United Advisor Group, LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 811,340
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
4.095 K
(0.5% of total reported value)
· QoQ Δ:
-19.24 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 397.5 K | 49.3% | 0 | 217.2 K | -217.2 K |
| ETFs | 405.6 K | 50.3% | 246.6 K | 0 | 246.6 K |
| Debt | 3.292 K | 0.4% | 0 | 215 | -215 |
| Other | 0 | 0.0% | 0 | 837 | -837 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
811,340
Holdings
508
QoQ value change ($000)
9,112
(1.1%)
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.