Long-term investor
Uniting Wealth Partners, LLC @unitingwealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056414).
Record
- Tracked since 2025-06-30 (476 days), 279 trades recorded
- Returns: week n/a · month n/a · 90 days +0.1% · 6 months +0.2% · 1 year +3.3% · all +3.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- WMT · 18.2% · long · since 2025-06-30
- 33738R506 · 4.6% · long · since 2025-06-30
- 268961851 · 2.8% · long · since 2026-03-31
- 33740F755 · 2.8% · long · since 2025-09-30
- 26922A222 · 2.6% · long · since 2025-06-30
- 268961869 · 2.4% · long · since 2026-03-31
- 33738D770 · 2.3% · long · since 2026-03-31
- 92206C870 · 2.2% · long · since 2025-09-30
- NVDA · 2.1% · long · since 2025-06-30
- 268961885 · 2.1% · long · since 2026-03-31
- 12541W209 · 2.0% · long · since 2025-09-30
- 26922B105 · 1.6% · long · since 2026-03-31