StockDriftsStockDriftsTop 50 United Advisor Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.06% | 144.0K | $28.8M | -0.63%(-909) | $95.67(+130.44%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.71% | 88.1K | $25.5M | +0.34%(+296) | $202.01(+51.81%) | 2026-06-30 | |
| STRV | EA SERIES TRUST | 2.01% | 391.3K | $18.9M | +3.11%(+11.79K) | $36.34(+32.06%) | 2026-06-30 | |
| ACIO | ETF SER SOLUTIONS | 1.86% | 379.0K | $17.5M | +3.99%(+14.54K) | $37.95(+25.05%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.82% | 71.9K | $17.1M | -2.34%(-1.73K) | $185.73(+48.04%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.7% | 42.9K | $16.0M | +11.66%(+4.48K) | $409.21(+22.86%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 1.54% | 179.3K | $14.5M | +3.02%(+5.26K) | $56.76(+47.17%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 1.44% | 141.8K | $13.6M | +1.13%(+1.59K) | $76.98(+30.30%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.37% | 36.1K | $12.9M | -2.69%(-998) | $187.20(+87.74%) | 2026-06-30 | |
| DLN | WISDOMTREE TR | 1.28% | 124.8K | $12.0M | +2.30%(+2.81K) | $73.75(+37.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +39.73% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.03% |
United Advisor Group, LLC reports $947.65M in US-listed equity holdings across 527 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (3.1%), AAPL (2.7%) and STRV (2.0%). The top 20 holdings account for 29.14% of reported assets. Its disclosed equity book has returned +39.73% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track United Advisor Group, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from United Advisor Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2004873). View United Advisor Group, LLC’s 13F filings on SEC