Uniting Wealth Partners, LLC

13F filer · CIK 0002056414

Reported Aug 6, 2026

Net buyer this quarter

13F portfolio value$492MU.S. long equity reported on 13F

Positions14013 new · 10 closed

Net flow last quarter+$348KBuys minus sells

Top 10 positions weight31.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 2026140 positions
WMTWalmart Inc.	$89.7M	18.21%	0.01%	-1.1%	Q4 2024
SCIOScio Diamond Technology Corp	$11.1M	2.26%	0.83%	+98.1%	Q1 2026
NVDANvidia Corp	$10.3M	2.08%	0.00%	-18.6%	Q4 2024
CHRWC. H. Robinson Worldwide, Inc.	$9.92M	2.01%	0.04%	+23.5%	Q3 2025
MUMicron Technology Inc	$7.41M	1.50%	0.00%	+6.0%	Q4 2024
XOMExxonMobil Holdings Corp	$6.08M	1.23%	0.00%	-2.2%	Q4 2024
AAPLApple Inc.	$5.8M	1.18%	0.00%	-6.3%	Q4 2024
NOBLNoble International, Ltd.	$4.63M	0.94%	Not reported	-2.5%	Q4 2024
APLDApplied Digital Corp.	$3.98M	0.81%	0.04%	-0.4%	Q2 2025
FRDMFreedom Environmental Services, Inc.	$3.96M	0.80%	Not reported	+1.4%	Q1 2026
DDOGDatadog, Inc.	$3.58M	0.73%	0.02%	+587.8%	Q2 2025
MSFTMicrosoft Corp	$3.51M	0.71%	0.00%	-20.4%	Q4 2024
IAUIshares Gold Trust	$3.22M	0.65%	0.01%	+0.1%	Q1 2025
AMZNAmazon Com Inc	$3.2M	0.65%	0.00%	-15.8%	Q4 2024
KOCoca Cola Co	$2.84M	0.58%	0.00%	-0.5%	Q4 2024
BPREBluerock Private Real Estate Fund	$2M	0.41%	Not reported	-24.1%	Q1 2026
AMDAdvanced Micro Devices Inc	$1.91M	0.39%	0.00%	-3.0%	Q4 2024
CRWVCoreWeave, Inc.	$1.85M	0.38%	Not reported	+45.2%	Q4 2025
PLTRPalantir Technologies Inc.	$1.78M	0.36%	0.00%	-23.5%	Q4 2024
JPMJPMorgan Chase & Co	$1.65M	0.34%	0.00%	-4.4%	Q4 2024
TSLATesla, Inc.	$1.54M	0.31%	0.00%	-15.9%	Q4 2024
AVGOBroadcom Inc.	$1.52M	0.31%	0.00%	-14.5%	Q4 2024
