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United Community Bank
hedge fundUpdated 29 days agoManaged by United Community Bank • Latest filing Q2 2026
Portfolio value
$323.4M
Q2 2026
Filings
19
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
29.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 19 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2021 | $100.1M |
| Q1 2022 | $99.9M |
| Q2 2022 | $92.9M |
| Q3 2022 | $95.8M |
| Q4 2022 | $103.3M |
| Q1 2023 | $105.8M |
| Q2 2023 | $113.9M |
| Q3 2023 | $204.1M |
| Q4 2023 | $236.1M |
| Q1 2024 | $257.5M |
| Q2 2024 | $247.5M |
| Q3 2024 | $256.2M |
| Q4 2024 | $256.9M |
| Q1 2025 | $268.4M |
| Q2 2025 | $292.3M |
| Q3 2025 | $323M |
| Q4 2025 | $264.5M |
| Q1 2026 | $299.9M |
| Q2 2026 | $323.4M |
Top holdings
534 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BRK-A BERKSHIRE HATHAWAY INC DEL CL B NEW COM | $30.2M | 60.4K | 9.34% | — |
| 2 | I IAUM ISHARES GOLD TR SHARES REPRESENT ETF | $13.9M | 347.4K | 4.30% | — |
| 3 | ? N/A INVESCO EXCHANGE TRADED FD TR ETF | $11.4M | 496.2K | 3.51% | — |
| 4 | E ETHA ISHARES MSCI EAFE ETF | $9.6M | 92.5K | 2.97% | — |
| 5 | E ETHA ISHARES TR CORE S&P500 ETF | $8.3M | 11.1K | 2.58% | — |
| 6 | V VGES VANGUARD IDX FDS VANG TOTAL STK MKT ETF | $7.9M | 21.3K | 2.44% | — |
| 7 | E ETHA INVESCO EXCHANGE TRADED FD TR S&P500 | $6.9M | 77.0K | 2.14% | — |
| 8 | E ETHA ISHARES CORE S&P MIDCAP ETF | $6.9M | 89.7K | 2.14% | — |
| 9 | V VGES VANGUARD TOTAL INTL STOCK ET | $6.7M | 78.7K | 2.08% | — |
| 10 | M MSFT MICROSOFT CORP COM | $6.5M | 17.5K | 2.02% | — |
| 11 | V VGES VANGUARD GROWTH ETF | $6.2M | 72.0K | 1.92% | — |
| 12 | V VGES VANGUARD EXTENDED MARKET ETF | $5.5M | 22.3K | 1.70% | — |
| 13 | A AAPL APPLE INC COM | $4.4M | 15.3K | 1.37% | — |
| 14 | V VGES VANGUARD HIGH DIVIDEND YIELD ETF | $4.1M | 26.1K | 1.27% | — |
| 15 | S SPY STATE STREET SPDR S&P 500 ETF TRUST UNIT | $4M | 5.3K | 1.23% | — |
| 16 | V VGES VANGUARD INT TERM CORPORATE ETF | $3.8M | 46.5K | 1.19% | — |
| 17 | E ETHA ISHARES CORE S&P SMALL CAP ETF | $3.6M | 24.2K | 1.11% | — |
| 18 | C CSCO CISCO SYSTEMS INC | $3.6M | 30.6K | 1.11% | — |
| 19 | J JPM-PM JP MORGAN ETF CORE PLUS BD ETF | $3.3M | 70.6K | 1.02% | — |
| 20 | J JPM-PM JPMORGAN CHASE & CO | $3.3M | 10.0K | 1.01% | — |