United Advisor Group, LLC: 13F holdings
CIK 20048732026Q2
| Positions | 532 |
|---|
| Reported value | $947.7m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 532 (+32 vs prior quarter) |
|---|
| Reported value | $947.7m (+16.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 143,966 | $28.8m | 3.0% |
| AAPL APPLE INC | 88,092 | $25.5m | 2.7% |
| STXF EA SERIES TRUST | 391,287 | $18.9m | 2.0% |
| ACIO ETF SER SOLUTIONS | 379,043 | $17.5m | 1.8% |
| AMZN AMAZON COM INC | 71,943 | $17.1m | 1.8% |
| MSFT MICROSOFT CORP | 42,915 | $16.0m | 1.7% |
| RDVY FIRST TR EXCHANGE TRADED FD | 179,331 | $14.5m | 1.5% |
| DGRW WISDOMTREE TR | 141,827 | $13.6m | 1.4% |
| GOOGL ALPHABET INC | 36,077 | $12.9m | 1.4% |
| CCEP WISDOMTREE TR | 124,840 | $12.0m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2004873")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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