MAMastercard Inc	$1.46M	0.30%	0.00%	+0.7%	Q4 2024
BXBlackstone Inc.	$1.42M	0.29%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$1.41M	0.29%	0.00%	-4.8%	Q3 2025
CATCaterpillar Inc	$1.4M	0.28%	0.00%	-2.7%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.39M	0.28%	0.00%	-25.5%	Q2 2025
KKRKKR & Co. Inc.	$1.38M	0.28%	0.00%	-2.0%	Q1 2025
GEGeneral Electric Co	$1.3M	0.26%	0.00%	+7.8%	Q4 2024
GOOGAlphabet Inc.	$1.27M	0.26%	Not reported	-0.7%	Q4 2024
IBMInternational Business Machines Corp	$1.26M	0.26%	0.00%	-16.0%	Q4 2024
NOWServiceNow, Inc.	$1.13M	0.23%	0.00%	+82.6%	Q4 2024
PMPhilip Morris International Inc.	$1.12M	0.23%	0.00%	+1.1%	Q4 2024
HPEHewlett Packard Enterprise Co	$1.09M	0.22%	0.00%	New	Q2 2026
BRK.BBerkshire Hathaway Inc	$1.06M	0.22%	Not reported	-7.2%	Q4 2024
CVXChevron Corp	$1.06M	0.21%	0.00%	-3.4%	Q4 2024
ABSIAbsci Corp	$1.03M	0.21%	0.06%	New	Q2 2026
GEVGE Vernova Inc.	$1.02M	0.21%	0.00%	-3.8%	Q3 2025
ORCLOracle Corp	$998K	0.20%	0.00%	-11.3%	Q4 2024
MMKTOrganic Sales & Marketing Inc	$992K	0.20%	0.07%	-38.1%	Q3 2025
NEENextera Energy Inc	$966K	0.20%	0.00%	+4.2%	Q4 2024
LLYELI LILLY & Co	$953K	0.19%	0.00%	-0.1%	Q3 2025
TRINTrinity Capital Inc.	$930K	0.19%	0.06%	Not reported	Q1 2026
GOOGLAlphabet Inc.	$929K	0.19%	0.00%	-55.8%	Q3 2025
AMATApplied Materials Inc	$865K	0.18%	0.00%	-0.9%	Q3 2025
OGEOge Energy Corp.	$864K	0.18%	0.01%	Not reported	Q3 2025
NEANuveen AMT-Free Quality Municipal Income Fund	$829K	0.17%	Not reported	+0.1%	Q4 2024
ROKRockwell Automation, Inc	$821K	0.17%	0.00%	Not reported	Q4 2024
VVisa Inc.	$774K	0.16%	0.00%	-13.8%	Q4 2024
EIMEaton Vance Municipal Bond Fund	$759K	0.15%	Not reported	+0.1%	Q1 2025

