CIK 2004873
United Advisor Group, LLC
Institutional 13F holdings & portfolio
Holdings
475
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 475
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 142K | $1M+ | SH |
| AAPL | APPLE INC | 87K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 95K | $1M+ | SH |
| STRV | EA SERIES TRUST | 366K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 33K | $1M+ | SH |
| ACIO | ETF SER SOLUTIONS | 343K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 61K | $1M+ | SH (Call) |
| DGRW | WISDOMTREE TR | 138K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 168K | $1M+ | SH |
| GOOGL | ALPHABET INC | 37K | $1M+ | SH |
| DLN | WISDOMTREE TR | 121K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 387K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 92K | $1M+ | SH |
| OSCV | ETF SER SOLUTIONS | 255K | $1M+ | SH |
| TDVG | T ROWE PRICE ETF INC | 199K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 33K | $1M+ | SH |
| TSLA | TESLA INC | 18K | $1M+ | SH |
| META | META PLATFORMS INC | 12K | $1M+ | SH |
| DRSK | ETF SER SOLUTIONS | 278K | $1M+ | SH |
| MSMR | ETF SER SOLUTIONS | 216K | $1M+ | SH |
| DON | WISDOMTREE TR | 143K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 186K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 69K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 21K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 102K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| DGRS | WISDOMTREE TR | 122K | $1M+ | SH |
| KHPI | MANAGED PORTFOLIO SERIES | 230K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 30K | $1M+ | SH |
| FYLD | CAMBRIA ETF TR | 170K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 42K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 97K | $1M+ | SH |
| IVV | ISHARES TR | 7K | $1M+ | SH |
| ARDC | ARES DYNAMIC CR ALLOCATION F | 350K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 276K | $1M+ | SH (Call) |
| AGG | ISHARES TR | 45K | $1M+ | SH |
| IEMG | ISHARES INC | 67K | $1M+ | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 151K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 78K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 93K | $1M+ | SH |
| WMT | WALMART INC | 39K | $1M+ | SH |
| GSEW | GOLDMAN SACHS ETF TR | 51K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 20K | $1M+ | SH |
| DPG | DUFF & PHELPS UTLITY AND INF | 337K | $1M+ | SH |
| SYLD | CAMBRIA ETF TR | 61K | $1M+ | SH |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 124K | $1M+ | SH |
| FRDM | EA SERIES TRUST | 82K | $1M+ | SH |
| EYLD | CAMBRIA ETF TR | 107K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 51K | $1M+ | SH |