Uniting Wealth Partners, LLC

Q3 2025 13F Holdings

  • Location
    mission, KS
  • Num holdings

    199

  • Value ($000)

    $423,736

  • Date Filed
    11/07/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
W
WMT

WALMART INC

COM
$86.25M
20 %

836,928

A
ACIO

ETF SER SOLUTIONS

APTUS COLLRD INV
$31.38M
7 %

722,649

R
RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
$14.73M
4 %

218,970

D
DRSK

ETF SER SOLUTIONS

APTUS DEFINED
$13.81M
3 %

479,114

N
NVDA

NVIDIA CORPORATION

COM
$12.62M
3 %

67,611

---

FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED
$12.13M
3 %

362,966

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
$8.04M
2 %

95,588

S
SDVY

FIRST TR EXCHANGE-TRADED FD

SMID RISNG ETF
$7.61M
2 %

200,141

M
MSFT

MICROSOFT CORP

COM
$7.54M
2 %

14,565

X
XMMO

INVESCO EXCHANGE TRADED FD T

S&P MDCP MOMNTUM
$7.05M
2 %

52,117

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