Q1 2026Reported Apr 22, 2026137 positions
WMTWalmart Inc.	$99.7M	21.24%	0.01%	-3.3%	Q4 2024
NVDANvidia Corp	$11M	2.34%	0.00%	-2.2%	Q4 2024
XOMExxonMobil Holdings Corp	$7.71M	1.64%	0.00%	-4.1%	Q4 2024
CHRWC. H. Robinson Worldwide, Inc.	$7.08M	1.51%	0.04%	+51.8%	Q3 2025
SCIOScio Diamond Technology Corp	$5.61M	1.19%	0.42%	New	Q1 2026
AAPLApple Inc.	$5.43M	1.16%	0.00%	-11.3%	Q4 2024
NOBLNoble International, Ltd.	$4.48M	0.95%	Not reported	+12.6%	Q4 2024
MSFTMicrosoft Corp	$4.37M	0.93%	0.00%	-17.1%	Q4 2024
IAUIshares Gold Trust	$3.76M	0.80%	0.01%	+1.1%	Q1 2025
BPREBluerock Private Real Estate Fund	$3.36M	0.72%	Not reported	New	Q1 2026
AMZNAmazon Com Inc	$3.32M	0.71%	0.00%	+7.1%	Q4 2024
PLTRPalantir Technologies Inc.	$2.92M	0.62%	0.00%	+20.6%	Q4 2024
FRDMFreedom Environmental Services, Inc.	$2.92M	0.62%	Not reported	New	Q1 2026
KOCoca Cola Co	$2.67M	0.57%	0.00%	-0.3%	Q4 2024
APLDApplied Digital Corp.	$2.55M	0.54%	0.04%	+0.2%	Q2 2025
MUMicron Technology Inc	$2.05M	0.44%	0.00%	-0.1%	Q4 2024
GOOGLAlphabet Inc.	$1.69M	0.36%	0.00%	-4.8%	Q3 2025
TSLATesla, Inc.	$1.62M	0.35%	0.00%	+13.5%	Q4 2024
MMKTOrganic Sales & Marketing Inc	$1.6M	0.34%	0.12%	Not reported	Q3 2025
JPMJPMorgan Chase & Co	$1.55M	0.33%	0.00%	+1.9%	Q4 2024
AVGOBroadcom Inc.	$1.46M	0.31%	0.00%	-3.3%	Q4 2024
JNJJohnson & Johnson	$1.42M	0.30%	0.00%	-2.4%	Q3 2025
KKRKKR & Co. Inc.	$1.42M	0.30%	0.00%	+84.3%	Q1 2025
MAMastercard Inc	$1.41M	0.30%	0.00%	+0.9%	Q4 2024
BXBlackstone Inc.	$1.39M	0.30%	0.00%	-0.8%	Q4 2024
CVXChevron Corp	$1.37M	0.29%	0.00%	-40.3%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.32M	0.28%	0.00%	-4.6%	Q2 2025
IBMInternational Business Machines Corp	$1.29M	0.27%	0.00%	-19.7%	Q4 2024
METAMeta Platforms, Inc.	$1.26M	0.27%	Not reported	-5.6%	Q4 2024
ORCLOracle Corp	$1.13M	0.24%	0.00%	+24.5%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.1M	0.23%	Not reported	-6.0%	Q4 2024
GOOGAlphabet Inc.	$1.04M	0.22%	Not reported	+0.1%	Q4 2024
PMPhilip Morris International Inc.	$1.02M	0.22%	0.00%	-9.3%	Q4 2024
CRWVCoreWeave, Inc.	$992K	0.21%	Not reported	+19.7%	Q4 2025
NEENextera Energy Inc	$981K	0.21%	0.00%	+0.1%	Q4 2024
CATCaterpillar Inc	$957K	0.20%	0.00%	-5.1%	Q4 2024
GEGeneral Electric Co	$914K	0.19%	0.00%	-1.3%	Q4 2024
RJFRaymond James Financial Inc	$870K	0.19%	0.00%	-4.8%	Q4 2024
OGEOge Energy Corp.	$852K	0.18%	0.01%	Not reported	Q3 2025
OXYOccidental Petroleum Corp	$822K	0.18%	0.00%	+1.2%	Q4 2024
HDHome Depot, Inc.	$812K	0.17%	0.00%	-5.0%	Q4 2024
COPConocophillips	$795K	0.17%	0.00%	-0.3%	Q4 2024
NEANuveen AMT-Free Quality Municipal Income Fund	$792K	0.17%	Not reported	Not reported	Q4 2024
VVisa Inc.	$790K	0.17%	0.00%	+3.0%	Q4 2024
GEVGE Vernova Inc.	$787K	0.17%	0.00%	-2.0%	Q3 2025
TRINTrinity Capital Inc.	$765K	0.16%	0.06%	New	Q1 2026
RTXRTX Corp	$748K	0.16%	0.00%	-2.6%	Q4 2024
EIMEaton Vance Municipal Bond Fund	$744K	0.16%	Not reported	Not reported	Q1 2025
LLYELI LILLY & Co	$731K	0.16%	0.00%	+7.9%	Q3 2025
ISRGIntuitive Surgical Inc	$721K	0.15%	0.00%	+1.2%	Q3 2025

