Uniting Wealth Partners, LLC ETF holdings
Denver, CO
Reported $274.2M in 74 ETFs in its Form 13F for June 30, 2026.
ETF value
$274.2M
ETFs held
74
Change from prior quarter
+8.4%
With price moves
ETFs as a share of its 13F
55.7%
of $492.5M
Top 10 of 74 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| RDVY | First Trust Rising Dividend Achievers ETF | $22.5M | 278,026 | +8,029 shares |
| OCTB | Aptus October Buffer ETF | $13.9M | 511,229 | +5,980 shares |
| BUFR | FT Vest Laddered Buffer ETF | $13.9M | 379,241 | +7,089 shares |
| ACIO | Aptus Collared Investment Opportunity ETF | $12.9M | 280,213 | −49,172 shares |
| JULB | Aptus July Buffer ETF | $11.6M | 419,949 | −81,548 shares |
| SCIO | First Trust Structured Credit Income Opportunities ETF | $11.1M | 538,617 | +266,706 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $11.1M | 134,062 | +6,621 shares |
| JANB | Aptus January Buffer ETF | $10.2M | 375,780 | +8,777 shares |
| MSTB | LHA Market State Tactical Beta ETF | $8.0M | 185,415 | +2,452 shares |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $7.8M | 181,157 | −2,224 shares |
64 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002056414. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Uniting Wealth Partners, LLC own?
Uniting Wealth Partners, LLC reported 74 ETF positions worth $274.2M in its Form 13F for June 30, 2026. The largest was RDVY, at $22.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.