Uniting Wealth Partners, LLC
Annual return '25
+23.2%
SPY '25
+17.7%
Alpha
+5.4ptsvs SPY
Invested
$469.7M
Holdings
207
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WMT
WALMART INC
Q1 2026: New position (19.8k shares)
21.2%
02
$RDVY
FIRST TR EXCHANGE TRADED FD
Held since at least Q1 2024
3.9%
03
$ACIO
ETF SER SOLUTIONS
Held since at least Q1 2024
2.9%
04
$OCTB
ETF SER SOLUTIONS
Held since at least Q1 2024
2.7%
05
$JULB
ETF SER SOLUTIONS
Held since at least Q1 2024
2.7%
06
$BUFR
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
2.7%
07
$DRSK
ETF SER SOLUTIONS
Held since at least Q1 2024
2.5%
08
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (174.0k shares)
2.3%
09
$VCIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
2.2%
10
$JANB
ETF SER SOLUTIONS
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:11 UTC.