United Advisor Group, LLC
CIK 2004873
13F filing for Q2 2026・No. 2,671
- Holdings
- US$947.65M
- Quarter change
- +US$136.31M
- Entries
- 544
- Net bought (estimate)
- +US$50.21M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 67
- Sold out 37
- Cut 150
- Added 292
- Corporate actions 0
- Unchanged 18
Largest holdings
527 stocks worth US$942.14M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 143,966 | US$28.81M | 3.06% |
| AAPLAppleCOM | Added | 88,092 | US$25.49M | 2.71% |
| EA SERIES TRUSTSTRIVE 500 ETF | Added | 391,287 | US$18.9M | 2.01% |
| ETF SER SOLUTIONSAPTUS COLLRD INV | Added | 379,043 | US$17.49M | 1.86% |
| AMZNAmazonCOM | Cut | 71,943 | US$17.15M | 1.82% |
| MSFTMicrosoftCOM | Added | 42,915 | US$16.01M | 1.70% |
| FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV | Added | 179,331 | US$14.54M | 1.54% |
| WISDOMTREE TRUS QTLY DIV GRT | Added | 141,827 | US$13.56M | 1.44% |
| GOOGLAlphabetCAP STK CL A | Cut | 36,077 | US$12.89M | 1.37% |
| WISDOMTREE TRUS LARGECAP DIVD | Added | 124,840 | US$12.02M | 1.28% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.