EdgeMarket › What United Advisor Group, Llc reported owning
What United Advisor Group, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
811.3MPositions
508Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 25.3M | 3.1% | 144.9K | 214.72 | +22.4% |
| AAPL Apple Inc. | 22.3M | 2.7% | 87.8K | 309.35 | +36.9% |
| STXF Strive 500 ETF | 15.9M | 2.0% | 379.5K | 49.49 | +19.9% |
| AMZN AMAZON COM INC | 15.3M | 1.9% | 73.7K | 258.63 | +15.6% |
| ACIO Aptus Collared Investment Opportunity ETF | 15.3M | 1.9% | 364.5K | 46.87 | +11.0% |
| PLTR Palantir Technologies Inc. | 14.4M | 1.8% | 98.6K | 179.94 | +15.3% |
| MSFT MICROSOFT CORP | 14.2M | 1.8% | 38.4K | 483.24 | -4.4% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 12.3M | 1.5% | 140.2K | 99.29 | +14.2% |
| RDVY First Trust Rising Dividend Achievers ETF | 11.9M | 1.5% | 174.1K | 81.95 | +26.6% |
| DLN WisdomTree U.S. LargeCap Dividend Fund | 10.9M | 1.3% | 122.0K | 100.73 | +18.5% |
| GOOGL Alphabet Inc. | 10.7M | 1.3% | 37.1K | 344.82 | +73.0% |
| SCHX Schwab U.S. Large-Cap ETF | 10.5M | 1.3% | 409.4K | 30.21 | +19.6% |
| OSCV Opus Small Cap Value ETF | 10.3M | 1.3% | 261.6K | 42.31 | +12.7% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 9.0M | 1.1% | 91.7K | 120.21 | +22.2% |
| TDVG T. Rowe Price Dividend Growth ETF | 8.9M | 1.1% | 199.6K | 50.17 | +16.4% |
| DRSK Aptus Defined Risk ETF | 8.1M | 1.0% | 294.7K | 28.39 | -1.4% |
| MSMR McElhenny Sheffield Managed Risk ETF | 7.5M | 0.9% | 218.5K | 34.96 | +9.5% |
| DON WisdomTree U.S. MidCap Dividend Fund | 7.4M | 0.9% | 141.5K | 58.26 | +12.6% |
| DFAI Dimensional International Core Equity Market E | 7.4M | 0.9% | 189.9K | 43.35 | +21.1% |
| UPS UNITED PARCEL SERVICE INC | 7.1M | 0.9% | 72.0K | 102.01 | +17.3% |
| TSLA Tesla, Inc. | 6.9M | 0.9% | 18.6K | 362.86 | +12.0% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 6.9M | 0.8% | 236.2K | 35.32 | +17.3% |
| XOM ExxonMobil Holdings Corp | 6.9M | 0.8% | 40.4K | 165.11 | +52.1% |
| VTV Vanguard Morningstar Value ETF | 6.8M | 0.8% | 34.6K | 226.40 | +24.6% |
| JPM JPMORGAN CHASE & CO | 6.8M | 0.8% | 23.0K | 351.58 | +20.3% |
| META Meta Platforms, Inc. | 6.7M | 0.8% | 11.8K | 549.90 | -26.5% |
| DGRS WisdomTree U.S. SmallCap Quality Dividend Grow | 6.6M | 0.8% | 124.7K | 60.19 | +22.6% |
| FYLD Cambria Foreign Shareholder Yield ETF | 6.5M | 0.8% | 174.0K | 40.75 | +32.1% |
| VEA Vanguard FTSE Developed Markets ETF | 6.4M | 0.8% | 99.9K | 73.42 | +24.7% |
| VOO Vanguard S&P 500 ETF | 6.3M | 0.8% | 10.5K | 703.71 | +20.0% |
| KHPI Kensington Hedged Premium Income ETF | 5.7M | 0.7% | 234.1K | 26.00 | +1.9% |
| SYLD Cambria Shareholder Yield ETF | 5.5M | 0.7% | 73.3K | 86.62 | +28.5% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 5.2M | 0.6% | 92.2K | 63.51 | +17.5% |
| FRDM Freedom 100 Emerging Markets ETF | 5.2M | 0.6% | 95.0K | 68.71 | +64.8% |
| IEMG iShares Core MSCI Emerging Markets ETF | 5.1M | 0.6% | 72.5K | 81.57 | +31.9% |
| WMT Walmart Inc. | 4.9M | 0.6% | 39.7K | 103.70 | +1.1% |
| VUG Vanguard Morningstar Growth ETF | 4.8M | 0.6% | 11.1K | 87.50 | +15.9% |
| CGXU Capital Group International Focus Equity ETF | 4.8M | 0.6% | 164.3K | 35.14 | +25.9% |
| QQQM Invesco NASDAQ 100 ETF | 4.7M | 0.6% | 20.0K | 293.76 | +26.1% |
| EYLD Cambria Emerging Shareholder Yield ETF | 4.6M | 0.6% | 111.1K | 48.07 | +29.7% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4.6M | 0.6% | 46.1K | 97.35 | -1.7% |
| HTRB Hartford Total Return Bond ETF | 4.5M | 0.6% | 134.6K | 33.24 | -2.1% |
| CSRE Cohen & Steers Real Estate Active ETF | 4.5M | 0.6% | 172.7K | 29.04 | +12.3% |
| JCPB JPMorgan Core Plus Bond ETF | 4.5M | 0.6% | 96.1K | 46.16 | -1.8% |
| DPG Duff & Phelps Utility & Infrastructure Fund In | 4.5M | 0.6% | 309.8K | 14.61 | +14.7% |
| ARDC Ares Dynamic Credit Allocation Fund, Inc. | 4.4M | 0.5% | 358.9K | 12.28 | -16.0% |
| IJR iShares Core S&P Small-Cap ETF | 4.1M | 0.5% | 33.3K | 147.31 | +29.0% |
| SCHM Schwab U.S. Mid Cap ETF | 4.1M | 0.5% | 131.3K | 36.16 | +25.4% |
| GSEW Goldman Sachs Equal Weight U.S. Large Cap Equi | 4.0M | 0.5% | 47.8K | 98.33 | +18.3% |
| AMD ADVANCED MICRO DEVICES INC | 4.0M | 0.5% | 19.5K | 473.25 | +186.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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