Uniting Wealth Partners, LLC

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CIK 2056414

13F portfolio (2026-Q1)

$470M

Positions

205

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

205

Top 5

33.5%

Top 10

45.2%

Effective N

17.8

HHI

0.056

This quarter

61 new · 0 exit →

By sector

Unclassified55.8%

Consumer Discretionary23.0%

Information Technology8.8%

Energy2.9%

Financials2.5%

Industrials2.5%

Communication Services1.2%

Health Care1.1%

Other2.1%

By market cap

Unknown56.4%

Mega (>$200B)35.6%

Large ($10–200B)6.8%

Mid ($2–10B)1.1%

Small ($300M–2B)0.1%

Micro (<$300M)0.0%

By region

Other55.8%

North America43.8%

Asia-Pacific0.3%

Europe0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	56.07%	93
Specialty Retail	22.47%	8
Semiconductors & Semiconductor Equipment	3.65%	7
Oil, Gas & Consumable Fuels	2.94%	13
Software	2.43%	10
Technology Hardware & Equipment	1.86%	7
Transportation Infrastructure	1.51%	1
Software & IT Services	1.39%	4
Capital Markets	1.13%	7
Utilities	0.97%	9
Pharmaceuticals & Biotechnology	0.82%	8
Banks	0.65%	6
Commercial Services & Supplies	0.65%	5
Beverages	0.63%	2
Aerospace & Defense	0.46%	5
Automobiles & Components	0.38%	2
Electrical Equipment & Components	0.36%	2
Tobacco	0.34%	2
Diversified Telecommunication Services	0.23%	2
Health Care Equipment & Supplies	0.21%	2
Machinery	0.20%	1
Professional Services	0.13%	1
Distributors	0.12%	1
Media & Entertainment	0.08%	1
Chemicals	0.08%	2
Hotels, Restaurants & Leisure	0.06%	1
Food Products	0.05%	1
Life Sciences Tools & Services	0.05%	1
Insurance	0.05%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	WMT	Walmart Inc.	Consumer Discretionary	21.24%
2	RDVY	FIRST TR EXCHANGE TRADED FD	Unclassified	3.92%
3	ACIO	ETF SER SOLUTIONS	Unclassified	2.94%
4	OCTB	ETF SER SOLUTIONS	Unclassified	2.70%
5	JULB	ETF SER SOLUTIONS	Unclassified	2.68%
6	BUFR	FIRST TR EXCHNG TRADED FD VI	Unclassified	2.68%
7	DRSK	ETF SER SOLUTIONS	Unclassified	2.48%
8	NVDA	NVIDIA CORP	Information Technology	2.34%
9	VCIT	VANGUARD SCOTTSDALE FDS	Unclassified	2.25%
10	JANB	ETF SER SOLUTIONS	Unclassified	1.96%

113/205 names classified · sector 44.2% of weight · industry 43.9% · mkt cap 43.6%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 6 quarters

Consumer DiscretionaryWMT, AMZN, TSLA, HD, MCK · other

Information TechnologyNVDA, MSFT, AAPL, PLTR, NOW · other

EnergyXOM, CVX, OXY, COP, PSX · other

FinancialsBX, MA, BRK.B, JPM, RJF · other

IndustrialsACN, CHRW, CLH, CAT, PAYX · other

Consumer StaplesKO, PM, MO, TSN, GIS · other

Communication ServicesGOOG, META, GOOGL, T, VZ · other

UtilitiesNEE, SO, EPD, OGE, OKE · other

Health CarePFE, JNJ, ISRG, LLY, ILMN · other

MaterialsPG, ELF, SLI, KGC, ROCK · other

UnclassifiedACIO, RDVY, RSPU, DRSK, GDEC · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 44.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 42% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (98 classified)Uniting Wealth Partners, LLC centroid (Large Core)

Consumer DiscretionaryInformation TechnologyEnergyIndustrialsFinancialsCommunication ServicesHealth CareConsumer StaplesUtilitiesMaterials

Style box summary for Uniting Wealth Partners, LLC: centroid Large Core. Heaviest cells: Large Growth 31.1%, Large Value 4.0%, Large Core 3.4%.

