Institutions / United Advisor Group, LLC
United Advisor Group, LLC
CIK 2004873 · Institution · as of Dec 31, 2025
Portfolio value
$778.90M
Positions
469
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 469 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $26.53M | 3.4% |
| Apple Inc. | $23.77M | 3.1% |
| Palantir Technologies Inc | $16.87M | 2.2% |
| Ea Series Trust | $16.13M | 2.1% |
| Amazon.com Inc | $16.01M | 2.1% |
| Microsoft Corp | $15.80M | 2.0% |
| ETF Ser Solutions | $14.97M | 1.9% |
| WisdomTree Tr | $12.36M | 1.6% |
| First Tr Exchange Traded Fd | $11.69M | 1.5% |
| Alphabet Inc. | $11.45M | 1.5% |
| WisdomTree Trust | $10.67M | 1.4% |
| Schwab Strategic Tr | $10.42M | 1.3% |
| SPDR Series Trust | $9.80M | 1.3% |
| ETF Ser Solutions | $9.43M | 1.2% |
| T Rowe Price ETF Inc | $8.95M | 1.1% |
| Invesco Exch Traded Fd Tr II | $8.27M | 1.1% |
| Tesla Inc | $8.19M | 1.1% |
| Meta Platforms Inc | $8.02M | 1.0% |
| ETF Ser Solutions | $7.92M | 1.0% |
| ETF Ser Solutions | $7.54M | 1.0% |
| WisdomTree Tr | $7.37M | 0.9% |
| Dimensional ETF Trust | $7.07M | 0.9% |
| United Parcel Service Inc | $6.85M | 0.9% |
| JPMorgan Chase & Co | $6.82M | 0.9% |
| Vanguard Tax-Managed Fds | $6.35M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.