DOSSIER · 13F-HR · Q1 2026

United Advisor Group, LLC

$811M in tracked AUM across 508 positions as of Q1 2026.

UA
CIK 0002004873 · last filed Mar 31, 2026
Total AUM
$811M
as of Q1 2026
Holdings
508
positions
Whale Score
39
39
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

United Advisor Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$25M145K3.1%
02
AAPL
APPLE INC
$22M88K2.7%
03
STRV
EA SERIES TRUST
$16M379K2.0%
04
AMZN
AMAZON COM INC
$16M76K2.0%
05
ACIO
ETF SER SOLUTIONS
$15M365K1.9%
06
MSFT
MICROSOFT CORP
$15M40K1.8%
07
PLTR
PALANTIR TECHNOLOGIES INC
$14M99K1.8%
08
DGRW
WISDOMTREE TR
$12M140K1.5%
09
RDVY
FIRST TR EXCHANGE TRADED FD
$12M174K1.5%
10
DLN
WISDOMTREE TR
$11M122K1.3%

Filing history

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