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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 2 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PAVE GLOBAL X FDS 26,364.0 $1.6M 0.32% -1K -3.9% $59.02 -5.3%
22 TSLA TESLA INC Consumer Cyclical 3,673.0 $1.5M 0.31% -692.0 -15.8% $420.60 -17.0%
23 AVGO BROADCOM INC Technology 4,025.0 $1.5M 0.31% -683.0 -14.5% $377.77 -5.0%
24 JNJ JOHNSON & JOHNSON Healthcare 5,540.0 $1.4M 0.29% -277.0 -4.8% $253.98 +7.5%
25 ACWI ISHARES TR 8,947.0 $1.4M 0.28% -506.0 -5.3% $156.97 +2.1%
26 CAT CATERPILLAR INC Industrials 1,315.0 $1.4M 0.28% -36.0 -2.7% $1064.90 -23.8%
27 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,908.0 $1.4M 0.28% -993.0 -25.5% $478.52 -14.3%
28 KKR KKR & CO INC 15,000.0 $1.4M 0.28% -300.0 -2.0% $91.78
29 FLMI FRANKLIN TEMPLETON ETF TR 52,057.0 $1.3M 0.27% -586.0 -1.1% $25.17 -2.1%
30 GOOG ALPHABET INC 3,585.0 $1.3M 0.26% -25.0 -0.7% $353.37
31 IBM INTERNATIONAL BUSINESS MACHS Technology 4,473.0 $1.3M 0.26% -854.0 -16.0% $281.21 -17.8%
32 GRID FIRST TR EXCHANGE-TRADED FD 6,206.0 $1.2M 0.24% -482.0 -7.2% $191.75 -7.1%
33 BERKSHIRE HATHAWAY INC DEL 2,122.0 $1.1M 0.22% -164.0 -7.2% $500.39
34 CVX CHEVRON CORPORATION Energy 6,386.0 $1.1M 0.21% -224.0 -3.4% $165.75 +22.5%
35 GEV GE VERNOVA INC Utilities 867.0 $1.0M 0.21% -34.0 -3.8% $1175.91 -19.9%
36 ORCL ORACLE CORP Technology 6,811.0 $998K 0.20% -865.0 -11.3% $146.55 -2.8%
37 MMKT TEXAS CAPITAL FUNDS TRUST 9,900.0 $992K 0.20% -6K -38.1% $100.22 -0.0%
38 GOOGL ALPHABET INC Communication Services 2,599.0 $929K 0.19% -3K -55.8% $357.37 -2.6%
39 AMAT APPLIED MATLS INC Technology 1,197.0 $865K 0.18% -11.0 -0.9% $723.00 -33.0%
40 V VISA INC Financial Services 2,255.0 $774K 0.16% -360.0 -13.8% $343.15 +11.4%
Page 2 of 5  ·  85 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%