Uniting Wealth Partners, LLC

Q3 2025 13F-HR Holdings

Location
Mission, KS
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
199
Total value ($000)
$423,736
Net value change ($000)
+165,144 (63.9%)
New positions
86
Sold out positions
4
Turnover %
32.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ACIO 14,166 82.3%
RDVY 13,904 1687.4%
BUFR 12,130 NEW
DRSK 8,494 159.7%
VCIT 8,040 NEW
SDVY 7,609 NEW
XMMO 7,048 NEW
SNOV 6,804 NEW
FSIG 6,400 NEW
SCHD 5,841 NEW
Top Reduces (Value $000, Stocks/ETFs)
GDEC -9,938 -100.0%
WMT -9,305 -9.7%
XSMO -3,853 -100.0%
VRIG -2,766 -93.0%
PPA -1,817 -23.0%
AHC -1,108 -100.0%
NULG -903 -13.7%
PAYC -463 -100.0%
BRK-B -397 -27.1%
ACN -185 -12.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type