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United Community Bank 13F Portfolio

Portfolio Manager
United Community Bank
Performance
+4.54% (2026 Q2)
AUM (13F)
$323.41M
# of Holdings
534
Performance Rank
Allocation (Top 20)
46.45%
Latest filing
Q2 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
9.34%60.4K$30.2M
+5.20%(+2.98K)
2025-Q2: 71.4K shares2025-Q3: 71.0K shares2025-Q4: 57.5K shares2026-Q1: 57.4K shares2026-Q2: 60.4K shares
$300.17(+67.02%)
2026-06-30
IAUM
ISHARES GOLD TR SHARES REPRESENT ETF
4.3%347.4K$13.9M
-7.70%(-28.98K)
2025-Q2: 360.0K shares2025-Q3: 381.9K shares2025-Q4: 389.7K shares2026-Q1: 376.3K shares2026-Q2: 347.4K shares
$31.95(+36.55%)
2026-06-30
PBP
INVESCO EXCHANGE TRADED FD TR ETF
3.51%496.2K$11.4M
+3.01%(+14.48K)
2025-Q2: 529.2K shares2025-Q3: 537.9K shares2025-Q4: 480.3K shares2026-Q1: 481.7K shares2026-Q2: 496.2K shares
$22.06(+6.03%)
2026-06-30
EFA
ISHARES MSCI EAFE ETF
2.97%92.5K$9.6M
-0.37%(-345)
2025-Q2: 98.7K shares2025-Q3: 98.9K shares2025-Q4: 96.6K shares2026-Q1: 92.9K shares2026-Q2: 92.5K shares
$70.75(+53.58%)
2026-06-30
IVV
ISHARES TR CORE S&P500 ETF
2.58%11.1K$8.3M
+5.67%(+597)
2025-Q2: 26.6K shares2025-Q3: 27.0K shares2025-Q4: 12.0K shares2026-Q1: 10.5K shares2026-Q2: 11.1K shares
$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)
2025-Q2: 6.6K shares2025-Q3: 10.9K shares2025-Q4: 13.3K shares2026-Q1: 18.7K shares2026-Q2: 21.3K shares
$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)
2025-Q2: 0 shares2025-Q3: 35.3K shares2025-Q4: 44.7K shares2026-Q1: 61.9K shares2026-Q2: 77.0K shares
$75.00(+17.11%)
2026-06-30
IJH
ISHARES CORE S&P MIDCAP ETF
2.14%89.7K$6.9M
+5.98%(+5.06K)
2025-Q2: 65.3K shares2025-Q3: 73.5K shares2025-Q4: 78.4K shares2026-Q1: 84.7K shares2026-Q2: 89.7K shares
$55.34(+41.94%)
2026-06-30
VXUS
VANGUARD TOTAL INTL STOCK ET
2.08%78.7K$6.7M
+34.01%(+19.98K)
2025-Q2: 5.9K shares2025-Q3: 29.2K shares2025-Q4: 38.9K shares2026-Q1: 58.8K shares2026-Q2: 78.7K shares
$74.53(+18.25%)
2026-06-30
MSFT
MICROSOFT CORP COM
2.02%17.5K$6.5M
-0.34%(-59)
2025-Q2: 16.4K shares2025-Q3: 20.0K shares2025-Q4: 18.4K shares2026-Q1: 17.6K shares2026-Q2: 17.5K shares
$358.67(+35.52%)
2026-06-30

About United Community Bankโ€™s portfolio

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 concentration

Portfolio concentration
BRK.B โ€” 13.9% ($30.20M)IAUM โ€” 6.4% ($13.90M)PBP โ€” 5.2% ($11.36M)EFA โ€” 4.4% ($9.61M)IVV โ€” 3.8% ($8.33M)VTI โ€” 3.6% ($7.89M)SPHQ โ€” 3.2% ($6.94M)IJH โ€” 3.2% ($6.92M)VXUS โ€” 3.1% ($6.73M)MSFT โ€” 3.0% ($6.54M)Other โ€” 50.0% ($108.46M)
50%in top 10
  • BRK.B13.9%
  • IAUM6.4%
  • PBP5.2%
  • EFA4.4%
  • IVV3.8%
  • VTI3.6%
  • SPHQ3.2%
  • IJH3.2%
  • VXUS3.1%
  • MSFT3.0%
  • Other50.0%

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
34
VXUSVANGUARD TOTAL INTL STOCK ET+34.0%
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW COM+5.2%
SPHQINVESCO EXCHANGE TRADED FD TR S&P500+24.3%
SPYSTATE STREET SPDR S&P 500 ETF TRUST UNIT+51.0%
+30 more
Trimmed
15
NVDANVIDIA CORPORATION COM-37.6%
IAUMISHARES GOLD TR SHARES REPRESENT ETF-7.7%
AVGOBROADCOM INC COM-19.3%
GOOGLALPHABET INC CL A-18.4%
+11 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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