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 Community Bank (CIK 2000314) reported $299.9M across 560 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($27.5M, 9.17%), IAUM ($17.6M, 5.86%), PBP ($10.6M, 3.53%), EFA ($9.0M, 3.01%), IVV ($6.9M, 2.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW COM | $27.5M | 9.17% | 57,373 | Trimmed |
| 2 | IAUM | ISHARES GOLD TR SHARES REPRESENT ETF | $17.6M | 5.86% | 376,344 | Trimmed |
| 3 | PBP | INVESCO EXCHANGE TRADED FD TR ETF | $10.6M | 3.53% | 481,748 | Added |
| 4 | EFA | ISHARES MSCI EAFE ETF | $9.0M | 3.01% | 92,893 | Trimmed |
| 5 | IVV | ISHARES TR CORE S&P500 ETF | $6.9M | 2.29% | 10,524 | Trimmed |
| 6 | MSFT | MICROSOFT CORP COM | $6.5M | 2.17% | 17,584 | Trimmed |
| 7 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $6.0M | 2.00% | 18,721 | Added |
| 8 | IJH | ISHARES CORE S&P MIDCAP ETF | $5.7M | 1.91% | 84,663 | Added |
| 9 | SPHQ | INVESCO EXCHANGE TRADED FD TR S&P500 | $4.7M | 1.55% | 61,925 | Added |
| 10 | VXF | VANGUARD EXTENDED MARKET ETF | $4.5M | 1.51% | 22,076 | Added |
| 11 | VXUS | VANGUARD TOTAL INTL STOCK ET | $4.5M | 1.51% | 58,756 | Added |
| 12 | VUG | VANGUARD GROWTH ETF | $4.4M | 1.47% | 10,118 | Added |
| 13 | AAPL | APPLE INC COM | $4.0M | 1.33% | 15,674 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION COM | $3.9M | 1.29% | 22,205 | Added |
| 15 | VCIT | VANGUARD INT TERM CORPORATE ETF | $3.7M | 1.22% | 44,289 | New |
| 16 | IAU | ISHARES GOLD TR ISHARES NEW ETF | $3.6M | 1.20% | 40,841 | Trimmed |
| 17 | CVX | CHEVRON CORP NEW COM | $3.3M | 1.09% | 15,852 | Added |
| 18 | AGG | ISHARES CORE TOTAL US AGGREGATE BOND ETF | $3.2M | 1.06% | 32,014 | New |
| 19 | JPM | JPMORGAN CHASE & CO | $3.0M | 1.01% | 10,343 | Added |
| 20 | VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $3.0M | 0.99% | 20,038 | Added |
| 21 | IJR | ISHARES CORE S&P SMALL CAP ETF | $2.9M | 0.98% | 23,541 | Trimmed |
| 22 | JCPB | J P MORGAN EXCHANGE TRADED FD CORE ETF | $2.8M | 0.93% | 59,338 | New |
| 23 | FLRN | SPDR SER TR SS SPDR BBG INVT FLT RTE ETF | $2.7M | 0.90% | 87,260 | New |
| 24 | SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $2.7M | 0.89% | 32,180 | New |
| 25 | UCBI | UNITED CMNTY BKS BLAIRSVLE GA COM | $2.6M | 0.88% | 84,123 | New |
Source: SEC Form 13F filings · as of 2026-03-31