Uniting Wealth Partners, LLC

CIK 0002056414 • 6 13F filings • Apr 25, 2025 – Aug 6, 2026

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Filer information

Filed by: Uniting Wealth Partners, LLC, Chief Compliance Officer
Address: 240 SAINT PAUL STREET, SUITE 300, DENVER, CO, 80206
Phone: 479-903-7111
AUM: $326.2M

AUM over time

$492.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $326.2M3 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$597K	0.2%Prev: 0.1%	2,612 SH	Increased+673 SH
ACADIA PHARMACEUTICALS INC	COM	$294K	0.1%Prev: 0.1%	11,000 SH	Increased
ACCENTURE PLC IRELAND	SHS CLASS A	$1.2M	0.4%Prev: 0.3%	4,585 SH	Decreased-906 SH
ADAMS DIVERSIFIED EQUITY FD	COM	$520K	0.2%Prev: 0.1%	22,306 SH	Increased+439 SH
ADVANCED MICRO DEVICES INC	COM	$675K	0.2%Prev: 0.1%	3,153 SH	Increased-22 SH
ALLSTATE CORP	COM	$236K	0.1%Prev: 0.1%	1,132 SH	Decreased-53 SH
ALPHABET INC	CAP STK CL A	$1.9M	0.6%Prev: 0.4%	6,180 SH	Increased-150 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.3%Prev: 0.2%	3,605 SH	Increased+180 SH
ALTRIA GROUP INC	COM	$550K	0.2%Prev: 0.2%	9,367 SH	Decreased-327 SH
AMAZON COM INC	COM	$3.4M	1.1%Prev: 0.8%	14,898 SH	Increased+149 SH
AMERICAN EXPRESS CO	COM	$410K	0.1%Prev: 0.1%	1,108 SH	Increased
APOLLO GLOBAL MGMT INC	COM	$378K	0.1%	2,611 SH	New
APPLE INC	COM	$6.6M	2.0%Prev: 1.4%	24,098 SH	Increased+835 SH
APPLIED DIGITAL CORP	COM NEW	$2.6M	0.8%Prev: 0.6%	106,954 SH	Increased-3,179 SH
APPLIED MATLS INC	COM	$307K	0.1%Prev: 0.1%	1,196 SH	Increased+2 SH
AT&T INC	COM	$598K	0.2%Prev: 0.2%	24,092 SH	Decreased-2,028 SH
AUTODESK INC	COM	$325K	0.1%Prev: 0.1%	1,099 SH	Decreased
BANK AMERICA CORP	COM	$264K	0.1%Prev: 0.1%	4,807 SH	Increased+319 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	0.4%Prev: 0.3%	2,432 SH	Increased+306 SH
BLACKSTONE INC	COM	$1.9M	0.6%Prev: 0.6%	12,156 SH	Decreased-2,200 SH
BP PLC	SPONSORED ADR	$376K	0.1%Prev: 0.1%	10,828 SH	Increased+121 SH
BROADCOM INC	COM	$1.7M	0.5%Prev: 0.4%	4,870 SH	Decreased-543 SH
C H ROBINSON WORLDWIDE INC	COM NEW	$4.5M	1.4%Prev: 0.8%	27,985 SH	Increased+2,985 SH
CALAMOS STRATEGIC TOTAL RETU	COM SH BEN INT	$454K	0.1%Prev: 0.1%	23,507 SH	Increased+1,742 SH
CATERPILLAR INC	COM	$816K	0.3%Prev: 0.2%	1,424 SH	Increased-74 SH
CHEVRON CORP NEW	COM	$1.7M	0.5%Prev: 0.4%	11,074 SH	Decreased+50 SH
CISCO SYS INC	COM	$303K	0.1%Prev: 0.1%	3,934 SH	Increased+6 SH
CLEAN HARBORS INC	COM	$750K	0.2%Prev: 0.2%	3,200 SH	Increased
