1y return+14.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $138 against $157 in the S&P 500.2
United Advisor Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $28.8M | 3.1% | |
| AAPLApple Inc | $25.5M | 2.7% | |
| STXFEa Series Trust | $18.9M | 2.0% | +3.1% |
| ACIOEtf Ser Solutions | $17.5M | 1.9% | +4.0% |
| AMZNAmazon Com Inc | $17.1M | 1.8% | −2.3% |
| MSFTMicrosoft Corp | $16.0M | 1.7% | +11.7% |
| RDVYFirst Tr Exchange Traded Fd | $14.5M | 1.5% | +3.0% |
| DGRWWisdomtree Tr | $13.6M | 1.4% | +1.1% |
| GOOGLAlphabet Inc | $12.9M | 1.4% | −2.7% |
| DLNWisdomtree Tr | $12.0M | 1.3% | +2.3% |
| SCHXSchwab Strategic Tr | $12.0M | 1.3% | |
| PLTRPalantir Technologies Inc | $11.6M | 1.2% | +1.1% |
| OSCVEtf Ser Solutions | $11.6M | 1.2% | +5.1% |
| SPYGSpdr Series Trust | $11.2M | 1.2% | +2.8% |
| TDVGT Rowe Price Exchange-traded | $9.8M | 1.0% | |
| DRSKEtf Ser Solutions | $8.9M | 0.9% | +5.0% |
| FRDMEa Series Trust | $8.2M | 0.9% | +18.9% |
| AMDAdvanced Micro Devices Inc | $8.1M | 0.9% | −28.5% |
| MSMREtf Ser Solutions | $8.1M | 0.9% | +5.2% |
| DFAIDimensional Etf Trust | $8.1M | 0.9% | +3.0% |
| DONWisdomtree Tr | $8.0M | 0.9% | |
| TSLATesla Inc | $8.0M | 0.9% | +2.6% |
| JPMJpmorgan Chase & Co | $7.8M | 0.8% | +3.3% |
| VTVVanguard Index Fds | $7.7M | 0.8% | +1.9% |
| UPSUnited Parcel Svcs Inc | $7.7M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PLTRPalantir Technologies Inc | March 31, 2024 | +407.0% | $11.6M |
| AMDAdvanced Micro Devices Inc | March 31, 2024 | +221.9% | $8.1M |
| TSLATesla Inc | March 31, 2024 | +139.3% | $8.0M |
| GOOGLAlphabet Inc | March 31, 2024 | +136.8% | $12.9M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $28.8M |
| AAPLApple Inc | March 31, 2024 | +68.7% | $25.5M |
| VUGVanguard Index Fds | December 31, 2023 | +66.3% | $6.0M |
| QQQMInvesco Exch Traded Fd Tr II | March 31, 2024 | +65.8% | $6.2M |
| FRDMEa Series Trust | September 30, 2025 | +64.5% | $8.2M |
| JPMJpmorgan Chase & Co | March 31, 2024 | +63.4% | $7.8M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $6.9M
- LDURPimco Etf Tr was $1.6M
- AVSFAmerican Centy Etf Tr was $1.6M
- LSTManaged Portfolio Series was $1.3M
- FDXFedex Corp was $839K
- ROKURoku Inc was $714K
- XTENBondbloxx Etf Trust was $628K
- WINNHarbor Etf Trust was $557K
- TDIVFirst Tr Exchange Traded Fd was $550K
- CTRACoterra Energy Inc was $522K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.3% | +14.8% |
| March 31, 2026 | −2.4% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +5.7% | +7.8% |
| June 30, 2025 | +7.7% | +10.5% |
| March 31, 2025 | −3.5% | −4.6% |
| December 31, 2024 | +1.9% | +2.1% |
| September 30, 2024 | +4.9% | +5.4% |
| June 30, 2024 | +2.1% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: United Advisor Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2004873&type=13F-HR&dateb=&owner=include&count=40CIK 2004873
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2004873/000200487326000003/Filed July 29, 2026 · accession 0002004873-26-000003