Uniting Wealth Partners, LLC
SEC Form 13F institutional filer · CIK 0002056414
13F-HR · 105 reported holdings · 2026-03-31
Reported long-US-equity value
$0.24B
Top-10 concentration
71.4%
Uniting Wealth Partners, LLC — $239M AUM allocation strategy
Uniting Wealth Partners, LLC files SEC Form 13F and reports $239M of long US equity value across 105 reported holdings for 2026-03-31.
Its largest sector bet is Consumer Staples 43.0%, followed by Financials 12.0% and Information Technology 11.4%.
The top 10 holdings account for 71% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Uniting Wealth Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$239M
total across 105 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
71% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +47.8K sh · +$1.64M+$CHRW +14.5K sh · +$2.57M+$SPYM +9.36K sh · +$470K
Biggest trims (shares)
−$WMT −27.3K sh · +$7.46M−$CVX −4.46K sh · −$320K−$NOW −4.38K sh · −$975K
Exited to nil (held last quarter, gone now)
$ACN ($1.23M last qtr)$QCOM ($253K last qtr)$UNH ($237K last qtr)$INTU ($205K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Consumer Staples Merchandise Retail41.8%—
- Asset Management & Custody Banks6.1%—
- Semiconductors6.1%—
- Investment Banking & Brokerage5.1%—
- Integrated Oil & Gas3.2%—
- Air Freight & Logistics3.0%—
- Technology Hardware, Storage & Peripherals2.2%—
- Systems Software1.8%—
- Other holdings30.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $WMT | Walmart Inc | 801K | $99.7M | -27.3K | 41.8% |
| $IVZ | Invesco Ltd | 98.6K | $13.1M | -473 | 5.5% |
| $SCHW | Charles Schwab Corporation | 412K | $12.4M | +47.8K | 5.2% |
| $NVDA | NVIDIA Corporation | 62.9K | $11M | -1.41K | 4.6% |
| $XOM | ExxonMobil Holdings Corporation | 45.5K | $7.71M | -1.95K | 3.2% |
| $CHRW | C.H. Robinson Worldwide Inc | 42.5K | $7.08M | +14.5K | 3.0% |
| $AAPL | Apple Inc | 21.4K | $5.43M | -2.72K | 2.3% |
| $MSFT | Microsoft Corporation | 11.8K | $4.37M | -2.43K | 1.8% |
…and 97 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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