Investor
Uniting Wealth Partners, LLC
CIK 0002056414 · filed 2026-04-22 · SEC filing
13F book
$469.7M
Positions
205
61 new · 9 sold
Largest name
21.2%
Walmart Inc. · WMT
Est. mark
$8.54M
Price effect on 144 names still held. Flow $135M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Walmart Inc. | WMT | 801K | $99.7M | 21.2% | $10.5M | Cut$7.46M |
| First Tr Exchange Traded Fd | — | 270K | $18.4M | 3.9% | −$315.8K | Added−$2.51K |
| Etf Ser Solutions | — | 329.4K | $13.8M | 2.9% | — | New |
| Etf Ser Solutions | — | 505.2K | $12.7M | 2.7% | — | New |
| Etf Ser Solutions | — | 501.5K | $12.6M | 2.7% | — | New |
| First Tr Exchng Traded Fd Vi | — | 372.2K | $12.6M | 2.7% | — | New |
| Etf Ser Solutions | — | 425.6K | $11.7M | 2.5% | — | New |
| Nvidia Corp | NVDA | 62.9K | $11M | 2.3% | −$760.5K | Cut−$1.02M |
| Vanguard Scottsdale Fds | — | 127.4K | $10.5M | 2.2% | — | New |
| Etf Ser Solutions | — | 367K | $9.21M | 2.0% | — | New |
| Exxon Mobil Corp | — | 45.5K | $7.71M | 1.6% | $2.24M | Cut$2.01M |
| First Tr Exchange-Traded Fd | — | 183.4K | $7.23M | 1.5% | $203.5K | Cut−$234K |
| Schwab Strategic Tr | — | 233K | $7.15M | 1.5% | $721.6K | Added$1.06M |
| C. H. Robinson Worldwide, Inc. | CHRW | 42.5K | $7.08M | 1.5% | $148.6K | Added$2.57M |
| Etf Ser Solutions | — | 183K | $7.01M | 1.5% | — | New |
| Invesco Exchange Traded Fd T | — | 41K | $6.79M | 1.4% | $360.4K | Added$566.4K |
| Etf Ser Solutions | — | 265.1K | $6.78M | 1.4% | −$304.8K | Added$85.1K |
| Putnam Etf Trust | — | 136.2K | $6.32M | 1.3% | — | New |
| First Tr Exchng Traded Fd Vi | — | 194.3K | $5.98M | 1.3% | −$90.2K | Added$329.7K |
| Vaneck Etf Trust | — | 64.3K | $5.9M | 1.3% | $385.8K | Cut−$1.6M |
| Spdr Series Trust | — | 76.3K | $5.84M | 1.2% | −$246.4K | Added$469.9K |
| First Tr Exchange-Traded Fd | — | 271.9K | $5.61M | 1.2% | — | New |
| Invesco Exchange Traded Fd T | — | 38.5K | $5.59M | 1.2% | $252.7K | Cut−$2.1M |
| Apple Inc. | AAPL | 21.4K | $5.43M | 1.2% | −$386.2K | Cut−$1.12M |
| J P Morgan Exchange Traded F | — | 107.2K | $5.36M | 1.1% | — | New |
| Schwab Strategic Tr | — | 178.8K | $5.21M | 1.1% | −$495.3K | Added$577.2K |
| First Tr Exch Traded Fd Iii | — | 289.6K | $5.14M | 1.1% | −$128.9K | Added$143.9K |
| Hartford Fds Exchange Traded | — | 121.8K | $4.73M | 1.0% | — | New |
| Proshares Tr | — | 42.3K | $4.48M | 1.0% | $72.9K | Added$573.1K |
| First Tr Exchange-Traded Fd | — | 266.3K | $4.47M | 1.0% | — | New |
