UNITING WEALTH PARTNERS, LLC

Filed: 4/22/2026ACC: 0001951757-26-000696

📋 What this filing means

UNITING WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 205 equity positions with a total reported market value of $469.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

205

Positions

$469.71M

Total AUM (reported)

9.10M

Total Shares

Allocation by class

COM$186.83M39.8%

RISNG DIVD ACHIV$18.44M3.9%

APTUS COLLRD INV$13.83M2.9%

APTUS OCT BUFF E$12.66M2.7%

APTUS JULY BUFR$12.59M2.7%

FT VEST LADDERED$12.57M2.7%

COM NEW$12.13M2.6%

Portfolio Concentration

Top 3$132.01M28.1%

4–10$80.21M17.1%

11–25$95.77M20.4%

Rest$161.73M34.4%

Top 3 weight

28.1%

Top 10 weight

45.2%

Voting Authority Distribution

Total shares with voting rights: 9.10M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

9.10M

% of voting shares100.0%

Investment Discretion (by position count)

Sole205

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings205

Rows:

WALMART INC

SOLE

COM

Shares801.01K

TypeSH

Market value$99.75M

21.24%

Sole

0.00

Shared

0.00

None

801.01K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares270K

TypeSH

Market value$18.44M

3.92%

Sole

0.00

Shared

0.00

None

270K

ETF SER SOLUTIONS

SOLE

APTUS COLLRD INV

Shares329.38K

TypeSH

Market value$13.83M

2.94%

Sole

0.00

Shared

0.00

None

329.38K

ETF SER SOLUTIONS

SOLE

APTUS OCT BUFF E

Shares505.25K

TypeSH

Market value$12.66M

2.70%

Sole

0.00

Shared

0.00

None

505.25K

ETF SER SOLUTIONS

SOLE

APTUS JULY BUFR

Shares501.50K

TypeSH

Market value$12.59M

2.68%

Sole

0.00

Shared

0.00

None

501.50K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares372.15K

TypeSH

Market value$12.57M

2.68%

Sole

0.00

Shared

0.00

None

372.15K

ETF SER SOLUTIONS

SOLE

APTUS DEFINED

Shares425.55K

TypeSH

Market value$11.66M

2.48%

Sole

0.00

Shared

0.00

None

425.55K

NVIDIA CORPORATION

SOLE

COM

Shares62.90K

TypeSH

Market value$10.97M

2.34%

Sole

0.00

Shared

0.00

None

62.90K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares127.44K

TypeSH

Market value$10.55M

2.25%

Sole

0.00

Shared

0.00

None

127.44K

ETF SER SOLUTIONS

SOLE

APTUS JAN BUFFER

Shares367K

TypeSH

Market value$9.21M

1.96%

Sole

0.00

Shared

0.00

None

367K

EXXON MOBIL CORP

SOLE

COM

Shares45.46K

TypeSH

Market value$7.71M

1.64%

Sole

0.00

Shared

0.00

None

45.46K

FIRST TR EXCHANGE TRADED FD

SOLE

SMID RISNG ETF

Shares183.38K

TypeSH

Market value$7.23M

1.54%

Sole

0.00

Shared

0.00

None

183.38K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares233K

TypeSH

Market value$7.15M

1.52%

Sole

0.00

Shared

0.00

None

233K

C H ROBINSON WORLDWIDE IN

SOLE

COM NEW

Shares42.48K

TypeSH

Market value$7.08M

1.51%

Sole

0.00

Shared

0.00

None

42.48K

ETF SER SOLUTIONS

SOLE

LHA MKT ST TACTL

Shares182.96K

TypeSH

Market value$7.01M

1.49%

Sole

0.00

Shared

0.00

None

182.96K

INVESCO EXCHANGE TRADED FD T

SOLE

AEROSPACE DEFN

Shares40.98K

TypeSH

Market value$6.79M

1.45%

Sole

0.00

Shared

0.00

None

40.98K

ETF SER SOLUTIONS

SOLE

APTUS LRG CAP UP

Shares265.11K

TypeSH

Market value$6.78M

1.44%

Sole

0.00

Shared

0.00

None

265.11K

PUTNAM ETF TRUST

SOLE

FOCUSED LAR CAP

Shares136.15K

TypeSH

Market value$6.32M

1.34%

Sole

0.00

Shared

0.00

None

136.15K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares194.26K

TypeSH

Market value$5.98M

1.27%

Sole

0.00

Shared

0.00

None

194.26K

VANECK ETF TRUST

SOLE

GOLD MINERS ETF

Shares64.30K

TypeSH

Market value$5.90M

1.26%

Sole

0.00

Shared

0.00

None

64.30K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares76.31K

TypeSH

Market value$5.84M

1.24%

Sole

0.00

Shared

0.00

None

76.31K

FIRST TR EXCHANGE-TRADED FD

SOLE

STRUCTURED CR IN

Shares271.91K

TypeSH

Market value$5.61M

1.19%

Sole

0.00

Shared

0.00

None

271.91K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P MDCP MOMNTUM

Shares38.52K

TypeSH

Market value$5.59M

1.19%

Sole

0.00

Shared

0.00

None

38.52K

APPLE INC

SOLE

COM

Shares21.38K

TypeSH

Market value$5.43M

1.16%

Sole

0.00

Shared

0.00

None

21.38K

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares107.16K

TypeSH

Market value$5.36M

1.14%

Sole

0.00

Shared

0.00

None

107.16K

Issuer	Class	Shares	Type	Value / Portfolio %	None
WALMART INCSOLE	COM	801.01K	SH	$99.75M 21.24%	801.01K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	270K	SH	$18.44M 3.92%	270K
ETF SER SOLUTIONSSOLE	APTUS COLLRD INV	329.38K	SH	$13.83M 2.94%	329.38K
ETF SER SOLUTIONSSOLE	APTUS OCT BUFF E	505.25K	SH	$12.66M 2.70%	505.25K
ETF SER SOLUTIONSSOLE	APTUS JULY BUFR	501.50K	SH	$12.59M 2.68%	501.50K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	372.15K	SH	$12.57M 2.68%	372.15K
ETF SER SOLUTIONSSOLE	APTUS DEFINED	425.55K	SH	$11.66M 2.48%	425.55K
NVIDIA CORPORATIONSOLE	COM	62.90K	SH	$10.97M 2.34%	62.90K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	127.44K	SH	$10.55M 2.25%	127.44K
ETF SER SOLUTIONSSOLE	APTUS JAN BUFFER	367K	SH	$9.21M 1.96%	367K
EXXON MOBIL CORPSOLE	COM	45.46K	SH	$7.71M 1.64%	45.46K
FIRST TR EXCHANGE TRADED FDSOLE	SMID RISNG ETF	183.38K	SH	$7.23M 1.54%	183.38K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	233K	SH	$7.15M 1.52%	233K
C H ROBINSON WORLDWIDE INSOLE	COM NEW	42.48K	SH	$7.08M 1.51%	42.48K
ETF SER SOLUTIONSSOLE	LHA MKT ST TACTL	182.96K	SH	$7.01M 1.49%	182.96K
INVESCO EXCHANGE TRADED FD TSOLE	AEROSPACE DEFN	40.98K	SH	$6.79M 1.45%	40.98K
ETF SER SOLUTIONSSOLE	APTUS LRG CAP UP	265.11K	SH	$6.78M 1.44%	265.11K
PUTNAM ETF TRUSTSOLE	FOCUSED LAR CAP	136.15K	SH	$6.32M 1.34%	136.15K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	194.26K	SH	$5.98M 1.27%	194.26K
VANECK ETF TRUSTSOLE	GOLD MINERS ETF	64.30K	SH	$5.90M 1.26%	64.30K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	76.31K	SH	$5.84M 1.24%	76.31K
FIRST TR EXCHANGE-TRADED FDSOLE	STRUCTURED CR IN	271.91K	SH	$5.61M 1.19%	271.91K
INVESCO EXCHANGE TRADED FD TSOLE	S&P MDCP MOMNTUM	38.52K	SH	$5.59M 1.19%	38.52K
APPLE INCSOLE	COM	21.38K	SH	$5.43M 1.16%	21.38K
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	107.16K	SH	$5.36M 1.14%	107.16K

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