United Advisor Group, LLC
All holdings · as of Dec 31, 2025
| 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% |
| VANGUARD INDEX FDS | $6.16M | 0.8% |
| WISDOMTREE TR | $6.03M | 0.8% |
| MANAGED PORTFOLIO SERIES | $5.90M | 0.8% |
| VANGUARD INDEX FDS | $5.68M | 0.7% |
| CAMBRIA ETF TR | $5.51M | 0.7% |
| EXXON MOBIL CORP | $5.03M | 0.6% |
| VANGUARD INDEX FDS | $4.95M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $4.89M | 0.6% |
| ISHARES TR | $4.82M | 0.6% |
| Ares Dynamic Credit Allocation FundARDC | $4.65M | 0.6% |
| ISHARES TR | $4.53M | 0.6% |
| ISHARES INC | $4.50M | 0.6% |
| CAPITAL GROUP INTL FOCUS EQT | $4.48M | 0.6% |
| SPDR SERIES TRUST | $4.45M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $4.42M | 0.6% |
| Walmart Inc. | $4.38M | 0.6% |
| GOLDMAN SACHS ETF TR | $4.37M | 0.6% |
| ADVANCED MICRO DEVICES INC | $4.29M | 0.6% |
| Duff & Phelps Utility & Infrastructure Fund Inc.DPG | $4.28M | 0.5% |
| CAMBRIA ETF TR | $4.26M | 0.5% |
| HARTFORD FDS EXCHANGE TRADED | $4.24M | 0.5% |
| EA SERIES TRUST | $4.22M | 0.5% |
| CAMBRIA ETF TR | $4.09M | 0.5% |
| VANGUARD BD INDEX FDS | $3.75M | 0.5% |
| FS KKR Capital CorpFSK | $3.62M | 0.5% |