DOSSIER · 13F-HR · Q2 2026

United Advisor Group, LLC

$948M in tracked AUM across 544 positions as of Q2 2026.

UA
CIK 0002004873 · last filed Jun 30, 2026
Total AUM
$948M
as of Q2 2026
Holdings
544
positions
Whale Score
45
45
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

United Advisor Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$29M144K3.0%
02
AAPL
APPLE INC
$25M88K2.7%
03
STRV
EA SERIES TRUST
$19M391K2.0%
04
AMZN
AMAZON COM INC
$18M77K1.9%
05
ACIO
ETF SER SOLUTIONS
$17M379K1.8%
06
MSFT
MICROSOFT CORP
$17M47K1.8%
07
RDVY
FIRST TR EXCHANGE TRADED FD
$15M179K1.5%
08
DGRW
WISDOMTREE TR
$14M142K1.4%
09
GOOGL
ALPHABET INC
$13M36K1.4%
10
DLN
WISDOMTREE TR
$12M125K1.3%

Filing history

2026Q2Jun 30
$948M 16.8%
544 positionsView →
2026Q1Mar 31
$811M 1.1%
508 positionsView →
2025Q4Dec 31
$802M 73.2%
486 positionsView →
2025Q3Sep 30
$463M 19.9%
258 positionsView →
2025Q2Jun 30
$578M 18.6%
381 positionsLocked
2025Q1Mar 31
$488M 3.5%
346 positionsLocked
2024Q4Dec 31
$506M 14.2%
363 positionsLocked
2024Q3Sep 30
$443M 37.5%
342 positionsLocked
2024Q2Jun 30
$322M 20.9%
260 positionsLocked
2024Q1Mar 31
$266M 220.1%
316 positionsLocked
2023Q4Dec 31
$83M
170 positionsLocked