COCA COLA CO	COM	$2.4M	0.7%Prev: 0.6%	34,962 SH	Increased-60 SH
COHEN & STEERS INFRASTRUCTUR	COM	$283K	0.1%Prev: 0.1%	11,735 SH	Decreased
COMSTOCK RES INC	COM	$452K	0.1%Prev: 0.1%	19,500 SH	Increased
CONOCOPHILLIPS	COM	$565K	0.2%Prev: 0.1%	6,040 SH	Increased+2,149 SH
CORE SCIENTIFIC INC NEW	COM	$428K	0.1%Prev: 0.1%	29,379 SH	Decreased
COREWEAVE INC	COM CL A	$766K	0.2%	10,694 SH	New
COSTCO WHSL CORP NEW	COM	$237K	0.1%Prev: 0.1%	275 SH	Increased+25 SH
CROWDSTRIKE HLDGS INC	CL A	$867K	0.3%Prev: 0.2%	1,850 SH	Decreased
CYBERARK SOFTWARE LTD	SHS	$282K	0.1%Prev: 0.1%	632 SH	Decreased
DATADOG INC	CL A COM	$272K	0.1%Prev: 0.1%	2,000 SH	Decreased
DILLARDS INC	CL A	$255K	0.1%Prev: 0.1%	400 SH	Increased
DUKE ENERGY CORP NEW	COM NEW	$325K	0.1%Prev: 0.1%	2,774 SH	Decreased-95 SH
ELI LILLY & CO	COM	$792K	0.2%Prev: 0.1%	737 SH	Increased+305 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$389K	0.1%Prev: 0.1%	23,593 SH	Increased+10,013 SH
ENTERPRISE PRODS PARTNERS L	COM	$359K	0.1%Prev: 0.1%	11,200 SH	Increased+3,202 SH
EQT CORP	COM	$247K	0.1%Prev: 0.1%	4,616 SH	Decreased
ETF OPPORTUNITIES TRUST	T-REX 2X LONG	$55K	0.0%	11,000 SH	New
ETF SER SOLUTIONS	APTUS LRG CAP UP	$6.7M	2.1%Prev: 1.3%	249,859 SH	Increased+44,188 SH
EXXON MOBIL CORP	COM	$5.7M	1.7%Prev: 1.3%	47,412 SH	Increased-499 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$5.0M	1.5%Prev: 1.2%	274,230 SH	Increased+1,803 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$18.4M	5.7%Prev: 3.5%	265,408 SH	Increased+46,438 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$246K	0.1%Prev: 0.1%	5,337 SH	Decreased
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$7.5M	2.3%Prev: 1.8%	194,799 SH	Decreased-5,342 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$6.0M	1.8%Prev: 2.1%	186,580 SH	Decreased-21,348 SH
FORD MTR CO	COM	$196K	0.1%Prev: 0.0%	14,927 SH	Increased
GE AEROSPACE	COM NEW	$1.0M	0.3%Prev: 0.2%	3,258 SH	Increased+859 SH
GE VERNOVA INC	COM	$601K	0.2%Prev: 0.1%	919 SH	Increased+184 SH
GENERAL DYNAMICS CORP	COM	$645K	0.2%Prev: 0.2%	1,917 SH	Decreased
GOLDMAN SACHS GROUP INC	COM	$410K	0.1%Prev: 0.1%	467 SH	Increased-17 SH
HOME DEPOT INC	COM	$894K	0.3%Prev: 0.2%	2,599 SH	Decreased+39 SH
HONEYWELL INTL INC	COM	$255K	0.1%Prev: 0.1%	1,305 SH	Decreased-354 SH
HUMACYTE INC	COM	$16K	0.0%Prev: 0.0%	16,609 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$2.0M	0.6%Prev: 0.4%	6,636 SH	Increased+783 SH
