UNITING WEALTH PARTNERS, LLC

Filed: 11/7/2025ACC: 0001951757-25-001316

📋 What this filing means

UNITING WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 199 equity positions with a total reported market value of $423.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

199

Positions

$423.74M

Total AUM (reported)

7.51M

Total Shares

Allocation by class

COM$170.63M40.3%

APTUS COLLRD INV$31.38M7.4%

RISNG DIVD ACHIV$14.73M3.5%

APTUS DEFINED$13.81M3.3%

FT VEST LADDERED$12.13M2.9%

FT VEST US EQT$8.82M2.1%

CL A$8.66M2.0%

Portfolio Concentration

Top 3$132.37M31.2%

4–10$68.80M16.2%

11–25$87.35M20.6%

Rest$135.22M31.9%

Top 3 weight

31.2%

Top 10 weight

47.5%

Voting Authority Distribution

Total shares with voting rights: 7.51M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.51M

% of voting shares100.0%

Investment Discretion (by position count)

Sole199

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings199

Rows:

WALMART INC

SOLE

COM

Shares836.93K

TypeSH

Market value$86.25M

20.36%

Sole

0.00

Shared

0.00

None

836.93K

ETF SER SOLUTIONS

SOLE

APTUS COLLRD INV

Shares722.65K

TypeSH

Market value$31.38M

7.41%

Sole

0.00

Shared

0.00

None

722.65K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares218.97K

TypeSH

Market value$14.73M

3.48%

Sole

0.00

Shared

0.00

None

218.97K

ETF SER SOLUTIONS

SOLE

APTUS DEFINED

Shares479.11K

TypeSH

Market value$13.81M

3.26%

Sole

0.00

Shared

0.00

None

479.11K

NVIDIA CORPORATION

SOLE

COM

Shares67.61K

TypeSH

Market value$12.62M

2.98%

Sole

0.00

Shared

0.00

None

67.61K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares362.97K

TypeSH

Market value$12.13M

2.86%

Sole

0.00

Shared

0.00

None

362.97K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares95.59K

TypeSH

Market value$8.04M

1.90%

Sole

0.00

Shared

0.00

None

95.59K

FIRST TR EXCHANGE-TRADED FD

SOLE

SMID RISNG ETF

Shares200.14K

TypeSH

Market value$7.61M

1.80%

Sole

0.00

Shared

0.00

None

200.14K

MICROSOFT CORP

SOLE

COM

Shares14.56K

TypeSH

Market value$7.54M

1.78%

Sole

0.00

Shared

0.00

None

14.56K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P MDCP MOMNTUM

Shares52.12K

TypeSH

Market value$7.05M

1.66%

Sole

0.00

Shared

0.00

None

52.12K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST U.S

Shares275.23K

TypeSH

Market value$6.80M

1.61%

Sole

0.00

Shared

0.00

None

275.23K

VANECK ETF TRUST

SOLE

GOLD MINERS ETF

Shares88.20K

TypeSH

Market value$6.74M

1.59%

Sole

0.00

Shared

0.00

None

88.20K

FIRST TR EXCHANGE-TRADED FD

SOLE

LIMITED DURATION

Shares333.18K

TypeSH

Market value$6.40M

1.51%

Sole

0.00

Shared

0.00

None

333.18K

INVESCO EXCHANGE TRADED FD T

SOLE

AEROSPACE DEFN

Shares39.10K

TypeSH

Market value$6.08M

1.43%

Sole

0.00

Shared

0.00

None

39.10K

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares118.43K

TypeSH

Market value$5.98M

1.41%

Sole

0.00

Shared

0.00

None

118.43K

APPLE INC

SOLE

COM

Shares23.26K

TypeSH

Market value$5.92M

1.40%

Sole

0.00

Shared

0.00

None