Classified: 41.9% of book weight (98/205 names) · unclassified 58.1%: RDVY, ACIO, OCTB, JULB, BUFR, DRSK, VCIT, JANB, SDVY, SCHD +97 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 205 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	WMTWALMART INC	801,015	$100M	21.2%	TRIM −3%
2	RDVYFIRST TR EXCHANGE TRADED FD	269,997	$18M	3.9%	HOLD
3	ACIOETF SER SOLUTIONS	329,385	$14M	2.9%	NEW
4	OCTBETF SER SOLUTIONS	505,249	$13M	2.7%	NEW
5	JULBETF SER SOLUTIONS	501,497	$13M	2.7%	NEW
6	BUFRFIRST TR EXCHNG TRADED FD VI	372,152	$13M	2.7%	NEW
7	DRSKETF SER SOLUTIONS	425,551	$12M	2.5%	NEW
8	NVDANVIDIA CORPORATION	62,902	$11M	2.3%	TRIM −2%
9	VCITVANGUARD SCOTTSDALE FDS	127,441	$11M	2.2%	NEW
10	JANBETF SER SOLUTIONS	367,003	$9M	2.0%	NEW
11	XOMEXXON MOBIL CORP	45,458	$8M	1.6%	TRIM −4%
12	SDVYFIRST TR EXCHANGE TRADED FD	183,381	$7M	1.5%	TRIM −6%
13	SCHDSCHWAB STRATEGIC TR	233,003	$7M	1.5%	ADD 5%
14	CHRWC H ROBINSON WORLDWIDE INC	42,485	$7M	1.5%	ADD 52%
15	MSTBETF SER SOLUTIONS	182,963	$7M	1.5%	NEW
16	PPAINVESCO EXCHANGE TRADED FD T	40,979	$7M	1.4%	ADD 3%
17	UPSDETF SER SOLUTIONS	265,111	$7M	1.4%	ADD 6%
18	PVALPutnam Focased Large Cap Value ETF	136,154	$6M	1.3%	NEW
19	DLAGFIRST TR EXCHNG TRADED FD VI	194,261	$6M	1.3%	ADD 8%
20	GDXVANECK ETF TRUST GOLD MINERS ETF	64,300	$6M	1.3%	TRIM −26%
21	SPYMSPDR SERIES TRUST	76,309	$6M	1.2%	ADD 14%
22	SCIOFIRST TR EXCHANGE-TRADED FD	271,911	$6M	1.2%	NEW
23	XMMOINVESCO EXCHANGE TRADED FD T	38,517	$6M	1.2%	TRIM −31%
24	AAPLAPPLE INC	21,382	$5M	1.2%	TRIM −11%
25	JMUBJPMORGAN MUNICIPAL ETF	107,162	$5M	1.1%	NEW
26	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	178,752	$5M	1.1%	ADD 26%
27	FPEFirst Trust Preferred Secs & Inc ETF	289,600	$5M	1.1%	ADD 6%
28	HMOPHARTFORD FDS EXCHANGE TRADED	121,769	$5M	1.0%	NEW
29	NOBLPROSHARES TR	42,301	$4M	1.0%	ADD 13%
30	WCMIFIRST TR EXCHANGE-TRADED FD	266,264	$4M	1.0%	NEW
31	MSFTMICROSOFT CORP	11,818	$4M	0.9%	TRIM −17%
32	JUCYETF SER SOLUTIONS	189,543	$4M	0.9%	NEW
33	FMBFirst Trust Managed Municipal ETF	74,667	$4M	0.8%	NEW
34	IAUISHARES GOLD TR	42,615	$4M	0.8%	HOLD
35	BPREBLUEROCK PVT REAL ESTATE FD	202,387	$3M	0.7%	NEW
36	AMZNAMAZON COM INC	15,958	$3M	0.7%	ADD 7%
37	JHPIJOHN HANCOCK EXCHANGE TRADED	139,414	$3M	0.7%	NEW
38	DBEMDBX ETF TR	89,760	$3M	0.7%	NEW
39	PLTRPALANTIR TECHNOLOGIES INC	19,993	$3M	0.6%	ADD 21%
40	FRDMEA SERIES TRUST	53,283	$3M	0.6%	NEW
41	KOCOCA COLA CO	34,858	$3M	0.6%	HOLD
42	APLDAPPLIED DIGITAL CORP	107,204	$3M	0.5%	HOLD
43	UPROPROSHARES TR	26,000	$3M	0.5%	ADD 24%
44	VOOVANGUARD INDEX FDS	4,190	$3M	0.5%	ADD 10%
45	IJRISHARES TR	16,507	$2M	0.4%	HOLD
46	MUMICRON TECHNOLOGY INC	6,053	$2M	0.4%	HOLD
47	AVUVAMERICAN CENTY ETF TR	17,154	$2M	0.4%	NEW
