§ 13F · FUND PROFILE
United Community Bank.
AUM · $323M (13F)Positions · 534Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW COM | 60K | $30M | 9.3% | +5% |
| 2 | IAUM | ISHARES GOLD TR SHARES REPRESENT ETF | 347K | $14M | 4.3% | −8% |
| 3 | PBP | INVESCO EXCHANGE TRADED FD TR ETF | 496K | $11M | 3.5% | +3% |
| 4 | EFA | ISHARES MSCI EAFE ETF | 93K | $10M | 3.0% | ±0% |
| 5 | IVV | ISHARES TR CORE S&P500 ETF | 11K | $8M | 2.6% | +6% |
| 6 | VTI | VANGUARD IDX FDS VANG TOTAL STK MKT ETF | 21K | $8M | 2.4% | +14% |
| 7 | SPHQ | INVESCO EXCHANGE TRADED FD TR S&P500 | 77K | $7M | 2.1% | +24% |
| 8 | IJH | ISHARES CORE S&P MIDCAP ETF | 90K | $7M | 2.1% | +6% |
| 9 | VXUS | VANGUARD TOTAL INTL STOCK ET | 79K | $7M | 2.1% | +34% |
| 10 | MSFT | MICROSOFT CORP COM | 18K | $7M | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UNITED SIGNAL
AC read
United Community Bank is a Dealer / Bank fund managing $323 million in assets. The fund runs a broad portfolio of 534 positions.
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