United Advisor Group, LLC

Est. AUM

$811.3M

13F long equity, this entity only

Positions

508

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$25.3M	144875	3.11%	SOLE
2	APPLE INC	COM	$22.3M	87796	2.75%	SOLE
3	EA SERIES TRUST	STRIVE 500 ETF	$15.9M	379492	1.96%	SOLE
4	AMAZON COM INC	COM	$15.3M	73669	1.89%	SOLE
5	ETF SER SOLUTIONS	APTUS COLLRD INV	$15.3M	364503	1.89%	SOLE
6	PALANTIR TECHNOLOGIES INC	CL A	$14.4M	98577	1.78%	SOLE
7	MICROSOFT CORP	COM	$14.2M	38434	1.75%	SOLE
8	WISDOMTREE TR	US QTLY DIV GRT	$12.3M	140238	1.52%	SOLE
9	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$11.9M	174067	1.46%	SOLE
10	WISDOMTREE TR	US LARGECAP DIVD	$10.9M	122029	1.34%	SOLE
11	ALPHABET INC	CAP STK CL A	$10.7M	37075	1.31%	SOLE
12	SCHWAB STRATEGIC TR	US LRG CAP ETF	$10.5M	409360	1.29%	SOLE
13	ETF SER SOLUTIONS	OPUS SML CP VL	$10.3M	261589	1.27%	SOLE
14	SPDR SERIES TRUST	STATE STREET SPD	$9.0M	91703	1.11%	SOLE
15	T ROWE PRICE ETF INC	PRICE DIV GRWT	$8.9M	199566	1.10%	SOLE
16	ETF SER SOLUTIONS	APTUS DEFINED	$8.1M	294683	0.99%	SOLE
17	ETF SER SOLUTIONS	MCELHENNY SHEFLD	$7.5M	218531	0.93%	SOLE
18	WISDOMTREE TR	US MIDCAP DIVID	$7.4M	141468	0.92%	SOLE
19	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$7.4M	189853	0.91%	SOLE
20	UNITED PARCEL SVCS INC	CL B	$7.1M	71971	0.87%	SOLE
21	TESLA INC	COM	$6.9M	18572	0.85%	SOLE
22	SCHWAB STRATEGIC TR	US LCAP GR ETF	$6.9M	236186	0.85%	SOLE
23	EXXON MOBIL CORP	COM	$6.9M	40382	0.84%	SOLE
24	VANGUARD INDEX FDS	VALUE ETF	$6.8M	34625	0.84%	SOLE
25	JPMORGAN CHASE & CO	COM	$6.8M	23006	0.83%	SOLE
26	META PLATFORMS INC	CL A	$6.7M	11763	0.83%	SOLE
27	WISDOMTREE TR	US S CAP QTY DIV	$6.6M	124667	0.81%	SOLE
28	CAMBRIA ETF TR	CAMBRIA FGN SHR	$6.5M	173993	0.80%	SOLE
29	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.4M	99874	0.79%	SOLE
30	VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.3M	10524	0.78%	SOLE
31	MANAGED PORTFOLIO SERIES	KENSINGTON HEDGE	$5.7M	234135	0.70%	SOLE
32	CAMBRIA ETF TR	SHSHLD YIELD ETF	$5.5M	73272	0.68%	SOLE
33	SPDR SERIES TRUST	STATE STREET SPD	$5.2M	92177	0.64%	SOLE
34	EA SERIES TRUST	FREEDOM 100 EM	$5.2M	95017	0.64%	SOLE
35	ISHARES INC	CORE MSCI EMKT	$5.1M	72521	0.62%	SOLE
36	WALMART INC	COM	$4.9M	39651	0.61%	SOLE
37	VANGUARD INDEX FDS	GROWTH ETF	$4.8M	11098	0.60%	SOLE
38	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$4.8M	164251	0.60%	SOLE
39	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$4.7M	19970	0.58%	SOLE
40	CAMBRIA ETF TR	EMRG SHAREHLDR	$4.6M	111115	0.57%	SOLE
41	ISHARES TR	CORE US AGGBD ET	$4.6M	46115	0.56%	SOLE
42	HARTFORD FDS EXCHANGE TRADED	TOTAL RTRN ETF	$4.5M	134552	0.56%	SOLE
43	COHEN & STEERS ETF TRUST	REAL ESTATE ACTI	$4.5M	172718	0.56%	SOLE
44	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$4.5M	96129	0.56%	SOLE
45	DUFF & PHELPS UTLITY AND INF	COM	$4.5M	309774	0.55%	SOLE
46	ARES DYNAMIC CR ALLOCATION F	COM	$4.4M	358857	0.54%	SOLE
47	ISHARES TR	CORE S&P SCP ETF	$4.1M	33302	0.51%	SOLE
48	SCHWAB STRATEGIC TR	US MID-CAP ETF	$4.1M	131317	0.50%	SOLE
49	GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$4.0M	47807	0.50%	SOLE
50	ADVANCED MICRO DEVICES INC	COM	$4.0M	19546	0.49%	SOLE

1–50 of 508

1 / 11

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