48	MUNIPIMCO Intermediate Muni Bd Actv - ETF	33,971	$2M	0.4%	NEW
49	GOOGLALPHABET INC	5,884	$2M	0.4%	TRIM −5%
50	TSLATESLA INC	4,365	$2M	0.3%	ADD 13%
51	MMKTTEXAS CAPITAL FUNDS TRUST	16,000	$2M	0.3%	NEW
52	JPMJPMORGAN CHASE & CO	5,279	$2M	0.3%	HOLD
53	AVGOBROADCOM INC	4,708	$1M	0.3%	TRIM −3%
54	JNJJOHNSON & JOHNSON	5,817	$1M	0.3%	TRIM −2%
55	KKRKKR & CO INC	15,300	$1M	0.3%	ADD 84%
56	MAMASTERCARD INCORPORATED	2,831	$1M	0.3%	HOLD
57	PAVEGLOBAL X FDS	27,436	$1M	0.3%	NEW
58	BXBLACKSTONE INC	12,056	$1M	0.3%	HOLD
59	CVXCHEVRON CORP NEW	6,610	$1M	0.3%	TRIM −40%
60	TSMTAIWAN SEMICONDUCTOR MFG LTD	3,901	$1M	0.3%	TRIM −5%
61	ACWIISHARES TR	9,453	$1M	0.3%	ADD 7%
62	FLMIFRANKLIN TEMPLETON ETF TR	52,643	$1M	0.3%	NEW
63	IBMINTERNATIONAL BUSINESS MACHS	5,327	$1M	0.3%	TRIM −20%
64	METAMETA PLATFORMS INC	2,210	$1M	0.3%	TRIM −6%
65	TQQQPROSHARES TR	28,000	$1M	0.2%	HOLD
66	ORCLORACLE CORP	7,676	$1M	0.2%	ADD 24%
67	BRK.BBERKSHIRE HATHAWAY INC DEL	2,286	$1M	0.2%	TRIM −6%
68	GRIDFIRST TR EXCHANGE TRADED FD	6,688	$1M	0.2%	NEW
69	GOOGALPHABET INC	3,610	$1M	0.2%	HOLD
70	PMPHILIP MORRIS INTL INC	6,093	$1M	0.2%	TRIM −9%
71	CRWVCOREWEAVE INC	12,805	$992,003	0.2%	ADD 20%
72	NEENEXTERA ENERGY INC	10,562	$980,999	0.2%	HOLD
73	LTTIFIRST TR EXCHANGE-TRADED FD	51,365	$964,121	0.2%	NEW
74	CATCATERPILLAR INC	1,351	$957,129	0.2%	TRIM −5%
75	GEGE AEROSPACE	3,217	$914,247	0.2%	HOLD
76	RJFRAYMOND JAMES FINL INC	6,006	$869,609	0.2%	TRIM −5%
77	OGEOGE ENERGY CORP	17,765	$852,009	0.2%	HOLD
78	OXYOCCIDENTAL PETE CORP	12,600	$822,240	0.2%	HOLD
79	HDHOME DEPOT INC	2,468	$811,701	0.2%	TRIM −5%
80	COPCONOCOPHILLIPS	6,024	$795,213	0.2%	HOLD
81	XNEAXNUVEEN AMT FREE QLTY MUN INC	70,114	$792,151	0.2%	NEW
82	DMARFIRST TR EXCHNG TRADED FD VI	18,680	$792,032	0.2%	NEW
83	VVISA INC	2,615	$790,357	0.2%	ADD 3%
84	GEVGE VERNOVA INC	901	$787,287	0.2%	HOLD
85	TRINTRINITY CAP INC	52,000	$764,920	0.2%	NEW
86	RTXRTX CORPORATION	3,879	$748,178	0.2%	TRIM −3%
87	EIMEATON VANCE MUN BD FD	76,170	$744,181	0.2%	NEW
88	LLYELI LILLY & CO	795	$731,363	0.2%	ADD 8%
89	ISRGINTUITIVE SURGICAL INC	1,564	$720,988	0.2%	HOLD
90	PANWPALO ALTO NETWORKS INC	4,453	$713,905	0.2%	ADD 42%
91	DIVOAMPLIFY ETF TR	15,615	$700,353	0.1%	NEW
92	AMDADVANCED MICRO DEVICES INC	3,390	$689,628	0.1%	ADD 8%
93	TAT&T INC	22,597	$655,078	0.1%	TRIM −6%
94	ARESARES MANAGEMENT CORPORATION	6,000	$654,600	0.1%	NEW
95	NOWSERVICENOW INC	6,257	$654,169	0.1%	TRIM −41%
96	MHDBLACKROCK MUNIHOLDINGS FD IN	56,465	$640,285	0.1%	NEW
97	PAYXPAYCHEX INC	6,752	$621,949	0.1%	HOLD
98	GDGENERAL DYNAMICS CORP	1,787	$613,334	0.1%	TRIM −7%
99	MOALTRIA GROUP INC	8,953	$600,284	0.1%	TRIM −4%
100	ROKROCKWELL AUTOMATION INC	1,658	$595,023	0.1%	HOLD
