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CIK: 0002004873
Total reported value
$947.7M
$947.7M
500 檔
10.0%
The Q1 2026 SEC filing reveals that United Advisor Group, LLC held a total portfolio value of $947.7M, covering 500 public equity positions.
In Q1 2026, United Advisor Group, LLC displayed an active expansion posture, initiating 47 new positions and adding to 92 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 500 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.11% | -0.07% | +1.86% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.75% | -0.06% | +0.41% | |
| 3 | STXF | Strive 500 ETF | ETF-Other | 1.96% | +0.03% | +3.71% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | -0.02% | -6.26% | |
| 5 | ACIO | Aptus Collared Invest Opp | ETF-Other | 1.89% | -0.04% | +6.37% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | +0.01% | +22.54% | |
| 7 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.78% | -0.55% | +3.86% | |
| 8 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.52% | -0.09% | +1.44% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 1.46% | +0.07% | +3.41% | |
| 10 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.34% | -0.07% | +0.70% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.31% | +0.05% | +1.31% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.29% | -0.03% | +5.73% | |
| 13 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 1.27% | -0.05% | +2.72% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.11% | +0.07% | -0.15% | |
| 15 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 1.10% | -0.06% | +0.28% | |
| 16 | DRSK | Aptus Defined Risk ETF | ETF-Other | 0.99% | -0.05% | +5.97% | |
| 17 | MSMR | M/s Managed Risk ETF | ETF-Other | 0.93% | -0.08% | +1.01% | |
| 18 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.92% | -0.07% | -0.92% | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 0.91% | -0.06% | +2.27% | |
| 20 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.87% | -0.06% | +4.17% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.85% | — | +2.03% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.85% | -0.39% | +178.91% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.84% | EXIT | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.84% | -0.03% | +16.51% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | -0.01% | +8.74% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.13% | -3.19% | |
| 27 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 0.81% | -0.01% | +2.57% | |
| 28 | FYLD | Cambria Foreign Shareholder | ETF-Other | 0.80% | -0.09% | +2.61% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.79% | -0.04% | -1.76% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | -0.01% | +7.21% | |
| 31 | KHPI | Kensington Hedged Prm In ETF | ETF-Other | 0.70% | -0.08% | +1.93% | |
| 32 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.68% | -0.03% | +19.54% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.64% | — | +17.71% | |
| 34 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.64% | +0.23% | +15.37% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.62% | -0.01% | +8.26% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.12% | +0.85% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.60% | +0.04% | +9.35% | |
| 38 | CGXU | Cap Group Intl Focus | ETF-Other | 0.60% | +0.01% | +8.42% | |
| 39 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.58% | +0.07% | -38.90% | |
| 40 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.57% | — | +4.22% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | -0.07% | +1.62% | |
| 42 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.56% | -0.07% | +8.39% | |
| 43 | CSRE | C&s Real Estate Active ETF | ETF-Other | 0.56% | +0.01% | +49.01% | |
| 44 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.56% | -0.06% | +3.01% | |
| 45 | DPG | Duff & Phelps Utility & Inc | Stock-Other | 0.55% | -0.15% | -8.00% | |
| 46 | ARDC | Ares Dynamic Credit All | Stock-Other | 0.54% | -0.07% | +2.53% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.51% | +0.03% | +12.35% | |
| 48 | IREN | IREN Limited | Stock-Other | 0.51% | -0.20% | — | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.50% | +0.02% | +9.28% | |
| 50 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.50% | -0.01% | -6.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +0.5% | +178.91% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.2% | -3.37% | Trim |
| 3 | CSRE | C&s Real Estate Active ETF | +0.2% | +49.01% | Add |
| 4 | SYLD | Cambria Shareholder Yield Et | +0.2% | +19.54% | Add |
| 5 | ASML | ASML Holding N.V. | +0.1% | +72.69% | Add |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +276.32% | Add |
| 7 | VTV | Vanguard Value ETF | +0.1% | +16.51% | Add |
| 8 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +64.63% | Add |
| 9 | FYLD | Cambria Foreign Shareholder | +0.1% | +2.61% | Add |
| 10 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.1% | +15.37% | Add |
| 11 | CRWV | Coreweave Inc-cl A | +0.1% | +241.66% | Add |
| 12 | SUB | Ishares Short-term National | +0.1% | +76.33% | Add |
| 13 | OSCV | Opus Small Cap Value ETF | +0.1% | +2.72% | Add |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +17.71% | Add |
| 15 | VZ | Verizon Communications Inc | +0.1% | +2.12% | Add |
| 16 | NBIS | Nebius Group N.V. | +0.1% | +16.75% | Add |
| 17 | MPC | Marathon Petroleum CORP | +0.1% | -2.26% | Trim |
| 18 | BALI | Is US Lrg Cp Pre Inc Act-usd | +0.1% | +30.79% | Add |
| 19 | IJR | Ishares Core S&p Small-cap E | +0.1% | +12.35% | Add |
| 20 | CVX | Chevron CORP | +0.1% | -6.04% | Trim |
| 21 | RLY | Ss Multi-asset Real Ret ETF | +0.1% | +11.48% | Add |
| 22 | NOW | Servicenow Inc | +0.1% | +215.18% | Add |
| 23 | DGRS | Wisdomtree U.s. Smallcap Qua | +0.1% | +2.57% | Add |
| 24 | IEMG | Ishares Core Msci Emerging | +0.1% | +8.26% | Add |
| 25 | WMT | Walmart Inc | +0.1% | +0.85% | Add |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +25.55% | Add |
| 27 | EYLD | Cambria Emerg Shrhldr Yield | +0.1% | +4.22% | Add |
| 28 | MO | Altria Group Inc | +0.1% | +10.31% | Add |
| 29 | CAT | Caterpillar Inc | +0.1% | +20.89% | Add |
| 30 | EPD | Enterprise Products Partners | +0.1% | +4.22% | Add |
| 31 | WTV | Wisdomtree U.s. Value Fund | +0.1% | +19.44% | Add |
| 32 | JMUB | Jpmorgan Municipal ETF | +0.1% | +30.72% | Add |
| 33 | SCHM | Schwab US Mid Cap ETF | +0.1% | +9.28% | Add |
| 34 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +21.07% | Add |
| 35 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +0.67% | Add |
| 36 | HYD | Vaneck High Yield Muni ETF | +0.1% | +93.28% | Add |
| 37 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +53.50% | Add |
| 38 | JNJ | Johnson & Johnson | +0.1% | +1.38% | Add |
| 39 | IEFA | Ishares Core Msci Eafe ETF | 0% | +17.29% | Add |
| 40 | JUCY | Aptus Enhanced Yield ETF | 0% | +12.68% | Add |
| 41 | OCSL | Oaktree Specialty Lending Co | 0% | +27.27% | Add |
| 42 | CGXU | Cap Group Intl Focus | 0% | +8.42% | Add |
| 43 | COST | Costco Wholesale CORP | 0% | -0.04% | Trim |
| 44 | SCHF | Schwab Intl Equity ETF | 0% | +31.54% | Add |
| 45 | KGS | Kodiak Gas Services Inc | 0% | +0.32% | Add |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 0% | +33.18% | Add |
| 47 | ARM | Arm Holdings Plc-adr | 0% | +41.25% | Add |
| 48 | AMAT | Applied Materials Inc | 0% | +5.19% | Add |
| 49 | IBIT | Ishares Bitcoin Trust ETF | 0% | +60.97% | Add |
| 50 | IWM | Ishares Russell 2000 ETF | 0% | +14.64% | Add |
According to official SEC Form 13F filings, United Advisor Group, LLC reported a total U.S. public equity portfolio value of $947.7M across 500 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, STXF) accounted for 10.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
IREN
市值: $4.1M
Top Position Liquidated / Trimmed
DHR
前期市值: $13.9M
During Q1 2026, United Advisor Group, LLC's top holdings by market value included NVDA (3.1%)、AAPL (2.8%)、STXF (2.0%). The largest single position, NVDA, represented 3.1% of total portfolio value.
In Q1 2026, United Advisor Group, LLC made 200 total portfolio adjustments, initiating 47 new buys, adding to 92 positions, trimming 37 holdings, and fully liquidating 24 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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