Uniting Wealth Partners, LLC
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 326,216
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 153 | 326,216 | 13F-HR | Uniting Wealth Partners, LLC |
| Q3 2025 | 11/7/2025 | 199 | 423,736 | 13F-HR | Uniting Wealth Partners, LLC |
| Q2 2025 | 8/5/2025 | 116 | 258,592 | 13F-HR | Uniting Wealth Partners, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 289.7 K | 88.8% | 0 | 87.76 K | -87.76 K |
| ETFs | 36.56 K | 11.2% | 0 | 9.614 K | -9.614 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
326,216
Holdings
153
QoQ value change ($000)
-97,520
(-23.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.