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Portfolio (Quarterly) Guide ↗

United Advisor Group, LLC

· CIK 0002004873
13F Portfolio $802M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 486 New
Page 11 of 25  ·  486 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NLR VANECK ETF TRUST 6,963.0 $865K 0.11% NEW $124.20 +4.6%
202 JMEE J P MORGAN EXCHANGE TRADED F 13,416.0 $864K 0.11% NEW $64.38 +13.2%
203 BUYW NORTHERN LTS FD TR IV 59,480.0 $852K 0.11% NEW $14.32 +0.6%
204 COIN COINBASE GLOBAL INC Financial Services 3,753.0 $849K 0.11% NEW $226.14 -14.4%
205 CLIP GLOBAL X FDS 8,456.0 $847K 0.11% NEW $100.11 +0.1%
206 EMB ISHARES TR 8,696.0 $837K 0.10% NEW $96.28 -1.3%
207 SEIQ SEI EXCHANGE TRADED FUNDS 21,288.0 $829K 0.10% NEW $38.93 +2.2%
208 CPRT COPART INC Industrials 20,854.0 $816K 0.10% NEW $39.15 -12.1%
209 QLD PROSHARES TR 11,562.0 $814K 0.10% NEW $70.41 +31.2%
210 ROKU ROKU INC Communication Services 7,475.0 $811K 0.10% NEW $108.49 +14.4%
211 VTIP VANGUARD MALVERN FDS 16,141.0 $798K 0.10% NEW $49.46 +1.6%
212 FDX FEDEX CORP Industrials 2,746.0 $793K 0.10% NEW $288.89 +34.6%
213 AMT AMERICAN TOWER CORP NEW Real Estate 4,484.0 $787K 0.10% NEW $175.58 +4.7%
214 QGRW WISDOMTREE TR 13,400.0 $786K 0.10% NEW $58.67 +11.2%
215 APH AMPHENOL CORP NEW Technology 5,795.0 $783K 0.10% NEW $135.16 -7.6%
216 XLG INVESCO EXCHANGE TRADED FD T 13,166.0 $780K 0.10% NEW $59.28 +7.1%
217 TTEQ T ROWE PRICE ETF INC 24,000.0 $780K 0.10% NEW $32.52 +28.1%
218 MOAT VANECK ETF TRUST 7,440.0 $770K 0.10% NEW $103.56 -2.3%
219 DIS DISNEY WALT CO Communication Services 6,652.0 $757K 0.09% NEW $113.77 -9.0%
220 VOE VANGUARD INDEX FDS 4,246.0 $753K 0.09% NEW $177.35 +8.6%
Page 11 of 25  ·  486 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 35.2%
Financial Services 18.7%
Consumer Cyclical 10.0%
Communication Services 9.3%
Industrials 6.3%
Consumer Defensive 5.9%
Healthcare 5.6%
Energy 5.0%
Real Estate 2.1%
Basic Materials 0.9%