account_balance
Investment manager · 13F filer · SEC CIK 1697791
United Bank
Reported value$344Mas of Sep 30, 2026
Positions121 8 new, 9 sold out
Top 10 weight37.8%AAPL alone is 5%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
4.6%
GOOGLAlphabet Inc.
4.5%
NVDANVIDIA Corp
4.4%
XLKSelect Sector SPDR Tr
3.8%Trimmed −21%
NFRAFlexshares Tr
3.6%Added +4%
MSFTMicrosoft Corp
3.6%Added +2%
IJHiShares Tr
3.5%Added +24%
GUNRFlexshares Tr
3.5%Added +8%
AMZNAmazon.com Inc
3.3%Added +4%
HYGVFlexshares Tr
2.9%
AMDAdvanced Micro Devices Inc
2.8%−8%
JPMJPMorgan Chase & Co
2.7%
AAPLApple Inc.
4.6%
GOOGLAlphabet Inc.
4.5%
NVDANVIDIA Corp
4.4%
XLKSelect Sector SPDR Tr
3.8%−21%
NFRAFlexshares Tr
3.6%+4%
MSFTMicrosoft Corp
3.6%+2%
IJHiShares Tr
3.5%
GUNRFlexshares Tr
3.5%
AMZNAmazon.com Inc
3.3%
HYGVFlexshares Tr
2.9%
AMDAdvanced Micro Devices Inc
2.8%
JPMJPMorgan Chase & Co
2.7%
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
AAPL Apple Inc. 4.6% HeldGOOGL Alphabet Inc. 4.5% HeldNVDA NVIDIA Corp 4.4% Held
XLK Select Sector SPDR Tr 3.8% Trimmed −21%
NFRA Flexshares Tr 3.6% Added +4%
MSFT Microsoft Corp 3.6% Added +2%IJH iShares Tr 3.5% Added +24%
GUNR Flexshares Tr 3.5% Added +8%
AMZN Amazon.com Inc 3.3% Added +4%HYGV Flexshares Tr 2.9% Held
AMD Advanced Micro Devices Inc 2.8% Trimmed −8%JPM JPMorgan Chase & Co 2.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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