United Advisor Group, LLC
CIK 0002004873 · CINCINNATI, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$947.7M
2026 Q2
Positions
544
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
18.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
NVDA
NVIDIA CORPORATION
3.0%
AAPL
APPLE INC
2.7%
STXF
EA SERIES TRUST
2.0%
ACIO
ETF SER SOLUTIONS
1.8%
AMZN
AMAZON COM INC
1.8%
MSFT
MICROSOFT CORP
1.7%
RDVY
FIRST TR EXCHANGE TRADED FD
1.5%
DGRW
WISDOMTREE TR
1.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.