Uniting Wealth Partners, LLC - Portfolio Stock Holdings
Uniting Wealth Partners, LLC disclosed 222 stock positions in a recent SEC 13F filing. $486,109,532 of stock holdings were filed, with the largest holdings including WMT, RDVY, and OCTB. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $934,628,831 and has 23 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
222Est. Stock Holding Value:
$486,109,532Top Stock Holdings By Sector
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Portfolio Stock Holdings - Uniting Wealth Partners, LLC
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