| Microsoft Corp | MSFT | 11.8K | $4.37M | 0.9% | −$1.34M | Cut−$2.52M |
| Etf Ser Solutions | — | 189.5K | $4.23M | 0.9% | — | New |
| First Tr Exch Traded Fd Iii | — | 74.7K | $3.78M | 0.8% | — | New |
| Ishares Gold Tr | — | 42.6K | $3.76M | 0.8% | $294.5K | Added$336.9K |
| Bluerock Pvt Real Estate Fd | — | 202.4K | $3.36M | 0.7% | — | New |
| Amazon Com Inc | AMZN | 16K | $3.32M | 0.7% | −$335.9K | Added−$115.2K |
| John Hancock Exchange Traded | — | 139.4K | $3.15M | 0.7% | — | New |
| Dbx Etf Tr | — | 89.8K | $3.06M | 0.7% | — | New |
| Palantir Technologies Inc. | PLTR | 20K | $2.92M | 0.6% | −$521.7K | Added−$22.2K |
| Ea Series Trust | — | 53.3K | $2.92M | 0.6% | — | New |
| Coca Cola Co | KO | 34.9K | $2.67M | 0.6% | $232.5K | Cut$225.3K |
| Applied Digital Corp. | APLD | 107.2K | $2.55M | 0.5% | −$83.4K | Added−$77.5K |
| Proshares Tr | — | 26K | $2.52M | 0.5% | −$394.4K | Added$90.5K |
| Vanguard Index Fds | — | 4.19K | $2.5M | 0.5% | −$112.3K | Added$124.9K |
| Ishares Tr | — | 16.5K | $2.05M | 0.4% | $68.1K | Added$70.9K |
| Micron Technology Inc | MU | 6.05K | $2.05M | 0.4% | $317.6K | Cut$316.1K |
| American Centy Etf Tr | — | 17.2K | $1.9M | 0.4% | — | New |
| Pimco Etf Tr | — | 34K | $1.77M | 0.4% | — | New |
| Alphabet Inc | — | 5.88K | $1.69M | 0.4% | −$149.7K | Cut−$242.3K |
| Tesla, Inc. | TSLA | 4.37K | $1.62M | 0.3% | −$300K | Added−$107.4K |
| Texas Capital Funds Trust | — | 16K | $1.6M | 0.3% | — | New |
| Jpmorgan Chase & Co. | — | 5.28K | $1.55M | 0.3% | −$145.4K | Added−$116.6K |
| Broadcom Inc. | AVGO | 4.71K | $1.46M | 0.3% | −$172.2K | Cut−$228.3K |
| Johnson & Johnson | JNJ | 5.82K | $1.42M | 0.3% | $218.2K | Cut$189.3K |
| Kkr & Co Inc | — | 15.3K | $1.42M | 0.3% | −$290.3K | Added$357.2K |
| Mastercard Inc | MA | 2.83K | $1.41M | 0.3% | −$199.9K | Added−$187.9K |
| Global X Fds | — | 27.4K | $1.39M | 0.3% | — | New |
| Blackstone Inc. | BX | 12.1K | $1.39M | 0.3% | −$472K | Cut−$487.4K |
| Chevron Corp New | CVX | 6.61K | $1.37M | 0.3% | $360.1K | Cut−$320.3K |
| Taiwan Semiconductor Mfg Ltd | — | 3.9K | $1.32M | 0.3% | $133.7K | Cut$76.7K |
| Ishares Tr | — | 9.45K | $1.31M | 0.3% | −$27.6K | Added$55.1K |
| Franklin Templeton Etf Tr | — | 52.6K | $1.31M | 0.3% | — | New |
| International Business Machs | — | 5.33K | $1.29M | 0.3% | −$286.7K | Cut−$674.4K |
| Meta Platforms, Inc. | META | 2.21K | $1.26M | 0.3% | −$194.4K | Cut−$281.5K |
| Proshares Tr | — | 28K | $1.17M | 0.2% | −$309.1K | Held |
| Oracle Corp | — | 7.68K | $1.13M | 0.2% | −$294.9K | Added−$72.9K |
