Funds › United Advisor Group, LLC
United Advisor Group, LLC
13F for Q3 2026, filed Nov 3, 2026. 552 positions worth $1.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 3, 2026
Reported value
$1.1B
+$102.9M (10.9%) vs Q2 2026
Positions
552
527 in Q2 2026
Top 10 share
19.6%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 148,749 | $34.0M | 3.2% | +3.3% | 13F ↗ |
| 2 | AAPL Apple Inc. | 89,381 | $29.8M | 2.8% | +1.5% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 44,884 | $23.0M | 2.2% | +4.6% | 13F ↗ |
| 4 | Ea Series Trust Strive 500 Etf | 412,440 | $20.3M | 1.9% | +5.4% | 13F ↗ |
| 5 | ETF Ser Solutions Aptus Collrd Inv | 414,126 | $19.4M | 1.8% | +9.3% | 13F ↗ |
| 6 | AMZN Amazon.com, Inc. | 76,515 | $19.1M | 1.8% | +6.4% | 13F ↗ |
| 7 | PLTR Palantir Technologies Inc. | 100,857 | $18.9M | 1.8% | +1.2% | 13F ↗ |
| 8 | First Tr Exchange Traded Fd Risng Divd Achiv | 185,201 | $14.5M | 1.4% | +3.3% | 13F ↗ |
| 9 | Wisdomtree Tr Us Qtly Div Grt | 142,538 | $13.9M | 1.3% | +0.5% | 13F ↗ |
| 10 | GOOGL Alphabet Inc. Class A | 37,748 | $13.0M | 1.2% | +4.6% | 13F ↗ |
| 11 | Wisdomtree Tr Us Largecap Divd | 125,281 | $12.2M | 1.2% | +0.4% | 13F ↗ |
| 12 | Schwab Strategic Tr Us Lrg Cap Etf | 394,146 | $11.8M | 1.1% | -3.2% | 13F ↗ |
| 13 | Spdr Series Trust St Str P500GRW | 95,395 | $11.7M | 1.1% | +1.2% | 13F ↗ |
| 14 | ETF Ser Solutions Opus Sml Cp Vl | 292,306 | $11.5M | 1.1% | +6.4% | 13F ↗ |
| 15 | Invesco Exch Traded Fd Tr II Nasdaq 100 Etf | 34,926 | $10.6M | 1.0% | +71.2% | 13F ↗ |
| 16 | T Rowe Price Exchange-Traded Etf | 200,554 | $9.7M | 0.9% | -0.1% | 13F ↗ |
| 17 | ETF Ser Solutions Aptus Defined | 348,175 | $9.5M | 0.9% | +12.5% | 13F ↗ |
| 18 | META Meta Platforms, Inc. | 12,806 | $9.3M | 0.9% | +8.1% | 13F ↗ |
| 19 | Ea Series Trust Freedom 100 Em | 125,924 | $8.8M | 0.8% | +11.5% | 13F ↗ |
| 20 | Dimensional ETF Trust Intl Core Eqt Mk | 202,951 | $8.4M | 0.8% | +3.8% | 13F ↗ |
| 21 | Vanguard Index Fds S&P 500 Etf Shs | 11,975 | $8.4M | 0.8% | +12.2% | 13F ↗ |
| 22 | JPM JPMorgan Chase & Co. | 25,147 | $8.3M | 0.8% | +5.8% | 13F ↗ |
| 23 | AMD Advanced Micro Devices, Inc. | 13,361 | $8.2M | 0.8% | -4.4% | 13F ↗ |
| 24 | ETF Ser Solutions Mcelhenny Shefld | 234,968 | $8.1M | 0.8% | +2.3% | 13F ↗ |
| 25 | Wisdomtree Tr Us Quality Grow | 115,908 | $8.0M | 0.8% | +21.3% | 13F ↗ |
| 26 | UPS United Parcel Service, Inc. | 82,169 | $7.7M | 0.7% | +15.0% | 13F ↗ |
| 27 | Wisdomtree Tr Us Midcap Divid | 141,250 | $7.6M | 0.7% | -0.5% | 13F ↗ |
| 28 | Cambria ETF Tr Etf | 191,708 | $7.6M | 0.7% | +4.7% | 13F ↗ |
| 29 | Vanguard Index Fds Mrngstr Val Etf | 34,882 | $7.5M | 0.7% | -1.1% | 13F ↗ |
| 30 | Wisdomtree Tr | 127,415 | $7.1M | 0.7% | -0.2% | 13F ↗ |
| 31 | TSLA Tesla, Inc. | 19,136 | $6.8M | 0.6% | +0.4% | 13F ↗ |
| 32 | iShares Tr Core S&P500 Etf | 8,675 | $6.6M | 0.6% | +51.3% | 13F ↗ |
| 33 | Cambria ETF Tr Etf | 80,319 | $6.5M | 0.6% | +2.7% | 13F ↗ |
| 34 | Vanguard Index Fds Mrngstr Grwt Etf | 71,504 | $6.4M | 0.6% | +2.3% | 13F ↗ |
| 35 | Spdr Series Trust St Str P500VAL | 101,279 | $6.2M | 0.6% | +1.7% | 13F ↗ |
| 36 | Vanguard Tax-Managed Fds | 87,390 | $6.2M | 0.6% | -12.6% | 13F ↗ |
| 37 | XOM ExxonMobil Holdings Corporation | 37,814 | $6.2M | 0.6% | New | 13F ↗ |
| 38 | MU Micron Technology, Inc. | 5,649 | $6.0M | 0.6% | +6.7% | 13F ↗ |
| 39 | Cambria ETF Tr Exchange Traded Fund | 125,015 | $6.0M | 0.6% | +5.9% | 13F ↗ |
| 40 | Wisdomtree Tr Us Value Fd | 57,013 | $5.8M | 0.6% | +5.2% | 13F ↗ |
| 41 | iShares Inc Core Msci Emkt | 71,610 | $5.8M | 0.6% | +2.7% | 13F ↗ |
| 42 | Managed Portfolio Ser Kens He Prem Etf | 224,736 | $5.8M | 0.6% | -0.9% | 13F ↗ |
| 43 | Capital Group International Focus Eqt Units | 168,703 | $5.8M | 0.6% | +1.4% | 13F ↗ |
| 44 | Cohen & Steers ETF Trust Real Estate Acti | 200,793 | $5.4M | 0.5% | +4.8% | 13F ↗ |
| 45 | iShares Tr Core Us Aggbd Et | 53,835 | $5.1M | 0.5% | +15.1% | 13F ↗ |
| 46 | Goldman Sachs ETF Tr Equal Weight Us | 53,299 | $5.0M | 0.5% | +7.8% | 13F ↗ |
| 47 | J P Morgan Exchange Traded F Core Plus Bd Etf | 108,714 | $4.9M | 0.5% | +7.8% | 13F ↗ |
| 48 | iShares Tr Core S&P Scp Etf | 35,712 | $4.9M | 0.5% | +3.0% | 13F ↗ |
| 49 | Vanguard Bd Index Fds Total Bnd Mrkt | 68,519 | $4.8M | 0.5% | +14.2% | 13F ↗ |
| 50 | Schwab Strategic Tr Us MID-CAP Etf | 139,283 | $4.7M | 0.5% | +4.4% | 13F ↗ |
Showing the top 50 of 552 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
62 new, 311 added to, 164 trimmed, 37 exited, 15 unchanged. By estimated dollars.
