Uniting Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
207
Total value ($000)
$492,497
Net value change ($000)
+22,785 (4.9%)
New positions
20
Sold out positions
18
Turnover %
7.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
KBWB 6,842 NEW
FIRST TR EXCHNG TRADED FD VI 6,419 NEW
SCIO 5,521 98.4%
MU 5,361 262.0%
RDVY 4,102 22.3%
DDOG 3,345 1417.4%
CHRW 2,836 40.0%
WCMI 2,716 60.8%
MUNI 1,922 108.4%
APLD 1,436 56.4%
Top Reduces (Value $000, Stocks/ETFs)
WMT -10,048 -10.1%
DRSK -7,521 -64.5%
UPSD -6,776 -100.0%
DLAG -5,979 -100.0%
XOM -1,635 -21.2%
BPRE -1,362 -40.5%
PLTR -1,141 -39.0%
JULB -1,007 -8.0%
GDX -909 -15.4%
ACIO -900 -6.5%
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