account_balance
Investment manager · 13F filer · SEC CIK 1214183
First United Bank & Trust
Reported value$347Mas of Sep 30, 2026
Positions408 7 new, 19 sold out
Top 10 weight37.8%QQQ alone is 7%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Unit Series 1
7.0%
VTVVanguard Value ETF
5.5%
VOOVanguard Index FDS S&P 500 ETF Shs
3.8%Added +3%
DVYiShares Select Dividend ETF
3.4%Added +4%
VUGVanguard Growth ETF
3.3%Trimmed −3%
VOVanguard Mid-Cap ETF
3.2%Added +2%
AAPLApple Inc.
3.2%
IEFAiShares Tr Core MSCI EAFE ETF
3.0%
RSPInvesco S&P 500 Equal Weight
3.0%Added +4%
IEMGiShares in Core MSCI Emerging Mkts
2.3%Trimmed −3%
MSFTMicrosoft Corp
2.2%Trimmed −2%
VBVanguard Index FDS Small CP ETF
2.1%Added +6%
QQQInvesco QQQ Unit Series 1
7.0%
VTVVanguard Value ETF
5.5%
VOOVanguard Index FDS S&P 500 ETF Shs
3.8%+3%
DVYiShares Select Dividend ETF
3.4%+4%
VUGVanguard Growth ETF
3.3%−3%
VOVanguard Mid-Cap ETF
3.2%
AAPLApple Inc.
3.2%
IEFAiShares Tr Core MSCI EAFE ETF
3.0%
RSPInvesco S&P 500 Equal Weight
3.0%
IEMG2.3%
MSFT2.2%VB2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQ Invesco QQQ Unit Series 1 7.0% Held
VTV Vanguard Value ETF 5.5% Held
VOO Vanguard Index FDS S&P 500 ETF Shs 3.8% Added +3%
DVY iShares Select Dividend ETF 3.4% Added +4%
VUG Vanguard Growth ETF 3.3% Trimmed −3%
VO Vanguard Mid-Cap ETF 3.2% Added +2%
AAPL Apple Inc. 3.2% HeldIEFA iShares Tr Core MSCI EAFE ETF 3.0% Held
RSP Invesco S&P 500 Equal Weight 3.0% Added +4%
IEMG iShares in Core MSCI Emerging Mkts 2.3% Trimmed −3%
MSFT Microsoft Corp 2.2% Trimmed −2%VB Vanguard Index FDS Small CP ETF 2.1% Added +6%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.