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Uniting Wealth Partners, LLC

Q4 2025 13F Holdings

  • Location
    denver, CO
  • Num holdings

    153

  • Value ($000)

    $326,216

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0002056414
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
W
WMT

WALMART INC

COM
931142103
$92.29M
28 %

828,355

R
RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
33738R506
$18.44M
6 %

265,408

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$11.99M
4 %

64,309

X
XMMO

INVESCO EXCHANGE TRADED FD T

S&P MDCP MOMNTUM
46137V464
$7.68M
2 %

55,477

G
GDX

VANECK ETF TRUST

GOLD MINERS ETF
92189F106
$7.5M
2 %

87,420

S
SDVY

FIRST TR EXCHANGE-TRADED FD

SMID RISNG ETF
33741X102
$7.46M
2 %

194,799

M
MSFT

MICROSOFT CORP

COM
594918104
$6.89M
2 %

14,247

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ETF SER SOLUTIONS

APTUS LRG CAP UP
26922B444
$6.69M
2 %

249,859

M
MTUM

ISHARES TR

MSCI USA MMENTM
46432F396
$6.55M
2 %

26,181

A
AAPL

APPLE INC

COM
037833100
$6.55M
2 %

24,098

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