United Advisor Group, LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 802,228
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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):
23.33 K
(2.9% of total reported value)
· QoQ Δ:
+23.33 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 614.7 K | 79.0% | 20.42 K | 0 | 20.42 K |
| ETFs | 159 K | 20.4% | 15.43 K | 0 | 15.43 K |
| Debt | 3.507 K | 0.5% | 356 | 0 | 356 |
| Other | 837 | 0.1% | 0 | 210 | -210 |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
802,228
Holdings
486
QoQ value change ($000)
59,047
(7.9%)
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.