| Berkshire Hathaway Inc Del | — | 2.29K | $1.1M | 0.2% | −$53.6K | Cut−$127K |
| First Tr Exchange Traded Fd | — | 6.69K | $1.09M | 0.2% | — | New |
| Alphabet Inc | — | 3.61K | $1.04M | 0.2% | −$97.1K | Added−$95.7K |
| Philip Morris Intl Inc | — | 6.09K | $1.02M | 0.2% | $30.1K | Cut−$70.6K |
| CoreWeave, Inc. | CRWV | 12.8K | $992K | 0.2% | $62.7K | Added$226.2K |
| Nextera Energy Inc | — | 10.6K | $981K | 0.2% | $133K | Added$133.5K |
| First Tr Exchange-Traded Fd | — | 51.4K | $964.1K | 0.2% | — | New |
| Caterpillar Inc | CAT | 1.35K | $957.1K | 0.2% | $183.2K | Cut$141.4K |
| Ge Aerospace | — | 3.22K | $914.2K | 0.2% | −$77.7K | Cut−$90.3K |
| Raymond James Finl Inc | — | 6.01K | $869.6K | 0.2% | −$94.9K | Cut−$143.1K |
| Oge Energy Corp. | OGE | 17.8K | $852K | 0.2% | $93.4K | Held |
| Occidental Pete Corp | — | 12.6K | $822.2K | 0.2% | $297.6K | Added$307.1K |
| Home Depot, Inc. | HD | 2.47K | $811.7K | 0.2% | −$37.5K | Cut−$82.6K |
| Conocophillips | COP | 6.02K | $795.2K | 0.2% | $231.3K | Cut$229.8K |
| Nuveen Amt Free Qlty Mun Inc | — | 70.1K | $792.2K | 0.2% | — | New |
| First Tr Exchng Traded Fd Vi | — | 18.7K | $792K | 0.2% | — | New |
| Visa Inc. | V | 2.62K | $790.4K | 0.2% | −$123.1K | Added−$99.9K |
| GE Vernova Inc. | GEV | 901 | $787.3K | 0.2% | $198.2K | Cut$186.4K |
| Trinity Cap Inc | — | 52K | $764.9K | 0.2% | — | New |
| RTX Corp | RTX | 3.88K | $748.2K | 0.2% | $36.7K | Cut$17.4K |
| Eaton Vance Mun Bd Fd | — | 76.2K | $744.2K | 0.2% | — | New |
| Eli Lilly & Co | LLY | 795 | $731.4K | 0.2% | −$114.1K | Added−$60.8K |
| Intuitive Surgical Inc | ISRG | 1.56K | $721K | 0.2% | −$162.9K | Added−$154.6K |
| Palo Alto Networks Inc | PANW | 4.45K | $713.9K | 0.2% | −$74.6K | Added$138.3K |
| Amplify Etf Tr | — | 15.6K | $700.4K | 0.1% | — | New |
| Advanced Micro Devices Inc | AMD | 3.39K | $689.6K | 0.1% | −$33.8K | Added$14.4K |
| At&T Inc | — | 22.6K | $655.1K | 0.1% | $93.8K | Cut$56.6K |
| Ares Management Corporation | — | 6K | $654.6K | 0.1% | — | New |
| ServiceNow, Inc. | NOW | 6.26K | $654.2K | 0.1% | −$304.3K | Cut−$975K |
| Blackrock Muniholdings Fd In | — | 56.5K | $640.3K | 0.1% | — | New |
| Paychex Inc | PAYX | 6.75K | $621.9K | 0.1% | −$135.5K | Cut−$145.9K |
| General Dynamics Corp | GD | 1.79K | $613.3K | 0.1% | $11.7K | Cut−$32K |
| Altria Group, Inc. | MO | 8.95K | $600.3K | 0.1% | $74.6K | Cut$50.3K |
| Rockwell Automation, Inc | ROK | 1.66K | $595K | 0.1% | −$50.1K | Cut−$55.5K |
