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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 12 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WCME FIRST TR EXCHANGE-TRADED FD 48,126.0 $944K 0.10% +17K +53.4% $19.62 -4.7%
222 XLG INVESCO EXCHANGE TRADED FD T 15,402.0 $943K 0.10% +1K +7.4% $61.23 +1.9%
223 HYGH ISHARES U S ETF TR 10,870.0 $941K 0.10% +830.0 +8.3% $86.61 -0.1%
224 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 74,946.0 $938K 0.10% +1K +1.6% $12.52 -3.6%
225 SEIQ SEI EXCHANGE TRADED FUNDS 23,679.0 $933K 0.10% +297.0 +1.3% $39.41 +5.6%
226 VOOG VANGUARD ADMIRAL FDS INC 11,291.0 $933K 0.10% +9K +427.1% $82.62 +1.6%
227 QCOM QUALCOMM INC Technology 5,025.0 $929K 0.10% +2K +68.2% $184.80 -13.3%
228 AMT AMERICAN TOWER CORP Real Estate 5,640.0 $923K 0.10% +496.0 +9.6% $163.58 +5.3%
229 NTSX WISDOMTREE TR 15,457.0 $913K 0.10% +1K +7.0% $59.05 +1.8%
230 USMV ISHARES TR 9,338.0 $901K 0.10% +872.0 +10.3% $96.46 +4.2%
231 AVDV AMERICAN CENTY ETF TR 8,435.0 $869K 0.09% NEW $103.05 +6.5%
232 GEV GE VERNOVA INC Utilities 731.0 $859K 0.09% +180.0 +32.7% $1174.67 -14.5%
233 NEM NEWMONT CORP Basic Materials 9,116.0 $851K 0.09% -4K -31.9% $93.40 +24.2%
234 QUAL ISHARES TR 3,868.0 $849K 0.09% -793.0 -17.0% $219.41 +2.1%
235 IBIT ISHARES BITCOIN TRUST ETF Financial Services 25,452.0 $847K 0.09% -12K -31.9% $33.29 +9.9%
236 VOE VANGUARD INDEX FDS 4,187.0 $827K 0.09% $197.60 +5.7%
237 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 856.0 $826K 0.09% NEW $965.00 -6.4%
238 VFMO VANGUARD WELLINGTON FD 3,303.0 $824K 0.09% $249.51 -5.6%
239 VBK VANGUARD INDEX FDS 2,252.0 $824K 0.09% +262.0 +13.2% $365.72 -2.0%
240 SEI EXCHANGE TRADED FUNDS 23,020.0 $817K 0.09% +2K +9.5% $35.49
Page 12 of 28  ·  544 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%