United Advisor Group, LLC

Q2 2026 13F-HR Holdings

Location
Cincinnati, OH
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
544
Total value ($000)
$947,651
Net value change ($000)
+136,311 (16.8%)
New positions
66
Sold out positions
37
Turnover %
7.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QGRW 5,320 539.0%
MU 4,280 233.6%
AMD 4,139 104.1%
NVDA 3,540 14.0%
SPIB 3,506 NEW
AAPL 3,208 14.4%
AVUV 3,070 NEW
FRDM 3,041 58.6%
BW 3,029 NEW
STRV 2,972 18.7%
Top Reduces (Value $000, Stocks/ETFs)
XOM -6,851 -100.0%
PLTR -2,791 -19.4%
SCHG -2,501 -36.4%
IVE -1,849 -80.6%
LDUR -1,624 -100.0%
MPC -1,594 -79.8%
AVSF -1,574 -100.0%
LST -1,253 -100.0%
XCEM -875 -53.4%
FDX -839 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 5,514 (0.6% 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