101	MPCMARATHON PETE CORP	2,400	$586,032	0.1%	TRIM −10%
102	MCKMCKESSON CORP	673	$582,939	0.1%	HOLD
103	ABBVABBVIE INC	2,613	$568,315	0.1%	HOLD
104	IWBISHARES TR	1,574	$561,225	0.1%	HOLD
105	OKEONEOK INC NEW	6,156	$556,410	0.1%	ADD 4%
106	VIGVANGUARD SPECIALIZED FUNDS	2,521	$542,166	0.1%	TRIM −3%
107	IJHISHARES TR	7,537	$508,974	0.1%	HOLD
108	SUBISHARES TR	4,685	$498,952	0.1%	NEW
109	ADXADAMS DIVERSIFIED EQUITY FD	22,756	$498,135	0.1%	ADD 2%
110	TFISPDR SERIES TRUST	10,950	$496,473	0.1%	NEW
111	BPBP PLC	10,484	$492,732	0.1%	TRIM −3%
112	SHWSHERWIN WILLIAMS CO	1,536	$492,365	0.1%	HOLD
113	MRKMERCK & CO INC	4,056	$491,322	0.1%	TRIM −5%
114	SPYSTATE STR SPDR S&P 500 ETF T	718	$468,216	0.1%	ADD 3%
115	ETENERGY TRANSFER L P	23,892	$461,107	0.1%	HOLD
116	PSXPHILLIPS 66	2,458	$447,818	0.1%	HOLD
117	VZVERIZON COMMUNICATIONS INC	8,838	$443,659	0.1%	TRIM −10%
118	AGGISHARES TR	4,440	$440,799	0.1%	NEW
119	SASEABRIDGE GOLD INC	15,530	$440,120	0.1%	ADD 24%
120	CORZCORE SCIENTIFIC INC NEW	29,379	$439,510	0.1%	HOLD
121	NUWNUVEEN AMT-FREE MUN VALUE FD	29,799	$428,465	0.1%	NEW
122	EPDENTERPRISE PRODS PARTNERS L	11,202	$423,890	0.1%	HOLD
123	AMATAPPLIED MATLS INC	1,208	$412,882	0.1%	HOLD
124	CRKCOMSTOCK RES INC	19,500	$411,060	0.1%	HOLD
125	SOSOUTHERN CO	4,134	$399,014	0.1%	HOLD
126	CSQCALAMOS STRATEGIC TOTAL RETU	22,988	$393,563	0.1%	TRIM −2%
127	IEFAISHARES TR	4,338	$392,719	0.1%	ADD 5%
128	NFLXNETFLIX INC	4,078	$392,100	0.1%	ADD 5%
129	GSGOLDMAN SACHS GROUP INC	463	$391,693	0.1%	HOLD
130	MLNVANECK ETF TRUST	22,006	$383,785	0.1%	NEW
131	PFEPFIZER INC	13,425	$376,972	0.1%	TRIM −2%
132	EQWLINVESCO EXCHANGE TRADED FD T	3,192	$367,846	0.1%	ADD 80%
133	LOWLOWES COS INC	1,531	$361,745	0.1%	HOLD
134	DUKDUKE ENERGY CORP NEW	2,747	$359,758	0.1%	HOLD
135	FSMBFIRST TR EXCH TRADED FD III	17,626	$351,815	0.1%	NEW
136	RDVIFT Vest. Ris. Div. Ach. Trg. Inc. ETF	13,513	$345,257	0.1%	NEW
137	AXPAMERICAN EXPRESS CO	1,135	$343,350	0.1%	ADD 2%
138	UBERUBER TECHNOLOGIES INC	4,651	$334,546	0.1%	HOLD
139	CRWDCROWDSTRIKE HLDGS INC	850	$331,848	0.1%	TRIM −54%
140	USMVISHARES TR	3,520	$326,445	0.1%	ADD 4%
141	UTFCOHEN & STEERS INFRASTRUCTUR	12,235	$316,642	0.1%	ADD 4%
142	FTHIFIRST TR EXCHANGE TRADED FD	13,722	$314,920	0.1%	NEW
143	BGIGETF SER SOLUTIONS	9,367	$311,532	0.1%	NEW
144	PEPPEPSICO INC	2,002	$310,925	0.1%	TRIM −7%
145	FMHIFIRST TR EXCH TRADED FD III	6,540	$310,912	0.1%	NEW
146	PGPROCTER AND GAMBLE CO	2,152	$310,880	0.1%	TRIM −28%
147	TIPISHARES TR	2,728	$301,062	0.1%	NEW
148	EQTEQT CORP	4,697	$298,917	0.1%	HOLD
149	AKREPROFESIONALLY MANAGED PORTFO	5,554	$293,529	0.1%	TRIM −14%
150	APOAPOLLO GLOBAL MGMT INC	2,611	$290,918	0.1%	HOLD
