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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 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DON WISDOMTREE TR 141,999.0 $8.0M 0.85% $56.52 +3.6%
22 TSLA TESLA INC Consumer Cyclical 19,055.0 $8.0M 0.85% +483.0 +2.6% $420.60 -19.3%
23 JPM JPMORGAN CHASE & CO Financial Services 23,759.0 $7.8M 0.82% +753.0 +3.3% $327.33 +10.3%
24 VTV VANGUARD INDEX FDS 35,287.0 $7.7M 0.81% +662.0 +1.9% $217.93 +4.0%
25 UPS UNITED PARCEL SVCS INC Industrials 71,461.0 $7.7M 0.81% -510.0 -0.7% $107.50 -5.1%
26 DGRS WISDOMTREE TR 127,703.0 $7.6M 0.80% +3K +2.4% $59.35 +3.3%
27 VOO VANGUARD INDEX FDS 10,675.0 $7.3M 0.77% +151.0 +1.4% $686.80 +3.4%
28 VEA VANGUARD TAX-MANAGED FDS 99,937.0 $7.1M 0.75% $71.25 +3.4%
29 FYLD CAMBRIA ETF TR 183,160.0 $6.7M 0.70% +9K +5.3% $36.49 +10.6%
30 META META PLATFORMS INC Communication Services 11,842.0 $6.7M 0.70% +79.0 +0.7% $563.27 +1.0%
31 QGRW WISDOMTREE TR 95,524.0 $6.3M 0.67% +77K +417.0% $66.03 +3.0%
32 SYLD CAMBRIA ETF TR 78,241.0 $6.2M 0.65% +5K +6.8% $79.09 +8.5%
33 QQQM INVESCO EXCH TRADED FD TR II 20,406.0 $6.2M 0.65% +436.0 +2.2% $302.97 -0.8%
34 MU MICRON TECHNOLOGY INC Technology 5,295.0 $6.1M 0.65% -126.0 -2.3% $1154.36 -12.4%
35 SPYV SPDR SERIES TRUST 99,573.0 $6.1M 0.64% +7K +8.0% $60.79 +4.2%
36 VUG VANGUARD INDEX FDS 69,917.0 $6.0M 0.64% +59K +530.0% $86.14 +3.2%
37 MANAGED PORTFOLIO SER 226,741.0 $5.9M 0.62% -7K -3.2% $25.85
38 IEMG ISHARES INC 69,711.0 $5.8M 0.61% -3K -3.9% $82.84 -1.1%
39 CGXU CAPITAL GROUP INTL FOCUS EQT 166,454.0 $5.8M 0.61% +2K +1.3% $34.62 +2.2%
40 WTV WISDOMTREE TR 54,200.0 $5.5M 0.58% +26K +91.8% $101.72 +5.5%
Page 2 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%