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Uniting Wealth Partners, LLC

Q1 2026 13F Holdings

  • Location
    denver, CO
  • Num holdings

    205

  • Value ($000)

    $469,712

  • Date Filed
    04/22/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
W
WMT

WALMART INC

COM
931142103
$99.75M
21 %

801,015

R
RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
33738R506
$18.44M
4 %

269,997

A
ACIO

ETF SER SOLUTIONS

APTUS COLLRD INV
26922A222
$13.83M
3 %

329,385

---

ETF SER SOLUTIONS

APTUS OCT BUFF E
268961851
$12.66M
3 %

505,249

---

ETF SER SOLUTIONS

APTUS JULY BUFR
268961869
$12.59M
3 %

501,497

---

FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED
33740F755
$12.57M
3 %

372,152

D
DRSK

ETF SER SOLUTIONS

APTUS DEFINED
26922A388
$11.66M
3 %

425,551

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$10.97M
2 %

62,902

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$10.55M
2 %

127,441

---

ETF SER SOLUTIONS

APTUS JAN BUFFER
268961885
$9.21M
2 %

367,003

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