FIRST UNITED BANK & TRUST

Est. AUM

$287.9M

13F long equity, this entity only

Positions

391

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Invesco QQQ Unit Series 1	UNIT SER 1	$19.0M	32876	6.59%	SOLE
2	Vanguard Value ETF	VALUE ETF	$17.4M	88482	6.03%	SOLE
3	iShares Select Dividend ETF	SELECT DIVID ETF	$11.3M	74476	3.92%	SOLE
4	Vanguard Index FDS S&P 500 ETF Shs	S&P 500 ETF SHS	$11.0M	18350	3.81%	SOLE
5	Vanguard Mid-Cap ETF	MID CAP ETF	$9.6M	33366	3.33%	SOLE
6	Vanguard Growth ETF	GROWTH ETF	$9.6M	21886	3.32%	SOLE
7	iShares Tr Core MSCI Eafe ETF	CORE MSCI EAFE	$9.2M	101422	3.19%	SOLE
8	Invesco S&P 500 Equal Weight	S&P500 EQL WGT	$8.3M	43338	2.89%	SOLE
9	iShares in Core MSCI Emerging Mkts	CORE MSCI EMKT	$7.7M	110194	2.67%	SOLE
10	Apple Inc Com	COM	$6.1M	24029	2.12%	SOLE
11	Vanguard Index FDS Small CP ETF	SMALL CP ETF	$6.0M	23077	2.10%	SOLE
12	Vanguard Index FDS McAp Vl Idxvip	MCAP VL IDXVIP	$6.0M	32753	2.10%	SOLE
13	Vanguard Index FDS McAp GR Idxvip	MCAP GR IDXVIP	$5.5M	21436	1.92%	SOLE
14	Fideltiy Total Bond ETF	TOTAL BD ETF	$5.1M	112177	1.78%	SOLE
15	Alphabet Inc	CAP STK CL A	$4.7M	16351	1.63%	SOLE
16	Microsoft Corp Com	COM	$4.4M	11998	1.54%	SOLE
17	iShares Core S&P 500 ETF	CORE S&P500 ETF	$4.3M	6654	1.51%	SOLE
18	J P Morgan Chase & Co	COM	$4.3M	14759	1.51%	SOLE
19	Flexshares Tr Hig Yld Vl ETF	HIG YLD VL ETF	$4.3M	106413	1.48%	SOLE
20	SPDR S&P 500 Index	TR UNIT	$3.9M	5996	1.35%	SOLE
21	Invesco S&P 500 Garp ETF	S&P 500 GARP ETF	$3.9M	36092	1.35%	SOLE
22	Nvidia Corp	COM	$3.6M	20714	1.25%	SOLE
23	Arista Networks Inc Ordinary Shares	COM SHS	$3.4M	27742	1.18%	SOLE
24	iShares Russell 1000 Growth ETF	RUS 1000 GRW ETF	$3.1M	7265	1.08%	SOLE
25	Flexshares Stoxx US ESG Impact Index	STOX US ESG SLCT	$2.9M	18910	1.00%	SOLE
26	Lowes Cos Inc Com	COM	$2.8M	11903	0.98%	SOLE
27	iShares Russell Mid-Cap ETF	RUS MID CAP ETF	$2.8M	28675	0.97%	SOLE
28	Vanguard Small-Cap Value ETF	SM CP VAL ETF	$2.8M	12681	0.96%	SOLE
29	McDonalds Corp Com	COM	$2.7M	8530	0.92%	SOLE
30	iShares Dow Jones US Technology	U.S. TECH ETF	$2.6M	14544	0.92%	SOLE
31	Chevrontexaco	COM	$2.5M	12142	0.87%	SOLE
32	Honeywell Intl Inc Com	COM	$2.4M	10564	0.83%	SOLE
33	Costco Whsl Corp New	COM	$2.3M	2349	0.81%	SOLE
34	SPDR Gold Trust ETF	GOLD SHS	$2.2M	5063	0.76%	SOLE
35	Amazon Com Inc Com	COM	$2.1M	10317	0.75%	SOLE
36	iShares 0-5 Year TIPS Bond ETF	0-5 YR TIPS ETF	$2.1M	20260	0.73%	SOLE
37	Southern Co Com	COM	$2.1M	21546	0.72%	SOLE
38	Amgen Inc Com	COM	$2.0M	5774	0.71%	SOLE
39	Cisco Sys Inc Com	COM	$2.0M	25414	0.68%	SOLE
40	CSX Corp Com	COM	$2.0M	47843	0.68%	SOLE
41	Valero Energy New	COM	$1.9M	7705	0.66%	SOLE
42	Mastercard Inc	CL A	$1.9M	3731	0.65%	SOLE
43	Procter & Gamble Co Com	COM	$1.8M	12582	0.63%	SOLE
44	Danaher Corp Del Com	COM	$1.8M	9272	0.61%	SOLE
45	Exxon Mobil Corp Com	COM	$1.7M	9875	0.58%	SOLE
46	Vanguard Bond Index Fund Inctotal Bd Market	TOTAL BND MRKT	$1.6M	22181	0.57%	SOLE
47	PGIM Ultra-Short Bond ETF	PGIM ULTRA SH BD	$1.6M	32849	0.56%	SOLE
48	M & T Bank Corp	COM	$1.5M	7444	0.53%	SOLE
49	CME Group Inc	COM	$1.5M	5008	0.51%	SOLE
50	Illinois Tool WKS Inc	COM	$1.4M	5561	0.50%	SOLE

1–50 of 391

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.