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United Advisor Group, LLC
Updated 2 days agoManaged by United Advisor Group, Llc • Latest filing Q3 2026
Portfolio value
$1.1B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
97.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $743.2M |
| Q4 2025 | $802.2M |
| Q1 2026 | $811.3M |
| Q2 2026 | $947.7M |
| Q3 2026 | $1.1B |
Top holdings
566 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $34M | 148.7K | 3.23% | — | |
| 2 | $29.8M | 89.4K | 2.83% | — | |
| 3 | $23M | 44.9K | 2.19% | — | |
| 4 | ? N/A EA SERIES TRUST | $20.3M | 412.4K | 1.94% | — |
| 5 | $19.4M | 414.1K | 1.85% | — | |
| 6 | $19.1M | 76.5K | 1.81% | — | |
| 7 | $18.9M | 100.9K | 1.80% | — | |
| 8 | $17.9M | 437.5K | 1.70% | — | |
| 9 | $14.5M | 185.2K | 1.38% | — | |
| 10 | $13.9M | 142.5K | 1.32% | — | |
| 11 | $13M | 37.7K | 1.24% | — | |
| 12 | $12.2M | 125.3K | 1.16% | — | |
| 13 | $11.8M | 394.1K | 1.13% | — | |
| 14 | $11.7M | 95.4K | 1.12% | — | |
| 15 | $11.5M | 292.3K | 1.09% | — | |
| 16 | $10.6M | 34.9K | 1.01% | — | |
| 17 | $9.7M | 200.6K | 0.92% | — | |
| 18 | $9.5M | 348.2K | 0.90% | — | |
| 19 | $9.3M | 12.8K | 0.88% | — | |
| 20 | $8.8M | 125.9K | 0.84% | — |