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 (434 days), 279 trades recorded
- Returns: week n/a · month n/a · 90 days +3.4% · 6 months +10.2% · 1 year +18.0% · all +18.0%
- Max drawdown 0.0% · Sharpe 2.19 · win rate 38% · data quality High
- 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
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