1y return+18.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $128 against $127 in the S&P 500.2
Uniting Wealth Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| WMTWalmart Inc | $89.7M | 18.2% | −1.1% |
| RDVYFirst Tr Exchange Traded Fd | $22.5M | 4.6% | +3.0% |
| OCTBEtf Ser Solutions | $13.9M | 2.8% | +1.2% |
| BUFRFirst Tr Exchng Traded Fd Vi | $13.9M | 2.8% | +1.9% |
| ACIOEtf Ser Solutions | $12.9M | 2.6% | −14.9% |
| JULBEtf Ser Solutions | $11.6M | 2.4% | −16.3% |
| SCIOFirst Tr Exchange-traded Fd | $11.1M | 2.3% | +98.1% |
| VCITVanguard Scottsdale Fds | $11.1M | 2.2% | +5.2% |
| NVDANvidia Corporation | $10.3M | 2.1% | −18.6% |
| JANBEtf Ser Solutions | $10.2M | 2.1% | +2.4% |
| CHRWC H Robinson Worldwide In | $9.9M | 2.0% | +23.5% |
| MSTBEtf Ser Solutions | $8.0M | 1.6% | +1.3% |
| SDVYFirst Tr Exchange Traded Fd | $7.8M | 1.6% | −1.2% |
| SCHDSchwab Strategic Tr | $7.6M | 1.5% | +3.1% |
| MUMicron Technology Inc | $7.4M | 1.5% | +6.0% |
| WCMIFirst Tr Exchange-traded Fd | $7.2M | 1.5% | +37.8% |
| PPAInvesco Exchange Traded Fd T | $7.1M | 1.4% | −1.7% |
| PVALPutnam Etf Trust | $7.1M | 1.4% | +2.0% |
| KBWBInvesco Exch Traded Fd Tr II | $6.8M | 1.4% | New |
| SPYMSpdr Series Trust | $6.8M | 1.4% | +1.5% |
| XMMOInvesco Exchange Traded Fd T | $6.5M | 1.3% | |
| DLMYFirst Tr Exchng Traded Fd Vi | $6.4M | 1.3% | New |
| Exxon Mobil CorpCUSIP 30231G102 | $6.1M | 1.2% | −2.2% |
| AAPLApple Inc | $5.8M | 1.2% | −6.3% |
| SCHGSchwab Strategic Tr | $5.7M | 1.2% | −5.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| APLDApplied Digital Corp | June 30, 2025 | +270.4% | $4.0M |
| GDXVaneck Etf Trust | December 31, 2024 | +122.5% | $5.0M |
| DDOGDatadog Inc | June 30, 2025 | +93.8% | $3.6M |
| UPROProshares Tr | March 31, 2025 | +91.9% | $3.7M |
| PPAInvesco Exchange Traded Fd T | December 31, 2024 | +54.0% | $7.1M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $10.3M |
| CHRWC H Robinson Worldwide In | September 30, 2025 | +42.3% | $9.9M |
| RDVYFirst Tr Exchange Traded Fd | December 31, 2024 | +37.1% | $22.5M |
| FRDMEa Series Trust | March 31, 2026 | +33.4% | $4.0M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2024 | +27.1% | $6.1M |
Sold off last quarter
- UPSDEtf Ser Solutions was $6.8M
- DLAGFirst Tr Exchng Traded Fd Vi was $6.0M
- ISRGIntuitive Surgical Inc was $721K
- Seabridge Gold IncCUSIP 811916105 was $440K
- NFLXNetflix Inc. was $392K
- MLNVaneck Etf Trust was $384K
- UBERUber Technologies Inc was $335K
- TIPIshares Tr was $301K
- Honeywell Intl IncCUSIP 438516106 was $283K
- NOCNorthrop Grumman Corp was $276K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.0% | +14.8% |
| March 31, 2026 | +2.4% | −4.6% |
| December 31, 2025 | +2.9% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +11.1% | +10.5% |
| March 31, 2025 | −2.8% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Uniting Wealth Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2056414&type=13F-HR&dateb=&owner=include&count=40CIK 2056414
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2056414/000195175726001135/Filed August 6, 2026 · accession 0001951757-26-001135