§ 13F · FUND PROFILE
FIRST UNITED BANK & TRUST.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $308M (13F)Positions · 584Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Unit Series 1 | 33K | $19M | 6.2% | −6% |
| 2 | VTV | Vanguard Value ETF | 88K | $17M | 5.6% | −2% |
| 3 | DVY | iShares Select Dividend ETF | 74K | $11M | 3.7% | +15% |
| 4 | VOO | Vanguard Index FDS S&P 500 ETF Shs | 18K | $11M | 3.6% | −10% |
| 5 | VO | Vanguard Mid-Cap ETF | 33K | $10M | 3.1% | +40% |
| 6 | VUG | Vanguard Growth ETF | 22K | $10M | 3.1% | −7% |
| 7 | IEFA | iShares Tr Core MSCI Eafe ETF | 101K | $9M | 3.0% | +28% |
| 8 | RSP | Invesco S&P 500 Equal Weight | 43K | $8M | 2.7% | +28% |
| 9 | IEMG | iShares in Core MSCI Emerging Mkts | 110K | $8M | 2.5% | +61% |
| 10 | AAPL | Apple Inc Com | 24K | $6M | 2.0% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIRST SIGNAL
AC read
FIRST UNITED BANK & TRUST is a Dealer / Bank fund managing $308 million in assets. The fund runs a broad portfolio of 584 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed