§ 13F · FUND PROFILE
United Community Bank.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $323M (13F)Positions · 592Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$36M 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 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW COM | 57K | $27M | 9.2% | ±0% |
| 2 | IAUM | ISHARES GOLD TR SHARES REPRESENT ETF | 376K | $18M | 5.9% | −3% |
| 3 | PBP | INVESCO EXCHANGE TRADED FD TR ETF | 482K | $11M | 3.5% | ±0% |
| 4 | EFA | ISHARES MSCI EAFE ETF | 93K | $9M | 3.0% | −4% |
| 5 | IVV | ISHARES TR CORE S&P500 ETF | 11K | $7M | 2.3% | −12% |
| 6 | MSFT | MICROSOFT CORP COM | 18K | $7M | 2.2% | −5% |
| 7 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 19K | $6M | 2.0% | +40% |
| 8 | IJH | ISHARES CORE S&P MIDCAP ETF | 85K | $6M | 1.9% | +8% |
| 9 | SPHQ | INVESCO EXCHANGE TRADED FD TR S&P500 | 62K | $5M | 1.6% | +39% |
| 10 | VXF | VANGUARD EXTENDED MARKET ETF | 22K | $5M | 1.5% | +3% |
§ 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 592 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