United Advisor Group, LLC
533 holdingsFiling period: 2026-06-30Current AUM: $958.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 144.0K | $28.8M | $30.5M | 3.19% | -909 | 2026-06-30 |
| 2 | AAPL | APPLE INC | 88.1K | $25.5M | $29.2M | 3.05% | +296 | 2026-06-30 |
| 3 | STRV | EA SERIES TRUST | 391.3K | $18.9M | $18.9M | 1.97% | +11.8K | 2026-06-30 |
| 4 | AMZN | AMAZON COM INC | 76.9K | $18.3M | $19.1M | 1.99% | +774 | 2026-06-30 |
| 5 | ACIO | ETF SER SOLUTIONS | 379.0K | $17.5M | $17.6M | 1.84% | +14.5K | 2026-06-30 |
| 6 | MSFT | MICROSOFT CORP | 46.8K | $17.5M | $23.3M | 2.43% | +6.8K | 2026-06-30 |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | 179.3K | $14.5M | $14.3M | 1.49% | +5.3K | 2026-06-30 |
| 8 | DGRW | WISDOMTREE TR | 141.8K | $13.6M | $13.9M | 1.45% | +1.6K | 2026-06-30 |
| 9 | GOOGL | ALPHABET INC | 36.1K | $12.9M | $12.4M | 1.30% | -998 | 2026-06-30 |
| 10 | DLN | WISDOMTREE TR | 124.8K | $12.0M | $12.4M | 1.29% | +2.8K | 2026-06-30 |
| 11 | SCHX | SCHWAB STRATEGIC TR | 407.2K | $12.0M | $12.2M | 1.27% | -2,195 | 2026-06-30 |
| 12 | PLTR | PALANTIR TECHNOLOGIES INC | 99.7K | $11.6M | $17.2M | 1.79% | +1.1K | 2026-06-30 |
| 13 | OSCV | ETF SER SOLUTIONS | 274.8K | $11.6M | $11.2M | 1.17% | +13.2K | 2026-06-30 |
| 14 | SPYG | SPDR SERIES TRUST | 94.3K | $11.2M | $11.2M | 1.17% | +2.6K | 2026-06-30 |
| 15 | TDVG | T ROWE PRICE EXCHANGE-TRADED | 200.7K | $9.8M | $9.8M | 1.03% | +1.1K | 2026-06-30 |
| 16 | DRSK | ETF SER SOLUTIONS | 309.4K | $8.9M | $8.6M | 0.89% | +14.7K | 2026-06-30 |
| 17 | FRDM | EA SERIES TRUST | 113.0K | $8.2M | $7.7M | 0.81% | +17.9K | 2026-06-30 |
| 18 | AMD | ADVANCED MICRO DEVICES INC | 14.0K | $8.1M | $7.0M | 0.73% | -5,577 | 2026-06-30 |
| 19 | MSMR | ETF SER SOLUTIONS | 229.8K | $8.1M | $7.8M | 0.81% | +11.3K | 2026-06-30 |
| 20 | DFAI | DIMENSIONAL ETF TRUST | 195.5K | $8.1M | $8.3M | 0.86% | +5.7K | 2026-06-30 |
| 21 | DON | WISDOMTREE TR | 142.0K | $8.0M | $8.0M | 0.84% | +531 | 2026-06-30 |
| 22 | TSLA | TESLA INC | 19.1K | $8.0M | $6.8M | 0.71% | +483 | 2026-06-30 |
| 23 | JPM | JPMORGAN CHASE & CO | 23.8K | $7.8M | $8.4M | 0.87% | +753 | 2026-06-30 |
| 24 | VTV | VANGUARD INDEX FDS | 35.3K | $7.7M | $7.9M | 0.82% | +662 | 2026-06-30 |
| 25 | UPS | UNITED PARCEL SVCS INC | 71.5K | $7.7M | $7.3M | 0.76% | -510 | 2026-06-30 |
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