Uniting Wealth Partners, LLC

DENVER, CO · CIK 2056414 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyDenver, CO

$492.5m reported value +4.9% vs Q1 2026

207positions

42.1%in top 10

20 new 59 added 93 reduced 18 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	WALMART INC COM WMT	WMT	791,983	$89.7m18.21%	18.21%	Reduced -9.0k	-9,032 -1.1%
2	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	278,026	$22.5m4.58%	4.58%	Added +8.0k	+8,029 3.0%
3	ETF SER SOLUTIONS APTUS OCT BUFF E OCTB	OCTB	511,229	$13.9m2.82%	2.82%	Added +6.0k	+5,980 1.2%
4	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	379,241	$13.9m2.81%	2.81%	Added +7.1k	+7,089 1.9%
5	ETF SER SOLUTIONS APTUS COLLRD INV ACIO	ACIO	280,213	$12.9m2.63%	2.63%	Reduced -49.2k	-49,172 -14.9%
6	ETF SER SOLUTIONS APTUS JULY BUFR JULB	JULB	419,949	$11.6m2.35%	2.35%	Reduced -81.5k	-81,548 -16.3%
7	FIRST TR EXCHANGE-TRADED FD STRUCTURED CR IN SCIO	SCIO	538,617	$11.1m2.26%	2.26%	Added +266.7k	+266,706 98.1%
8	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	134,062	$11.1m2.25%	2.25%	Added +6.6k	+6,621 5.2%
9	NVIDIA CORPORATION COM NVDA	NVDA	51,228	$10.3m2.08%	2.08%	Reduced -11.7k	-11,674 -18.6%
10	ETF SER SOLUTIONS APTUS JAN BUFFER JANB	JANB	375,780	$10.2m2.08%	2.08%	Added +8.8k	+8,777 2.4%
11	C H ROBINSON WORLDWIDE INC COM NEW CHRW	CHRW	52,485	$9.9m2.01%	2.01%	Added +10.0k	+10,000 23.5%
12	ETF SER SOLUTIONS LHA MKT ST TACTL MSTB	MSTB	185,415	$8.0m1.61%	1.61%	Added +2.5k	+2,452 1.3%
13	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	181,157	$7.8m1.59%	1.59%	Reduced -2.2k	-2,224 -1.2%
14	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	240,275	$7.6m1.55%	1.55%	Added +7.3k	+7,272 3.1%
15	MICRON TECHNOLOGY INC COM MU	MU	6,417	$7.4m1.50%	1.50%	Added +364	+364 6.0%
16	FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY WCMI	WCMI	366,934	$7.2m1.46%	1.46%	Added +100.7k	+100,670 37.8%
17	INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN PPA	PPA	40,283	$7.1m1.44%	1.44%	Reduced -696	-696 -1.7%
18	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	138,850	$7.1m1.44%	1.44%	Added +2.7k	+2,696 2.0%
19	INVESCO EXCH TRADED FD TR II KBW BK ETF KBWB	KBWB	73,585	$6.8m1.39%	1.39%	New
20	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	77,471	$6.8m1.38%	1.38%	Added +1.2k	+1,162 1.5%
21	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	38,457	$6.5m1.33%	1.33%	Reduced -60	-60 -0.2%
22	FIRST TR EXCHNG TRADED FD VI FT VEST US EQUTY DLMY	DLMY	214,729	$6.4m1.30%	1.30%	New
23	EXXON MOBIL CORP COM XOM	XOM	44,450	$6.1m1.23%	1.23%	Reduced -1.0k	-1,008 -2.2%
24	APPLE INC COM AAPL	AAPL	20,038	$5.8m1.18%	1.18%	Reduced -1.3k	-1,344 -6.3%