| Marathon Pete Corp | — | 2.4K | $586K | 0.1% | $195.7K | Cut$153.3K |
| Mckesson Corp | MCK | 673 | $582.9K | 0.1% | $30.3K | Held |
| AbbVie Inc. | ABBV | 2.61K | $568.3K | 0.1% | −$28.6K | Added−$28.4K |
| Ishares Tr | — | 1.57K | $561.2K | 0.1% | −$26.6K | Held |
| Oneok Inc /New/ | OKE | 6.16K | $556.4K | 0.1% | $99.8K | Added$121.9K |
| Vanguard Specialized Funds | — | 2.52K | $542.2K | 0.1% | −$11.9K | Cut−$31.2K |
| Ishares Tr | — | 7.54K | $509K | 0.1% | $11.5K | Added$12.1K |
| Ishares Tr | — | 4.68K | $499K | 0.1% | — | New |
| Adams Diversified Equity Fd | — | 22.8K | $498.1K | 0.1% | −$31.9K | Added−$22K |
| Spdr Series Trust | — | 10.9K | $496.5K | 0.1% | — | New |
| Bp Plc | — | 10.5K | $492.7K | 0.1% | $128.6K | Cut$116.7K |
| Sherwin Williams Co | SHW | 1.54K | $492.4K | 0.1% | −$5.29K | Added−$161 |
| Merck & Co., Inc. | MRK | 4.06K | $491.3K | 0.1% | $60.9K | Cut$39.6K |
| Spdr S&P 500 Etf Tr | — | 718 | $468.2K | 0.1% | −$22.2K | Added−$9.16K |
| Energy Transfer L P | — | 23.9K | $461.1K | 0.1% | $66.3K | Added$72.1K |
| Phillips 66 | PSX | 2.46K | $447.8K | 0.1% | $129.1K | Added$134.2K |
| Verizon Communications Inc | VZ | 8.84K | $443.7K | 0.1% | $83.7K | Cut$44.5K |
| Ishares Tr | — | 4.44K | $440.8K | 0.1% | — | New |
| Seabridge Gold Inc | SA | 15.5K | $440.1K | 0.1% | −$15.7K | Added$69.4K |
| Core Scientific Inc New | — | 29.4K | $439.5K | 0.1% | $11.8K | Held |
| Nuveen Amt-Free Mun Value Fd | — | 29.8K | $428.5K | 0.1% | — | New |
| Enterprise Prods Partners L | — | 11.2K | $423.9K | 0.1% | $64.7K | Added$64.8K |
| Applied Matls Inc | — | 1.21K | $412.9K | 0.1% | $101.4K | Added$105.5K |
| Comstock Res Inc | — | 19.5K | $411.1K | 0.1% | −$41K | Held |
| Southern Co | — | 4.13K | $399K | 0.1% | $38.5K | Added$38.6K |
| Calamos Strategic Total Retu | — | 23K | $393.6K | 0.1% | −$50.6K | Cut−$60.6K |
| Ishares Tr | — | 4.34K | $392.7K | 0.1% | $4.41K | Added$23.8K |
| Netflix Inc | NFLX | 4.08K | $392.1K | 0.1% | $9.3K | Added$27.4K |
| Goldman Sachs Group Inc | — | 463 | $391.7K | 0.1% | −$15.3K | Cut−$18.8K |
| Vaneck Etf Trust | — | 22K | $383.8K | 0.1% | — | New |
| Pfizer Inc | PFE | 13.4K | $377K | 0.1% | $42.7K | Cut$34.8K |
| Invesco Exchange Traded Fd T | — | 3.19K | $367.8K | 0.1% | −$5.18K | Added$158.3K |
| Lowes Cos Inc | — | 1.53K | $361.7K | 0.1% | −$7.57K | Held |
| Duke Energy Corp New | — | 2.75K | $359.8K | 0.1% | $37.7K | Cut$34.6K |
| First Tr Exch Traded Fd Iii | — | 17.6K | $351.8K | 0.1% | — | New |
