Top 50 United Community Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW COM | 9.34% | 60.4K | $30.2M | +5.20%(+2.98K) | $300.17(+67.02%) | 2026-06-30 | |
| IAUM | ISHARES GOLD TR SHARES REPRESENT ETF | 4.3% | 347.4K | $13.9M | -7.70%(-28.98K) | $31.95(+36.55%) | 2026-06-30 | |
| PBP | INVESCO EXCHANGE TRADED FD TR ETF | 3.51% | 496.2K | $11.4M | +3.01%(+14.48K) | $22.06(+6.03%) | 2026-06-30 | |
| EFA | ISHARES MSCI EAFE ETF | 2.97% | 92.5K | $9.6M | -0.37%(-345) | $70.75(+53.58%) | 2026-06-30 | |
| IVV | ISHARES TR CORE S&P500 ETF | 2.58% | 11.1K | $8.3M | +5.67%(+597) | $475.09(+63.96%) | 2026-06-30 | |
| VTI | VANGUARD IDX FDS VANG TOTAL STK MKT ETF | 2.44% | 21.3K | $7.9M | +13.89%(+2.60K) | $298.28(+28.53%) | 2026-06-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD TR S&P500 | 2.14% | 77.0K | $6.9M | +24.32%(+15.06K) | $75.00(+17.11%) | 2026-06-30 | |
| IJH | ISHARES CORE S&P MIDCAP ETF | 2.14% | 89.7K | $6.9M | +5.98%(+5.06K) | $55.34(+41.94%) | 2026-06-30 | |
| VXUS | VANGUARD TOTAL INTL STOCK ET | 2.08% | 78.7K | $6.7M | +34.01%(+19.98K) | $74.53(+18.25%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 2.02% | 17.5K | $6.5M | -0.34%(-59) | $358.67(+35.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.10% | +44.69% | โ | โ | +44.83% |
| Top 20 Holdings Unweighted | +11.90% | +40.12% | โ | โ | +35.52% |
United Community Bank reports $323.41M in US-listed equity holdings across 534 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (9.3%), IAUM (4.3%) and PBP (3.5%). The top 20 holdings account for 46.45% of reported assets. Its disclosed equity book has returned +44.69% on a three-year cumulative basis. 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.
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Holdings on this page are parsed from United Community Bankโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2000314). View United Community Bankโs 13F filings on SEC