Q4 2025Reported Feb 13, 2026120 positions
WMTWalmart Inc.	$92.3M	28.29%	0.01%	-1.0%	Q4 2024
NVDANvidia Corp	$12M	3.68%	0.00%	-4.9%	Q4 2024
MSFTMicrosoft Corp	$6.89M	2.11%	0.00%	-2.2%	Q4 2024
AAPLApple Inc.	$6.55M	2.01%	0.00%	+3.6%	Q4 2024
XOMExxonMobil Holdings Corp	$5.71M	1.75%	0.00%	-1.0%	Q4 2024
CHRWC. H. Robinson Worldwide, Inc.	$4.52M	1.38%	0.02%	+11.9%	Q3 2025
NOBLNoble International, Ltd.	$3.91M	1.20%	Not reported	+43.8%	Q4 2024
AMZNAmazon Com Inc	$3.44M	1.05%	0.00%	+1.0%	Q4 2024
IAUIshares Gold Trust	$3.42M	1.05%	0.01%	+0.6%	Q1 2025
PLTRPalantir Technologies Inc.	$2.95M	0.90%	0.00%	+2.1%	Q4 2024
APLDApplied Digital Corp.	$2.62M	0.80%	0.04%	-2.9%	Q2 2025
KOCoca Cola Co	$2.44M	0.75%	0.00%	-0.2%	Q4 2024
IBMInternational Business Machines Corp	$1.97M	0.60%	0.00%	+13.4%	Q4 2024
GOOGLAlphabet Inc.	$1.93M	0.59%	0.00%	-2.4%	Q3 2025
BXBlackstone Inc.	$1.87M	0.57%	0.00%	-15.3%	Q4 2024
TSLATesla, Inc.	$1.73M	0.53%	0.00%	+3.0%	Q4 2024
MUMicron Technology Inc	$1.73M	0.53%	0.00%	+0.4%	Q4 2024
CVXChevron Corp	$1.69M	0.52%	0.00%	+0.5%	Q4 2024
AVGOBroadcom Inc.	$1.69M	0.52%	0.00%	-10.0%	Q4 2024
JPMJPMorgan Chase & Co	$1.67M	0.51%	0.00%	+0.7%	Q4 2024
NOWServiceNow, Inc.	$1.63M	0.50%	0.00%	+1.1%	Q4 2024
MAMastercard Inc	$1.6M	0.49%	0.00%	+0.1%	Q4 2024
METAMeta Platforms, Inc.	$1.55M	0.47%	Not reported	+1.4%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.25M	0.38%	0.00%	+5.4%	Q2 2025
JNJJohnson & Johnson	$1.23M	0.38%	0.00%	+17.8%	Q3 2025
ACNAccenture plc	$1.23M	0.38%	0.00%	-16.5%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.22M	0.37%	Not reported	+14.4%	Q4 2024
ORCLOracle Corp	$1.2M	0.37%	0.00%	+217.1%	Q4 2024
GOOGAlphabet Inc.	$1.13M	0.35%	Not reported	+5.3%	Q4 2024
PMPhilip Morris International Inc.	$1.09M	0.33%	0.00%	-3.7%	Q4 2024
KKRKKR & Co. Inc.	$1.06M	0.32%	0.00%	Not reported	Q1 2025
RJFRaymond James Financial Inc	$1.01M	0.31%	0.00%	-4.5%	Q4 2024
GEGeneral Electric Co	$1M	0.31%	0.00%	+35.8%	Q4 2024
HDHome Depot, Inc.	$894K	0.27%	0.00%	+1.5%	Q4 2024
VVisa Inc.	$890K	0.27%	0.00%	-1.4%	Q4 2024
ISRGIntuitive Surgical Inc	$876K	0.27%	0.00%	+1.8%	Q3 2025
CRWDCrowdStrike Holdings, Inc.	$867K	0.27%	0.00%	Not reported	Q4 2024
NEENextera Energy Inc	$848K	0.26%	0.00%	-3.7%	Q4 2024
CATCaterpillar Inc	$816K	0.25%	0.00%	-4.9%	Q4 2024
LLYELI LILLY & Co	$792K	0.24%	0.00%	+70.6%	Q3 2025
PAYXPaychex Inc	$768K	0.24%	0.00%	-1.0%	Q3 2025
CRWVCoreWeave, Inc.	$766K	0.23%	Not reported	New	Q4 2025
OGEOge Energy Corp.	$759K	0.23%	0.01%	+57.5%	Q3 2025
CLHClean Harbors Inc	$750K	0.23%	0.01%	Not reported	Q4 2024
RTXRTX Corp	$731K	0.22%	0.00%	+1.6%	Q4 2024
AMDAdvanced Micro Devices Inc	$675K	0.21%	0.00%	-0.7%	Q4 2024
CRMSalesforce, Inc.	$672K	0.21%	0.00%	-1.8%	Q4 2024
ROKRockwell Automation, Inc	$651K	0.20%	0.00%	+0.2%	Q4 2024
GDGeneral Dynamics Corp	$645K	0.20%	0.00%	Not reported	Q4 2024
GEVGE Vernova Inc.	$601K	0.18%	0.00%	+25.0%	Q3 2025

