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United Community Bank 13F Portfolio

Portfolio Manager
United Community Bank
Performance
+1.35% (2026 Q3)
AUM (13F)
$335.93M
# of Holdings
557
Performance Rank
Allocation (Top 20)
47.27%
Latest filing
Q3 2026

United Community Bank Holdings Map

Top 50 United Community Bank Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.B
BERKSHIRE HATHAWAY INC DEL CL B NEW COM
9.01%60.8K$30.3M
+0.69%(+417)
2025-Q3: 71.0K shares2025-Q4: 57.5K shares2026-Q1: 57.4K shares2026-Q2: 60.4K shares2026-Q3: 60.8K shares
$301.53(+80.08%)
2026-09-30
IAUM
ISHARES GOLD TR SHARES REPRESENT ETF
4.15%336.5K$13.9M
-3.14%(-10.90K)
2025-Q3: 381.9K shares2025-Q4: 389.7K shares2026-Q1: 376.3K shares2026-Q2: 347.4K shares2026-Q3: 336.5K shares
$31.95(+26.66%)
2026-09-30
PBP
INVESCO EXCHANGE TRADED FD TR ETF
3.64%524.7K$12.2M
+5.74%(+28.50K)
2025-Q3: 537.9K shares2025-Q4: 480.3K shares2026-Q1: 481.7K shares2026-Q2: 496.2K shares2026-Q3: 524.7K shares
$22.12(+5.49%)
2026-09-30
EFA
ISHARES MSCI EAFE ETF
2.8%90.6K$9.4M
-2.14%(-1.98K)
2025-Q3: 98.9K shares2025-Q4: 96.6K shares2026-Q1: 92.9K shares2026-Q2: 92.5K shares2026-Q3: 90.6K shares
$70.75(+46.41%)
2026-09-30
MSFT
MICROSOFT CORP COM
2.75%18.0K$9.2M
+2.82%(+495)
2025-Q3: 20.0K shares2025-Q4: 18.4K shares2026-Q1: 17.6K shares2026-Q2: 17.5K shares2026-Q3: 18.0K shares
$360.98(+47.19%)
2026-09-30
VTI
VANGUARD INDX FD MRNGSTR TTL STK MKT ETF
2.74%24.6K$9.2M
+15.34%(+3.27K)
2025-Q3: 10.9K shares2025-Q4: 13.3K shares2026-Q1: 18.7K shares2026-Q2: 21.3K shares2026-Q3: 24.6K shares
$308.10(+22.86%)
2026-09-30
VXUS
VANGUARD TOTAL INTL STOCK ET
2.42%95.7K$8.1M
+21.50%(+16.93K)
2025-Q3: 29.2K shares2025-Q4: 38.9K shares2026-Q1: 58.8K shares2026-Q2: 78.7K shares2026-Q3: 95.7K shares
$76.43(+9.20%)
2026-09-30
IVV
ISHARES TR CORE S&P500 ETF
2.36%10.4K$7.9M
-6.75%(-751)
2025-Q3: 27.0K shares2025-Q4: 12.0K shares2026-Q1: 10.5K shares2026-Q2: 11.1K shares2026-Q3: 10.4K shares
$475.09(+62.76%)
2026-09-30
SPHQ
INVESCO EXCHANGE TRADED FD TR S&P500
2.25%89.7K$7.5M
+16.54%(+12.73K)
2025-Q3: 35.3K shares2025-Q4: 44.7K shares2026-Q1: 61.9K shares2026-Q2: 77.0K shares2026-Q3: 89.7K shares
$76.72(+9.41%)
2026-09-30
VUG
VANGUARD INDEX FDS MORNINGSTAR GRWT ETF
2.19%81.7K$7.4M
+13.50%(+9.71K)
2025-Q3: 31.4K shares2025-Q4: 42.8K shares2026-Q1: 60.7K shares2026-Q2: 72.0K shares2026-Q3: 81.7K shares
$76.08(+16.35%)
2026-09-30

About United Community Bankโ€™s portfolio

United Community Bank reports $335.93M in US-listed equity holdings across 557 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (9.0%), IAUM (4.2%) and PBP (3.6%). The top 20 holdings account for 47.27% of reported assets. Its disclosed equity book has returned +48.28% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
BRK.B โ€” 13.3% ($30.26M)IAUM โ€” 6.1% ($13.94M)PBP โ€” 5.4% ($12.22M)EFA โ€” 4.1% ($9.41M)MSFT โ€” 4.1% ($9.24M)VTI โ€” 4.1% ($9.20M)VXUS โ€” 3.6% ($8.13M)IVV โ€” 3.5% ($7.94M)SPHQ โ€” 3.3% ($7.54M)VUG โ€” 3.2% ($7.36M)Other โ€” 49.2% ($111.62M)
51%in top 10
  • BRK.B13.3%
  • IAUM6.1%
  • PBP5.4%
  • EFA4.1%
  • MSFT4.1%
  • VTI4.1%
  • VXUS3.6%
  • IVV3.5%
  • SPHQ3.3%
  • VUG3.2%
  • Other49.2%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
32
VXUSVANGUARD TOTAL INTL STOCK ET+21.5%
VTIVANGUARD INDX FD MRNGSTR TTL STK MKT ETF+15.3%
SPHQINVESCO EXCHANGE TRADED FD TR S&P500+16.5%
VUGVANGUARD INDEX FDS MORNINGSTAR GRWT ETF+13.5%
+28 more
Trimmed
18
IVVISHARES TR CORE S&P500 ETF-6.8%
IAUMISHARES GOLD TR SHARES REPRESENT ETF-3.1%
SHYISHARES 1-3 YEAR TREASURY BOND ETF-16.6%
BIVVANGUARD INTERMEDIATE TERM BD ETF-13.3%
+14 more

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Source filings

Holdings on this page are parsed from United Community Bankโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2000314). View United Community Bankโ€™s 13F filings on SEC

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