25	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	168,879	$5.7m1.16%	1.16%	Reduced -9.9k	-9,873 -5.5%
26	FIRST TR EXCH TRADED FD III PFD SECS INC ETF FPE	FPE	313,744	$5.6m1.14%	1.14%	Added +24.1k	+24,144 8.3%
27	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	104,293	$5.3m1.07%	1.07%	Reduced -2.9k	-2,869 -2.7%
28	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	66,163	$5.0m1.01%	1.01%	Added +1.9k	+1,863 2.9%
29	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	82,467	$4.6m0.94%	0.94%	Reduced -2.1k	-2,135 -2.5%
30	HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE HMOP	HMOP	115,131	$4.5m0.92%	0.92%	Reduced -6.6k	-6,638 -5.5%
31	ETF SER SOLUTIONS APTUS ENHANCED JUCY	JUCY	198,153	$4.4m0.88%	0.88%	Added +8.6k	+8,610 4.5%
32	ETF SER SOLUTIONS APTUS DEFINED DRSK	DRSK	144,002	$4.1m0.84%	0.84%	Reduced -281.5k	-281,549 -66.2%
33	FIRST TR EXCH TRADED FD III MANAGD MUN ETF FMB	FMB	77,578	$4.0m0.81%	0.81%	Added +2.9k	+2,911 3.9%
34	APPLIED DIGITAL CORP COM NEW APLD	APLD	106,727	$4.0m0.81%	0.81%	Reduced -477	-477 -0.4%
35	EA SERIES TRUST FREEDOM 100 EM FRDM	FRDM	54,009	$4.0m0.80%	0.80%	Added +726	+726 1.4%
36	DBX ETF TR XTRACK MSCI EMRG DBEM	DBEM	91,099	$3.7m0.76%	0.76%	Added +1.3k	+1,339 1.5%
37	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	70,249	$3.7m0.75%	0.75%	Added +36.3k	+36,278 106.8%
38	PROSHARES TR ULTRPRO S&P500 UPRO	UPRO	26,000	$3.7m0.75%	0.75%	Unchanged
39	DATADOG INC CL A COM DDOG	DDOG	13,755	$3.6m0.73%	0.73%	Added +11.8k	+11,755 587.8%
40	MICROSOFT CORP COM MSFT	MSFT	9,413	$3.5m0.71%	0.71%	Reduced -2.4k	-2,405 -20.4%
41	JOHN HANCOCK EXCHANGE TRADED PREFERRED INCOME JHPI	JHPI	144,730	$3.3m0.67%	0.67%	Added +5.3k	+5,316 3.8%
42	ISHARES GOLD TR ISHARES NEW IAU	IAU	42,652	$3.2m0.65%	0.65%	Added +37	+37 0.1%
43	AMAZON COM INC COM AMZN	AMZN	13,440	$3.2m0.65%	0.65%	Reduced -2.5k	-2,518 -15.8%
44	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	4,236	$2.9m0.59%	0.59%	Added +46	+46 1.1%
45	COCA COLA CO COM KO	KO	34,687	$2.8m0.58%	0.58%	Reduced -171	-171 -0.5%
46	PROSHARES TR ULTRAPRO QQQ TQQQ	TQQQ	28,000	$2.3m0.46%	0.46%	Unchanged
47	ISHARES TR CORE S&P SCP ETF IJR	IJR	14,517	$2.2m0.44%	0.44%	Reduced -2.0k	-1,990 -12.1%
48	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	16,474	$2.1m0.42%	0.42%	Reduced -680	-680 -4.0%
49	BLUEROCK PVT REAL ESTATE FD COM BPRE	BPRE	153,712	$2.0m0.41%	0.41%	Reduced -48.7k	-48,675 -24.1%
50	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,288	$1.9m0.39%	0.39%	Reduced -102	-102 -3.0%
51	COREWEAVE INC COM CL A CRWV	CRWV	18,591	$1.9m0.38%	0.38%	Added +5.8k	+5,786 45.2%
