Uniting Wealth Partners, LLC - Portfolio overview

Uniting Wealth Partners, LLC has 239 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. WMT - WALMART INC, 19.12%
2. RDVY - FIRST TR EXCHANGE TRADED FD, 3.53%
3. ACIO - ETF SER SOLUTIONS, 2.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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