DOSSIER · 13F-HR · Q2 2026

United Community Bank

$323M in tracked AUM across 534 positions as of Q2 2026.

UC
CIK 0002000314 · last filed Jun 30, 2026
Total AUM
$323M
as of Q2 2026
Holdings
534
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

United Community Bank 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
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW COM
$30M60K9.3%
02
IAUM
ISHARES GOLD TR SHARES REPRESENT ETF
$14M347K4.3%
03
PBP
INVESCO EXCHANGE TRADED FD TR ETF
$11M496K3.5%
04
EFA
ISHARES MSCI EAFE ETF
$10M93K3.0%
05
IVV
ISHARES TR CORE S&P500 ETF
$8M11K2.6%
06
VTI
VANGUARD IDX FDS VANG TOTAL STK MKT ETF
$8M21K2.4%
07
SPHQ
INVESCO EXCHANGE TRADED FD TR S&P500
$7M77K2.1%
08
IJH
ISHARES CORE S&P MIDCAP ETF
$7M90K2.1%
09
VXUS
VANGUARD TOTAL INTL STOCK ET
$7M79K2.1%
10
MSFT
MICROSOFT CORP COM
$7M18K2.0%

Filing history

2026Q2Jun 30
$323M 7.8%
534 positionsView →
2026Q1Mar 31
$300M 13.4%
565 positionsView →
2025Q4Dec 31
$264M 18.1%
552 positionsView →
2025Q3Sep 30
$323M 10.5%
592 positionsView →
2025Q2Jun 30
$292M 8.9%
503 positionsLocked
2025Q1Mar 31
$268M 4.5%
487 positionsLocked
2024Q4Dec 31
$257M 0.3%
405 positionsLocked
2024Q3Sep 30
$256M 3.5%
361 positionsLocked
2024Q2Jun 30
$248M 3.9%
388 positionsLocked
2024Q1Mar 31
$257M 9.0%
356 positionsLocked
2023Q4Dec 31
$236M 15.7%
366 positionsLocked
2023Q3Sep 30
$204M 79.2%
338 positionsLocked
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