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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 20 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 XAR SPDR SERIES TRUST 1,265.0 $359K 0.04% NEW $283.71 +2.7%
382 BLUEROCK PVT REAL ESTATE FD 27,412.0 $357K 0.04% -2K -7.2% $13.01
383 UBER UBER TECHNOLOGIES INC Technology 4,939.0 $356K 0.04% +26.0 +0.5% $72.16 +6.2%
384 IWV ISHARES TR 831.0 $354K 0.04% +175.0 +26.7% $426.40 +2.6%
385 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 33,050.0 $354K 0.04% +9K +38.0% $10.72 -3.1%
386 SDY SPDR SERIES TRUST 2,324.0 $354K 0.04% $152.18 +3.9%
387 CAPE DOUBLELINE ETF TRUST 10,777.0 $350K 0.04% +2K +27.8% $32.44 +2.1%
388 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 31,516.0 $349K 0.04% $11.06 -3.1%
389 DBL DOUBLELINE OPPORTUNISTIC CR Financial Services 24,141.0 $347K 0.04% $14.38 -1.2%
390 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,170.0 $346K 0.04% -411.0 -3.9% $34.00 -0.2%
391 VCIT VANGUARD SCOTTSDALE FDS 4,178.0 $345K 0.04% +970.0 +30.2% $82.64 -2.0%
392 PYLD PIMCO ETF TR 12,967.0 $344K 0.04% +907.0 +7.5% $26.52 -1.5%
393 IREN CALL IREN LIMITED Financial Services 7,500.0 $343K 0.04% -72K -90.6% $45.73 -7.3%
394 OMFL INVESCO EXCH TRD SLF IDX FD 5,003.0 $343K 0.04% $68.54 +3.3%
395 XLY SELECT SECTOR SPDR TR 2,901.0 $340K 0.04% $117.27 +0.0%
396 SEI EXCHANGE TRADED FUNDS 10,137.0 $340K 0.04% +674.0 +7.1% $33.54
397 ILMN ILLUMINA INC Healthcare 1,933.0 $340K 0.04% $175.83 +7.8%
398 XLP SELECT SECTOR SPDR TR 4,087.0 $339K 0.04% -305.0 -6.9% $83.07 +3.3%
399 EZU ISHARES INC 4,876.0 $339K 0.04% $69.50 +2.3%
400 VT VANGUARD INTL EQUITY INDEX F 2,143.0 $336K 0.04% NEW $156.92 +2.1%
Page 20 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%