Uniting Wealth Partners, LLC reported 120 positions worth $214.37M for the quarter ended Jun 30, 2026, up 1.0% on the prior quarter. It opened 13 new positions, added to 23, trimmed 62 and exited 10. Its largest holding is Walmart Inc. at 41.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DDOG Datadog, Inc. | +11.8K | +587.8% | $3.06M | 1.67% |
| CHRW C. H. Robinson Worldwide, Inc. | +10.0K | +23.5% | $1.89M | 4.63% |
| HPE Hewlett Packard Enterprise Co | +24.0K | – | $1.09M | 0.507% |
| ABSI Absci Corp | +89.3K | – | $1.03M | 0.483% |
| CRWV CoreWeave, Inc. | +5,786 | +45.2% | $575.94K | 0.863% |
| DELL Dell Technologies Inc. | +1,201 | – | $518.00K | 0.242% |
| NOW ServiceNow, Inc. | +5,171 | +82.6% | $513.38K | 0.529% |
| MU Micron Technology Inc | +364 | +6.0% | $420.16K | 3.46% |
| DE Deere & Co | +501 | – | $318.58K | 0.149% |
| UNH Unitedhealth Group Inc | +648 | – | $269.33K | 0.126% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -11.7K | -18.6% | $2.34M | 4.78% |
| GOOGL Alphabet Inc. | -3,285 | -55.8% | $1.17M | 0.433% |
| WMT Walmart Inc. | -9,032 | -1.1% | $1.02M | 41.84% |
| MSFT Microsoft Corp | -2,405 | -20.4% | $897.09K | 1.64% |
| PANW Palo Alto Networks Inc | -2,436 | -54.7% | $830.72K | 0.321% |
| ISRG Intuitive Surgical Inc | -1,564 | -100.0% | $720.99K | Exited |
| AMZN Amazon Com Inc | -2,518 | -15.8% | $600.14K | 1.49% |
| PLTR Palantir Technologies Inc. | -4,701 | -23.5% | $548.47K | 0.832% |
| META Meta Platforms, Inc. | -918 | -41.5% | $517.19K | 0.34% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -993 | -25.5% | $475.17K | 0.649% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| HPE Hewlett Packard Enterprise Co | +24.0K | $1.09M | 0.507% |
| ABSI Absci Corp | +89.3K | $1.03M | 0.483% |
| DELL Dell Technologies Inc. | +1,201 | $518.00K | 0.242% |
| DE Deere & Co | +501 | $318.58K | 0.149% |
| UNH Unitedhealth Group Inc | +648 | $269.33K | 0.126% |
| ETN Eaton Corp plc | +585 | $249.28K | 0.116% |
| ASML Asml Holding Nv | +120 | $238.73K | 0.111% |
| BA Boeing Co | +1,045 | $226.21K | 0.106% |
| LIN Linde Plc | +433 | $224.70K | 0.105% |
| BMY Bristol Myers Squibb Co | +3,697 | $213.02K | 0.099% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ISRG Intuitive Surgical Inc | -1,564 | $720.99K | 0.34% |
| NFLX Netflix Inc | -4,078 | $392.10K | 0.185% |
| UBER Uber Technologies, Inc | -4,651 | $334.55K | 0.158% |
| HON Honeywell International Inc | -626 | $282.99K | 0.133% |
| NOC Northrop Grumman Corp | -405 | $276.33K | 0.13% |
| MDT Medtronic plc | -2,922 | $255.27K | 0.12% |
| TWLO Twilio Inc | -2,000 | $251.64K | 0.119% |
| KLAC Kla Corp | -1,630 | $240.00K | 0.113% |
| HAL Halliburton Co | -5,801 | $226.20K | 0.107% |
| LMT Lockheed Martin Corp | -373 | $225.72K | 0.106% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | WMT Walmart Inc. | Consumer Staples | 792.0K | $89.70M | 41.84% | -9,032 | -1.1% | Reduced | 0.01% |
| 2 | NVDA Nvidia Corp | Technology | 51.2K | $10.25M | 4.78% | -11.7K | -18.6% | Reduced | 0% |
| 3 | CHRW C. H. Robinson Worldwide, Inc. | Industrials | 52.5K | $9.92M | 4.63% | +10.0K | +23.5% | Added | 0.04% |
| 4 | MU Micron Technology Inc | Technology | 6,417 | $7.41M | 3.46% | +364 | +6.0% | Added | 0% |
| 5 | XOM ExxonMobil Holdings Corp | Energy | 44.5K | $6.08M | 2.83% | -1,008 | -2.2% | Reduced | 0% |
| 6 | AAPL Apple Inc. | Technology | 20.0K | $5.80M | 2.7% | -1,344 | -6.3% | Reduced | 0% |
| 7 | APLD Applied Digital Corp. | Technology | 106.7K | $3.98M | 1.86% | -477 | -0.4% | Reduced | 0.04% |
| 8 | DDOG Datadog, Inc. | Technology | 13.8K | $3.58M | 1.67% | +11.8K | +587.8% | Added | 0% |
| 9 | MSFT Microsoft Corp | Technology | 9,413 | $3.51M | 1.64% | -2,405 | -20.4% | Reduced | 0% |
| 10 | IAU Ishares Gold Trust | Others | 42.7K | $3.22M | 1.5% | +37 | +0.1% | Added | 0.01% |
| 11 | AMZN Amazon Com Inc | Consumer Discretionary | 13.4K | $3.20M | 1.49% | -2,518 | -15.8% | Reduced | 0% |
| 12 | KO Coca Cola Co | Consumer Staples | 34.7K | $2.84M | 1.32% | -171 | -0.5% | Reduced | 0% |
| 13 | AMD Advanced Micro Devices Inc | Technology | 3,288 | $1.91M | 0.891% | -102 | -3.0% | Reduced | 0% |
| 14 | CRWV CoreWeave, Inc. | Technology | 18.6K | $1.85M | 0.863% | +5,786 | +45.2% | Added | 0% |
| 15 | PLTR Palantir Technologies Inc. | Technology | 15.3K | $1.78M | 0.832% | -4,701 | -23.5% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Uniting Wealth Partners.
As of its Q2 2026 13F filing, Uniting Wealth Partners, LLC’s five largest positions were Walmart Inc. (WMT) at 41.8%, Nvidia Corp (NVDA) at 4.8%, C. H. Robinson Worldwide, Inc. (CHRW) at 4.6%, Micron Technology Inc (MU) at 3.5%, ExxonMobil Holdings Corp (XOM) at 2.8% of the reported portfolio.
Uniting Wealth Partners, LLC reported a 13F portfolio worth $214.37M across 120 positions for Q2 2026. That is up 1.0% from the previous quarter.
Its largest purchases by value were Datadog, Inc. ($3.06M), C. H. Robinson Worldwide, Inc. ($1.89M), Hewlett Packard Enterprise Co ($1.09M). It opened 13 new positions.
Its largest sales by value were Nvidia Corp ($2.34M), Alphabet Inc. ($1.17M), Walmart Inc. ($1.02M). It exited 10 positions entirely.
From the Form 13F-HR reports Uniting Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.