TraderTrends

Manager Profile

Uniting Wealth Partners, LLC

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q1 2026

Location

DENVER, CO

Portfolio Value

$469.7M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

WALMART INC

Latest disclosed holding

Top 4

931142103 33738R506 26922A222 268961851 268961869

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

No sector classification available yet for this manager.

Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q1 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
WALMART INC

Shares: 801K

99.7M

Position Value
2
FIRST TR EXCHANGE TRADED FD

Shares: 270K

18.4M

Position Value
3
ETF SER SOLUTIONS

Shares: 329.4K

13.8M

Position Value
4
ETF SER SOLUTIONS

Shares: 505.2K

12.7M

Position Value
5
ETF SER SOLUTIONS

Shares: 501.5K

12.6M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID