Uniting Wealth Partners, LLC

Q1 2026 13F-HR Detailed 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)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 2/13/2026 Next filing: — SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None