Q3 2025Reported Nov 7, 2025136 positions
WMTWalmart Inc.	$86.3M	20.36%	0.01%	-14.4%	Q4 2024
NVDANvidia Corp	$12.6M	2.98%	0.00%	+23.8%	Q4 2024
MSFTMicrosoft Corp	$7.54M	1.78%	0.00%	+24.2%	Q4 2024
AAPLApple Inc.	$5.92M	1.40%	0.00%	+82.5%	Q4 2024
XOMExxonMobil Holdings Corp	$5.4M	1.27%	0.00%	+6.7%	Q4 2024
CHRWC. H. Robinson Worldwide, Inc.	$3.33M	0.78%	0.02%	New	Q3 2025
AMZNAmazon Com Inc	$3.24M	0.76%	0.00%	+64.1%	Q4 2024
IAUIshares Gold Trust	$3.05M	0.72%	0.01%	+6.8%	Q1 2025
PLTRPalantir Technologies Inc.	$2.96M	0.70%	0.00%	-9.6%	Q4 2024
NOBLNoble International, Ltd.	$2.69M	0.64%	Not reported	+46.1%	Q4 2024
APLDApplied Digital Corp.	$2.53M	0.60%	0.04%	+15.2%	Q2 2025
BXBlackstone Inc.	$2.45M	0.58%	0.00%	Not reported	Q4 2024
KOCoca Cola Co	$2.34M	0.55%	0.00%	+7.4%	Q4 2024
NOWServiceNow, Inc.	$1.94M	0.46%	0.00%	+5.3%	Q4 2024
AVGOBroadcom Inc.	$1.79M	0.42%	0.00%	+256.1%	Q4 2024
CVXChevron Corp	$1.71M	0.40%	0.00%	+88.0%	Q4 2024
METAMeta Platforms, Inc.	$1.7M	0.40%	Not reported	+327.0%	Q4 2024
TSLATesla, Inc.	$1.66M	0.39%	0.00%	+26.0%	Q4 2024
IBMInternational Business Machines Corp	$1.65M	0.39%	0.00%	+23.9%	Q4 2024
JPMJPMorgan Chase & Co	$1.62M	0.38%	0.00%	+56.4%	Q4 2024
MAMastercard Inc	$1.59M	0.38%	0.00%	+31.5%	Q4 2024
GOOGLAlphabet Inc.	$1.54M	0.36%	0.00%	New	Q3 2025
ACNAccenture plc	$1.35M	0.32%	0.00%	+6.6%	Q4 2024
RJFRaymond James Financial Inc	$1.14M	0.27%	0.00%	Not reported	Q4 2024
PMPhilip Morris International Inc.	$1.13M	0.27%	0.00%	+16.2%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.09M	0.26%	0.00%	+330.9%	Q2 2025
KKRKKR & Co. Inc.	$1.08M	0.25%	0.00%	Not reported	Q1 2025
BRK.BBerkshire Hathaway Inc	$1.07M	0.25%	Not reported	-29.6%	Q4 2024
HDHome Depot, Inc.	$1.04M	0.24%	0.00%	+172.3%	Q4 2024
MUMicron Technology Inc	$1.01M	0.24%	0.00%	+6.0%	Q4 2024
JNJJohnson & Johnson	$938K	0.22%	0.00%	New	Q3 2025
CRWDCrowdStrike Holdings, Inc.	$907K	0.21%	0.00%	Not reported	Q4 2024
VVisa Inc.	$879K	0.21%	0.00%	+234.4%	Q4 2024
PAYXPaychex Inc	$876K	0.21%	0.00%	New	Q3 2025
GOOGAlphabet Inc.	$834K	0.20%	Not reported	-12.7%	Q4 2024
NEENextera Energy Inc	$827K	0.20%	0.00%	+5.5%	Q4 2024
NEANuveen AMT-Free Quality Municipal Income Fund	$801K	0.19%	Not reported	-1.3%	Q4 2024
EIMEaton Vance Municipal Bond Fund	$756K	0.18%	Not reported	-0.1%	Q1 2025
CLHClean Harbors Inc	$743K	0.18%	0.01%	Not reported	Q4 2024
TAt&T Inc.	$738K	0.17%	0.00%	+27.4%	Q4 2024
GEGeneral Electric Co	$723K	0.17%	0.00%	+55.2%	Q4 2024
CATCaterpillar Inc	$715K	0.17%	0.00%	+54.6%	Q4 2024
ISRGIntuitive Surgical Inc	$679K	0.16%	0.00%	New	Q3 2025
RTXRTX Corp	$656K	0.15%	0.00%	+42.9%	Q4 2024
GDGeneral Dynamics Corp	$654K	0.15%	0.00%	+28.1%	Q4 2024
MOAltria Group, Inc.	$651K	0.15%	0.00%	+18.3%	Q4 2024
PANWPalo Alto Networks Inc	$636K	0.15%	0.00%	+3.8%	Q4 2024
CRMSalesforce, Inc.	$612K	0.14%	0.00%	+33.3%	Q4 2024
MMKTOrganic Sales & Marketing Inc	$602K	0.14%	0.04%	New	Q3 2025
OXYOccidental Petroleum Corp	$589K	0.14%	0.00%	+0.3%	Q4 2024

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