Holders — by stockHoldings — by fund
United Community Bank
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002000314
$323.4M
disclosed book value
534
positions
9.3%
largest position share
Positions, as of 2026-06-30
top 100 of 534 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW COM | 60,354 | $30.2M | 9.3% |
| 2 | IAUMISHARES GOLD TR SHARES REPRESENT ETF | 347,362 | $13.9M | 4.3% |
| 3 | PBPINVESCO EXCHANGE TRADED FD TR ETF | 496,225 | $11.4M | 3.5% |
| 4 | EFAISHARES MSCI EAFE ETF | 92,548 | $9.6M | 3% |
| 5 | IVVISHARES TR CORE S&P500 ETF | 11,121 | $8.3M | 2.6% |
| 6 | VTIVANGUARD IDX FDS VANG TOTAL STK MKT ETF | 21,321 | $7.9M | 2.4% |
| 7 | SPHQINVESCO EXCHANGE TRADED FD TR S&P500 | 76,985 | $6.9M | 2.1% |
| 8 | IJHISHARES CORE S&P MIDCAP ETF | 89,727 | $6.9M | 2.1% |
| 9 | VXUSVANGUARD TOTAL INTL STOCK ET | 78,736 | $6.7M | 2.1% |
| 10 | MSFTMICROSOFT CORP COM | 17,525 | $6.5M | 2% |
| 11 | VUGVANGUARD GROWTH ETF | 71,958 | $6.2M | 1.9% |
| 12 | VXFVANGUARD EXTENDED MARKET ETF | 22,286 | $5.5M | 1.7% |
| 13 | AAPLAPPLE INC COM | 15,299 | $4.4M | 1.4% |
| 14 | VYMVANGUARD HIGH DIVIDEND YIELD ETF | 26,058 | $4.1M | 1.3% |
| 15 | SPYSTATE STREET SPDR S&P 500 ETF TRUST UNIT | 5,328 | $4.0M | 1.2% |
| 16 | VCITVANGUARD INT TERM CORPORATE ETF | 46,469 | $3.8M | 1.2% |
| 17 | IJRISHARES CORE S&P SMALL CAP ETF | 24,222 | $3.6M | 1.1% |
| 18 | CSCOCISCO SYSTEMS INC | 30,569 | $3.6M | 1.1% |
| 19 | JCPBJP MORGAN ETF CORE PLUS BD ETF | 70,569 | $3.3M | 1% |
| 20 | JPMJPMORGAN CHASE & CO | 10,015 | $3.3M | 1% |
| 21 | IAUISHARES GOLD TR ISHARES NEW ETF | 43,322 | $3.3M | 1% |
| 22 | AGGISHARES CORE TOTAL US AGGREGATE BOND ETF | 32,844 | $3.3M | 1% |
| 23 | FLRNSPDR SER TR SS SPDR BBG INVT FLT RTE ETF | 90,310 | $2.8M | 0.9% |
| 24 | NVDANVIDIA CORPORATION COM | 13,860 | $2.8M | 0.9% |
| 25 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 38,384 | $2.7M | 0.8% |
| 26 | BIVVANGUARD INTERMEDIATE TERM BD ETF | 35,326 | $2.7M | 0.8% |
| 27 | PMPHILIP MORRIS INTL INC COM | 14,937 | $2.7M | 0.8% |
| 28 | SHYISHARES 1-3 YEAR TREASURY BOND ETF | 32,635 | $2.7M | 0.8% |
| 29 | CVXCHEVRON CORP NEW COM | 15,975 | $2.6M | 0.8% |
| 30 | AMZNAMAZON INC COM | 10,215 | $2.4M | 0.8% |
| 31 | ABBVABBVIE INC COM | 9,661 | $2.4M | 0.8% |
| 32 | GOOGALPHABET INC CAP STK CL C | 6,753 | $2.4M | 0.7% |
| 33 | VWOVANGUARD INTL EQUITY INDEX FDS FTSE ETF | 38,055 | $2.3M | 0.7% |
| 34 | VGITVANGUARD SCOTTSDALE FDS INTER TERM ETF | 37,028 | $2.2M | 0.7% |
| 35 | XLKSELECT SECTOR SPDR TR STATE ST TECH ETF | 11,297 | $2.2M | 0.7% |
| 36 | MRKMERCK & CO INC | 16,030 | $2.1M | 0.6% |
| 37 | KOCOCA COLA CO COM | 25,338 | $2.1M | 0.6% |
| 38 | HDHOME DEPOT INC | 5,837 | $2.1M | 0.6% |
