account_balance
Investment manager · 13F filer · SEC CIK 2000314
United Community Bank
Reported value$336Mas of Sep 30, 2026
Positions557 61 new, 38 sold out
Top 10 weight34.3%BRK-B alone is 9%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BRK-BBerkshire Hathaway Inc
9.0%
IAUMiShares Gold Trust Micro
4.1%Trimmed −3%
PBPInvesco Exchange Traded Fd Tr ETF
3.6%Added +6%
EFAiShares MSCI EAFE ETF
2.8%Trimmed −2%
MSFTMicrosoft Corp
2.8%Added +3%
VTIVanguard Indx Fd Mrngstr TTL STK MKT ETF
2.7%Added +15%
VXUSVanguard Total Intl Stock Et
2.4%Added +22%
IVViShares Tr Core S&p500 ETF
2.4%Trimmed −7%
SPHQInvesco Exchange Traded Fd Tr S&p500
2.2%Added +17%
VUGVanguard Index FDS Morningstar GRWT ETF
2.2%Added +14%
IJHiShares Core S&P Midcap ETF
1.9%
AAPLApple Inc.
1.7%Added +15%
BRK-BBerkshire Hathaway Inc
9.0%
IAUMiShares Gold Trust Micro
4.1%
PBPInvesco Exchange Traded Fd Tr ETF
3.6%+6%
EFAiShares MSCI EAFE ETF
2.8%−2%
MSFTMicrosoft Corp
2.8%+3%
VTIVanguard Indx Fd Mrngstr TTL STK MKT ETF
2.7%
VXUSVanguard Total Intl Stock Et
2.4%
IVViShares Tr Core S&p500 ETF
2.4%
SPHQInvesco Exchange Traded Fd Tr S&p500
2.2%
VUG2.2%
IJH1.9%
AAPL1.7%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
BRK-B Berkshire Hathaway Inc 9.0% HeldIAUM iShares Gold Trust Micro 4.1% Trimmed −3%
PBP Invesco Exchange Traded Fd Tr ETF 3.6% Added +6%
EFA iShares MSCI EAFE ETF 2.8% Trimmed −2%
MSFT Microsoft Corp 2.8% Added +3%VTI Vanguard Indx Fd Mrngstr TTL STK MKT ETF 2.7% Added +15%
VXUS Vanguard Total Intl Stock Et 2.4% Added +22%
IVV iShares Tr Core S&p500 ETF 2.4% Trimmed −7%
SPHQ Invesco Exchange Traded Fd Tr S&p500 2.2% Added +17%
VUG Vanguard Index FDS Morningstar GRWT ETF 2.2% Added +14%
IJH iShares Core S&P Midcap ETF 1.9% Held
AAPL Apple Inc. 1.7% Added +15%What changed
Biggest moves since Jun 30, 2026
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