52	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	15,292	$1.8m0.36%	0.36%	Reduced -4.7k	-4,701 -23.5%
53	JPMORGAN CHASE & CO COM JPM	JPM	5,047	$1.7m0.34%	0.34%	Reduced -232	-232 -4.4%
54	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	26,364	$1.6m0.32%	0.32%	Reduced -1.1k	-1,072 -3.9%
55	TESLA INC COM TSLA	TSLA	3,673	$1.5m0.31%	0.31%	Reduced -692	-692 -15.8%
56	BROADCOM INC COM AVGO	AVGO	4,025	$1.5m0.31%	0.31%	Reduced -683	-683 -14.5%
57	MASTERCARD INCORPORATED CL A MA	MA	2,851	$1.5m0.30%	0.30%	Added +20	+20 0.7%
58	BLACKSTONE INC COM BX	BX	12,056	$1.4m0.29%	0.29%	Unchanged
59	JOHNSON & JOHNSON COM JNJ	JNJ	5,540	$1.4m0.29%	0.29%	Reduced -277	-277 -4.8%
60	ISHARES TR MSCI ACWI ETF ACWI	ACWI	8,947	$1.4m0.29%	0.29%	Reduced -506	-506 -5.3%
61	CATERPILLAR INC COM CAT	CAT	1,315	$1.4m0.28%	0.28%	Reduced -36	-36 -2.7%
62	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,908	$1.4m0.28%	0.28%	Reduced -993	-993 -25.5%
63	KKR & CO INC COM KKR	KKR	15,000	$1.4m0.28%	0.28%	Reduced -300	-300 -2.0%
64	FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN FLMI	FLMI	52,057	$1.3m0.27%	0.27%	Reduced -586	-586 -1.1%
65	GE AEROSPACE COM NEW GE	GE	3,467	$1.3m0.26%	0.26%	Added +250	+250 7.8%
66	ALPHABET INC CAP STK CL C GOOG	GOOG	3,585	$1.3m0.26%	0.26%	Reduced -25	-25 -0.7%
67	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	4,473	$1.3m0.26%	0.26%	Reduced -854	-854 -16.0%
68	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	6,206	$1.2m0.24%	0.24%	Reduced -482	-482 -7.2%
69	FIRST TR EXCHANGE-TRADED FD VEST 20 PLUS YEA LTTI	LTTI	63,880	$1.2m0.24%	0.24%	Added +12.5k	+12,515 24.4%
70	SERVICENOW INC COM NOW	NOW	11,428	$1.1m0.23%	0.23%	Added +5.2k	+5,171 82.6%
71	FIRST TR EXCHANGE-TRADED FD FT VEST RIS RDVI	RDVI	38,542	$1.1m0.23%	0.23%	Added +25.0k	+25,029 185.2%
72	PHILIP MORRIS INTL INC COM PM	PM	6,161	$1.1m0.23%	0.23%	Added +68	+68 1.1%
73	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	24,022	$1.1m0.22%	0.22%	New
74	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,122	$1.1m0.22%	0.22%	Reduced -164	-164 -7.2%
75	CHEVRON CORP NEW COM CVX	CVX	6,386	$1.1m0.21%	0.21%	Reduced -224	-224 -3.4%
76	FIRST TR EXCHANGE TRADED FD BUYWRIT INCM ETF FTHI	FTHI	43,857	$1.0m0.21%	0.21%	Added +30.1k	+30,135 219.6%
77	ABSCI CORPORATION COM ABSI	ABSI	89,250	$1.0m0.21%	0.21%	New
78	GE VERNOVA INC COM GEV	GEV	867	$1.0m0.21%	0.21%	Reduced -34	-34 -3.8%
79	ORACLE CORP COM ORCL	ORCL	6,811	$998.2k0.20%	0.20%	Reduced -865	-865 -11.3%
80	TEXAS CAP TEX EQUITY INDEX E GOVT MONEY MKT MMKT	MMKT	9,900	$992.2k0.20%	0.20%	Reduced -6.1k	-6,100 -38.1%
81	NEXTERA ENERGY INC COM NEE	NEE	11,008	$966.2k0.20%	0.20%	Added +446	+446 4.2%
