StockDriftsStockDriftsTop 50 Uniting Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | 18.21% | 792.0K | $89.7M | -1.13%(-9.03K) | $85.55(+32.25%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 4.58% | 278.0K | $22.5M | +2.97%(+8.03K) | $66.51(+25.59%) | 2026-06-30 | |
| OCTB | ETF SER SOLUTIONS | 2.82% | 511.2K | $13.9M | +1.18%(+5.98K) | $25.31(+9.55%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.81% | 379.2K | $13.9M | +1.90%(+7.09K) | $34.00(+9.81%) | 2026-06-30 | |
| ACIO | ETF SER SOLUTIONS | 2.63% | 280.2K | $12.9M | -14.93%(-49.17K) | $40.90(+16.05%) | 2026-06-30 | |
| JULB | ETF SER SOLUTIONS | 2.35% | 419.9K | $11.6M | -16.26%(-81.55K) | $25.35(+6.21%) | 2026-06-30 | |
| SCIO | FIRST TR EXCHANGE-TRADED FD | 2.26% | 538.6K | $11.1M | +98.09%(+266.71K) | $20.68(-0.45%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.25% | 134.1K | $11.1M | +5.20%(+6.62K) | $83.40(-2.60%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.08% | 51.2K | $10.3M | -18.56%(-11.67K) | $136.38(+61.65%) | 2026-06-30 | |
| JANB | ETF SER SOLUTIONS | 2.08% | 375.8K | $10.2M | +2.39%(+8.78K) | $25.39(+9.66%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.82% |
| Top 20 Holdings Unweighted | — | — | — | — | +31.56% |
Uniting Wealth Partners, LLC reports $492.50M in US-listed equity holdings across 207 positions in its most recent 13F filing. Its largest disclosed positions are WMT (18.2%), RDVY (4.6%) and OCTB (2.8%). The top 20 holdings account for 57.44% of reported assets. Its disclosed equity book has returned +27.82% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Uniting Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056414). View Uniting Wealth Partners, LLC’s 13F filings on SEC