Uniting Wealth Partners, LLC
13F Portfolio Filings
Most recent 13F Q3 2025Location mission, KSCIK 0002056414All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
199 | $423.74M | WMT, ACIO, RDVY, DRSK | 13F-HR | Nov 7, 2025 | 000195175725001316 | ||
116 | $258.59M | WMT, ACIO, GDEC, NVDA | 13F-HR | Aug 4, 2025 | 000195175725001027 | ||
108 | $199.54M | WMT, RSPU, ACIO, PPA | 13F-HR | Apr 25, 2025 | 000195175725000447 | ||
110 | $207.05M | WMT, RSPU, NVDA, PPA | 13F-HR | Feb 12, 2025 | 000195175725000248 |