United Advisor Group, LLC

Q4 2025 13F-HR Holdings

Location
Cincinnati, OH
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
486
Total value ($000)
$802,228
Net value change ($000)
+59,047 (7.9%)
New positions
47
Sold out positions
28
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: 4/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CSRE 2,957 NEW
GOOGL 2,133 22.9%
SYLD 2,025 90.6%
OPEN 1,895 NEW
BAI 1,832 408.9%
IWP 1,642 NEW
IVW 1,579 253.5%
IEF 1,477 NEW
NBIS 1,456 NEW
SCHD 1,384 72.5%
Top Reduces (Value $000, Stocks/ETFs)
COIN -3,226 -79.2%
TSLA -1,947 -19.2%
MARA -1,302 -91.0%
BMNR -1,299 -100.0%
VOO -1,066 -14.8%
JPST -1,042 -17.6%
PLTR -1,014 -5.7%
SMDV -1,009 -31.2%
NVDA -963 -3.5%
IBIT -835 -42.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 23,328 (2.9% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type