First United Bank & Trust
First United Bank & Trust reported 408 stocks worth $347M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are QQQ (7.0%), VTV (5.5%) and VOO (3.9%). Compared with Q2 2026, the fund opened new positions in XOM, added to VTV, VOO and DVY, trimmed VUG, AAPL and IEMG and sold out of XOM, PPL and HDV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | ![]() QQQ Invesco Qqq TR | $24.3M | 7.0% | 33K | No change | 8 of 8 | |
| 2 | ![]() VTV Vanguard Index Fds | $19M | 5.5% | 88K | +313 (+0%) | 8 of 8 | |
| 3 | ![]() VOO Vanguard S&P 500 ETF | $13.3M | 3.9% | 19K | +626 (+3%) | 8 of 8 | |
| 4 | ![]() DVY Ishares Select Dividend | $11.8M | 3.4% | 77K | +2,628 (+4%) | 8 of 8 | |
| 5 | ![]() VUG Vanguard Index Fds | $11.4M | 3.3% | 126K | −3,322 (−3%) | 8 of 8 | |
| 6 | ![]() VO Vanguard Index Fds | $11.2M | 3.2% | 143K | +2,933 (+2%) | 8 of 8 | |
| 7 | ![]() AAPL Apple Inc | $11.1M | 3.2% | 33K | −397 (−1%) | 8 of 8 | |
| 8 | ![]() IEFA Ishares TR | $10.4M | 3.0% | 107K | +1,950 (+2%) | 8 of 8 | |
| 9 | ![]() RSP Invesco Exchange Traded FD T | $10.2M | 3.0% | 49K | +1,836 (+4%) | 8 of 8 | |
| 10 | ![]() IEMG Ishares Inc | $8.1M | 2.3% | 100K | −3,099 (−3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
![]() XOM Exxon Mobil Corp | $1.5M | 11K |
![]() PPL Ppl Corp | $111K | 3,043 |
![]() HDV Ishares Core | $93K | 3,385 |
![]() GME Gamestop Corp | $86K | 3,900 |
![]() TSPA T Rowe Price ETF Inc | $86K | 1,800 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →First United Bank & Trust 13F FAQ
What does First United Bank & Trust own?
First United Bank & Trust reported 408 stocks worth $347M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are QQQ (7.0%), VTV (5.5%) and VOO (3.9%). The table above lists every position in the filing (the top 10 without an account).
What did First United Bank & Trust buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 66 added to, 139 trimmed and 20 sold out. New positions include XOM. It sold all of XOM, PPL and HDV.
When will First United Bank & Trust file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is First United Bank & Trust's portfolio worth?
The Q3 2026 filing reports $347M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.