INTUIT	COM	$205K	0.1%Prev: 0.0%	309 SH	Decreased+1 SH
INTUITIVE SURGICAL INC	COM NEW	$876K	0.3%Prev: 0.2%	1,546 SH	Increased+27 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$6.2M	1.9%Prev: 1.4%	39,736 SH	Increased+637 SH
INVESCO EXCHANGE TRADED FD T	S&P 100 EQL WIGH	$209K	0.1%Prev: 0.0%	1,773 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$236K	0.1%Prev: 0.1%	2,069 SH	Increased+3 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$7.7M	2.4%Prev: 1.7%	55,477 SH	Increased+3,360 SH
ISHARES GOLD TR	ISHARES NEW	$3.4M	1.0%Prev: 0.7%	42,134 SH	Increased+231 SH
ISHARES TR	CORE MSCI EAFE	$369K	0.1%Prev: 0.1%	4,124 SH	Increased+1,182 SH
ISHARES TR	CORE S&P MCP ETF	$497K	0.2%Prev: 0.2%	7,529 SH	Decreased-4,131 SH
ISHARES TR	CORE S&P SCP ETF	$2.0M	0.6%Prev: 0.5%	16,484 SH	Increased-9 SH
ISHARES TR	CORE S&P500 ETF	$403K	0.1%Prev: 0.1%	589 SH	Increased
ISHARES TR	MSCI ACWI ETF	$1.3M	0.4%Prev: 0.3%	8,855 SH	Increased-71 SH
ISHARES TR	MSCI USA MIN VOL	$318K	0.1%Prev: 0.1%	3,382 SH	Increased+497 SH
ISHARES TR	MSCI USA MMENTM	$6.6M	2.0%Prev: 1.3%	26,181 SH	Increased+4,779 SH
ISHARES TR	RUS 1000 ETF	$588K	0.2%Prev: 0.3%	1,574 SH	Decreased-1,949 SH
JOHNSON & JOHNSON	COM	$1.2M	0.4%Prev: 0.2%	5,957 SH	Increased+901 SH
JPMORGAN CHASE & CO.	COM	$1.7M	0.5%Prev: 0.4%	5,181 SH	Increased+37 SH
KIMBELL RTY PARTNERS LP	UNIT	$141K	0.0%Prev: 0.0%	11,991 SH	Decreased+115 SH
KKR & CO INC	COM	$1.1M	0.3%Prev: 0.3%	8,300 SH	Decreased
LOWES COS INC	COM	$369K	0.1%Prev: 0.1%	1,531 SH	Decreased
MARATHON PETE CORP	COM	$433K	0.1%Prev: 0.1%	2,661 SH	Increased+465 SH
MASTERCARD INCORPORATED	CL A	$1.6M	0.5%Prev: 0.4%	2,807 SH	Increased+3 SH
MCDONALDS CORP	COM	$280K	0.1%Prev: 0.1%	917 SH	Increased+1 SH
MCKESSON CORP	COM	$553K	0.2%Prev: 0.1%	673 SH	Increased
MEDTRONIC PLC	SHS	$233K	0.1%Prev: 0.1%	2,403 SH	Increased+23 SH
MERCK & CO INC	COM	$452K	0.1%Prev: 0.1%	4,257 SH	Increased+297 SH
META PLATFORMS INC	CL A	$1.5M	0.5%Prev: 0.4%	2,342 SH	Decreased+32 SH
MICRON TECHNOLOGY INC	COM	$1.7M	0.5%Prev: 0.2%	6,058 SH	Increased+24 SH
MICROSOFT CORP	COM	$6.9M	2.1%Prev: 1.8%	14,247 SH	Decreased-318 SH
NETFLIX INC	COM	$365K	0.1%Prev: 0.1%	3,890 SH	Decreased+3,501 SH
NEXTERA ENERGY INC	COM	$848K	0.3%Prev: 0.2%	10,557 SH	Increased-402 SH
NORTHROP GRUMMAN CORP	COM	$231K	0.1%	405 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGCP	$5.8M	1.8%Prev: 1.3%	58,852 SH	Increased+1,531 SH
NVIDIA CORPORATION	COM	$12.0M	3.7%Prev: 3.0%	64,309 SH	Decreased-3,302 SH
