Uniting Wealth Partners, LLC
208 holdingsFiling period: 2026-06-30Current AUM: $502.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | 792.0K | $89.7M | $93.3M | 18.58% | -9,032 | 2026-06-30 |
| 2 | RDVY | First TR Exchange Traded FD | 278.0K | $22.5M | $22.1M | 4.41% | +8.0K | 2026-06-30 |
| 3 | OCTB | ETF Ser Solutions | 511.2K | $13.9M | $14.5M | 2.88% | +6.0K | 2026-06-30 |
| 4 | BUFR | First TR Exchng Traded FD VI | 379.2K | $13.9M | $14.3M | 2.85% | +7.1K | 2026-06-30 |
| 5 | ACIO | ETF Ser Solutions | 280.2K | $12.9M | $13.2M | 2.63% | -49,172 | 2026-06-30 |
| 6 | JULB | ETF Ser Solutions | 419.9K | $11.6M | $11.9M | 2.36% | -81,548 | 2026-06-30 |
| 7 | SCIO | First TR Exchange-Traded FD | 538.6K | $11.1M | $10.8M | 2.15% | +266.7K | 2026-06-30 |
| 8 | VCIT | Vanguard Scottsdale Fds | 134.1K | $11.1M | $10.6M | 2.10% | +6.6K | 2026-06-30 |
| 9 | NVDA | NVIDIA Corporation | 51.2K | $10.3M | $11.1M | 2.21% | -11,674 | 2026-06-30 |
| 10 | JANB | ETF Ser Solutions | 375.8K | $10.2M | $10.6M | 2.10% | +8.8K | 2026-06-30 |
| 11 | CHRW | C H Robinson Worldwide in | 52.5K | $9.9M | $7.4M | 1.47% | +10.0K | 2026-06-30 |
| 12 | MSTB | ETF Ser Solutions | 185.4K | $8.0M | $8.2M | 1.63% | +2.5K | 2026-06-30 |
| 13 | SDVY | First TR Exchange Traded FD | 181.2K | $7.8M | $7.6M | 1.51% | -2,224 | 2026-06-30 |
| 14 | SCHD | Schwab Strategic TR | 240.3K | $7.6M | $8.3M | 1.66% | +7.3K | 2026-06-30 |
| 15 | MU | Micron Technology Inc | 6.4K | $7.4M | $5.8M | 1.14% | +364 | 2026-06-30 |
| 16 | WCMI | First TR Exchange-Traded FD | 366.9K | $7.2M | $6.8M | 1.36% | +100.7K | 2026-06-30 |
| 17 | PPA | Invesco Exchange Traded FD T | 40.3K | $7.1M | $6.3M | 1.24% | -696 | 2026-06-30 |
| 18 | PVAL | Putnam ETF Trust | 138.8K | $7.1M | $7.5M | 1.50% | +2.7K | 2026-06-30 |
| 19 | KBWB | Invesco Exch Traded FD TR II | 73.6K | $6.8M | $6.4M | 1.28% | -- | 2026-06-30 |
| 20 | SPYM | Spdr Series Trust | 77.5K | $6.8M | $7.0M | 1.40% | +1.2K | 2026-06-30 |
| 21 | XMMO | Invesco Exchange Traded FD T | 38.5K | $6.5M | $5.4M | 1.08% | -60 | 2026-06-30 |
| 22 | DLMY | First TR Exchng Traded FD VI | 214.7K | $6.4M | $6.6M | 1.31% | -- | 2026-06-30 |
| 23 | XOM | Exxon Mobil Corp | 44.5K | $6.1M | $7.9M | 1.57% | -1,008 | 2026-06-30 |
| 24 | XOM | Exxon Mobil Corp | 44.5K | $6.1M | $7.9M | 1.57% | -1,008 | 2026-06-30 |
| 25 | AAPL | Apple Inc | 20.0K | $5.8M | $6.8M | 1.35% | -1,344 | 2026-06-30 |
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