| First Tr Exchange-Traded Fd | — | 13.5K | $345.3K | 0.1% | — | New |
| American Express Co | AXP | 1.14K | $343.4K | 0.1% | −$74.7K | Added−$66.6K |
| Uber Technologies, Inc | UBER | 4.65K | $334.5K | 0.1% | −$45.4K | Added−$45.2K |
| Crowdstrike Hldgs Inc | — | 850 | $331.8K | 0.1% | −$66.6K | Cut−$535.4K |
| Ishares Tr | — | 3.52K | $326.4K | 0.1% | −$4.8K | Added$8K |
| Cohen & Steers Infrastructur | — | 12.2K | $316.6K | 0.1% | $20.8K | Added$33.7K |
| First Tr Exchange Traded Fd | — | 13.7K | $314.9K | 0.1% | — | New |
| Etf Ser Solutions | — | 9.37K | $311.5K | 0.1% | — | New |
| Pepsico Inc | PEP | 2K | $310.9K | 0.1% | $20.8K | Cut−$2.57K |
| First Tr Exch Traded Fd Iii | — | 6.54K | $310.9K | 0.1% | — | New |
| Procter And Gamble Co | PG | 2.15K | $310.9K | 0.1% | $2.44K | Cut−$116.8K |
| Ishares Tr | — | 2.73K | $301.1K | 0.1% | — | New |
| Eqt Corp | EQT | 4.7K | $298.9K | 0.1% | $46.3K | Added$51.5K |
| Profesionally Managed Portfo | — | 5.55K | $293.5K | 0.1% | −$70.3K | Cut−$128.3K |
| Apollo Global Mgmt Inc | — | 2.61K | $290.9K | 0.1% | −$87.1K | Held |
| Republic Svcs Inc | — | 1.32K | $289.5K | 0.1% | $9.37K | Cut$7.89K |
| Vanguard Tax-Managed Fds | — | 4.5K | $288.2K | 0.1% | $7.24K | Cut$5.05K |
| Mcdonalds Corp | MCD | 919 | $285.7K | 0.1% | $4.91K | Added$5.53K |
| Sprott Asset Management Lp | — | 8K | $283.5K | 0.1% | $19.4K | Held |
| Honeywell Intl Inc | — | 1.25K | $283K | 0.1% | $38.7K | Cut$28.4K |
| Tjx Cos Inc New | — | 1.75K | $280.1K | 0.1% | $10.6K | Added$13.8K |
| Robinhood Mkts Inc | — | 4.04K | $280K | 0.1% | −$89.8K | Added$48.1K |
| Northrop Grumman Corp | — | 405 | $276.3K | 0.1% | $45.7K | Held |
| Costco Whsl Corp New | — | 277 | $276.1K | 0.1% | $36.9K | Added$38.9K |
| Williams Cos Inc | — | 3.72K | $270.8K | 0.1% | $47.1K | Cut$47K |
| Cheniere Energy, Inc. | LNG | 950 | $269.6K | 0.1% | — | New |
| Autodesk, Inc. | ADSK | 1.1K | $263.1K | 0.1% | −$62.2K | Held |
| Cisco Sys Inc | — | 3.37K | $261.8K | 0.1% | $1.89K | Cut−$41.2K |
| First Tr Exchng Traded Fd Vi | — | 5.05K | $261.6K | 0.1% | −$5.89K | Cut−$54.2K |
| Select Sector Spdr Tr | — | 4.26K | $261.2K | 0.1% | — | New |
| Diamondback Energy, Inc. | FANG | 1.32K | $260.9K | 0.1% | — | New |
| Amphenol Corp New | — | 2.06K | $260.5K | 0.1% | — | New |
| Tyson Foods, Inc. | TSN | 4.01K | $257.1K | 0.1% | $21.7K | Added$24.2K |
| Medtronic Plc | MDT | 2.92K | $255.3K | 0.1% | −$22.6K | Added$22.7K |
