Uniting Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
205
Total value ($000)
$469,712
Net value change ($000)
+143,496 (44.0%)
New positions
61
Sold out positions
9
Turnover %
37.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 13,829 NEW
OCTB 12,662 NEW
JULB 12,589 NEW
BUFR 12,568 NEW
DRSK 11,661 NEW
VCIT 10,546 NEW
JANB 9,211 NEW
WMT 7,461 8.1%
MSTB 7,007 NEW
PVAL 6,318 NEW
Top Reduces (Value $000, Stocks/ETFs)
MTUM -6,553 -100.0%
XME -5,538 -100.0%
NULG -5,530 -96.1%
MSFT -2,515 -36.5%
XMMO -2,095 -27.3%
GDX -1,597 -21.3%
ACN -1,230 -100.0%
AAPL -1,124 -17.2%
NVDA -1,023 -8.5%
NOW -975 -59.9%
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