DOSSIER · 13F-HR · Q1 2026

United Asset Strategies, Inc.

United Asset Strategies's hedge fund based in San Francisco, CA — $1.3B in tracked AUM across 257 positions as of Q1 2026.

UA

United Asset Strategies·San Francisco, CA·Hedge Fund

CIK 0001539948 · last filed Mar 31, 2026

Total AUM

$1.3B

▼ 18.0%

vs prior

Holdings

257

—

positions

Whale Score

56

56

tracked

Activity

—

no data

changes this Q

Top sector

Tech

15% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of United Asset Strategies, Inc. SEC 13F Filing

Portfolio Overview

United Asset Strategies, Inc. has reported a substantial expansion in its portfolio management operations for the quarter ending December 31, 2025. The total portfolio value surged by 99.4%, growing from approximately $649.74 million to $1.30 billion. This near-doubling of assets under management (AUM) indicates either significant capital inflows from investors or a strategic reallocation...

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

NVIDIA CORPORATION

$68M392K5.4%

02

ALPHABET INC

$59M204K4.7%

03

APPLE INC

$58M227K4.6%

04

AMAZON COM INC

$50M240K4.0%

05

MICROSOFT CORP

$41M111K3.3%

06

SELECT SECTOR SPDR TR

$31M232K2.5%

07

META PLATFORMS INC

$29M51K2.3%

08

MERCK & CO INC

$25M210K2.0%

09

WISDOMTREE TR

$24M483K1.9%

10

BROADCOM INC

$24M78K1.9%

Filing history

Filing history loading…