United Advisor Group, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
United Advisor Group, LLC 13F Holdings
CIK 0002004873
As of Sep 30, 2025, United Advisor Group, LLC reported
450 positions worth $644.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| NVIDIA CORP | NVDA | Technology | 147,330 | $27.5M | 4.27% |
| APPLE INC | AAPL | Technology | 89,121 | $22.7M | 3.52% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 98,036 |
|
7.9M2.78% |
| MICROSOFT CORP | MSFT | Technology | 31,403 |
6.3M | 2.52% |
| AMAZON.COM INC | AMZN | Equity | 69,922 |
5.4M | 2.38% |
| STRIVE 500 ETF | STRV | — | 354,975 |
5.3M | 2.38% |
| APTUS COLLARED INVESTMENT OPPORTUNITY ETF | ACIO | — | 338,095 |
4.7M | 2.28% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 132,741 |
1.8M | 1.83% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 154,170 |
0.4M | 1.61% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 387,819 |
0.2M | 1.59% |
| WISDOMTREE US LARGECAP DIVIDEND FUND | DLN | — | 117,231 |
0.2M | 1.58% |
| TESLA INC | TSLA | Consumer Cyclical | 22,785 |
0.1M | 1.57% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 90,074 | $9.4M | 1.46% |
| ALPHABET INC | GOOGL | Equity | 38,343 | $9.3M | 1.45% |
| ETF SER SOLUTIONS | OSCV | — | 242,698 | $9.3M | 1.44% |
| T ROWE PRICE DIVIDEND GROWTH ETF | TDVG | — | 192,855 | $8.5M | 1.32% |
| META PLATFORMS INC | META | Communication Services | 11,230 | $8.2M | 1.28% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 32,105 | $7.9M | 1.23% |
| APTUS DEFINED RISK ETF | DRSK | — | 271,040 | $7.8M | 1.21% |
| WISDOMTREE US MIDCAP DIVIDEND FUND | DON | — | 147,559 | $7.7M | 1.20% |
| VANGUARD 500 INDEX FUND | VOO | — | 11,779 | $7.2M | 1.12% |
| ETF SER SOLUTIONS | — | — | 209,471 | $7.1M | 1.10% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 182,944 | $6.7M | 1.03% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 20,898 | $6.6M | 1.02% |
| VANGUARD VALUE INDEX FUND | VTV | — | 34,059 | $6.4M | 0.99% |