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Jill Rakowski

Uniting Wealth Partners, Llc

Assets Managed
$469.712M
Holdings
205
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
43.99%(2Q avg: 10.49%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Uniting Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 205 positions.

Assets under management

The assets under management (AUM) of Uniting Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 469.712M in assets, with a quarterly growth rate of 43.99% and a 2-quarter average growth rate of 10.49%. The portfolio is managed by Jill Rakowski, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
WMT
Walmart Inc
Recent Activity
Decreased -3.3%
21.24%
$99.748M
801,015 shares@ $124.53 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 1.73%
3.93%
$18.435M
269,997 shares@ $68.28 avg price
ACIO
Aptus Collared Investment Op
Recent Activity
New Position
2.95%
$13.829M
329,385 shares@ $41.99 avg price
OCTB
Aptus October Buffer Etf
Recent Activity
New Position
2.7%
$12.662M
505,249 shares@ $25.07 avg price
JULB
Aptus July Buffer Etf
Recent Activity
New Position
2.69%
$12.589M
501,497 shares@ $25.11 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
New Position
2.68%
$12.568M
372,152 shares@ $33.77 avg price
DRSK
Aptus Defined Risk Etf
Recent Activity
New Position
2.49%
$11.661M
425,551 shares@ $27.41 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.18%
2.34%
$10.971M
62,902 shares@ $174.42 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
New Position
2.25%
$10.546M
127,441 shares@ $82.75 avg price
JANB
Aptus January Buffer Etf
Recent Activity
New Position
1.97%
$9.211M
367,003 shares@ $25.1 avg price

1-10 of 205