United Advisor Group, LLC 13F Holdings · Q2 2026
United Advisor Group, LLC reported 527 securities worth $947.65M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (3.04%), AAPL (2.69%), STXF (1.99%). Among its top 25 positions this quarter: 20 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $28.8M | 3.04% | 143,966 | Trimmed |
| 2 | AAPL | APPLE INC | $25.5M | 2.69% | 88,092 | Added |
| 3 | STXF | EA SERIES TRUST | $18.9M | 1.99% | 391,287 | Added |
| 4 | AMZN | AMAZON COM INC | $18.3M | 1.94% | 76,943 | Added |
| 5 | ACIO | ETF SER SOLUTIONS | $17.5M | 1.85% | 379,043 | Added |
| 6 | MSFT | MICROSOFT CORP | $17.5M | 1.84% | 46,815 | Added |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | $14.5M | 1.53% | 179,331 | Added |
| 8 | DGRW | WISDOMTREE TR | $13.6M | 1.43% | 141,827 | Added |
| 9 | GOOGL | ALPHABET INC | $12.9M | 1.36% | 36,077 | Trimmed |
| 10 | DLN | WISDOMTREE TR | $12.0M | 1.27% | 124,840 | Added |
| 11 | SCHX | SCHWAB STRATEGIC TR | $12.0M | 1.26% | 407,165 | Trimmed |
| 12 | PLTR | PALANTIR TECHNOLOGIES INC | $11.6M | 1.23% | 99,671 | Added |
| 13 | OSCV | ETF SER SOLUTIONS | $11.6M | 1.22% | 274,828 | Added |
| 14 | SPYG | SPDR SERIES TRUST | $11.2M | 1.18% | 94,307 | Added |
| 15 | TDVG | T ROWE PRICE EXCHANGE-TRADED | $9.8M | 1.04% | 200,703 | Added |
| 16 | DRSK | ETF SER SOLUTIONS | $8.9M | 0.94% | 309,386 | Added |
| 17 | FRDM | EA SERIES TRUST | $8.2M | 0.87% | 112,952 | Added |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $8.1M | 0.86% | 13,969 | Trimmed |
| 19 | DFAI | DIMENSIONAL ETF TRUST | $8.1M | 0.85% | 195,544 | Added |
| 20 | DON | WISDOMTREE TR | $8.0M | 0.85% | 141,999 | Added |
| 21 | MSMR | ETF SER SOLUTIONS | $8.1M | 0.85% | 229,792 | Added |
| 22 | TSLA | TESLA INC | $8.0M | 0.85% | 19,055 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $7.8M | 0.82% | 23,759 | Added |
| 24 | UPS | UNITED PARCEL SVCS INC | $7.7M | 0.81% | 71,461 | Trimmed |
| 25 | VTV | VANGUARD INDEX FDS | $7.7M | 0.81% | 35,287 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR