Uniting Wealth Partners, LLC

RIA/Wealth

Uniting Wealth Partners, LLC is a RIA/Wealth based in Mission, KS led by John Graham Phoenix, reporting $544.7M in AUM as of Q3 2025 with 51% ETF concentration and 21% allocation to WMT.

Managing PartnerJohn Graham Phoenix

Portfolio Value: $415.7M
Positions: 195
Top Holding: WMT at 20.75%
Last Reported: Q3 2025

Address5201 Johnson Dr., Suite 221, Mission, KS, 66205, United States

Top Holdings

Largest long holdings in Uniting Wealth Partners, LLC's portfolio (48.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Walmart WMT	Discount Stores Consumer Defensive	$86.3M	20.75%	-$14.5M Sold	0.01% 836.9K shares	Q4 2024 Held for 11 months
2 Aptus Collared Investment Opportunity ACIO	ETF ETF	$31.4M	7.55%	+$13.3M Bought	— 722.6K shares	Q1 2025 Held for 8 months
3 First Trust Rising Dividend Achievers RDVY	ETF ETF	$14.7M	3.54%	+$13.8M Bought	— 219.0K shares	Q4 2024 Held for 11 months
4 Aptus Defined Risk DRSK	ETF ETF	$13.8M	3.32%	+$8.5M Bought	— 479.1K shares	Q2 2025 Held for 5 months
5 Nvidia NVDA	Semiconductors Technology	$12.6M	3.03%	+$2.4M Bought	0.00% 67.6K shares	Q4 2024 Held for 11 months
6 FT Vest Laddered Buffer BUFR	ETF ETF	$12.1M	2.92%	+$12.1M New	— 363.0K shares	Q3 2025 Held for 2 months
7 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$8.0M	1.93%	+$8.0M New	— 95.6K shares	Q3 2025 Held for 2 months
8 First Trust SMID Cap Rising Dividend Achievers SDVY	ETF ETF	$7.6M	1.83%	+$7.6M New	— 200.1K shares	Q3 2025 Held for 2 months
9 Microsoft MSFT	Software - Infrastructure Technology	$7.5M	1.81%	+$1.5M Bought	0.00% 14.6K shares	Q4 2024 Held for 11 months
10 Invesco S&P MidCap Momentum XMMO	ETF ETF	$7.0M	1.70%	+$7.0M New	— 52.1K shares	Q3 2025 Held for 2 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Uniting Wealth Partners, LLC's latest filing

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Market Value

$415.7M

Prior: $254.5M

Q/Q Change

+63.32%

+$161.2M

Net Flows % of MV

+33.75%

Turnover Ratio

26.14%

New Purchases

80 stocks

$115.7M

Added To

67 stocks

+$63.0M

Sold Out Of

4 stocks

$15.4M

Reduced Holdings

18 stocks

-$23.1M

Increased Positions

Position	Shares Δ	Change
1 FT Vest Laddered Buffer BUFR	New	0 → 363.0K +$12.1M
2 Vanguard Intermediate-Term Corporate Bond VCIT	New	0 → 95.6K +$8.0M
3 First Trust SMID Cap Rising Dividend Achievers SDVY	New	0 → 200.1K +$7.6M
4 Invesco S&P MidCap Momentum XMMO	New	0 → 52.1K +$7.0M
5 FT Vest U.S. Small Cap Moderate Buffer ETF SNOV	New	0 → 275.2K +$6.8M

Decreased Positions

Position	Shares Δ	Change
1 GDEC FT Vest U.S. Equity Moderate Buffer ETF GDEC	Sold	282.7K → 0 −$9.9M
2 Invesco S&P SmallCap Momentum XSMO	Sold	56.6K → 0 −$3.9M
3 Hess HES	Sold	8.0K → 0 −$1.1M
4 Paycom Software PAYC	Sold	2.0K → 0 −$462.8K
5 Invesco Variable Rate Investment Grade VRIG	-93.0%	118.8K → 8.3K −$2.8M

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Analytics

Portfolio insights and performance metrics for Uniting Wealth Partners, LLC

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Sector Allocation

ETF

51.40%

Consumer Defensive

22.00%

Technology

10.90%

Financial Services

3.50%

Energy

2.60%

Industrials

2.40%

Consumer Cyclical

1.80%

Communication Services

1.50%

Healthcare

1.10%

Utilities

0.60%

Basic Materials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

37.17%

Large Cap ($10B - $200B)

7.53%

Mid Cap ($2B - $10B)

1.41%

Small Cap ($300M - $2B)

0.12%

Micro Cap ($50M - $300M)

0.02%

Nano Cap (< $50M)

0.01%

N/A (ETF or Unknown)

53.74%

Portfolio Concentration

Top 10 Holdings %

48.4%

Top 20 Holdings %

62.94%

Top 50 Holdings %

84.34%

Top 100 Holdings %

93.96%