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United Advisor Group, LLC

All holdings · as of Dec 31, 2025

469 positions

CompanyClassValueShares% of portfolio
SCHWAB STRATEGIC TR$3.61M120,1610.5%
SCHWAB STRATEGIC TR$3.57M125,4150.5%
ISHARES TR$3.56M29,6410.5%
SHOPIFY INC$3.56M22,0880.5%
PROCTER & GAMBLE Co$3.55M24,7660.5%
FIRST TR EXCH TRADED FD III$3.35M183,9120.4%
iShares MSCI UAE ETF$3.31M16,6810.4%
SCHWAB STRATEGIC TR$3.29M120,0660.4%
PROSHARES TR$3.24M38,4180.4%
VANGUARD WHITEHALL FDS$3.15M34,4500.4%
J P MORGAN EXCHANGE TRADED F$3.14M54,8000.4%
WISDOMTREE TR$3.13M54,5990.4%
AMPLIFY ETF TR$3.01M67,5340.4%
FIRST TR EXCHANGE-TRADED FD$2.98M77,8260.4%
ETF SER SOLUTIONS$2.97M133,9710.4%
COHEN & STEERS ETF TRUST$2.96M115,9120.4%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$2.95M48,4630.4%
MidCap Financial Investment CorpMFICCommon Stock$2.93M255,7180.4%
GOLUB CAP BDC INC$2.92M215,1350.4%
STARWOOD PROPERTY TRUST, INC.$2.91M161,3280.4%
Oaktree Specialty Lending CorpOCSLCommon Stock$2.86M224,4400.4%
Visa Inc$2.84M8,0850.4%
SCHWAB STRATEGIC TR$2.76M84,6830.4%
VERIZON COMMUNICATIONS INC$2.69M66,1560.3%
T ROWE PRICE ETF INC$2.68M70,0210.3%
ISHARES TR$2.58M31,2230.3%
INVESCO QQQ TR$2.58M4,2030.3%
SELECT SECTOR SPDR TR$2.56M17,8120.3%
VANGUARD CHARLOTTE FDS$2.53M52,3860.3%
CAPITAL GRP FIXED INCM ETF T$2.53M95,2470.3%
Alphabet Inc.$2.41M7,6710.3%
SPDR S&P 500 ETF TR$2.33M3,4180.3%
COSTCO WHOLESALE CORP /NEW$2.31M2,6740.3%
BLACKROCK ETF TRUST$2.30M72,4930.3%
BLACKROCK ETF TRUST$2.28M68,4560.3%
ISHARES TR$2.25M10,6150.3%
PFIZER INC$2.23M89,3730.3%
PROSHARES TR$2.22M33,6500.3%
Philip Morris International Inc.$2.21M13,7860.3%
WISDOMTREE TR$2.21M23,6660.3%
ISHARES TR$2.20M17,8620.3%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$2.14M66,6670.3%
ARES CAPITAL CORPARCCCommon Stock$2.14M105,6010.3%
VANGUARD MUN BD FDS$2.11M41,9940.3%
VANGUARD INTL EQUITY INDEX F$2.11M39,1830.3%
VANGUARD INDEX FDS$2.05M6,1190.3%
ISHARES TR$2.03M20,2560.3%
INTERNATIONAL BUSINESS MACHINES CORP$2.03M6,8540.3%
Broadcom Inc.$2.03M5,8600.3%
CHEVRON CORP$2.01M13,2190.3%
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