account_balance
Investment manager · 13F filer · SEC CIK 2004873
United Advisor Group, LLC
Reported value$1.02Bas of Sep 30, 2026
Positions552 61 new, 36 sold out
Top 10 weight20.2%NVDA alone is 3%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
3.3%Added +3%
AAPLApple Inc.
2.9%
MSFTMicrosoft Corp
2.3%Added +5%
STXFEa Series Trust
2.0%Added +5%
ACIOETF Ser Solutions
1.9%Added +9%
AMZNAmazon.com Inc
1.9%Added +6%
PLTRPalantir Technologies Inc.
1.9%
RDVYFirst Tr Exchange Traded Fd
1.4%Added +3%
DGRWWisdomtree Tr
1.4%
GOOGLAlphabet Inc.
1.3%+5%
DLNWisdomtree Tr
1.2%
SCHXSchwab Strategic Tr
1.2%Trimmed −3%
NVDANVIDIA Corp
3.3%Added +3%
AAPLApple Inc.
2.9%
MSFTMicrosoft Corp
2.3%+5%
STXFEa Series Trust
2.0%+5%
ACIOETF Ser Solutions
1.9%+9%
AMZNAmazon.com Inc
1.9%
PLTRPalantir Technologies Inc.
1.9%
RDVYFirst Tr Exchange Traded Fd
1.4%
DGRWWisdomtree Tr
1.4%
DLN1.2%
SCHX1.2%
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
NVDA NVIDIA Corp 3.3% Added +3%AAPL Apple Inc. 2.9% HeldMSFT Microsoft Corp 2.3% Added +5%
STXF Ea Series Trust 2.0% Added +5%
ACIO ETF Ser Solutions 1.9% Added +9%
AMZN Amazon.com Inc 1.9% Added +6%PLTR Palantir Technologies Inc. 1.9% HeldRDVY First Tr Exchange Traded Fd 1.4% Added +3%
DGRW Wisdomtree Tr 1.4% Held
GOOGL Alphabet Inc. 1.3% Added +5%DLN Wisdomtree Tr 1.2% Held
SCHX Schwab Strategic Tr 1.2% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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