Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FIRST UNITED BANK & TRUST (CIK 1214183) reported $347.6M across 420 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($24.3M, 6.98%), VTV ($19.1M, 5.50%), VOO ($12.6M, 3.64%), DVY ($11.7M, 3.36%), VO ($11.3M, 3.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Unit Series 1 | $24.3M | 6.98% | 32,944 | Trimmed |
| 2 | VTV | Vanguard Value ETF | $19.1M | 5.50% | 87,761 | Trimmed |
| 3 | VOO | Vanguard Index FDS S&P 500 ETF Shs | $12.6M | 3.64% | 18,402 | Trimmed |
| 4 | DVY | iShares Select Dividend ETF | $11.7M | 3.36% | 74,743 | Trimmed |
| 5 | VO | Vanguard Mid-Cap ETF | $11.3M | 3.25% | 140,053 | Added |
| 6 | VUG | Vanguard Growth ETF | $11.2M | 3.21% | 129,468 | Added |
| 7 | IEFA | iShares Tr Core MSCI Eafe ETF | $10.2M | 2.93% | 105,428 | Added |
| 8 | RSP | Invesco S&P 500 Equal Weight | $10.1M | 2.90% | 47,370 | Added |
| 9 | AAPL | Apple Inc Com | $9.8M | 2.82% | 33,851 | Trimmed |
| 10 | IEMG | iShares in Core MSCI Emerging Mkts | $8.6M | 2.46% | 103,235 | Trimmed |
| 11 | VB | Vanguard Index FDS Small CP ETF | $7.3M | 2.10% | 24,084 | Added |
| 12 | VOT | Vanguard Index FDS McAp GR Idxvip | $6.6M | 1.91% | 21,625 | Added |
| 13 | VOE | Vanguard Index FDS McAp Vl Idxvip | $6.4M | 1.84% | 32,354 | Trimmed |
| 14 | GOOGL | Alphabet Inc | $6.1M | 1.77% | 17,183 | Trimmed |
| 15 | MSFT | Microsoft Corp Com | $5.6M | 1.61% | 15,015 | Added |
| 16 | FBND | Fideltiy Total Bond ETF | $5.1M | 1.47% | 111,969 | Trimmed |
| 17 | JPM | J P Morgan Chase & Co | $5.1M | 1.46% | 15,513 | Trimmed |
| 18 | IVV | iShares Core S&P 500 ETF | $5.0M | 1.43% | 6,634 | Trimmed |
| 19 | NVDA | Nvidia Corp | $4.6M | 1.32% | 22,992 | Added |
| 20 | ANET | Arista Networks Inc Ordinary Shares | $4.6M | 1.32% | 27,077 | Trimmed |
| 21 | HYGV | Flexshares Tr Hig Yld Vl ETF | $4.5M | 1.29% | 111,774 | Added |
| 22 | SPGP | Invesco S&P 500 Garp ETF | $4.4M | 1.27% | 36,039 | Trimmed |
| 23 | SPY | SPDR S&P 500 Index | $4.4M | 1.26% | 5,864 | Trimmed |
| 24 | IYW | iShares Dow Jones US Technology | $3.6M | 1.03% | 14,137 | Trimmed |
| 25 | IWF | iShares Russell 1000 Growth ETF | $3.6M | 1.03% | 28,950 | Added |
Source: SEC Form 13F filings · as of 2026-06-30