Institutional Fund
Uniting Wealth Partners, LLC
Denver, COCIK 20564145 filings on record
Portfolio Value
$469.71M
Q1 2026
Holdings
205
Reported positions
New Buys
61
Opened this quarter
QoQ Change
+44.0%
from $326.22M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Walmart Inc21.2%
- First Tr Exchange Traded Fd3.9%
- ETF Ser Solutions2.9%
- ETF Ser Solutions2.7%
- ETF Ser Solutions2.7%
- First Tr Exchng Traded Fd Vi2.7%
- Other63.8%
Portfolio Holdings
205 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Walmart Inc | 801.0K | $99.75M | 21.2% | −27.3K | Reduced |
| 2 | First Tr Exchange Traded Fd | 270.0K | $18.44M | 3.9% | +4.6K | Added |
| 3 | ETF Ser Solutions | 329.4K | $13.83M | 2.9% | +329.4K | New |
| 4 | ETF Ser Solutions | 505.2K | $12.66M | 2.7% | +505.2K | New |
| 5 | ETF Ser Solutions | 501.5K | $12.59M | 2.7% | +501.5K | New |
| 6 | First Tr Exchng Traded Fd Vi | 372.2K | $12.57M | 2.7% | +372.2K | New |
| 7 | ETF Ser Solutions | 425.6K | $11.66M | 2.5% | +425.6K | New |
| 8 | Nvidia Corporation | 62.9K | $10.97M | 2.3% | −1.4K | Reduced |
| 9 | Vanguard Scottsdale Fds | 127.4K | $10.55M | 2.2% | +127.4K | New |
| 10 | ETF Ser Solutions | 367.0K | $9.21M | 2.0% | +367.0K | New |
195 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio