United Advisor Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$811.3M
Q ending 2026-03-31
Prior quarter
$802.2M
Q ending 2025-12-31
Change
+1.1% QoQ · +66.4% YoY
Positions
508
reported holdings
Largest positions
Top 100 of 508 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $25.3M | 145K |
| Apple Inc | AAPL | Shares | $22.3M | 88K |
| Ea Series Trust | STXF | Shares | $15.9M | 379K |
| Amazon Com Inc | AMZN | Shares | $15.3M | 74K |
| Etf Ser Solutions | ACIO | Shares | $15.3M | 365K |
| Palantir Technologies Inc | PLTR | Shares | $14.4M | 99K |
| Microsoft Corp | MSFT | Shares | $14.2M | 38K |
| Wisdomtree Tr | DGRW | Shares | $12.3M | 140K |
| First Tr Exchange Traded Fd | RDVY | Shares | $11.9M | 174K |
| Wisdomtree Tr | DLN | Shares | $10.9M | 122K |
| Alphabet Inc | GOOGL | Shares | $10.7M | 37K |
| Schwab Strategic Tr | SCHX | Shares | $10.5M | 409K |
| Etf Ser Solutions | OSCV | Shares | $10.3M | 262K |
| Spdr Series Trust | SPYG | Shares | $9.0M | 92K |
| T Rowe Price Etf Inc | TDVG | Shares | $8.9M | 200K |
| Etf Ser Solutions | DRSK | Shares | $8.1M | 295K |
| Etf Ser Solutions | MSMR | Shares | $7.5M | 219K |
| Wisdomtree Tr | DON | Shares | $7.4M | 141K |
| Dimensional Etf Trust | DFAI | Shares | $7.4M | 190K |
| United Parcel Svcs Inc | UPS | Shares | $7.1M | 72K |
| Tesla Inc | TSLA | Shares | $6.9M | 19K |
| Schwab Strategic Tr | SCHG | Shares | $6.9M | 236K |
| Exxon Mobil Corp | XOM | Shares | $6.9M | 40K |
| Vanguard Index Fds | VTV | Shares | $6.8M | 35K |
| Jpmorgan Chase & Co | JPM | Shares | $6.8M | 23K |
| Meta Platforms Inc | META | Shares | $6.7M | 12K |
| Wisdomtree Tr | DGRS | Shares | $6.6M | 125K |
| Cambria Etf Tr | FYLD | Shares | $6.5M | 174K |
| Vanguard Tax-Managed Fds | VEA | Shares | $6.4M | 100K |
| Vanguard Index Fds | VOO | Shares | $6.3M | 11K |
| Managed Portfolio Series | KHPI | Shares | $5.7M | 234K |
| Cambria Etf Tr | SYLD | Shares | $5.5M | 73K |
| Spdr Series Trust | SPYV | Shares | $5.2M | 92K |
| Ea Series Trust | FRDM | Shares | $5.2M | 95K |
| Ishares Inc | IEMG | Shares | $5.1M | 73K |
| Walmart Inc | WMT | Shares | $4.9M | 40K |
| Vanguard Index Fds | VUG | Shares | $4.8M | 11K |
| Capital Group Intl Focus Eqt | CGXU | Shares | $4.8M | 164K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $4.7M | 20K |
| Cambria Etf Tr | EYLD | Shares | $4.6M | 111K |
| Ishares Tr | AGG | Shares | $4.6M | 46K |
| Hartford Fds Exchange Traded | HTRB | Shares | $4.5M | 135K |
| Cohen & Steers Etf Trust | CSRE | Shares | $4.5M | 173K |
| J P Morgan Exchange Traded F | JCPB | Shares | $4.5M | 96K |
| Duff & Phelps Utlity And Inf | DPG | Shares | $4.5M | 310K |
| Ares Dynamic Cr Allocation F | ARDC | Shares | $4.4M | 359K |
| Ishares Tr | IJR | Shares | $4.1M | 33K |
| Schwab Strategic Tr | SCHM | Shares | $4.1M | 131K |