82	ELI LILLY & CO COM LLY	LLY	794	$952.6k0.19%	0.19%	Reduced -1	-1 -0.1%
83	TRINITY CAP INC COM TRIN	TRIN	52,000	$930.3k0.19%	0.19%	Unchanged
84	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,599	$928.8k0.19%	0.19%	Reduced -3.3k	-3,285 -55.8%
85	APPLIED MATLS INC COM AMAT	AMAT	1,197	$865.4k0.18%	0.18%	Reduced -11	-11 -0.9%
86	OGE ENERGY CORP COM OGE	OGE	17,765	$864.4k0.18%	0.18%	Unchanged
87	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DMAR	DMAR	18,680	$835.6k0.17%	0.17%	Unchanged
88	NUVEEN AMT FREE QLTY MUN INC COM XNEAX	XNEAX	70,211	$829.0k0.17%	0.17%	Added +97	+97 0.1%
89	ROCKWELL AUTOMATION INC COM ROK	ROK	1,658	$820.8k0.17%	0.17%	Unchanged
90	VISA INC COM CL A V	V	2,255	$773.8k0.16%	0.16%	Reduced -360	-360 -13.8%
91	EATON VANCE MUN BD FD COM EIM	EIM	76,223	$759.2k0.15%	0.15%	Added +53	+53 0.1%
92	CORE SCIENTIFIC INC NEW COM CORZ	CORZ	29,379	$751.8k0.15%	0.15%	Unchanged
93	META PLATFORMS INC CL A META	META	1,292	$727.9k0.15%	0.15%	Reduced -918	-918 -41.5%
94	RAYMOND JAMES FINL INC COM RJF	RJF	4,762	$724.0k0.15%	0.15%	Reduced -1.2k	-1,244 -20.7%
95	HOME DEPOT INC COM HD	HD	1,976	$696.9k0.14%	0.14%	Reduced -492	-492 -19.9%
96	FIRST TR EXCHANGE-TRADED FD FT VEST TEC TDVI	TDVI	21,899	$695.5k0.14%	0.14%	Added +14.0k	+13,984 176.7%
97	PALO ALTO NETWORKS INC COM PANW	PANW	2,017	$687.8k0.14%	0.14%	Reduced -2.4k	-2,436 -54.7%
98	FIRST TR EXCH TRADED FD III FT VEST SMID SDVD	SDVD	29,773	$687.5k0.14%	0.14%	New
99	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	15,041	$687.4k0.14%	0.14%	Reduced -574	-574 -3.7%
100	ABBVIE INC COM ABBV	ABBV	2,700	$679.4k0.14%	0.14%	Added +87	+87 3.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ETF SER SOLUTIONS UPSD	UPSD	265,111	$6.8m265.1k shares
FIRST TR EXCHNG TRADED FD VI DLAG	DLAG	194,261	$6.0m194.3k shares
INTUITIVE SURGICAL INC ISRG	ISRG	1,564	$721.0k1.6k shares
SEABRIDGE GOLD INC		15,530	$440.1k15.5k shares
NETFLIX INC NFLX	NFLX	4,078	$392.1k4.1k shares
VANECK ETF TRUST MLN	MLN	22,006	$383.8k22.0k shares
UBER TECHNOLOGIES INC UBER	UBER	4,651	$334.5k4.7k shares
ISHARES TR TIP	TIP	2,728	$301.1k2.7k shares
HONEYWELL INTL INC		626	$283.0k626 shares
NORTHROP GRUMMAN CORP NOC	NOC	405	$276.3k405 shares
MEDTRONIC PLC MDT	MDT	2,922	$255.3k2.9k shares
TWILIO INC TWLO	TWLO	2,000	$251.6k2.0k shares
KLA CORP KLAC	KLAC	1,630	$240.0k1.6k shares
HALLIBURTON CO HAL	HAL	5,801	$226.2k5.8k shares
LOCKHEED MARTIN CORP LMT	LMT	373	$225.7k373 shares
VANGUARD INDEX FDS VBK	VBK	734	$221.9k734 shares
FIRST TR EXCHNG TRADED FD VI FJAN	FJAN	4,004	$201.8k4.0k shares
ETF OPPORTUNITIES TRUST		18,750	$83.1k18.8k shares