§ 13F · FUND PROFILE
FIRST UNITED BANK & TRUST.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $286.9T (13F)Positions · 551Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$800.4B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Unit Series 1 | 35K | $21.6T | 6.9% | +1% |
| 2 | VTV | Vanguard Value ETF | 90K | $17.2T | 5.5% | +2% |
| 3 | VOO | Vanguard Index FDS S&P 500 ETF Shs | 20K | $12.8T | 4.1% | +6% |
| 4 | VUG | Vanguard Growth ETF | 24K | $11.5T | 3.7% | +1% |
| 5 | DVY | iShares Select Dividend ETF | 65K | $9.1T | 2.9% | +8% |
| 6 | AAPL | Apple Inc Com | 26K | $7.2T | 2.3% | −3% |
| 7 | IEFA | iShares Tr Core MSCI Eafe ETF | 79K | $7.1T | 2.3% | +21% |
| 8 | VO | Vanguard Mid-Cap ETF | 24K | $6.9T | 2.2% | +25% |
| 9 | GOOGL | Alphabet Inc | 22K | $6.8T | 2.2% | −2% |
| 10 | RSP | Invesco S&P 500 Equal Weight | 34K | $6.5T | 2.1% | — |
§ 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 $286859.0 trillion in assets. The fund runs a broad portfolio of 551 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed