United Asset Strategies, Inc.

CIK 0001539948 · GARDEN CITY, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source

United Asset Strategies, Inc. reported 259 positions worth $1.41B as of June 30, 2026 (13F filed July 13, 2026). Largest holding: NVDA (6.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.41B
2026 Q2
Positions
259
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
34.8%
Est. Net Flow (Q)
2026 Q2
10 / 259 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$84.8M5.99%423,723
2AAPLAPPLE INCSH$82.5M5.83%285,208
3GOOGLALPHABET INCSH$71.1M5.02%198,907
4AMZNAMAZON COM INCSH$57.8M4.08%242,330
5MSFTMICROSOFT CORPSH$48.8M3.45%130,692
6AVGOBROADCOM INCSH$31.6M2.23%83,581
7SOXXISHARES TRSH$31.4M2.22%48,982
8XLKSELECT SECTOR SPDR TRSH$29.7M2.10%155,687
9METAMETA PLATFORMS INCSH$29.4M2.08%52,134
10ASMLASML HLDG NVSH$25.8M1.83%12,987

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does United Asset Strategies, Inc. hold as of Q2 2026?

United Asset Strategies, Inc. reported 259 positions worth $1.41B in its Q2 2026 13F filing. Largest positions: NVDA (6.0%), AAPL (5.8%), GOOGL (5.0%), AMZN (4.1%) and MSFT (3.4%).

What did United Asset Strategies, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did United Asset Strategies, Inc. sell in Q2 2026?

No previous quarter is available yet.

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.