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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 4 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DGS WISDOMTREE TR 54,193.0 $3.3M 0.40% -406.0 -0.7% $60.10 +6.8%
62 OAKTREE SPECIALTY LENDING 285,643.0 $3.2M 0.40% +61K +27.3% $11.30
63 SDVY FIRST TR EXCHANGE TRADED FD 81,268.0 $3.2M 0.40% +3K +4.4% $39.43 +4.9%
64 VIGI VANGUARD WHITEHALL FDS 35,510.0 $3.1M 0.39% +1K +3.1% $88.46 +6.2%
65 DIVO AMPLIFY ETF TR 69,280.0 $3.1M 0.38% +2K +2.6% $44.85 +2.3%
66 GBDC GOLUB CAP BDC INC Financial Services 242,315.0 $3.1M 0.38% +27K +12.6% $12.66 +2.4%
67 MIDCAP FINANCIAL INVSTMNT CO 270,052.0 $3.0M 0.37% +14K +5.6% $11.24
68 STWD STARWOOD PPTY TR INC Real Estate 173,717.0 $3.0M 0.37% +12K +7.7% $17.22 -0.5%
69 IVV ISHARES TR 4,478.0 $2.9M 0.36% -3K -36.4% $653.17 +14.2%
70 FSK FS KKR CAP CORP Financial Services 287,102.0 $2.9M 0.36% +43K +17.6% $10.18 +7.4%
71 BALI BLACKROCK ETF TRUST 94,811.0 $2.9M 0.36% +22K +30.8% $30.81 +9.7%
72 DYNF BLACKROCK ETF TRUST 50,100.0 $2.9M 0.36% +2K +3.4% $58.18 +14.3%
73 IREN CALL IREN LIMITED Financial Services 80,000.0 $2.7M 0.34% NEW $34.28 +69.4%
74 TCAF T ROWE PRICE ETF INC 76,763.0 $2.7M 0.34% +7K +9.6% $35.59 +13.4%
75 BNDX VANGUARD CHARLOTTE FDS 56,174.0 $2.7M 0.33% +4K +7.2% $48.05 -0.1%
76 WTV WISDOMTREE TR 28,266.0 $2.7M 0.33% +5K +19.4% $94.73 +6.0%
77 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,673.0 $2.7M 0.33% $996.43 +5.4%
78 CGCB CAPITAL GRP FIXED INCM ETF T 100,192.0 $2.6M 0.32% +5K +5.2% $26.26 -0.8%
79 VTEB VANGUARD MUN BD FDS 52,724.0 $2.6M 0.32% +11K +25.6% $49.89 -0.1%
80 EPD ENTERPRISE PRODS PARTNERS L Energy 69,479.0 $2.6M 0.32% +3K +4.2% $37.84 +4.3%
Page 4 of 26  ·  508 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%