Uniting Wealth Partners, LLC

Uniting Wealth Partners, LLC reported 207 holdings worth US$492M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 6, 2026

Uniting Wealth Partners, LLC reported 207 holdings worth US$492M as of Jun 30, 2026. Largest: Walmart Inc., Nvidia Corporation and C.h. Robinson Worldwide, Inc. Filed Aug 6, 2026 (Form 13F).

Holdings
207
Value as reported
US$492M

The filing in full

CompanySharesValue as reported% of portfolio
Walmart Inc.792KUS$89.7M18.2%
Nvidia Corporation51,228US$10.3M2.1%
C.h. Robinson Worldwide, Inc.52,485US$9.92M2.0%
Micron Technology, Inc.6,417US$7.41M1.5%
Exxon Mobil Corporation44,450US$6.08M1.2%
Apple Inc20,038US$5.8M1.2%
Applied Digital Corporation107KUS$3.98M0.81%
Datadog, Inc.13,755US$3.58M0.73%
Microsoft Corp.9,413US$3.51M0.71%
Amazon.com, Inc.13,440US$3.2M0.65%
Coca-cola Company (the)34,687US$2.84M0.58%
Alphabet Inc (google) Class C6,143US$2.2M0.45%
Advanced Micro Devices Inc3,288US$1.91M0.39%
Coreweave, Inc.18,591US$1.85M0.38%
Palantir Technologies Inc.15,292US$1.78M0.36%
Jp Morgan Chase & Co.5,047US$1.65M0.34%
Tesla, Inc.3,673US$1.54M0.31%
Broadcom Inc.4,025US$1.52M0.31%
Mastercard Incorporated2,851US$1.46M0.30%
Blackstone Inc.12,056US$1.42M0.29%
Johnson & Johnson5,540US$1.41M0.29%
Caterpillar, Inc.1,315US$1.4M0.28%
Taiwan Semiconductor Manufacturing Co., Ltd.2,908US$1.39M0.28%
Kkr & Co. Inc.15,000US$1.38M0.28%
Ge Aerospace3,467US$1.3M0.26%
International Business Machines Corporation4,473US$1.26M0.26%
Servicenow, Inc.11,428US$1.13M0.23%
Philip Morris International Inc6,161US$1.12M0.23%
Hewlett Packard Enterprise Company24,022US$1.09M0.22%
Berkshire Hathaway Inc.2,122US$1.06M0.22%
Chevron Corporation6,386US$1.06M0.21%
Absci Corporation89,250US$1.03M0.21%
Ge Vernova Inc.867US$1.02M0.21%
Oracle Corporation6,811US$998K0.20%
Nextera Energy, Inc.11,008US$966K0.20%
Eli Lilly And Company794US$953K0.19%
Trinity Capital Inc.52,000US$930K0.19%
Applied Materials, Inc.1,197US$865K0.18%
Oge Energy Corp17,765US$864K0.18%
Rockwell Automation, Inc.1,658US$821K0.17%
Visa Inc.2,255US$774K0.16%
Core Scientific, Inc.29,379US$752K0.15%
Meta Platforms, Inc.1,292US$728K0.15%
Raymond James Financial, Inc.4,762US$724K0.15%
Home Depot, Inc. (the)1,976US$697K0.14%
Palo Alto Networks, Inc.2,017US$688K0.14%
Abbvie Inc.2,700US$679K0.14%
Ares Management Corporation6,000US$668K0.14%
Rtx Corporation3,460US$656K0.13%
Altria Group, Inc.8,595US$627K0.13%
General Dynamics Corporation1,731US$613K0.12%
Occidental Petroleum Corporation12,431US$607K0.12%
Marathon Petroleum Corporation2,332US$596K0.12%
Conocophillips5,549US$577K0.12%
Sherwin-williams Company (the)1,644US$566K0.11%
Oneok, Inc.6,156US$535K0.11%
Paychex, Inc.5,296US$521K0.11%
Dell Technologies Inc.1,201US$518K0.11%
Merck & Company, Inc.3,965US$513K0.10%
Mckesson Corporation673US$509K0.10%
Energy Transfer Lp23,903US$457K0.09%
Amphenol Corporation2,562US$452K0.09%
Cisco Systems, Inc.3,528US$414K0.08%
Enterprise Products Partners L.p.11,169US$411K0.08%
American Express Company1,183US$400K0.08%
Phillips 662,309US$390K0.08%
At&t Inc.18,809US$389K0.08%
Verizon Communications Inc.8,551US$362K0.07%
Duke Energy Corporation (holding Company)2,837US$359K0.07%
Illumina, Inc.2,000US$352K0.07%
Goldman Sachs Group, Inc. (the)346US$350K0.07%
Southern Company (the)3,549US$340K0.07%
Lowe's Companies, Inc.1,531US$338K0.07%
Deere & Company501US$319K0.06%
Apollo Global Management, Inc. (new)2,611US$309K0.06%
Simmons First National Corporation12,740US$291K0.06%
Comstock Resources, Inc.19,500US$291K0.06%
Pfizer, Inc.11,985US$289K0.06%
Republic Services, Inc.1,322US$282K0.06%
Acadia Pharmaceuticals Inc.11,000US$278K0.06%
Procter & Gamble Company (the)1,891US$277K0.06%
Pepsico, Inc.2,041US$276K0.06%
Costco Wholesale Corporation294US$275K0.06%
Ford Mtr Co Del19,705US$274K0.06%
Bp Plc7,403US$274K0.06%
Unitedhealth Group Incorporated648US$269K0.05%
Williams Companies, Inc. (the)3,599US$268K0.05%
Bank Of America Corporation4,645US$265K0.05%
Allstate Corporation (the)1,071US$256K0.05%
Tjx Companies, Inc. (the)1,666US$252K0.05%
Prosperity Bancshares, Inc.3,411US$251K0.05%
S&p Global Inc.610US$248K0.05%
Mcdonald's Corporation918US$248K0.05%
Eqt Corporation4,616US$245K0.05%
Salesforce, Inc.1,534US$241K0.05%
Asml Holding Nv120US$239K0.05%
Crowdstrike Holdings, Inc.300US$229K0.05%
Boeing Company (the)1,045US$226K0.05%
Cheniere Energy, Inc.940US$225K0.05%
Diamondback Energy, Inc.1,270US$223K0.05%

Every holding of Uniting Wealth Partners, LLC

Source

View original at SEC

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