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United Advisor Group, LLC

Q2 2026 13F filing

Updated 43 days ago

544 disclosed positions worth $947.7M

Portfolio value
$947.7M
Total holdings
544
New positions
70
Closed positions
40
Increased
295
Decreased
147
Turnover
20.2%
Filed
2026-07-29

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION

-0.6%
Value
$28.8M
Shares
144.0K
% Port
3.04%
A

APPLE INC

+0.3%
Value
$25.5M
Shares
88.1K
% Port
2.69%
?
3.N/A

EA SERIES TRUST

+3.1%
Value
$18.9M
Shares
391.3K
% Port
1.99%
?
4.N/A

ETF SER SOLUTIONS

+4.0%
Value
$17.5M
Shares
379.0K
% Port
1.85%
A

AMAZON COM INC

-2.3%
Value
$17.1M
Shares
71.9K
% Port
1.81%
M

MICROSOFT CORP

+11.7%
Value
$16M
Shares
42.9K
% Port
1.69%
F
7.FPF

FIRST TR EXCHANGE TRADED FD

+3.0%
Value
$14.5M
Shares
179.3K
% Port
1.53%
B

WISDOMTREE TR

+1.1%
Value
$13.6M
Shares
141.8K
% Port
1.43%
G

ALPHABET INC

-2.7%
Value
$12.9M
Shares
36.1K
% Port
1.36%
B
10.BTCW

WISDOMTREE TR

+2.3%
Value
$12M
Shares
124.8K
% Port
1.27%
S

SCHWAB STRATEGIC TR

-0.5%
Value
$12M
Shares
407.2K
% Port
1.26%
P
12.PLTR

PALANTIR TECHNOLOGIES INC

+1.1%
Value
$11.6M
Shares
99.7K
% Port
1.23%
?
13.N/A

ETF SER SOLUTIONS

+5.1%
Value
$11.6M
Shares
274.8K
% Port
1.22%
S

SPDR SERIES TRUST

+2.8%
Value
$11.2M
Shares
94.3K
% Port
1.18%
?
15.N/A

T ROWE PRICE EXCHANGE-TRADED

+0.6%
Value
$9.8M
Shares
200.7K
% Port
1.04%
?
16.N/A

ETF SER SOLUTIONS

+5.0%
Value
$8.9M
Shares
309.4K
% Port
0.94%
F
17.FRHC

EA SERIES TRUST

+18.9%
Value
$8.2M
Shares
113.0K
% Port
0.87%
A
18.AMD

ADVANCED MICRO DEVICES INC

-28.5%
Value
$8.1M
Shares
14.0K
% Port
0.86%
?
19.N/A

ETF SER SOLUTIONS

+5.2%
Value
$8.1M
Shares
229.8K
% Port
0.85%
C
20.CRDO

DIMENSIONAL ETF TRUST

+3.0%
Value
$8.1M
Shares
195.5K
% Port
0.85%
B
21.BTCW

WISDOMTREE TR

+0.4%
Value
$8M
Shares
142.0K
% Port
0.85%
T
22.TSLA

TESLA INC

+2.6%
Value
$8M
Shares
19.1K
% Port
0.85%
J

JPMORGAN CHASE & CO

+3.3%
Value
$7.8M
Shares
23.8K
% Port
0.82%
V
24.VGES

VANGUARD INDEX FDS

+1.9%
Value
$7.7M
Shares
35.3K
% Port
0.81%
U
25.UPS

UNITED PARCEL SVCS INC

-0.7%
Value
$7.7M
Shares
71.5K
% Port
0.81%
B
26.BTCW

WISDOMTREE TR

+2.4%
Value
$7.6M
Shares
127.7K
% Port
0.80%
V
27.VGES

VANGUARD INDEX FDS

+1.4%
Value
$7.3M
Shares
10.7K
% Port
0.77%
V
28.VGES

VANGUARD TAX-MANAGED FDS

+0.1%
Value
$7.1M
Shares
99.9K
% Port
0.75%
?
29.N/A

CAMBRIA ETF TR

+5.3%
Value
$6.7M
Shares
183.2K
% Port
0.71%
M
30.META

META PLATFORMS INC

+0.7%
Value
$6.7M
Shares
11.8K
% Port
0.70%
B
31.BTCW

WISDOMTREE TR

+417.0%
Value
$6.3M
Shares
95.5K
% Port
0.67%
C

CAMBRIA ETF TR

+6.8%
Value
$6.2M
Shares
78.2K
% Port
0.65%
E
33.ETHA

INVESCO EXCH TRADED FD TR II

+2.2%
Value
$6.2M
Shares
20.4K
% Port
0.65%
M
34.MU

MICRON TECHNOLOGY INC

-2.3%
Value
$6.1M
Shares
5.3K
% Port
0.65%
S

SPDR SERIES TRUST

+8.0%
Value
$6.1M
Shares
99.6K
% Port
0.64%
V
36.VGES

VANGUARD INDEX FDS

+530.0%
Value
$6M
Shares
69.9K
% Port
0.64%
?
37.N/A

MANAGED PORTFOLIO SER

-3.2%
Value
$5.9M
Shares
226.7K
% Port
0.62%
E
38.ETHA

ISHARES INC

-3.9%
Value
$5.8M
Shares
69.7K
% Port
0.61%
C

CAPITAL GROUP INTL FOCUS EQT

+1.3%
Value
$5.8M
Shares
166.5K
% Port
0.61%
B
40.BTCW

WISDOMTREE TR

+91.8%
Value
$5.5M
Shares
54.2K
% Port
0.58%
U
41.UTF

COHEN & STEERS ETF TRUST

+10.9%
Value
$5.4M
Shares
191.6K
% Port
0.57%
C

CAMBRIA ETF TR

+6.2%
Value
$5.4M
Shares
118.0K
% Port
0.57%
E
43.ETHA

ISHARES TR

+4.1%
Value
$5.1M
Shares
34.7K
% Port
0.54%
S

SCHWAB STRATEGIC TR

+1.6%
Value
$4.9M
Shares
133.5K
% Port
0.52%
S

SCHWAB STRATEGIC TR

-2.1%
Value
$4.8M
Shares
132.0K
% Port
0.50%
J

J P MORGAN EXCHANGE TRADED F

+4.9%
Value
$4.7M
Shares
100.8K
% Port
0.50%
?
47.N/A

HARTFORD FDS EXCHANGE TRADED

+2.9%
Value
$4.7M
Shares
138.5K
% Port
0.49%
G

GOLDMAN SACHS ETF TR

+3.5%
Value
$4.7M
Shares
49.5K
% Port
0.49%
W
49.WMT

WALMART INC

+3.4%
Value
$4.6M
Shares
41.0K
% Port
0.49%
E
50.ETHA

ISHARES TR

+1.5%
Value
$4.6M
Shares
46.8K
% Port
0.49%