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United Advisor Group, LLC - Portfolio Stock Holdings

United Advisor Group, LLC disclosed 588 stock positions in a recent SEC 13F filing. $1,018,951,563 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,426,464,988 and has 69 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

588

Est. Stock Holding Value:

$1,018,951,563

Top Stock Holdings By Sector

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Portfolio Stock Holdings - United Advisor Group, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - United Advisor Group, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.