23.26K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares213.94K

TypeSH

Market value$5.84M

1.38%

Sole

0.00

Shared

0.00

None

213.94K

NUSHARES ETF TR

SOLE

NUVEEN ESG LRGCP

Shares57.32K

TypeSH

Market value$5.70M

1.35%

Sole

0.00

Shared

0.00

None

57.32K

ISHARES TR

SOLE

MSCI USA MMENTM

Shares21.40K

TypeSH

Market value$5.49M

1.30%

Sole

0.00

Shared

0.00

None

21.40K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL UTL

Shares71.59K

TypeSH

Market value$5.49M

1.30%

Sole

0.00

Shared

0.00

None

71.59K

ETF SER SOLUTIONS

SOLE

APTUS LRG CAP UP

Shares205.67K

TypeSH

Market value$5.48M

1.29%

Sole

0.00

Shared

0.00

None

205.67K

ETF SER SOLUTIONS

SOLE

APTUS DRAWDOWN

Shares106.64K

TypeSH

Market value$5.45M

1.29%

Sole

0.00

Shared

0.00

None

106.64K

EXXON MOBIL CORP

SOLE

COM

Shares47.91K

TypeSH

Market value$5.40M

1.27%

Sole

0.00

Shared

0.00

None

47.91K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares131.04K

TypeSH

Market value$5.32M

1.25%

Sole

0.00

Shared

0.00

None

131.04K

PACER FDS TR

SOLE

SWAN SOS FD OF

Shares166.59K

TypeSH

Market value$5.26M

1.24%

Sole

0.00

Shared

0.00

None

166.59K

Issuer	Class	Shares	Type	Value / Portfolio %	None
WALMART INCSOLE	COM	836.93K	SH	$86.25M 20.36%	836.93K
ETF SER SOLUTIONSSOLE	APTUS COLLRD INV	722.65K	SH	$31.38M 7.41%	722.65K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	218.97K	SH	$14.73M 3.48%	218.97K
ETF SER SOLUTIONSSOLE	APTUS DEFINED	479.11K	SH	$13.81M 3.26%	479.11K
NVIDIA CORPORATIONSOLE	COM	67.61K	SH	$12.62M 2.98%	67.61K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	362.97K	SH	$12.13M 2.86%	362.97K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	95.59K	SH	$8.04M 1.90%	95.59K
FIRST TR EXCHANGE-TRADED FDSOLE	SMID RISNG ETF	200.14K	SH	$7.61M 1.80%	200.14K
MICROSOFT CORPSOLE	COM	14.56K	SH	$7.54M 1.78%	14.56K
INVESCO EXCHANGE TRADED FD TSOLE	S&P MDCP MOMNTUM	52.12K	SH	$7.05M 1.66%	52.12K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST U.S	275.23K	SH	$6.80M 1.61%	275.23K
VANECK ETF TRUSTSOLE	GOLD MINERS ETF	88.20K	SH	$6.74M 1.59%	88.20K
FIRST TR EXCHANGE-TRADED FDSOLE	LIMITED DURATION	333.18K	SH	$6.40M 1.51%	333.18K
INVESCO EXCHANGE TRADED FD TSOLE	AEROSPACE DEFN	39.10K	SH	$6.08M 1.43%	39.10K
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	118.43K	SH	$5.98M 1.41%	118.43K
APPLE INCSOLE	COM	23.26K	SH	$5.92M 1.40%	23.26K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	213.94K	SH	$5.84M 1.38%	213.94K
NUSHARES ETF TRSOLE	NUVEEN ESG LRGCP	57.32K	SH	$5.70M 1.35%	57.32K
ISHARES TRSOLE	MSCI USA MMENTM	21.40K	SH	$5.49M 1.30%	21.40K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL UTL	71.59K	SH	$5.49M 1.30%	71.59K
ETF SER SOLUTIONSSOLE	APTUS LRG CAP UP	205.67K	SH	$5.48M 1.29%	205.67K
ETF SER SOLUTIONSSOLE	APTUS DRAWDOWN	106.64K	SH	$5.45M 1.29%	106.64K
EXXON MOBIL CORPSOLE	COM	47.91K	SH	$5.40M 1.27%	47.91K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	131.04K	SH	$5.32M 1.25%	131.04K
PACER FDS TRSOLE	SWAN SOS FD OF	166.59K	SH	$5.26M 1.24%	166.59K

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