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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 2 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DGRS WISDOMTREE TR 124,667.0 $6.6M 0.81% +3K +2.6% $52.96 +2.6%
22 FYLD CAMBRIA ETF TR 173,993.0 $6.5M 0.80% +4K +2.6% $37.33 +3.8%
23 VOO VANGUARD INDEX FDS 10,524.0 $6.3M 0.78% +708.0 +7.2% $597.58 +13.2%
24 MANAGED PORTFOLIO SERIES 234,135.0 $5.7M 0.70% +4K +1.9% $24.24
25 SYLD CAMBRIA ETF TR 73,272.0 $5.5M 0.68% +12K +19.5% $75.41 +2.4%
26 SPYV SPDR SERIES TRUST 92,177.0 $5.2M 0.64% +14K +17.7% $56.58 +6.2%
27 FRDM EA SERIES TRUST 95,017.0 $5.2M 0.64% +13K +15.4% $54.65 +19.8%
28 IEMG ISHARES INC 72,521.0 $5.1M 0.62% +6K +8.3% $69.75 +13.0%
29 WMT WALMART INC Consumer Defensive 39,651.0 $4.9M 0.61% +335.0 +0.8% $124.29 +7.3%
30 VUG VANGUARD INDEX FDS 11,098.0 $4.8M 0.60% +949.0 +9.3% $436.79 -80.2%
31 CGXU CAPITAL GROUP INTL FOCUS EQT 164,251.0 $4.8M 0.60% +13K +8.4% $29.49 +10.4%
32 EYLD CAMBRIA ETF TR 111,115.0 $4.6M 0.57% +5K +4.2% $41.41 +7.7%
33 AGG ISHARES TR 46,115.0 $4.6M 0.56% +737.0 +1.6% $99.27 -1.5%
34 HTRB HARTFORD FDS EXCHANGE TRADED 134,552.0 $4.5M 0.56% +10K +8.4% $33.74 -1.1%
35 CSRE COHEN & STEERS ETF TRUST 172,718.0 $4.5M 0.56% +57K +49.0% $26.28 +8.7%
36 JCPB J P MORGAN EXCHANGE TRADED F 96,129.0 $4.5M 0.56% +3K +3.0% $47.08 -1.6%
37 ARDC ARES DYNAMIC CR ALLOCATION F Financial Services 358,857.0 $4.4M 0.54% +9K +2.5% $12.16 +4.2%
38 IJR ISHARES TR 33,302.0 $4.1M 0.51% +4K +12.3% $124.31 +7.0%
39 SCHM SCHWAB STRATEGIC TR 131,317.0 $4.1M 0.50% +11K +9.3% $30.96 +8.8%
40 SCHA SCHWAB STRATEGIC TR 134,819.0 $3.9M 0.48% +9K +7.5% $29.08 +10.7%
Page 2 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%