UNITING WEALTH PARTNERS, LLC

Filed: 8/5/2025ACC: 0001951757-25-001027

📋 What this filing means

UNITING WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 116 equity positions with a total reported market value of $258.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

116

Positions

$258.59M

Total AUM (reported)

4.04M

Total Shares

Allocation by class

COM$153.12M59.2%

APTUS COLLRD INV$17.22M6.7%

FT VEST US EQT$14.90M5.8%

AEROSPACE DEFN$7.89M3.1%

NUVEEN ESG LRGCP$6.60M2.6%

CL A$6.35M2.5%

APTUS DEFINED$5.32M2.1%

Portfolio Concentration

Top 3$122.72M47.5%

4–10$44.35M17.2%

11–25$45.37M17.5%

Rest$46.16M17.8%

Top 3 weight

47.5%

Top 10 weight

64.6%

Voting Authority Distribution

Total shares with voting rights: 4.04M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.04M

% of voting shares100.0%

Investment Discretion (by position count)

Sole116

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings116

Rows:

WALMART INC

SOLE

COM

Shares977.29K

TypeSH

Market value$95.56M

36.95%

Sole

0.00

Shared

0.00

None

977.29K

ETF SER SOLUTIONS

SOLE

APTUS COLLRD INV

Shares415.92K

TypeSH

Market value$17.22M

6.66%

Sole

0.00

Shared

0.00

None

415.92K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares282.70K

TypeSH

Market value$9.94M

3.84%

Sole

0.00

Shared

0.00

None

282.70K

NVIDIA CORPORATION

SOLE

COM

Shares54.60K

TypeSH

Market value$8.63M

3.34%

Sole

0.00

Shared

0.00

None

54.60K

INVESCO EXCHANGE TRADED FD T

SOLE

AEROSPACE DEFN

Shares55.72K

TypeSH

Market value$7.89M

3.05%

Sole

0.00

Shared

0.00

None

55.72K

NUSHARES ETF TR

SOLE

NUVEEN ESG LRGCP

Shares70.29K

TypeSH

Market value$6.60M

2.55%

Sole

0.00

Shared

0.00

None

70.29K

MICROSOFT CORP

SOLE

COM

Shares11.73K

TypeSH

Market value$5.84M

2.26%

Sole

0.00

Shared

0.00

None

11.73K

ETF SER SOLUTIONS

SOLE

APTUS DEFINED

Shares185.08K

TypeSH

Market value$5.32M

2.06%

Sole

0.00

Shared

0.00

None

185.08K

VANECK ETF TRUST

SOLE

GOLD MINERS ETF

Shares96.81K

TypeSH

Market value$5.04M

1.95%

Sole

0.00

Shared

0.00

None

96.81K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL UTL

Shares70.74K

TypeSH

Market value$5.03M

1.95%

Sole

0.00

Shared

0.00

None

70.74K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares127.31K

TypeSH

Market value$4.96M

1.92%

Sole

0.00

Shared

0.00

None

127.31K

EXXON MOBIL CORP

SOLE

COM

Shares44.91K

TypeSH

Market value$4.84M

1.87%

Sole

0.00

Shared

0.00

None

44.91K

ETF SER SOLUTIONS

SOLE

APTUS DRAWDOWN

Shares85.17K

TypeSH

Market value$4.11M

1.59%

Sole

0.00

Shared

0.00

None

85.17K

ETF SER SOLUTIONS

SOLE

APTUS LRG CAP UP

Shares165.12K

TypeSH

Market value$4.08M

1.58%

Sole

0.00

Shared

0.00

None

165.12K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P SMLCP MOMENT

Shares56.65K

TypeSH

Market value$3.85M

1.49%

Sole

0.00

Shared

0.00

None

56.65K

