CIK: 0002000314
Total reported value
$299.9M
Reporting period: 2026-03-31 · Number of holdings: 565
United Community Bank disclosed 565 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $299.9M and a quarterly turnover rate of 28.6%.
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United Community Bank's disclosed holdings carry a Herfindahl concentration index of 0.020 — mathematically equivalent to about 50 equally-sized positions, well below its 565 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.21), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 38% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim BRK-B
-0.2% -$1.4M
Trim MSFT
-4.6% -$2.4M
Trim IVV
-12.5% -$1.4M
Trim PBP
+0.3% -$370.7K
Trim IAUM
-3.4% $823.5K
Add VXUS
+51.1% $1.6M
Showing top 200 holdings (of 565 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.17% | -1.76% | -0.25% | |
| 2 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 5.86% | -0.47% | -3.42% | |
| 3 | PBP | Invesco S&p 500 Buywrite ETF | ETF-Large Cap & Growth | 3.53% | -0.62% | +0.31% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.01% | — | -3.85% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.29% | -0.82% | -12.50% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.17% | -1.20% | -4.56% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.00% | +0.31% | +40.38% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.91% | -0.05% | +8.02% | |
| 9 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.55% | +0.28% | +38.58% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.51% | — | +3.49% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.51% | +0.40% | +51.14% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.47% | +0.16% | +41.95% | |
| 13 | AAPL | Apple INC | Stock-Tech | 1.33% | — | -0.25% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | — | +1.07% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.22% | +1.22% | NEW | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 1.20% | -0.36% | -19.42% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.09% | +0.19% | +1.53% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.06% | +1.06% | NEW | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | — | +6.23% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.99% | +0.22% | +40.49% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.98% | — | -9.07% | |
| 22 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.93% | +0.93% | NEW | |
| 23 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.90% | +0.90% | NEW | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.89% | +0.89% | NEW | |
| 25 | UCB | United Community Banks/ga | Stock-Financials | 0.88% | +0.88% | NEW | |
| 26 | T | At&t INC | Stock-Comm Services | 0.81% | +0.03% | +0.68% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.80% | — | +3.05% | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 0.79% | — | +1.85% | |
| 29 | CSCO | Cisco Systems INC | Stock-Tech | 0.79% | — | -6.42% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | +0.33% | +106.86% | |
| 31 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.75% | +0.75% | NEW | |
| 32 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.75% | — | +2.98% | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.73% | +0.73% | NEW | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.68% | — | +0.03% | |
| 35 | ABBV | Abbvie INC | Stock-Healthcare | 0.68% | — | +1.83% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | -0.31% | -15.15% | |
| 37 | AVGO | Broadcom INC | Stock-Tech | 0.66% | — | +1.82% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.66% | — | -0.21% | |
| 39 | DUK | Duke Energy CORP | Stock-Utilities | 0.65% | — | -1.58% | |
| 40 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.64% | +0.11% | +20.88% | |
| 41 | HD | Home Depot INC | Stock-Consumer Disc | 0.64% | -0.30% | -19.59% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.20% | -0.81% | |
| 43 | NEE | Nextera Energy INC | Stock-Utilities | 0.58% | — | -5.84% | |
| 44 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.57% | — | +1.45% | |
| 45 | WMT | Walmart INC | Stock-Consumer Staples | 0.57% | — | -5.09% | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.56% | +0.56% | NEW | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | — | -6.42% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | — | -5.39% | |
| 49 | GILD | Gilead Sciences INC | Stock-Healthcare | 0.54% | — | +3.44% | |
| 50 | VZ | Verizon Communications INC | Stock-Comm Services | 0.54% | +0.09% | +9.78% |
Performance for Q3 2026
+1.7%
Performance Last 4 Quarters
+17.6%
