§ 13F · FUND PROFILE
United Advisor Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $743M (13F)Positions · 450Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$24M 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 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 145K | $25M | 3.1% | +2% |
| 2 | AAPL | APPLE INC | 88K | $22M | 2.7% | ±0% |
| 3 | STRV | EA SERIES TRUST | 379K | $16M | 2.0% | +4% |
| 4 | AMZN | AMAZON COM INC | 74K | $15M | 1.9% | −6% |
| 5 | ACIO | ETF SER SOLUTIONS | 365K | $15M | 1.9% | +6% |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | 99K | $14M | 1.8% | +4% |
| 7 | MSFT | MICROSOFT CORP | 38K | $14M | 1.8% | +23% |
| 8 | DGRW | WISDOMTREE TR | 140K | $12M | 1.5% | +1% |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | 174K | $12M | 1.5% | +3% |
| 10 | DLN | WISDOMTREE TR | 122K | $11M | 1.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UNITED SIGNAL
AC read
United Advisor Group, LLC is a Other fund managing $743 million in assets. The fund runs a broad portfolio of 450 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