151	RSGREPUBLIC SVCS INC	1,322	$289,544	0.1%	HOLD
152	VEAVANGUARD TAX-MANAGED FDS	4,497	$288,168	0.1%	HOLD
153	MCDMCDONALDS CORP	919	$285,701	0.1%	HOLD
154	PHYSSprott Physical Gold Trust	8,000	$283,520	0.1%	HOLD
155	HONHONEYWELL INTL INC	1,252	$282,990	0.1%	TRIM −4%
156	TJXTJX COS INC NEW	1,754	$280,114	0.1%	HOLD
157	HOODROBINHOOD MKTS INC	4,040	$279,972	0.1%	ADD 97%
158	NOCNORTHROP GRUMMAN CORP	405	$276,330	0.1%	HOLD
159	COSTCOSTCO WHSL CORP NEW	277	$276,112	0.1%	HOLD
160	WMBWILLIAMS COS INC	3,721	$270,814	0.1%	HOLD
161	LNGCheniere Energy, Inc	950	$269,572	0.1%	NEW
162	ADSKAUTODESK INC	1,099	$263,101	0.1%	HOLD
163	CSCOCISCO SYS INC	3,374	$261,789	0.1%	TRIM −14%
164	FAUGFIRST TR EXCHNG TRADED FD VI	5,051	$261,556	0.1%	TRIM −15%
165	XLESELECT SECTOR SPDR TR	4,263	$261,162	0.1%	NEW
166	FANGDIAMONDBACK ENERGY INC	1,319	$260,885	0.1%	NEW
167	APHAMPHENOL CORP	2,056	$260,452	0.1%	NEW
168	TSNTYSON FOODS INC	4,013	$257,113	0.1%	HOLD
169	MDTMEDTRONIC PLC	2,922	$255,266	0.1%	ADD 22%
170	TWLOTWILIO INC	2,000	$251,640	0.1%	TRIM −50%
171	CRMSALESFORCE INC	1,348	$251,631	0.1%	TRIM −47%
172	FVDFIRST TR EXCHANGE-TRADED FD	5,337	$250,999	0.1%	HOLD
173	IVVISHARES TR	384	$250,833	0.1%	TRIM −35%
174	SFNCSIMMONS FIRST NATL CORP	12,740	$250,532	0.1%	HOLD
175	ILMNILLUMINA INC	2,000	$246,520	0.1%	NEW
176	ACADACADIA PHARM	11,000	$244,860	0.1%	HOLD
177	KLACKLA CORP	163	$240,003	0.1%	NEW
178	ALLALLSTATE CORP	1,134	$236,353	0.1%	HOLD
179	DDOGDATADOG INC	2,000	$236,100	0.1%	HOLD
180	BACBANK AMERICA CORP	4,782	$233,114	0.0%	HOLD
181	PBPROSPERITY BANCSHARES INC	3,411	$231,198	0.0%	HOLD
182	DDSDILLARDS INC	400	$228,964	0.0%	HOLD
183	HALHALLIBURTON CO	5,801	$226,198	0.0%	NEW
184	LMTLOCKHEED MARTIN CORP	373	$225,715	0.0%	NEW
185	NULGNUSHARES ETF TR	2,481	$225,622	0.0%	TRIM −96%
186	VBKVANGUARD INDEX FDS	734	$221,852	0.0%	HOLD
187	TTTRANE TECHNOLOGIES PLC	524	$218,372	0.0%	TRIM −24%
188	SPGPInvesco S&P 500 GARP - ETF	2,021	$217,500	0.0%	TRIM −2%
189	VOVANGUARD INDEX FDS	757	$217,394	0.0%	NEW
190	TDVIFIRST TR EXCHANGE-TRADED FD	7,915	$210,222	0.0%	NEW
191	VLOVALERO ENERGY CORP	831	$205,334	0.0%	NEW
192	SPGIS&P GLOBAL INC	480	$204,163	0.0%	ADD 4%
193	FJANFIRST TR EXCHNG TRADED FD VI	4,004	$201,842	0.0%	NEW
194	KRPKIMBELL RTY PARTNERS LP	12,103	$175,135	0.0%	HOLD
195	FFORD MTR CO	14,705	$169,696	0.0%	HOLD
196	IIMINVESCO VALUE MUN INCOME TR	13,873	$168,699	0.0%	NEW
197	MMUWESTERN ASSET MANAGED MUNS F	15,032	$154,527	0.0%	NEW
198	NZFNUVEEN MUNICIPAL CREDIT INC	10,365	$127,071	0.0%	NEW
199	GOFGUGGENHEIM STRATEGIC OPPORTU	10,000	$110,200	0.0%	NEW
200	CRWUETF OPPORTUNITIES TRUST	18,750	$83,062	0.0%	ADD 70%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