OCCIDENTAL PETE CORP	COM	$515K	0.2%Prev: 0.1%	12,455 SH	Decreased+42 SH
OCUGEN INC	COM	$14K	0.0%Prev: 0.0%	10,000 SH	Decreased
OGE ENERGY CORP	COM	$759K	0.2%Prev: 0.1%	17,765 SH	Increased+6,485 SH
ONEOK INC NEW	COM	$435K	0.1%Prev: 0.1%	5,912 SH	Increased+1,100 SH
ORACLE CORP	COM	$1.2M	0.4%Prev: 0.1%	6,167 SH	Increased+4,222 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.9M	0.9%Prev: 0.7%	16,578 SH	Decreased+333 SH
PALO ALTO NETWORKS INC	COM	$576K	0.2%Prev: 0.2%	3,125 SH	Decreased+2 SH
PAYCHEX INC	COM	$768K	0.2%Prev: 0.2%	6,845 SH	Decreased-68 SH
PEPSICO INC	COM	$313K	0.1%Prev: 0.1%	2,163 SH	Increased+497 SH
PFIZER INC	COM	$342K	0.1%Prev: 0.1%	13,743 SH	Decreased+34 SH
PHILIP MORRIS INTL INC	COM	$1.1M	0.3%Prev: 0.3%	6,715 SH	Decreased-260 SH
PHILLIPS 66	COM	$314K	0.1%Prev: 0.1%	2,430 SH	Decreased+4 SH
PROCTER AND GAMBLE CO	COM	$428K	0.1%Prev: 0.1%	2,984 SH	Decreased-311 SH
PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$422K	0.1%	6,439 SH	New
PROSHARES TR	S&P 500 DV ARIST	$3.9M	1.2%Prev: 0.6%	37,583 SH	Increased+11,446 SH
PROSHARES TR	ULTRAPRO QQQ	$1.5M	0.5%Prev: 0.3%	28,000 SH	Increased+14,000 SH
PROSHARES TR	ULTRPRO S&P500	$2.4M	0.7%Prev: 0.6%	21,000 SH	Increased
PROSPERITY BANCSHARES INC	COM	$238K	0.1%Prev: 0.1%	3,411 SH	Increased
QUALCOMM INC	COM	$253K	0.1%Prev: 0.0%	1,481 SH	Increased+226 SH
RAYMOND JAMES FINL INC	COM	$1.0M	0.3%Prev: 0.3%	6,306 SH	Decreased-300 SH
REPUBLIC SVCS INC	COM	$282K	0.1%Prev: 0.1%	1,329 SH	Decreased
ROBINHOOD MKTS INC	COM CL A	$232K	0.1%	2,050 SH	New
ROCKWELL AUTOMATION INC	COM	$651K	0.2%Prev: 0.1%	1,672 SH	Increased+3 SH
RTX CORPORATION	COM	$731K	0.2%Prev: 0.2%	3,984 SH	Increased+64 SH
S&P GLOBAL INC	COM	$241K	0.1%	461 SH	New
SALESFORCE INC	COM	$672K	0.2%Prev: 0.1%	2,531 SH	Increased-45 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.1M	1.9%Prev: 1.4%	222,016 SH	Increased+8,076 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.6M	1.4%Prev: 1.0%	141,933 SH	Increased+3,772 SH
SEABRIDGE GOLD INC	COM	$371K	0.1%Prev: 0.1%	12,530 SH	Increased+1,000 SH
SERVICENOW INC	COM	$1.6M	0.5%Prev: 0.5%	10,635 SH	Decreased+8,530 SH
SHERWIN WILLIAMS CO	COM	$493K	0.2%	1,520 SH	New
SIMMONS 1ST NATL CORP	CL A $1 PAR	$243K	0.1%Prev: 0.1%	12,740 SH	Increased+800 SH
SOUTHERN CO	COM	$360K	0.1%Prev: 0.1%	4,133 SH	Decreased+4 SH
