United Community Bank

Diversified strategyMomentum follower

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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Personality snowflake

Concentration: 8
Portfolio Stability: 28.56
Momentum/Contrarian: 100
Sector conviction: 59.44
Diversification: 100
Sizing Uniformity: 67.87

Recent moves

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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
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%

1–50 of 565

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	565	$299.9M	29	1BRK-B 2IAUM 3PBP Top holdings2026-03-31 1.BRK-B 2.IAUM 3.PBP 4.EFA 5.IVV 6.MSFT 7.VTI 8.IJH 9.SPHQ 10.VXF
2025-12-31	552	$264.5M	33	1BRK-B 2IAUM 3PBP Top holdings2025-12-31 1.BRK-B 2.IAUM 3.PBP 4.EFA 5.MSFT 6.IVV 7.IJH 8.VTI 9.VXF 10.AAPL
2025-09-30	592	$323.0M	42	1BRK-B 2IVV 3IAUM Top holdings2025-09-30 1.BRK-B 2.IVV 3.IAUM 4.PBP 5.MSFT 6.EFA 7.IJH 8.AAPL 9.VXF 10.NVDA
2025-06-30	503	$292.3M	0	1BRK-B 2IVV 3IAUM Top holdings2025-06-30 1.BRK-B 2.IVV 3.IAUM 4.PBP 5.EFA 6.MSFT 7.IJH 8.T 9.CSCO 10.VXF
2025-03-31	487	$268.4M	0	1BRK-B 2IVV 3EFA Top holdings2025-03-31 1.BRK-B 2.IVV 3.EFA 4.MSFT 5.AAPL 6.IJH 7.VXF 8.CVX 9.T 10.CSCO
2024-12-31	405	$256.9M	0	1BRK-B 2IVV 3EFA Top holdings2024-12-31 1.BRK-B 2.IVV 3.EFA 4.MSFT 5.AAPL 6.VXF 7.IJH 8.FLRN 9.VCIT 10.CVX
2024-09-30	361	$256.2M	0	1BRK-B 2IVV 3EFA Top holdings2024-09-30 1.BRK-B 2.IVV 3.EFA 4.MSFT 5.AAPL 6.IJH 7.VXF 8.FLRN 9.VCIT 10.CVX
2024-06-30	388	$247.5M	0	1BRK-B 2IVV 3EFA Top holdings2024-06-30 1.BRK-B 2.IVV 3.EFA 4.MSFT 5.AAPL 6.VXF 7.IJH 8.ETN 9.NVDA 10.MRK
2024-03-31	356	$257.5M	0	1BRK-B 2IVV 3EFA Top holdings2024-03-31 1.BRK-B 2.IVV 3.EFA 4.MSFT 5.IJH 6.VXF 7.VWO 8.ETN 9.MUB 10.MRK
2023-12-31	366	$236.1M	0	1BRK-B 2IVV 3EFA Top holdings2023-12-31 1.BRK-B 2.IVV 3.EFA 4.MSFT 5.VXF 6.AAPL 7.IJH 8.LQD 9.ETN 10.MRK
2023-09-30	338	$204.1M	0	1BRK-B 2IVV 3EFA Top holdings2023-09-30 1.BRK-B 2.IVV 3.EFA 4.MSFT 5.VXF 6.IJH 7.LQD 8.IGSB 9.ETN 10.MRK
2023-06-30	227	$113.9M	—	1BRK-B 2IVV 3MRK Top holdings2023-06-30 1.BRK-B 2.IVV 3.MRK 4.ETN 5.AAPL 6.MCD 7.CSCO 8.ENB 9.WM 10.CAT
2023-03-31	227	$105.8M	—	1BRK-B 2IVV 3ENB Top holdings2023-03-31 1.BRK-B 2.IVV 3.ENB 4.MRK 5.CSCO 6.ETN 7.AAPL 8.UPS 9.MCD 10.WM
2022-12-31	253	$103.3M	—	1BRK-B 2IVV 3ENB Top holdings2022-12-31 1.BRK-B 2.IVV 3.ENB 4.MRK 5.PFE 6.KO 7.CAT 8.CSCO 9.ETN 10.MCD
2022-09-30	255	$95.8M	—	1BRK-B 2IVV 3ENB Top holdings2022-09-30 1.BRK-B 2.IVV 3.ENB 4.MRK 5.WM 6.PFE 7.PAYX 8.KO 9.UPS 10.ED
2022-06-30	248	$92.9M	—	1BRK-B 2IVV 3ENB Top holdings2022-06-30 1.BRK-B 2.IVV 3.ENB 4.PFE 5.MRK 6.KO 7.UPS 8.ED 9.WM 10.MCD
2022-03-31	248	$99.9M	—	1BRK-B 2IVV 3ENB Top holdings2022-03-31 1.BRK-B 2.IVV 3.ENB 4.PFE 5.PAYX 6.GOOGL 7.CSCO 8.UPS 9.KO 10.PRU
2021-12-31	237	$100.1M	—	1BRK-B 2IVV 3ENB Top holdings2021-12-31 1.BRK-B 2.IVV 3.ENB 4.PFE 5.CSCO 6.GOOGL 7.AAPL 8.PAYX 9.ETN 10.WM

Holding changes this quarter

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).

Position changes disclosed by United Community Bank for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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

FAQ

What is United Community Bank and what type of investor is it?

United Community Bank is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $299.9M, spread across 565 disclosed positions.

What are United Community Bank's largest equity positions?

Based on the latest 13F filing, United Community Bank's top holdings by market value are: 1. Berkshire Hathaway Inc-cl B (BRK-B) — $27.5M (9.2%) 2. Ishares Gold Trust Micro (IAUM) — $17.6M (5.9%) 3. Invesco S&p 500 Buywrite ETF (PBP) — $10.6M (3.5%) 4. Ishares Msci Eafe ETF (EFA) — $9.0M (3.0%) 5. Ishares Core S&p 500 ETF (IVV) — $6.9M (2.3%)

What changes did United Community Bank make in its most recent portfolio filing?

In the latest reported quarter, United Community Bank made 50 notable position adjustments: 16 new positions were initiated, 18 existing holdings were added to, 16 positions were partially reduced, and 0 were completely exited. The largest of these moves: 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)

What sectors does United Community Bank focus on?

United Community Bank is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 33.8% • Information Technology: 21.6% • Health Care: 11.6% • Communication Services: 9.8% • Consumer Staples: 7.4% • Consumer Discretionary: 6.8%