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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 2 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NTAP NETAPP INC Technology 3,671.0 $568K 0.06% NEW $154.76 +32.8%
22 DFIS DIMENSIONAL ETF TRUST 16,106.0 $564K 0.06% NEW $35.03 +6.2%
23 SPACE EXPLORATION TECHN CORP 3,125.0 $534K 0.06% NEW $170.86
24 BW CALL BABCOCK & WILCOX ENTERPRISES Industrials 37,500.0 $529K 0.06% NEW $14.10 -34.1%
25 SOXL DIREXION SHARES ETF TRUST 1,930.0 $515K 0.05% NEW $266.71 -52.3%
26 TIDAL TRUST II 29,000.0 $485K 0.05% NEW $16.71
27 SEI EXCHANGE TRADED FUNDS 17,857.0 $449K 0.05% NEW $25.17
28 SNDK SANDISK CORP Technology 192.0 $437K 0.05% NEW $2273.73 -27.2%
29 CRM CALL SALESFORCE INC Technology 2,600.0 $407K 0.04% NEW $156.66 +25.8%
30 SGVT SCHWAB STRATEGIC TR 4,022.0 $405K 0.04% NEW $100.74 -0.1%
31 VCSH VANGUARD SCOTTSDALE FDS 4,873.0 $385K 0.04% NEW $79.04 -0.6%
32 MPLX MPLX LP Energy 6,810.0 $384K 0.04% NEW $56.33 +6.2%
33 NVO NOVO-NORDISK A S Healthcare 7,885.0 $378K 0.04% NEW $47.94 -4.5%
34 XAR SPDR SERIES TRUST 1,265.0 $359K 0.04% NEW $283.71 +2.3%
35 VT VANGUARD INTL EQUITY INDEX F 2,143.0 $336K 0.04% NEW $156.92 +2.3%
36 CRCL CALL CIRCLE INTERNET GROUP INC Financial Services 5,300.0 $332K 0.04% NEW $62.63 +14.8%
37 SPCT TWO RDS SHARED TR 11,412.0 $309K 0.03% NEW $27.09 +3.6%
38 CSSD COHEN & STEERS ETF TRUST 11,941.0 $300K 0.03% NEW $25.16 -0.2%
39 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,102.0 $300K 0.03% NEW $271.95 -6.2%
40 VGSH VANGUARD SCOTTSDALE FDS 5,022.0 $292K 0.03% NEW $58.20 -0.1%
Page 2 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%