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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 4 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CAT CATERPILLAR INC Industrials 1,315.0 $1.4M 0.28% -36.0 -2.7% $1064.90 -23.5%
62 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,908.0 $1.4M 0.28% -993.0 -25.5% $478.52 -13.0%
63 KKR KKR & CO INC 15,000.0 $1.4M 0.28% -300.0 -2.0% $91.78
64 FLMI FRANKLIN TEMPLETON ETF TR 52,057.0 $1.3M 0.27% -586.0 -1.1% $25.17 -2.1%
65 GE GE AEROSPACE Industrials 3,467.0 $1.3M 0.26% +250.0 +7.8% $373.68 -7.4%
66 GOOG ALPHABET INC 3,585.0 $1.3M 0.26% -25.0 -0.7% $353.37
67 IBM INTERNATIONAL BUSINESS MACHS Technology 4,473.0 $1.3M 0.26% -854.0 -16.0% $281.21 -17.7%
68 GRID FIRST TR EXCHANGE-TRADED FD 6,206.0 $1.2M 0.24% -482.0 -7.2% $191.75 -6.1%
69 LTTI FIRST TR EXCHANGE-TRADED FD 63,880.0 $1.2M 0.24% +13K +24.4% $18.45 -4.2%
70 NOW SERVICENOW INC Technology 11,428.0 $1.1M 0.23% +5K +82.6% $99.28 +28.1%
71 RDVI FIRST TR EXCHANGE-TRADED FD 38,542.0 $1.1M 0.23% +25K +185.2% $29.40 -0.3%
72 PM PHILIP MORRIS INTL INC Consumer Defensive 6,161.0 $1.1M 0.23% +68.0 +1.1% $182.39 +4.3%
73 HPE HEWLETT PACKARD ENTERPRISE C Technology 24,022.0 $1.1M 0.22% NEW $45.25 +20.3%
74 BERKSHIRE HATHAWAY INC DEL 2,122.0 $1.1M 0.22% -164.0 -7.2% $500.39
75 CVX CHEVRON CORPORATION Energy 6,386.0 $1.1M 0.21% -224.0 -3.4% $165.75 +21.2%
76 FIRST TR EXCHANGE TRADED FD 43,857.0 $1.0M 0.21% +30K +219.6% $23.85
77 ABSI ABSCI CORPORATION Healthcare 89,250.0 $1.0M 0.21% NEW $11.59 -17.7%
78 GEV GE VERNOVA INC Utilities 867.0 $1.0M 0.21% -34.0 -3.8% $1175.91 -19.8%
79 ORCL ORACLE CORP Technology 6,811.0 $998K 0.20% -865.0 -11.3% $146.55 -1.1%
80 MMKT TEXAS CAPITAL FUNDS TRUST 9,900.0 $992K 0.20% -6K -38.1% $100.22 -0.0%
Page 4 of 11  ·  207 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%