WMTWALMART INC

1.0M

977K

837K

828K

801K

$100M

RDVYFIRST TR EXCHANGE TRADED FD

11K

13K

219K

265K

270K

$18M

ACIOETF SER SOLUTIONS

—

168K

416K

723K

—

329K

$14M

OCTBETF SER SOLUTIONS

—

505K

$13M

JULBETF SER SOLUTIONS

—

501K

$13M

BUFRFIRST TR EXCHNG TRADED FD VI

—

363K

—

372K

$13M

DRSKETF SER SOLUTIONS

—

185K

479K

—

426K

$12M

NVDANVIDIA CORPORATION

52K

53K

55K

68K

64K

63K

$11M

VCITVANGUARD SCOTTSDALE FDS

—

96K

—

127K

$11M

JANBETF SER SOLUTIONS

—

367K

$9M

XOMEXXON MOBIL CORP

45K

44K

45K

48K

47K

45K

$8M

SDVYFIRST TR EXCHANGE TRADED FD

—

200K

195K

183K

$7M

SCHDSCHWAB STRATEGIC TR

—

214K

222K

233K

$7M

CHRWC H ROBINSON WORLDWIDE INC

—

25K

28K

42K

$7M

MSTBETF SER SOLUTIONS

—

183K

$7M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Uniting Wealth Partners, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 205 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Uniting Wealth Partners, LLC