New positions (62)
| XOM ExxonMobil Holdings Corporation | 37,814 | New | $6.2M |
| CRCL Circle Internet Group, Inc. | 28,024 | New | $2.3M |
| Managed Portfolio Ser Leuthold Select | 46,175 | New | $2.2M |
| Sei Exchange Traded Funds Qim Us Equity Fa | 71,070 | New | $1.8M |
| U Unity Software Inc. | 44,192 | New | $1.8M |
| American Centy ETF Tr Etf | 17,568 | New | $1.7M |
| Vanguard Bd Index Fds Vanguard Ultra | 25,220 | New | $1.2M |
| Tidal Trust I Fund Gran Us Etf | 38,485 | New | $1.1M |
| Pimco ETF Tr Us Stk Plus Ac | 18,412 | New | $1.0M |
| First Tr Exchange-Traded Fd Senior Ln Fd | 20,259 | New | $902.9K |
Added to (311)
| Invesco Exch Traded Fd Tr II Nasdaq 100 Etf | 34,926 | +71.2% | $4.4M |
| iShares Tr Core S&P500 Etf | 8,675 | +51.3% | $2.3M |
| NBIS Nebius Group N.V. | 14,256 | +127% | $1.9M |
| American Centy ETF Tr Us Sml Cp Valu | 38,774 | +57.6% | $1.7M |
| ETF Ser Solutions Aptus Collrd Inv | 414,126 | +9.3% | $1.6M |
| Wisdomtree Tr Us Quality Grow | 115,908 | +21.3% | $1.4M |
| iShares Tr S&P 500 Grwt Etf | 31,577 | +44.6% | $1.4M |
| AMZN Amazon.com, Inc. | 76,515 | +6.4% | $1.1M |
| NVDA NVIDIA Corporation | 148,749 | +3.3% | $1.1M |
| ETF Ser Solutions Aptus Defined | 348,175 | +12.5% | $1.1M |
Trimmed (164)
| Spdr Series Trust St Str Blo 1 Etf | 17,084 | -50.7% | -$1.6M |
| IREN IREN Limited | 19,870 | -65.5% | -$1.5M |
| Spdr Series Trust St Inter Bd Etf | 69,882 | -33.3% | -$1.1M |
| BW Babcock & Wilcox Enterprises, Inc. | 27,232 | -87.3% | -$1.1M |
| Vanguard Tax-Managed Fds | 87,390 | -12.6% | -$885.9K |
| Vanguard Mun Bd Fds Tax Exempt Bd | 58,985 | -19.6% | -$680.6K |
| iShares Tr Rus 1000 Val Etf | 5,555 | -33.0% | -$679.1K |
| BMY Bristol-Myers Squibb Company | 18,796 | -33.4% | -$588.3K |
| ARM Arm Holdings plc | 2,113 | -45.3% | -$507.5K |
| Advisors Inner Circle Fd III | 30,595 | -37.7% | -$488.8K |
Exited (37)
| Invesco Actively Managed Exc Ultra Shrt Dur | 36,337 | Exited | -$1.8M |
| Spdr Series Trust Etf | 56,603 | Exited | -$1.7M |
| Vaneck ETF Trust Etf | 25,772 | Exited | -$1.4M |
| Dimensional ETF Trust Us Small Cap Etf | 14,138 | Exited | -$1.2M |
| iShares Tr Etf | 13,421 | Exited | -$1.1M |
| ALAB Astera Labs, Inc. | 2,135 | Exited | -$1.0M |
| STX Seagate Technology Holdings PLC | 856 | Exited | -$826.0K |
| WDC Western Digital Corporation | 1,206 | Exited | -$770.3K |
| Spdr Series Trust St Bloo High Etf | 6,274 | Exited | -$604.6K |
| Teva Pharmaceutical Industries Ltd ADR | 17,600 | Exited | -$596.3K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 3, 2026 | 13F-HR | 566 | $1.1B | Current | SEC ↗ |
| Q2 2026 | Jul 29, 2026 | 13F-HR | 544 | $947.7M | Current | SEC ↗ |
| Q1 2026 | Apr 17, 2026 | 13F-HR | 508 | $811.3M | Current | SEC ↗ |
| Q4 2025 | Jan 26, 2026 | 13F-HR | 486 | $802.2M | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 450 | $743.2M | Current | SEC ↗ |
| Q2 2025 | Aug 11, 2025 | 13F-HR | 381 | $578.4M | Current | SEC ↗ |
| Q1 2025 | Apr 21, 2025 | 13F-HR | 346 | $487.7M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer