United Advisor Group, LLC holds a diversified book of 527 stocks worth $942.1M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR P Int C Corp ETF and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 3% of the equity book. They also disclosed $5.5M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +6% (+8.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2004873/holdings"
Use Arkolith to show United Advisor Group, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning United Advisor Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
34% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as United Advisor Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $455.5B |
| ROYAL BANK OF CANADA | 78 / 80 | $126.8B |
| LPL Financial LLC | 78 / 80 | $94.6B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $17.8B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $103.4B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $95.9B |
| JONES FINANCIAL COMPANIES LLLP | 77 / 80 | $85.2B |
| NewEdge Advisors, LLC | 76 / 80 | $7.7B |
Ranked by how many of United Advisor Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $28.8M | 144.0K | 3.1% | ▼−0.6% Reduced · −909 sh | |
| 2 | Apple Inc COM | $25.5M | 88.1K | 2.7% | ▲+0.3% Added · +296 sh | |
| 3 | Ea Series Trust STRIVE 500 ETF | $18.9M | 391.3K | 2.0% | ▲+3.1% Added · +12K sh | |
| 4 | ETF Ser Solutions APTUS COLLRD INV | $17.5M | 379.0K | 1.9% | ▲+4.0% Added · +15K sh | |
| 5 | Amazon Com Inc COM | $17.1M | 71.9K | 1.8% | ▼−2.3% Reduced · −2K sh | |
| 6 | Microsoft Corp COM | $16.0M | 42.9K | 1.7% | ▲+12% Added · +4K sh | |
| 7 | First TR Exchange Traded FD RISNG DIVD ACHIV | $14.5M | 179.3K | 1.5% | ▲+3.0% Added · +5K sh | |
| 8 | Wisdomtree TR US QTLY DIV GRT | $13.6M | 141.8K | 1.4% | ▲+1.1% Added · +2K sh | |
| 9 | Alphabet Inc CAP STK CL A | $12.9M | 36.1K | 1.4% | ▼−2.7% Reduced · −998 sh | |
| 10 | Wisdomtree TR US LARGECAP DIVD | $12.0M | 124.8K | 1.3% | ▲+2.3% Added · +3K sh | |
| 11 | Schwab Strategic TR US LRG CAP ETF | $12.0M | 407.2K | 1.3% | ▼−0.5% Reduced · −2K sh | |
| 12 | Palantir Technologies Inc CL A | $11.6M | 99.7K | 1.2% | ▲+1.1% Added · +1K sh | |
| 13 | ETF Ser Solutions OPUS SML CP VL | $11.6M | 274.8K | 1.2% | ▲+5.1% Added · +13K sh | |
| 14 | SPDR Series Trust ST STR P500GRW | $11.2M | 94.3K | 1.2% | ▲+2.8% Added · +3K sh | |
| 15 | T Rowe Price Exchange-Traded PRICE DIV GRWT | $9.8M | 200.7K | 1.0% | ▲+0.6% Added · +1K sh | |
| 16 | ETF Ser Solutions APTUS DEFINED | $8.9M | 309.4K | 0.9% | ▲+5.0% Added · +15K sh | |
| 17 | Ea Series Trust FREEDOM 100 EM | $8.2M | 113.0K | 0.9% | ▲+19% Added · +18K sh | |
| 18 | Advanced Micro Devices Inc COM | $8.1M | 14.0K | 0.9% | ▼−29% Reduced · −6K sh | |
| 19 | ETF Ser Solutions MCELHENNY SHEFLD | $8.1M | 229.8K | 0.9% | ▲+5.2% Added · +11K sh | |
| 20 | Dimensional ETF Trust INTL CORE EQT MK | $8.1M | 195.5K | 0.9% | ▲+3.0% Added · +6K sh | |
| 21 | Wisdomtree TR US MIDCAP DIVID | $8.0M | 142.0K | 0.9% | ▲+0.4% Added · +531 sh | |
| 22 | Tesla Inc COM | $8.0M | 19.1K | 0.9% | ▲+2.6% Added · +483 sh | |
| 23 | JPMorgan Chase & Co COM | $7.8M | 23.8K | 0.8% | ▲+3.3% Added · +753 sh | |
| 24 | Vanguard Index FDS VALUE ETF | $7.7M | 35.3K | 0.8% | ▲+1.9% Added · +662 sh | |
| 25 | United Parcel Svcs Inc CL B | $7.7M | 71.5K | 0.8% | ▼−0.7% Reduced · −510 sh | |
| 26 | Wisdomtree TR US S CAP QTY DIV | $7.6M | 127.7K | 0.8% | ▲+2.4% Added · +3K sh | |
| 27 | Vanguard Index FDS S&P 500 ETF SHS | $7.3M | 10.7K | 0.8% | ▲+1.4% Added · +151 sh | |
| 28 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $7.1M | 99.9K | 0.8% | ▲+0.1% Added · +63 sh | |
| 29 | Cambria ETF TR CAMBRIA FGN SHR | $6.7M | 183.2K | 0.7% | ▲+5.3% Added · +9K sh | |
| 30 | Meta Platforms Inc CL A | $6.7M | 11.8K | 0.7% | ▲+0.7% Added · +79 sh | |
| 31 | Wisdomtree TR US QUALITY GROW | $6.3M | 95.5K | 0.7% | ▲+417% Added · +77K sh | |
| 32 | Cambria ETF TR SHSHLD YIELD ETF | $6.2M | 78.2K | 0.7% | ▲+6.8% Added · +5K sh | |
| 33 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $6.2M | 20.4K | 0.7% | ▲+2.2% Added · +436 sh | |
| 34 | Micron Technology Inc COM | $6.1M | 5.3K | 0.6% | ▼−2.3% Reduced · −126 sh | |
| 35 | SPDR Series Trust ST STR P500VAL | $6.1M | 99.6K | 0.6% | ▲+8.0% Added · +7K sh | |
| 36 | Vanguard Index FDS GROWTH ETF | $6.0M | 69.9K | 0.6% | ▲+530% Added · +59K sh | |
| 37 | Managed Portfolio Ser KENS HE PREM ETF | $5.9M | 226.7K | 0.6% | ▼−3.1% Reduced · −7K sh | |
| 38 | Ishares Inc CORE MSCI EMKT | $5.8M | 69.7K | 0.6% | ▼−3.9% Reduced · −3K sh | |
| 39 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $5.8M | 166.5K | 0.6% | ▲+1.3% Added · +2K sh | |
| 40 | Wisdomtree TR US VALUE FD | $5.5M | 54.2K | 0.6% | ▲+92% Added · +26K sh | |
| 41 | Cohen & Steers ETF Trust REAL EST ACT ETF | $5.4M | 191.6K | 0.6% | ▲+11% Added · +19K sh | |
| 42 | Cambria ETF TR EMRG SHAREHLDR | $5.4M | 118.0K | 0.6% | ▲+6.2% Added · +7K sh | |
| 43 | Ishares TR CORE S&P SCP ETF | $5.1M | 34.7K | 0.5% | ▲+4.1% Added · +1K sh | |
| 44 | Schwab Strategic TR US MID-CAP ETF | $4.9M | 133.5K | 0.5% | ▲+1.6% Added · +2K sh | |
| 45 | Schwab Strategic TR US SML CAP ETF | $4.8M | 132.0K | 0.5% | ▼−2.1% Reduced · −3K sh | |
| 46 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $4.7M | 100.8K | 0.5% | ▲+4.9% Added · +5K sh | |
| 47 | Hartford FDS Exchange Traded TOTAL RTRN ETF | $4.7M | 138.5K | 0.5% | ▲+2.9% Added · +4K sh | |
| 48 | Goldman Sachs ETF TR EQUAL WEIGHT US | $4.7M | 49.5K | 0.5% | ▲+3.4% Added · +2K sh | |
| 49 | Walmart Inc COM | $4.6M | 41.0K | 0.5% | ▲+3.4% Added · +1K sh | |
| 50 | Ishares TR CORE US AGGBD ET | $4.6M | 46.8K | 0.5% | ▲+1.5% Added · +674 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | MICROSOFT CORPMSFT | $1.5M | 4K |
| CALL · bullish | AMAZON.COM INCAMZN | $1.2M | 5K |
| CALL · bullish | BABCOCK & WILCOX ENTERPRBW | $529K | 38K |
| CALL · bullish | SALESFORCE INCCRM | $407K | 3K |
| CALL · bullish | IREN LTDIREN | $343K | 8K |
| CALL · bullish | CIRCLE INTERNET GROUP INCCRCL | $332K | 5K |
| CALL · bullish | VERIZON COMMUNICATIONS INCVZ | $254K | 6K |
| CALL · bullish | INTUIT INCINTU | $183K | 700 |
| CALL · bullish | SERVICENOW INCNOW | $169K | 2K |
| CALL · bullish | SS ENERGY SELECT SECTORXLE | $165K | 3K |
| CALL · bullish | ALIBABA GROUP HOLDING-SP ADRBABA | $154K | 2K |
| CALL · bullish | COINBASE GLOBAL INC -CLASS ACOIN | $117K | 800 |
| CALL · bullish | STRATEGY INCMSTR | $87K | 1K |
| CALL · bullish | ORACLE CORPORCL | $59K | 400 |
| CALL · bullish | PLUG POWER INCPLUG | $54K | 20K |
| CALL · bullish | SOFI TECHNOLOGIES INCSOFI | $11K | 600 |
| CALL · bullish | BITMINE IMMERSION TECHNOLOGIBMNR | $3K | 200 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.