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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002056414

Uniting Wealth Partners, LLC

MISSION, KS · File #028-24997

Latest AUM
$326.2M
Positions
153
Top-10 Concentration
60.7%
Filings
5

Sector Allocation

Consumer Staples
29.4%$95.8M
Technology
13.5%$44.1M
Financials
8.6%$28.0M
Industrials
2.8%$9.2M
Energy
2.7%$9.0M
Healthcare
1.7%$5.6M
Materials
0.4%$1.4M
Utilities
0.3%$1.1M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1WALMART INCWMT828,355$92.3M32.58%
2FIRST TR EXCHANGE TRADED FD33738R506265,408$18.4M6.51%
3NVIDIA CORPORATIONNVDA64,309$12.0M4.23%
4INVESCO EXCHANGE TRADED FD TIVZ55,477$7.7M2.71%
5VANECK ETF TRUST92189F10687,420$7.5M2.65%
6FIRST TR EXCHANGE-TRADED FD33741X102194,799$7.5M2.63%
7MICROSOFT CORPMSFT14,247$6.9M2.43%
8ETF SER SOLUTIONS26922B444249,859$6.7M2.36%
9ISHARES TR46432F39626,181$6.6M2.31%
10APPLE INCAAPL24,098$6.6M2.31%
11INVESCO EXCHANGE TRADED FD TIVZ39,736$6.2M2.20%
12SCHWAB STRATEGIC TR808524797222,016$6.1M2.15%
13NUSHARES ETF TRNU58,852$5.8M2.03%
14EXXON MOBIL CORPXOM47,412$5.7M2.01%
15FIRST TR EXCHNG TRADED FD VI33740U315180,616$5.6M1.99%
16SPDR SERIES TRUST78464A75553,454$5.5M1.96%
17SPDR SERIES TRUST78464A85466,951$5.4M1.90%
18FIRST TR EXCH TRADED FD III33739E108274,230$5.0M1.76%
19SCHWAB STRATEGIC TR808524300141,933$4.6M1.63%
20C H ROBINSON WORLDWIDE INCCHRW27,985$4.5M1.59%