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Portfolio (Quarterly) Guide ↗

Uniting Wealth Partners, LLC

· CIK 0002056414
13F Portfolio $492M AUM 207 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 54 Added 85 Reduced 18 Exited
Page 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AXP AMERICAN EXPRESS CO Financial Services 1,183.0 $400K 0.08% +48.0 +4.2% $338.33 -0.4%
42 DUK DUKE ENERGY CORP NEW Utilities 2,837.0 $359K 0.07% +90.0 +3.3% $126.58 -4.1%
43 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 12,735.0 $351K 0.07% +500.0 +4.1% $27.59 -1.4%
44 USMV ISHARES TR 3,585.0 $346K 0.07% +65.0 +1.9% $96.46 +5.2%
45 FMHI FIRST TR EXCH TRADED FD III 6,810.0 $330K 0.07% +270.0 +4.1% $48.49 -2.2%
46 PEP PEPSICO INC Consumer Defensive 2,041.0 $276K 0.06% +39.0 +1.9% $135.40 +5.2%
47 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 294.0 $275K 0.06% +17.0 +6.1% $935.90 +2.9%
48 F FORD MTR CO Consumer Cyclical 19,705.0 $274K 0.06% +5K +34.0% $13.90 +0.5%
49 XLE SELECT SECTOR SPDR TR 4,872.0 $259K 0.05% +609.0 +14.3% $53.11 +17.8%
50 SPGI S&P GLOBAL INC Financial Services 610.0 $248K 0.05% +130.0 +27.1% $407.26 +6.4%
51 VO VANGUARD INDEX FDS 3,008.0 $242K 0.05% +2K +297.4% $80.58 +2.8%
52 CRM SALESFORCE INC Technology 1,534.0 $241K 0.05% +186.0 +13.8% $157.09 +31.7%
53 KRP KIMBELL RTY PARTNERS LP Energy 12,229.0 $178K 0.04% +126.0 +1.0% $14.53 +3.9%
54 NZF NUVEEN MUN CR INCOME FD Financial Services 10,443.0 $133K 0.03% +78.0 +0.8% $12.76 -4.0%
Page 3 of 3  ·  54 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 44.3%
Technology 24.3%
Financial Services 8.7%
Industrials 7.7%
Energy 5.7%
Consumer Cyclical 3.1%
Healthcare 3.0%
Utilities 1.6%
Communication Services 1.1%
Basic Materials 0.4%