| Twilio Inc | TWLO | 2K | $251.6K | 0.1% | −$32.8K | Cut−$317.3K |
| Salesforce, Inc. | CRM | 1.35K | $251.6K | 0.1% | −$106K | Cut−$419.9K |
| First Tr Exchange-Traded Fd | — | 5.34K | $251K | 0.1% | $5.07K | Held |
| Ishares Tr | — | 384 | $250.8K | 0.1% | −$12.2K | Cut−$152.6K |
| Simmons 1st Natl Corp | — | 12.7K | $250.5K | 0.1% | $7.68K | Held |
| Illumina, Inc. | ILMN | 2K | $246.5K | 0.1% | — | New |
| Acadia Pharmaceuticals Inc | ACAD | 11K | $244.9K | 0.1% | −$48.9K | Held |
| Kla Corp | KLAC | 163 | $240K | 0.1% | — | New |
| Allstate Corp | — | 1.13K | $236.4K | 0.1% | −$329 | Added$88 |
| Datadog, Inc. | DDOG | 2K | $236.1K | 0.1% | −$35.9K | Held |
| Bank America Corp | — | 4.78K | $233.1K | 0.1% | −$29.9K | Cut−$31.3K |
| Prosperity Bancshares Inc | PB | 3.41K | $231.2K | 0.0% | −$6.58K | Held |
| Dillards Inc | — | 400 | $229K | 0.0% | −$25.7K | Held |
| Halliburton Co | HAL | 5.8K | $226.2K | 0.0% | — | New |
| Lockheed Martin Corp | LMT | 373 | $225.7K | 0.0% | — | New |
| Nushares Etf Tr | — | 2.48K | $225.6K | 0.0% | −$17K | Cut−$5.53M |
| Vanguard Index Fds | — | 734 | $221.9K | 0.0% | $103 | Held |
| Trane Technologies Plc | TT | 524 | $218.4K | 0.0% | $14.4K | Cut−$49.4K |
| Invesco Exchange Traded Fd T | — | 2.02K | $217.5K | 0.0% | −$12.6K | Cut−$18.1K |
| Vanguard Index Fds | — | 757 | $217.4K | 0.0% | — | New |
| First Tr Exchange-Traded Fd | — | 7.92K | $210.2K | 0.0% | — | New |
| Valero Energy Corp | — | 831 | $205.3K | 0.0% | — | New |
| S&P Global Inc. | SPGI | 480 | $204.2K | 0.0% | −$44.8K | Added−$36.8K |
| First Tr Exchng Traded Fd Vi | — | 4K | $201.8K | 0.0% | — | New |
| Kimbell Rty Partners Lp | — | 12.1K | $175.1K | 0.0% | $32.5K | Added$34.1K |
| Ford Mtr Co | — | 14.7K | $169.7K | 0.0% | −$23.2K | Cut−$26.1K |
| Invesco Value Mun Income Tr | — | 13.9K | $168.7K | 0.0% | — | New |
| Western Asset Managed Muns F | — | 15K | $154.5K | 0.0% | — | New |
| Nuveen Municipal Credit Inc | — | 10.4K | $127.1K | 0.0% | — | New |
| Guggenheim Strategic Opportu | — | 10K | $110.2K | 0.0% | — | New |
| Etf Opportunities Trust | — | 18.8K | $83.1K | 0.0% | −$6.6K | Added$27.7K |
| Standard Lithium Ltd. | SLI | 20K | $68.2K | 0.0% | −$21.2K | Held |
| Franklin Ltd Duration Income | — | 10K | $58.3K | 0.0% | — | New |
| U S Energy Corp Del | — | 45K | $39.8K | 0.0% | −$1.78K | Held |
| Ocugen, Inc. | OCGN | 10K | $18.1K | 0.0% | $4.6K | Held |
| Humacyte Inc | — | 16.6K | $10.1K | 0.0% | −$5.88K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.