Uniting Wealth Partners, LLC
Uniting Wealth Partners, LLC is a Registered Investment Adviser (RIA) headquartered in Mission, Kansas, operating since its SEC filings in at least 2024 and incorporated in Delaware. The firm manages wealth primarily for individual clients, both high-net-worth and non-high-net-worth, as well as some institutional accounts. With 11 employees, the majority of whom are investment professionals, Uniting Wealth Partners focuses on comprehensive wealth management and investment advisory services for US-based investors.
Investment Strategy
Uniting Wealth Partners employs a diverse investment strategy focused on portfolio management for individuals and select small businesses. The firm invests in a variety of asset classes, with significant holdings in large-cap equities such as Walmart, Nvidia, and Microsoft, plus exposure to ETFs and alternative assets like gold trusts. The strategy emphasizes discretionary portfolio management, risk mitigation, and allocation across sectors. The firm is both a net buyer and active rebalancer, reflecting a dynamic approach based on market opportunities and client objectives.
Top Holdings
Equity Positions (114)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WMT | WALMART INC | 36.95% | $95.6M | 977,290 | $90.35 | $97.78 | +$7.5M |
A ACIO | ETF SER SOLUTIONS | 6.66% | $17.2M | 415,923 | $40.31 | $41.40 | +$10.7M |
G GDEC | FIRST TR EXCHNG TRADED FD VI | 3.84% | $9.9M | 282,697 | $35.16 | $35.16 | +$9.9M |
N NVDA | NVIDIA CORPORATION | 3.34% | $8.6M | 54,604 | $134.16 | $157.99 | +$2.9M |
P PPA | INVESCO EXCHANGE TRADED FD T | 3.05% | $7.9M | 55,717 | $115.07 | $141.69 | +$1.5M |