Uniting Wealth Partners
Uniting Wealth Partners reported 207 stocks worth $492M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are WMT (18.2%), RDVY (4.6%) and OCTB (2.8%). Compared with Q1 2026, the fund opened new positions in KBWB, DLMY and HPE, added to RDVY, OCTB and BUFR, trimmed WMT, ACIO and JULB and sold out of UPSD, DLAG and ISRG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  WMT Walmart Inc | $89.7M | 18.2% | 792K | −9,032 (−1%) | 7 of 7 | |
| 2 |  RDVY First TR Exchange Traded FD | $22.5M | 4.6% | 278K | +8,029 (+3%) | 7 of 7 | |
| 3 |  OCTB ETF Ser Solutions | $13.9M | 2.8% | 511K | +5,980 (+1%) | 2 of 7 | |
| 4 |  BUFR First Trust | $13.9M | 2.8% | 379K | +7,089 (+2%) | 3 of 7 | |
| 5 |  ACIO ETF Ser Solutions | $12.9M | 2.6% | 280K | −49K (−15%) | 5 of 7 | |
| 6 |  JULB ETF Ser Solutions | $11.6M | 2.4% | 420K | −82K (−16%) | 2 of 7 | |
| 7 |  SCIO First TR Exchange-Traded FD IV | $11.1M | 2.3% | 539K | +267K (+98%) | 2 of 7 | |
| 8 |  VCIT Vanguard Scottsdale Fds | $11.1M | 2.3% | 134K | +6,621 (+5%) | 3 of 7 | |
| 9 |  NVDA Nvidia Corporation | $10.3M | 2.1% | 51K | −12K (−19%) | 7 of 7 | |
| 10 |  JANB ETF Ser Solutions | $10.2M | 2.1% | 376K | +8,777 (+2%) | 2 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 UPSD ETF Series Solutions Aptus Large Cap Upside ETF | $6.8M | 265K |
 DLAG First TR Exchng Traded FD VI | $6M | 194K |
 ISRG Intuitive Surgical Inc | $721K | 1,564 |
 SA Seabridge Gold Inc | $440K | 16K |
 NFLX Netflix Inc | $392K | 4,078 |
🔒 Free account: see all 18.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Uniting Wealth Partners 13F FAQ
What does Uniting Wealth Partners own?
Uniting Wealth Partners reported 207 stocks worth $492M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are WMT (18.2%), RDVY (4.6%) and OCTB (2.8%). The table above lists every position in the filing (the top 10 without an account).
What did Uniting Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 20 new positions, 57 added to, 91 trimmed and 18 sold out. New positions include KBWB, DLMY and HPE. It sold all of UPSD, DLAG and ISRG.
When will Uniting Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Uniting Wealth Partners's portfolio worth?
The Q2 2026 filing reports $492M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.