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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 22 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CVNA CARVANA CO Consumer Cyclical 4,614.0 $304K 0.03% +4K +395.1% $65.82 +6.5%
422 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 89,738.0 $302K 0.03% $3.36 +21.4%
423 CSSD COHEN & STEERS ETF TRUST 11,941.0 $300K 0.03% NEW $25.16 -0.1%
424 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,102.0 $300K 0.03% NEW $271.95 +4.0%
425 VV VANGUARD INDEX FDS 869.0 $299K 0.03% -43.0 -4.7% $343.91 +3.5%
426 WFC WELLS FARGO & CO Financial Services 3,601.0 $298K 0.03% -389.0 -9.8% $82.64 +5.9%
427 FVD FIRST TR EXCHANGE-TRADED FD 6,165.0 $297K 0.03% -48.0 -0.8% $48.18 +4.8%
428 PH PARKER-HANNIFIN CORP Industrials 302.0 $295K 0.03% -26.0 -7.9% $978.12 +7.7%
429 TECB ISHARES TR 4,112.0 $295K 0.03% -6K -59.8% $71.75 +4.4%
430 AGGY WISDOMTREE TR 6,757.0 $294K 0.03% +42.0 +0.6% $43.48 -2.0%
431 VGSH VANGUARD SCOTTSDALE FDS 5,022.0 $292K 0.03% NEW $58.20 -0.1%
432 PDI PIMCO DYNAMIC INCOME FD Financial Services 17,399.0 $291K 0.03% +181.0 +1.1% $16.70 -7.6%
433 DGRO ISHARES TR 3,824.0 $290K 0.03% +41.0 +1.1% $75.79 +4.7%
434 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 26,523.0 $290K 0.03% +4K +18.3% $10.92 -5.7%
435 RWK INVESCO EXCH TRADED FD TR II 1,974.0 $289K 0.03% $146.26 +3.6%
436 ACN ACCENTURE PLC IRELAND Technology 2,319.0 $289K 0.03% +1K +87.9% $124.44 +36.6%
437 DXJ WISDOMTREE TR 1,633.0 $283K 0.03% +195.0 +13.6% $173.55 +4.6%
438 VLUE ISHARES TR 1,414.0 $283K 0.03% -193.0 -12.0% $199.80 +2.1%
439 TROW PRICE T ROWE GROUP INC Financial Services 2,481.0 $282K 0.03% +102.0 +4.3% $113.69 -2.8%
440 DOL WISDOMTREE TR 3,770.0 $280K 0.03% +538.0 +16.6% $74.36 +3.4%
Page 22 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%