United Advisor Group, LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 947,651
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 544 | 947,651 | 13F-HR | United Advisor Group, LLC |
| Q1 2026 | 4/17/2026 | 508 | 811,340 | 13F-HR | United Advisor Group, LLC |
| Q4 2025 | 1/26/2026 | 486 | 802,228 | 13F-HR | United Advisor Group, LLC |
| Q3 2025 | 11/12/2025 | 450 | 743,181 | 13F-HR | United Advisor Group, LLC |
| Q2 2025 | 8/11/2025 | 381 | 578,416 | 13F-HR | United Advisor Group, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
5.511 K
(0.6% of total reported value)
· QoQ Δ:
+1.416 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 457.9 K | 48.7% | 60.37 K | 0 | 60.37 K |
| ETFs | 479.2 K | 50.9% | 73.62 K | 0 | 73.62 K |
| Debt | 3.883 K | 0.4% | 591 | 0 | 591 |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
947,651
Holdings
544
QoQ value change ($000)
136,311
(16.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.