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.
United Advisor Group, LLC (CIK 2004873) reported $811.3M across 487 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($25.3M, 3.11%), AAPL ($22.3M, 2.75%), AMZN ($15.9M, 1.96%), STRV ($15.9M, 1.96%), ACIO ($15.3M, 1.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $25.3M | 3.11% | 144,875 | Added |
| 2 | AAPL | APPLE INC | $22.3M | 2.75% | 87,796 | Added |
| 3 | AMZN | AMAZON COM INC | $15.9M | 1.96% | 76,169 | Trimmed |
| 4 | STRV | EA SERIES TRUST | $15.9M | 1.96% | 379,492 | Added |
| 5 | ACIO | ETF SER SOLUTIONS | $15.3M | 1.89% | 364,503 | Added |
| 6 | MSFT | MICROSOFT CORP | $14.8M | 1.83% | 40,034 | Added |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | $14.4M | 1.78% | 98,577 | Added |
| 8 | DGRW | WISDOMTREE TR | $12.3M | 1.52% | 140,238 | Added |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | $11.9M | 1.46% | 174,067 | Added |
| 10 | DLN | WISDOMTREE TR | $10.9M | 1.34% | 122,029 | Added |
| 11 | GOOGL | ALPHABET INC | $10.7M | 1.31% | 37,075 | Added |
| 12 | SCHX | SCHWAB STRATEGIC TR | $10.5M | 1.29% | 409,360 | Added |
| 13 | OSCV | ETF SER SOLUTIONS | $10.3M | 1.27% | 261,589 | Added |
| 14 | SPYG | SPDR SERIES TRUST | $9.0M | 1.11% | 91,703 | Trimmed |
| 15 | TDVG | T ROWE PRICE ETF INC | $8.9M | 1.10% | 199,566 | Added |
| 16 | DRSK | ETF SER SOLUTIONS | $8.1M | 0.99% | 294,683 | Added |
| 17 | MSMR | ETF SER SOLUTIONS | $7.5M | 0.93% | 218,531 | Added |
| 18 | DON | WISDOMTREE TR | $7.4M | 0.92% | 141,468 | Trimmed |
| 19 | DFAI | DIMENSIONAL ETF TRUST | $7.4M | 0.91% | 189,853 | Added |
| 20 | UPS | UNITED PARCEL SVCS INC | $7.1M | 0.87% | 71,971 | Added |
| 21 | TSLA | TESLA INC | $6.9M | 0.85% | 18,572 | Added |
| 22 | SCHG | SCHWAB STRATEGIC TR | $6.9M | 0.85% | 236,186 | Added |
| 23 | VTV | VANGUARD INDEX FDS | $6.8M | 0.84% | 34,625 | Added |
| 24 | XOM | EXXON MOBIL CORP | $6.9M | 0.84% | 40,382 | Trimmed |
| 25 | JPM | JPMORGAN CHASE & CO | $6.8M | 0.83% | 23,006 | Added |
Source: SEC Form 13F filings · as of 2026-03-31