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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 1 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPIB SPDR SERIES TRUST 104,786.0 $3.5M 0.37% NEW $33.46 -1.1%
2 AVUV AMERICAN CENTY ETF TR 24,607.0 $3.1M 0.32% NEW $124.76 +2.8%
3 BW BABCOCK & WILCOX ENTERPRISES Industrials 214,794.0 $3.0M 0.32% NEW $14.10 -29.6%
4 DFIV DIMENSIONAL ETF TRUST 44,663.0 $2.4M 0.26% NEW $54.02 +7.5%
5 AVLV AMERICAN CENTY ETF TR 23,764.0 $2.2M 0.23% NEW $91.21 +3.7%
6 DFUS DIMENSIONAL ETF TRUST 22,602.0 $1.9M 0.20% NEW $81.94 +3.2%
7 FLRN SPDR SERIES TRUST 56,603.0 $1.7M 0.18% NEW $30.85 -0.2%
8 CLOI VANECK ETF TRUST 25,772.0 $1.4M 0.14% NEW $52.95 -0.1%
9 MRVL MARVELL TECHNOLOGY INC Technology 4,118.0 $1.2M 0.13% NEW $297.89 -21.3%
10 DFAS DIMENSIONAL ETF TRUST 14,138.0 $1.2M 0.12% NEW $82.34 +2.2%
11 TSPA T ROWE PRICE EXCHANGE-TRADED 22,680.0 $1.1M 0.11% NEW $47.53 +2.5%
12 ALAB ASTERA LABS INC Technology 2,135.0 $1.0M 0.11% NEW $483.02 -33.7%
13 DELL DELL TECHNOLOGIES INC Technology 2,295.0 $990K 0.10% NEW $431.48 +11.2%
14 AVDV AMERICAN CENTY ETF TR 8,435.0 $869K 0.09% NEW $103.05 +7.9%
15 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 856.0 $826K 0.09% NEW $965.00 +3.1%
16 IALT BLACKROCK ETF TRUST 28,163.0 $790K 0.08% NEW $28.05 +3.6%
17 WDC WESTERN DIGITAL CORP Technology 1,206.0 $770K 0.08% NEW $638.72 -16.1%
18 ANET ARISTA NETWORKS INC Technology 4,357.0 $740K 0.08% NEW $169.88 +18.8%
19 DFAW DIMENSIONAL ETF TRUST 8,373.0 $693K 0.07% NEW $82.79 +3.8%
20 DFAE DIMENSIONAL ETF TRUST 16,467.0 $662K 0.07% NEW $40.21 -1.3%
Page 1 of 4  ·  78 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%