SPDR S&P 500 ETF TR	TR UNIT	$477K	0.1%Prev: 0.1%	698 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$10.9M	3.3%	120,405 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$264K	0.1%Prev: 0.1%	8,000 SH	Increased
STANDARD LITHIUM LTD	COM	$89K	0.0%Prev: 0.0%	20,000 SH	Increased
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.2M	0.4%Prev: 0.3%	4,088 SH	Increased+210 SH
TD SYNNEX CORPORATION	COM	$228K	0.1%Prev: 0.1%	1,518 SH	Decreased+1 SH
TESLA INC	COM	$1.7M	0.5%Prev: 0.4%	3,847 SH	Increased+112 SH
TJX COS INC NEW	COM	$266K	0.1%Prev: 0.1%	1,734 SH	Increased-59 SH
TRANE TECHNOLOGIES PLC	SHS	$268K	0.1%Prev: 0.1%	688 SH	Decreased-9 SH
TWILIO INC	CL A	$569K	0.2%Prev: 0.1%	4,000 SH	Increased
TYSON FOODS INC	CL A	$233K	0.1%Prev: 0.1%	3,974 SH	Increased
U S ENERGY CORP DEL	COM	$42K	0.0%Prev: 0.0%	45,000 SH	Decreased
UBER TECHNOLOGIES INC	COM	$380K	0.1%Prev: 0.1%	4,647 SH	Decreased+13 SH
UNITEDHEALTH GROUP INC	COM	$237K	0.1%Prev: 0.1%	718 SH	Decreased+3 SH
VANECK ETF TRUST	GOLD MINERS ETF	$7.5M	2.3%Prev: 1.6%	87,420 SH	Increased-785 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.4M	0.7%Prev: 0.6%	3,793 SH	Decreased-391 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$222K	0.1%Prev: 0.1%	734 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$573K	0.2%Prev: 0.1%	2,609 SH	Increased+92 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$283K	0.1%Prev: 0.1%	4,532 SH	Increased+480 SH
VERIZON COMMUNICATIONS INC	COM	$399K	0.1%Prev: 0.1%	9,800 SH	Decreased-722 SH
VISA INC	COM CL A	$890K	0.3%Prev: 0.2%	2,538 SH	Increased-37 SH
WALMART INC	COM	$92.3M	28.3%Prev: 20.4%	828,355 SH	Increased-8,573 SH
WILLIAMS COS INC	COM	$224K	0.1%Prev: 0.1%	3,723 SH	Decreased+189 SH

Sold (vs prior filing)

AMPLIFY ETF TR — $649K
BLACKROCK MUN INCOME TR — $181K
BLACKROCK MUNIHOLDINGS FD IN — $424K
BUILDERS FIRSTSOURCE INC — $243K
CADENCE DESIGN SYSTEM INC — $202K
CHENIERE ENERGY INC — $226K
COHEN & STEERS INFRASTRUCTUR — $915
CORE SCIENTIFIC INC NEW — $140K
EATON CORP PLC — $277K
EATON VANCE MUN BD FD — $756K
ETF OPPORTUNITIES TRUST — $24K
ETF SER SOLUTIONS — $31.4M
ETF SER SOLUTIONS — $13.8M
ETF SER SOLUTIONS — $5.4M
ETF SER SOLUTIONS — $3.4M
FIRST TR EXCH TRADED FD III — $2.7M
FIRST TR EXCH TRADED FD III — $354K
FIRST TR EXCH TRADED FD III — $833K
FIRST TR EXCHANGE-TRADED FD — $6.4M
FIRST TR EXCHNG TRADED FD VI — $12.1M
… and 33 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001951757-26-000429	$326.2M	View
Nov 7, 2025	Q3 2025	13F-HR	0001951757-25-001316	$423.7M	View
Aug 6, 2026	Q2 2026