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Portfolio (Quarterly) Guide ↗

United Advisor Group, LLC

· CIK 0002004873
13F Portfolio $811M AUM 508 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 269 Added 129 Reduced 37 Exited
Page 1 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 144,875.0 $25.3M 3.11% +3K +1.9% $174.40 +27.5%
2 STRV EA SERIES TRUST 379,492.0 $15.9M 1.96% +14K +3.7% $41.97 +13.2%
3 AMZN AMAZON COM INC Consumer Cyclical 73,669.0 $15.3M 1.89% +4K +6.2% $208.27 +25.1%
4 ACIO ETF SER SOLUTIONS 364,503.0 $15.3M 1.89% +22K +6.4% $41.96 +9.7%
5 PLTR PALANTIR TECHNOLOGIES INC Technology 98,577.0 $14.4M 1.78% +4K +3.9% $146.28 -9.1%
6 MSFT MICROSOFT CORP Technology 38,434.0 $14.2M 1.75% +6K +17.6% $370.17 +11.7%
7 DGRW WISDOMTREE TR 140,238.0 $12.3M 1.52% +2K +1.4% $87.84 +8.4%
8 RDVY FIRST TR EXCHANGE TRADED FD 174,067.0 $11.9M 1.47% +6K +3.4% $68.28 +7.5%
9 DLN WISDOMTREE TR 122,029.0 $10.9M 1.34% +854.0 +0.7% $89.33 +6.3%
10 GOOGL ALPHABET INC Communication Services 37,075.0 $10.7M 1.31% +480.0 +1.3% $287.56 +36.7%
11 SCHX SCHWAB STRATEGIC TR 409,360.0 $10.5M 1.29% +22K +5.7% $25.64 +12.6%
12 OSCV ETF SER SOLUTIONS 261,589.0 $10.3M 1.27% +7K +2.7% $39.44 +1.7%
13 DRSK ETF SER SOLUTIONS 294,683.0 $8.1M 0.99% +17K +6.0% $27.33 +5.9%
14 MSMR ETF SER SOLUTIONS 218,531.0 $7.5M 0.93% +2K +1.0% $34.49 +6.8%
15 DFAI DIMENSIONAL ETF TRUST 189,853.0 $7.4M 0.91% +4K +2.3% $38.96 +5.1%
16 UPS UNITED PARCEL SVCS INC Industrials 71,971.0 $7.1M 0.87% +3K +4.2% $98.38 -2.0%
17 TSLA TESLA INC Consumer Cyclical 18,572.0 $6.9M 0.85% +370.0 +2.0% $371.75 +10.1%
18 SCHG SCHWAB STRATEGIC TR 236,186.0 $6.9M 0.85% +152K +178.9% $29.13 +16.3%
19 VTV VANGUARD INDEX FDS 34,625.0 $6.8M 0.84% +5K +16.5% $196.20 +5.5%
20 JPM JPMORGAN CHASE & CO Financial Services 23,006.0 $6.8M 0.83% +2K +8.7% $294.16 -0.1%
Page 1 of 14  ·  269 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 33.6%
Financial Services 18.1%
Consumer Cyclical 9.3%
Communication Services 8.9%
Industrials 7.1%
Energy 6.9%
Consumer Defensive 6.4%
Healthcare 5.8%
Real Estate 1.6%
Basic Materials 1.2%