| Goldman Sachs Etf Tr | GSEW | Shares | $4.0M | 48K |
| Advanced Micro Devices Inc | AMD | Shares | $4.0M | 20K |
| Schwab Strategic Tr | SCHA | Shares | $3.9M | 135K |
| Vanguard Bd Index Fds | BND | Shares | $3.9M | 53K |
| J P Morgan Exchange Traded F | JPST | Shares | $3.8M | 75K |
| Schwab Strategic Tr | SCHD | Shares | $3.7M | 121K |
| Procter & Gamble Co | PG | Shares | $3.6M | 25K |
| Verizon Communications Inc | VZ | Shares | $3.4M | 68K |
| First Tr Exch Traded Fd Iii | FPE | Shares | $3.4M | 191K |
| J P Morgan Exchange Traded F | JEPI | Shares | $3.4M | 59K |
| Etf Ser Solutions | JUCY | Shares | $3.3M | 151K |
| Proshares Tr | REGL | Shares | $3.3M | 38K |
| Wisdomtree Tr | DGS | Shares | $3.3M | 54K |
| Oaktree Specialty Lending | OCSL | Shares | $3.2M | 286K |
| First Tr Exchange Traded Fd | SDVY | Shares | $3.2M | 81K |
| Vanguard Whitehall Fds | VIGI | Shares | $3.1M | 36K |
| Amplify Etf Tr | DIVO | Shares | $3.1M | 69K |
| Golub Cap Bdc Inc | GBDC | Shares | $3.1M | 242K |
| Midcap Financial Invstmnt Co | MFIC | Shares | $3.0M | 270K |
| Starwood Ppty Tr Inc | STWD | Shares | $3.0M | 174K |
| Ishares Tr | IVV | Shares | $2.9M | 4K |
| Fs Kkr Cap Corp | FSK | Shares | $2.9M | 287K |
| Blackrock Etf Trust | BALI | Shares | $2.9M | 95K |
| Blackrock Etf Trust | DYNF | Shares | $2.9M | 50K |
| Iren Limited | Call | $2.7M | 80K | |
| T Rowe Price Etf Inc | TCAF | Shares | $2.7M | 77K |
| Vanguard Charlotte Fds | BNDX | Shares | $2.7M | 56K |
| Wisdomtree Tr | WTV | Shares | $2.7M | 28K |
| Costco Wholesale Corporation | COST | Shares | $2.7M | 3K |
| Capital Grp Fixed Incm Etf T | CGCB | Shares | $2.6M | 100K |
| Vanguard Mun Bd Fds | VTEB | Shares | $2.6M | 53K |
| Enterprise Prods Partners L | EPD | Shares | $2.6M | 69K |
| Chevron Corporation | CVX | Shares | $2.6M | 12K |
| Ishares Tr | IMCB | Shares | $2.6M | 31K |
| Shopify Inc | SHOP | Shares | $2.5M | 21K |
| Pfizer Inc | PFE | Shares | $2.5M | 90K |
| Philip Morris Intl Inc | PM | Shares | $2.5M | 15K |
| Visa Inc | V | Shares | $2.5M | 8K |
| Blackrock Etf Trust | BAI | Shares | $2.5M | 76K |
| Ssga Active Etf Tr | RLY | Shares | $2.5M | 69K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.5M | 4K |
| Select Sector Spdr Tr | XLK | Shares | $2.5M | 19K |
| Ishares Tr | IEF | Shares | $2.4M | 25K |
| Invesco Qqq Tr | QQQ | Shares | $2.4M | 4K |
| Ishares Tr | IEFA | Shares | $2.4M | 26K |
| Altria Group Inc | MO | Shares | $2.3M | 35K |
| Ishares Tr | IDEV | Shares | $2.3M | 28K |
| Ishares Tr | IVE | Shares | $2.3M | 11K |
| Ishares Tr | IVW | Shares | $2.3M | 20K |
| Proshares Tr | SMDV | Shares | $2.2M | 32K |
| Alphabet Inc | GOOG | Shares | $2.2M | 8K |
| Asml Hldg Nv | Shares | $2.2M | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.