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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 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UYG PROSHARES TR 2,470.0 $211K 0.02% NEW $85.57 +15.6%
62 ULST SSGA ACTIVE ETF TR 5,165.0 $209K 0.02% NEW $40.42 -0.2%
63 SPGI S&P GLOBAL INC Financial Services 508.0 $207K 0.02% NEW $407.42 +2.3%
64 IJK ISHARES TR 1,761.0 $207K 0.02% NEW $117.50 +0.3%
65 MGV VANGUARD WORLD FD 1,263.0 $206K 0.02% NEW $163.45 +3.1%
66 XMMO INVESCO EXCHANGE TRADED FD T 1,213.0 $206K 0.02% NEW $170.14 -4.8%
67 IYK ISHARES TR 2,805.0 $204K 0.02% NEW $72.65 +2.6%
68 SPDR SERIES TRUST 6,535.0 $204K 0.02% NEW $31.18
69 VPL VANGUARD INTL EQUITY INDEX F 1,753.0 $203K 0.02% NEW $115.69 -1.2%
70 INTU CALL INTUIT Technology 700.0 $183K 0.02% NEW $261.00 +35.7%
71 NOW CALL SERVICENOW INC Technology 1,700.0 $169K 0.02% NEW $99.28 +21.3%
72 XLE CALL SELECT SECTOR SPDR TR 3,100.0 $165K 0.02% NEW $53.11 +19.3%
73 BABA CALL ALIBABA GROUP HLDG LTD Consumer Cyclical 1,600.0 $154K 0.02% NEW $95.98 +32.5%
74 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 10,317.0 $132K 0.01% NEW $12.80 -3.5%
75 MSTR CALL STRATEGY INC Technology 1,000.0 $87K 0.01% NEW $86.93 +8.9%
76 ORCL CALL ORACLE CORP Technology 400.0 $59K 0.01% NEW $146.55 -1.6%
77 MSTU ETF OPPORTUNITIES TRUST 16,992.0 $28K 0.00% NEW $1.62 +9.0%
78 BMNR CALL BITMINE IMMERSION TECHS INC Financial Services 200.0 $3K NEW $13.31 +38.3%
Page 4 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%