Uniting Wealth Partners, LLC

Q4 2025 13F-HR Holdings

Location
Denver, CO
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
153
Total value ($000)
$326,216
Net value change ($000)
-97,520 (-23.0%)
New positions
11
Sold out positions
55
Turnover %
47.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/7/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
WMT 6,033 7.0%
DLAG 5,649 NEW
XME 5,538 NEW
SPYM 5,371 NEW
RDVY 3,710 25.2%
NOBL 1,217 45.2%
UPSD 1,207 22.0%
CHRW 1,191 35.8%
MTUM 1,064 19.4%
CRWV 766 NEW
Top Reduces (Value $000, Stocks/ETFs)
ACIO -31,385 -100.0%
DRSK -13,813 -100.0%
BUFR -12,130 -100.0%
VCIT -8,040 -100.0%
SNOV -6,804 -100.0%
FSIG -6,400 -100.0%
JMUB -5,977 -100.0%
RSPU -5,488 -100.0%
ADME -5,446 -100.0%
GFEB -5,316 -100.0%
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