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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 6 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IMCG ISHARES TR 25,901.0 $2.5M 0.27% +851.0 +3.4% $98.30 +0.4%
102 SPYM SPDR SERIES TRUST 28,949.0 $2.5M 0.27% +10K +50.5% $87.88 +2.8%
103 MO ALTRIA GROUP INC Consumer Defensive 35,245.0 $2.5M 0.27% -192.0 -0.5% $71.95 -9.7%
104 SHOP SHOPIFY INC Technology 22,138.0 $2.5M 0.27% +676.0 +3.1% $114.18 +29.8%
105 IEFA ISHARES TR 26,037.0 $2.5M 0.27% $96.58 +3.5%
106 SMDV PROSHARES TR 32,426.0 $2.5M 0.26% $77.03 +1.2%
107 IEF ISHARES TR 26,369.0 $2.5M 0.26% +1K +4.3% $94.57 -1.7%
108 RLY SSGA ACTIVE ETF TR 70,769.0 $2.4M 0.26% +2K +2.9% $34.51 +7.1%
109 VWO VANGUARD INTL EQUITY INDEX F 40,857.0 $2.4M 0.26% +1K +2.8% $59.69 -0.1%
110 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,588.0 $2.4M 0.26% -85.0 -3.2% $935.56 +3.6%
111 DFIV DIMENSIONAL ETF TRUST 44,663.0 $2.4M 0.26% NEW $54.02 +6.9%
112 AMAT APPLIED MATLS INC Technology 3,268.0 $2.4M 0.25% +290.0 +9.7% $723.00 -30.2%
113 JNJ JOHNSON & JOHNSON Healthcare 9,007.0 $2.3M 0.24% +209.0 +2.4% $253.98 +6.4%
114 CAT CATERPILLAR INC Industrials 2,146.0 $2.3M 0.24% +80.0 +3.9% $1064.93 -21.2%
115 IWP ISHARES TR 15,407.0 $2.3M 0.24% +1K +7.1% $146.41 -0.9%
116 AVLV AMERICAN CENTY ETF TR 23,764.0 $2.2M 0.23% NEW $91.21 +3.8%
117 PFE PFIZER INC Healthcare 89,061.0 $2.1M 0.23% -1K -1.3% $24.08 +12.9%
118 IBM INTERNATIONAL BUSINESS MACHS Technology 7,495.0 $2.1M 0.22% +1K +24.9% $281.21 -17.8%
119 ARCC ARES CAPITAL CORP Financial Services 113,090.0 $2.1M 0.22% +926.0 +0.8% $18.53 +6.2%
120 SCHP SCHWAB STRATEGIC TR 78,609.0 $2.1M 0.22% +3K +3.9% $26.50 -2.2%
Page 6 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%