Uniting Wealth Partners, LLC

Q3 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
224
Total value ($000)
$472,045
Net value change ($000)
-20,452 (-4.2%)
New positions
31
Sold out positions
15
Turnover %
26.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
USTB 11,888 NEW
EVSM 7,852 NEW
XOM 7,129 NEW
ETF SER SOLUTIONS 6,700 NEW
VFH 6,187 NEW
XLP 4,469 NEW
XPH 4,411 NEW
QBUF 4,385 NEW
ZALT 4,377 NEW
ETF SER SOLUTIONS 3,829 NEW
Top Reduces (Value $000, Stocks/ETFs)
VCIT -11,080 -100.0%
ACIO -11,045 -85.4%
WMT -7,565 -8.4%
KBWB -6,842 -100.0%
PPA -6,745 -94.8%
XMMO -6,543 -100.0%
FIRST TR EXCHNG TRADED FD VI -6,419 -100.0%
XOM -6,077 -100.0%
FPE -5,610 -100.0%
FRDM -3,955 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 396 (0.1% of total reported value)
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