Institutional Fund
United Advisor Group, LLC
Cincinnati, OHCIK 20048735 filings on record
Portfolio Value
$807.24M
Q1 2026
Holdings
497
Reported positions
New Buys
52
Opened this quarter
QoQ Change
+3.6%
from $778.90M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation3.1%
- Apple Inc2.8%
- Ea Series Trust2.0%
- Amazon Com Inc1.9%
- ETF Ser Solutions1.9%
- Palantir Technologies Inc1.8%
- Other86.6%
Portfolio Holdings
497 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 144.9K | $25.27M | 3.1% | +2.6K | Added |
| 2 | Apple Inc | 87.8K | $22.28M | 2.8% | +356 | Added |
| 3 | Ea Series Trust | 379.5K | $15.93M | 2.0% | +13.6K | Added |
| 4 | Amazon Com Inc | 73.7K | $15.34M | 1.9% | +4.3K | Added |
| 5 | ETF Ser Solutions | 364.5K | $15.29M | 1.9% | +21.8K | Added |
| 6 | Palantir Technologies Inc | 98.6K | $14.42M | 1.8% | +3.7K | Added |
| 7 | Microsoft Corp | 38.4K | $14.23M | 1.8% | +5.8K | Added |
| 8 | Wisdomtree Tr | 140.2K | $12.32M | 1.5% | +2.0K | Added |
| 9 | First Tr Exchange Traded Fd | 174.1K | $11.89M | 1.5% | +5.7K | Added |
| 10 | Wisdomtree Tr | 122.0K | $10.90M | 1.4% | +854 | Added |
487 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio