Uniting Wealth Partners, LLC
•CIK: 2056414•Filing: Q4 2025
**Uniting Wealth Partners, LLC** manages $326M across a diversified portfolio of 153 positions. The fund exhibits significant concentration in consumer staples and technology, highlighted by a $92.3M holding in WMT. Further notable allocations include $18.4M in RDVY and $12.0M in NVDA, suggesting a tactical overweighting in defensive and high-growth sectors. This positioning reflects a disciplined, large-cap tilt within its current mandate.
Total AUM
$326.2M
QoQ Performance
-23.0%
Positions
135
Top 10 Concentration
52.7%
Latest Filing
Q4 2025
Top Holdings Allocation
WMT
RDVY
WMT28.3%
RDVY5.7%
NVDA3.7%
XMMO2.4%
GDX2.3%
SDVY2.3%
MSFT2.1%
UPSD2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other48.4%
Consumer30.5%
Technology11.7%
Energy2.2%
Financial2.1%
Healthcare1.2%
Consumer Staples1.0%
ETF1.0%
🚪 Exited Positionssold since Q3 2025
+52 more exited positions
Changes from Q3 2025
NEW11 new positions
↑74 increased
↓36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024