INVESCO ACTIVELY MANAGED EXC

SOLE

VAR RATE INVT

Shares118.76K

TypeSH

Market value$2.97M

1.15%

Sole

0.00

Shared

0.00

None

118.76K

ETF SER SOLUTIONS

SOLE

APTUS ENHANCED

Shares118.31K

TypeSH

Market value$2.63M

1.02%

Sole

0.00

Shared

0.00

None

118.31K

APPLE INC

SOLE

COM

Shares12.75K

TypeSH

Market value$2.62M

1.01%

Sole

0.00

Shared

0.00

None

12.75K

PALANTIR TECHNOLOGIES INC

SOLE

CL A

Shares17.97K

TypeSH

Market value$2.45M

0.95%

Sole

0.00

Shared

0.00

None

17.97K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares39.25K

TypeSH

Market value$2.45M

0.95%

Sole

0.00

Shared

0.00

None

39.25K

COCA COLA CO

SOLE

COM

Shares32.62K

TypeSH

Market value$2.31M

0.89%

Sole

0.00

Shared

0.00

None

32.62K

BLACKSTONE INC

SOLE

COM

Shares14.36K

TypeSH

Market value$2.15M

0.83%

Sole

0.00

Shared

0.00

None

14.36K

SERVICENOW INC

SOLE

COM

Shares2K

TypeSH

Market value$2.06M

0.80%

Sole

0.00

Shared

0.00

None

AMAZON COM INC

SOLE

COM

Shares8.99K

TypeSH

Market value$1.97M

0.76%

Sole

0.00

Shared

0.00

None

8.99K

PROSHARES TR

SOLE

ULTRPRO S&P500

Shares21K

TypeSH

Market value$1.92M

0.74%

Sole

0.00

Shared

0.00

None

21K

Issuer	Class	Shares	Type	Value / Portfolio %	None
WALMART INCSOLE	COM	977.29K	SH	$95.56M 36.95%	977.29K
ETF SER SOLUTIONSSOLE	APTUS COLLRD INV	415.92K	SH	$17.22M 6.66%	415.92K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	282.70K	SH	$9.94M 3.84%	282.70K
NVIDIA CORPORATIONSOLE	COM	54.60K	SH	$8.63M 3.34%	54.60K
INVESCO EXCHANGE TRADED FD TSOLE	AEROSPACE DEFN	55.72K	SH	$7.89M 3.05%	55.72K
NUSHARES ETF TRSOLE	NUVEEN ESG LRGCP	70.29K	SH	$6.60M 2.55%	70.29K
MICROSOFT CORPSOLE	COM	11.73K	SH	$5.84M 2.26%	11.73K
ETF SER SOLUTIONSSOLE	APTUS DEFINED	185.08K	SH	$5.32M 2.06%	185.08K
VANECK ETF TRUSTSOLE	GOLD MINERS ETF	96.81K	SH	$5.04M 1.95%	96.81K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL UTL	70.74K	SH	$5.03M 1.95%	70.74K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	127.31K	SH	$4.96M 1.92%	127.31K
EXXON MOBIL CORPSOLE	COM	44.91K	SH	$4.84M 1.87%	44.91K
ETF SER SOLUTIONSSOLE	APTUS DRAWDOWN	85.17K	SH	$4.11M 1.59%	85.17K
ETF SER SOLUTIONSSOLE	APTUS LRG CAP UP	165.12K	SH	$4.08M 1.58%	165.12K
INVESCO EXCHANGE TRADED FD TSOLE	S&P SMLCP MOMENT	56.65K	SH	$3.85M 1.49%	56.65K
INVESCO ACTIVELY MANAGED EXCSOLE	VAR RATE INVT	118.76K	SH	$2.97M 1.15%	118.76K
ETF SER SOLUTIONSSOLE	APTUS ENHANCED	118.31K	SH	$2.63M 1.02%	118.31K
APPLE INCSOLE	COM	12.75K	SH	$2.62M 1.01%	12.75K
PALANTIR TECHNOLOGIES INCSOLE	CL A	17.97K	SH	$2.45M 0.95%	17.97K
ISHARES GOLD TRSOLE	ISHARES NEW	39.25K	SH	$2.45M 0.95%	39.25K
COCA COLA COSOLE	COM	32.62K	SH	$2.31M 0.89%	32.62K
BLACKSTONE INCSOLE	COM	14.36K	SH	$2.15M 0.83%	14.36K
SERVICENOW INCSOLE	COM	2K	SH	$2.06M 0.80%	2K
AMAZON COM INCSOLE	COM	8.99K	SH	$1.97M 0.76%	8.99K
PROSHARES TRSOLE	ULTRPRO S&P500	21K	SH	$1.92M 0.74%	21K

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