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Portfolio (Quarterly) Guide ↗

United Advisor Group, LLC

· CIK 0002004873
13F Portfolio $948M AUM 544 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 78 New 274 Added 129 Reduced 42 Exited
Page 3 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BAI BLACKROCK ETF TRUST 76,672.0 $4.0M 0.43% +1K +1.4% $52.72 -14.1%
42 TCAF T ROWE PRICE EXCHANGE-TRADED 94,836.0 $3.9M 0.41% +18K +23.5% $41.10 +3.2%
43 SDVY FIRST TR EXCHANGE TRADED FD 89,124.0 $3.8M 0.41% +8K +9.7% $43.14 +2.8%
44 VTEB VANGUARD MUN BD FDS 73,355.0 $3.7M 0.39% +21K +39.1% $50.58 -2.1%
45 PG PROCTER & GAMBLE CO Consumer Defensive 25,179.0 $3.7M 0.39% +226.0 +0.9% $146.64 -2.0%
46 DIVO AMPLIFY ETF TR 78,818.0 $3.6M 0.38% +10K +13.8% $45.70 +5.9%
47 BALI BLACKROCK ETF TRUST 105,576.0 $3.6M 0.38% +11K +11.3% $33.83 +3.3%
48 FPE FIRST TR EXCH TRADED FD III 198,203.0 $3.5M 0.37% +7K +3.8% $17.88 -0.9%
49 DGS WISDOMTREE TR 54,683.0 $3.5M 0.37% +490.0 +0.9% $64.71 -2.8%
50 DYNF BLACKROCK ETF TRUST 51,680.0 $3.5M 0.37% +2K +3.1% $68.01 +2.4%
51 VIGI VANGUARD WHITEHALL FDS 37,508.0 $3.5M 0.37% +2K +5.6% $93.38 +4.9%
52 OAKTREE SPECIALTY LENDING 293,056.0 $3.5M 0.37% +7K +2.6% $11.94
53 REGL PROSHARES TR 38,195.0 $3.5M 0.37% +298.0 +0.8% $91.57 +3.7%
54 SGOV ISHARES TR 33,799.0 $3.4M 0.36% +16K +90.1% $100.67 -0.1%
55 JUCY ETF SER SOLUTIONS 152,873.0 $3.4M 0.35% +2K +1.3% $21.98 +0.2%
56 QQQ INVESCO QQQ TR Financial Services 4,398.0 $3.2M 0.34% +296.0 +7.2% $736.36 -2.3%
57 BIL SPDR SERIES TRUST 34,668.0 $3.2M 0.34% +18K +109.1% $91.64 -0.1%
58 V VISA INC Financial Services 9,143.0 $3.1M 0.33% +890.0 +10.8% $343.10 +6.4%
59 IMCB ISHARES TR 32,306.0 $3.1M 0.33% +2K +5.1% $96.56 +3.7%
60 FSK FS KKR CAP CORP Financial Services 290,929.0 $3.1M 0.32% +4K +1.3% $10.50 +14.1%
Page 3 of 14  ·  274 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.7%
Financial Services 17.4%
Consumer Cyclical 9.1%
Communication Services 8.4%
Industrials 7.3%
Consumer Defensive 5.9%
Healthcare 5.3%
Energy 3.5%
Real Estate 1.5%
Utilities 1.2%