P Midcap Momentum Etf
−$2.46 M

Asset Allocation

Stocks/ETFs
+44.02%
$469.43 M 99.94%
Options
$0 0.00%
Debt
$0 0.00%
Other
+7.33%
$283,520 0.06%

Sector Allocation (Stocks)

Uniting Wealth Partners Q1 2026 Filing Summary

Uniting Wealth Partners, LLC filed its 13F report for Q1 2026 on April 22, 2026. The portfolio totaled 469.71 M reflecting a +43.99% change from the prior quarter, spanning 205 assets. The top 10 holdings comprised 45.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 61 new positions and 9 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Uniting Wealth Partners’s Q1 2026 Filing

Uniting Wealth Partners submitted their Form 13F-HR for the Q1 2026 period on 04/22/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Uniting Wealth Partners reported a managed portfolio value of 469.71 M, consisting of 205 individual positions.

This page displays the raw filing documents. To see which stocks Uniting Wealth Partners bought or sold during Q1 2026, please visit Uniting Wealth Partners's Portfolio Analysis page.