United Advisor Group
United Advisor Group reported 527 stocks worth $942M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are NVDA (3.1%), AAPL (2.7%) and STXF (2.0%). Compared with Q1 2026, the fund opened new positions in SPIB, AVUV and BW, added to AAPL, STXF and ACIO, trimmed NVDA, AMZN and GOOGL and sold out of XOM, LDUR and AVSF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $28.8M | 3.1% | 144K | −909 (−1%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $25.5M | 2.7% | 88K | +296 (+0%) | 8 of 8 | |
| 3 |  STXF EA Series Trust | $18.9M | 2.0% | 391K | +12K (+3%) | 8 of 8 | |
| 4 |  ACIO ETF Ser Solutions | $17.5M | 1.9% | 379K | +15K (+4%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $17.1M | 1.8% | 72K | −1,726 (−2%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $16M | 1.7% | 43K | +4,481 (+12%) | 8 of 8 | |
| 7 |  RDVY First TR Exchange Traded FD | $14.5M | 1.5% | 179K | +5,264 (+3%) | 8 of 8 | |
| 8 |  DGRW Wisdomtree TR | $13.6M | 1.4% | 142K | +1,589 (+1%) | 8 of 8 | |
| 9 |  GOOGL Alphabet Inc | $12.9M | 1.4% | 36K | −998 (−3%) | 8 of 8 | |
| 10 |  DLN Wisdomtree TR | $12M | 1.3% | 125K | +2,811 (+2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $6.9M | 40K |
 LDUR Pimco ETF TR | $1.6M | 17K |
 AVSF American Centy ETF TR | $1.6M | 34K |
 LST Managed Portfolio Series | $1.3M | 31K |
 FDX Fedex Corp | $839K | 2,355 |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
MSFT Microsoft Corp | Call | $1.5M | 3,900 | +2,300 |
AMZN Amazon Com Inc | Call | $1.2M | 5,000 | +2,500 |
 BW BABCOCK & WILCOX ENTERPRISES | Call | $529K | 38K | +37,500 |
 CRM Salesforce Inc | Call | $407K | 2,600 | +2,600 |
 IREN Iren Ltd F | Call | $343K | 7,500 | −72,500 |
🔒 Free account: see all 17.
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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →United Advisor Group 13F FAQ
What does United Advisor Group own?
United Advisor Group reported 527 stocks worth $942M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are NVDA (3.1%), AAPL (2.7%) and STXF (2.0%). The table above lists every position in the filing (the top 10 without an account).
What did United Advisor Group buy and sell in Q2 2026?
Compared with Q1 2026: 67 new positions, 287 added to, 142 trimmed and 37 sold out. New positions include SPIB, AVUV and BW. It sold all of XOM, LDUR and AVSF.
When will United Advisor Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is United Advisor Group's portfolio worth?
The Q2 2026 filing reports $942M 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.