Based on 65% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 565 | $299.9M | 29 | |
| 2025-12-31 | 552 | $264.5M | 33 | |
| 2025-09-30 | 592 | $323.0M | 42 | |
| 2025-06-30 | 503 | $292.3M | 0 | |
| 2025-03-31 | 487 | $268.4M | 0 | |
| 2024-12-31 | 405 | $256.9M | 0 | |
| 2024-09-30 | 361 | $256.2M | 0 | |
| 2024-06-30 | 388 | $247.5M | 0 | |
| 2024-03-31 | 356 | $257.5M | 0 | |
| 2023-12-31 | 366 | $236.1M | 0 | |
| 2023-09-30 | 338 | $204.1M | 0 | |
| 2023-06-30 | 227 | $113.9M | — | |
| 2023-03-31 | 227 | $105.8M | — | |
| 2022-12-31 | 253 | $103.3M | — | |
| 2022-09-30 | 255 | $95.8M | — | |
| 2022-06-30 | 248 | $92.9M | — | |
| 2022-03-31 | 248 | $99.9M | — | |
| 2021-12-31 | 237 | $100.1M | — |
United Community Bank's most significant position changes for 2026-03-31: New buy: Vanguard Int-term Corporate (VCIT); New buy: Ishares Core U.s. Aggregate (AGG); New buy: Jpmorgan Core Plus Bond ETF (JCPB); New buy: Ss Spdr Bb Ig Float Rt ETF (FLRN); New buy: Ishares 1-3 Year Treasury Bo (SHY).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +0.4% | +51.14% | Add |
| 2 | AZO | Autozone INC | +0.3% | +7700.00% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +106.86% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +40.38% | Add |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | +0.3% | +38.58% | Add |
| 6 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +40.49% | Add |
| 7 | CVX | Chevron CORP | +0.2% | +1.53% | Add |
| 8 | VUG | Vanguard Growth ETF | +0.2% | +41.95% | Add |
| 9 | TMO | Thermo Fisher Scientific INC | +0.2% | +1461.19% | Add |
| 10 | FDX | Fedex CORP | +0.2% | +3980.00% | Add |
| 11 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | +672.83% | Add |
| 12 | MRK | Merck & Co. INC. | +0.1% | +20.88% | Add |
| 13 | BP | Bp Plc-spons Adr | +0.1% | +7.06% | Add |
| 14 | VZ | Verizon Communications INC | +0.1% | +9.78% | Add |
| 15 | OKE | Oneok INC | +0.1% | +4.25% | Add |
| 16 | T | At&t INC | 0% | +0.68% | Add |
| 17 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +8.02% | Add |
| 18 | ADBE | Adobe INC | -0.1% | -58.70% | Trim |
| 19 | CRM | Salesforce INC | -0.2% | -30.83% | Trim |
| 20 | AXP | American Express Co | -0.2% | -21.18% | Trim |
| 21 | ADP | Automatic Data Processing | -0.2% | -4.46% | Trim |
| 22 | IGV | Ishares Expanded Tech-softwa | -0.2% | -18.35% | Trim |
| 23 | META | Meta Platforms Inc-class A | -0.2% | -0.81% | Trim |
| 24 | BKNG | Booking Holdings INC | -0.2% | -57.14% | Trim |
| 25 | IBM | Intl Business Machines CORP | -0.2% | -0.69% | Trim |
| 26 | JNJ | Johnson & Johnson | -0.3% | -40.52% | Trim |
| 27 | HD | Home Depot INC | -0.3% | -19.59% | Trim |
| 28 | GOOG | Alphabet Inc-cl C | -0.3% | -15.15% | Trim |
| 29 | IAU | Ishares Gold Trust | -0.4% | -19.42% | Trim |
| 30 | IAUM | Ishares Gold Trust Micro | -0.5% | -3.42% | Trim |
| 31 | PBP | Invesco S&p 500 Buywrite ETF | -0.6% | +0.31% | Add |
| 32 | IVV | Ishares Core S&p 500 ETF | -0.8% | -12.50% | Trim |
| 33 | MSFT | Microsoft CORP | -1.2% | -4.56% | Trim |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -1.8% | -0.25% | Trim |
| 35 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 36 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 37 | JCPB | Jpmorgan Core Plus Bond ETF | — | NEW | New buy |
| 38 | FLRN | Ss Spdr Bb Ig Float Rt ETF | — | NEW | New buy |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 40 | UCB | United Community Banks/ga | — | NEW | New buy |
| 41 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |
| 42 | BIV | Vanguard Intermediate-term B | — | NEW | New buy |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | New buy |
| 44 | GBIL | Goldman Sachs Access Treasur | — | NEW | New buy |
| 45 | SPSB | Ss Spdr P St C CORP ETF | — | NEW | New buy |
| 46 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 47 | RPRX | Royalty Pharma plc | — | NEW | New buy |
| 48 | LDUR | Pimco Enhanced Low Duration | — | NEW | New buy |
| 49 | WCC | Wesco International INC | — | NEW | New buy |
| 50 | IBDU | Ishares Ibonds Dec 2029 Term | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-24 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-30 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-04 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-31 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-02 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-07 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-30 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-02 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-03 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
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