13F filer

United Advisor Group

As of Jun 30, 2026 Filed Jul 29, 2026 CIK 2004873 SEC filings ↗

13F Value

$947.7M

Positions

544

Top Position

NVDA3.0%

Top 5

11.4%

Latest filing changes

vs Mar 31, 2026

1 QGRW Wisdomtree Tr — US Quality Grow +417.0%+$5.1M

2 WTV Wisdomtree Tr — US Value Fd +91.7%+$2.6M

3 MSFT Microsoft +11.7%+$1.7M

4 BIL State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF +109.1%+$1.7M

5 SGOV iShares 0-3 Month Treasury Bond ETF +90.1%+$1.6M

Holdings544

#
1	NVDA NVIDIA	3.0%	$28.8M	-0.6%	144.0K	3.1%	Common Stock
2	AAPL Apple	2.7%	$25.5M	+0.3%	88.1K	2.7%	Common Stock
3	STXF Strive 500 ETF	2.0%	$18.9M	+3.1%	391.3K	2.0%	ETF
4	ACIO Aptus Collared Investment Opportunity ETF	1.8%	$17.5M	+4.0%	379.0K	1.9%	ETF
5	AMZN Amazon	1.8%	$17.1M	-2.3%	71.9K	1.9%	Common Stock
6	MSFT Microsoft	1.7%	$16.0M	+11.7%	42.9K	1.8%	Common Stock
7	RDVY First Trust Rising Dividend Achievers ETF	1.5%	$14.5M	+3.0%	179.3K	1.5%	ETF
8	DGRW Wisdomtree Tr — US Qtly Div Grt	1.4%	$13.6M	+1.1%	141.8K	1.5%	Equity
9	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 36,077 reported quantity $12,892,702 reported value	1.4%	$12.9M	-2.7%	36.1K	1.3%	Common Stock
10	DLN Wisdomtree Tr — US Largecap Divd	1.3%	$12.0M	+2.3%	124.8K	1.3%	Equity
11	SCHX Schwab U.S. Large-Cap ETF	1.3%	$12.0M	-0.5%	407.2K	1.3%	ETF
12	PLTR Palantir Technologies	1.2%	$11.6M	+1.1%	99.7K	1.8%	Common Stock
13	OSCV Opus Small Cap Value ETF	1.2%	$11.6M	+5.1%	274.8K	1.3%	ETF
14	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	1.2%	$11.2M	+2.8%	94.3K	1.1%	ETF
15	TDVG T. Rowe Price Dividend Growth ETF	1.0%	$9.8M	+0.6%	200.7K	1.1%	ETF
16	DRSK Aptus Defined Risk ETF	0.9%	$8.9M	+5.0%	309.4K	1.0%	ETF
17	FRDM Freedom 100 Emerging Markets ETF	0.9%	$8.2M	+18.9%	113.0K	0.6%	ETF
18	AMD Advanced Micro Devices	0.9%	$8.1M	-28.5%	14.0K	0.5%	Common Stock
19	MSMR McElhenny Sheffield Managed Risk ETF	0.9%	$8.1M	+5.2%	229.8K	0.9%	ETF
20	DFAI Dimensional International Core Equity Market ETF	0.9%	$8.1M	+3.0%	195.5K	0.9%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing42

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.