| 39 | AVGOBROADCOM INC COM | 5,189 | $2.0M | 0.6% |
| 40 | DUKDUKE ENERGY CORP NEW COM NEW | 14,888 | $1.9M | 0.6% |
| 41 | IBMINTERNATIONAL BUSINESS MACHS COM | 6,699 | $1.9M | 0.6% |
| 42 | METAMETA PLATFORMS INC CL A COM | 3,254 | $1.8M | 0.6% |
| 43 | TAT&T INC. | 86,120 | $1.8M | 0.6% |
| 44 | LLYELI LILLY & CO COM | 1,486 | $1.8M | 0.6% |
| 45 | NEENEXTERA ENERGY INC COM | 19,761 | $1.7M | 0.5% |
| 46 | GOOGLALPHABET INC CL A | 4,722 | $1.7M | 0.5% |
| 47 | BMYBRISTOL-MYERS SQUIBB CO COM | 28,994 | $1.7M | 0.5% |
| 48 | IGSBISHARES TR ISHS 1-5YR INVS ETF | 30,808 | $1.6M | 0.5% |
| 49 | PNCPNC FINANCIAL SERVICES GROUP INC | 6,523 | $1.6M | 0.5% |
| 50 | OKEONEOK INC NEW COM | 18,408 | $1.6M | 0.5% |
| 51 | COSTCOSTCO WHSL CORP NEW COM | 1,659 | $1.6M | 0.5% |
| 52 | WMTWALMART INC COM | 13,590 | $1.5M | 0.5% |
| 53 | AMATAPPLIED MATERIALS INC | 2,125 | $1.5M | 0.5% |
| 54 | GILDGILEAD SCIENCES INC COM | 11,912 | $1.5M | 0.5% |
| 55 | QQQINVESCO QQQ TR UNIT SER ETF | 2,032 | $1.5M | 0.5% |
| 56 | MUMICRON TECHNOLOGY INC COM | 1,279 | $1.5M | 0.5% |
| 57 | SPSBSPDR SER TR SS SPDR PORT SHT TRM BD ETF | 48,760 | $1.5M | 0.5% |
| 58 | VZVERIZON COMMUNICATIONS INC COM | 33,515 | $1.4M | 0.4% |
| 59 | BLKBLACKROCK INC COM | 1,396 | $1.3M | 0.4% |
| 60 | JNJJOHNSON & JOHNSON COM | 5,108 | $1.3M | 0.4% |
| 61 | VVISA INC COM CL A | 3,762 | $1.3M | 0.4% |
| 62 | CSXCSX CORP | 27,124 | $1.3M | 0.4% |
| 63 | CCITIGROUP INC COM NEW | 9,146 | $1.3M | 0.4% |
| 64 | BENFRANKLIN RESOURCES INC COM | 37,849 | $1.3M | 0.4% |
| 65 | EMREMERSON ELEC CO COM | 8,697 | $1.2M | 0.4% |
| 66 | DRIDARDEN RESTAURANTS INC COM | 5,913 | $1.2M | 0.4% |
| 67 | VGSHVANGUARD SHORT TERM TREAS BOND ETF | 20,775 | $1.2M | 0.4% |
| 68 | USBU S BANCORP NEW | 19,359 | $1.2M | 0.4% |
| 69 | BPBP PLC SPONSORED ADR | 31,536 | $1.2M | 0.4% |
| 70 | MSMORGAN STANLEY COM NEW | 5,496 | $1.1M | 0.4% |
| 71 | MDYSTATE STRT SPDR S&P MIDCAP 400 ETF TRUST | 1,582 | $1.1M | 0.3% |
| 72 | AVEMAMERICAN CENTY ETF TR AVANTIS EMGMKT ETF | 11,127 | $1.1M | 0.3% |
| 73 | SCHWSCHWAB CHARLES CORP COM | 11,155 | $1.0M | 0.3% |
| 74 | TDTORONTO DOMINION BK ONT COM NEW | 8,455 | $1.0M | 0.3% |
| 75 | EATON CORP PLC | 2,390 | $1.0M | 0.3% |
| 76 | MAMASTERCARD INC CL A | 1,868 | $959,405 | 0.3% |
| 77 | UPSUNITED PARCEL SVCS INC COM CL B | 8,857 | $952,128 | 0.3% |
| 78 | APHAMPHENOL CORP COM CL A | 5,360 | $945,075 | 0.3% |
| 79 | CATCATERPILLAR INC COM | 884 | $941,372 | 0.3% |
| 80 | ENBENBRIDGE INC COM | 17,323 | $939,080 | 0.3% |
| 81 | TFCTRUIST FINL CORP COM | 18,360 | $914,695 | 0.3% |
| 82 | OHIOMEGA HEALTHCARE INVESTORS | 18,715 | $892,331 | 0.3% |
| 83 | IVWISHARES S&P 500 GROWTH ETF | 6,437 | $885,281 | 0.3% |
| 84 | ADPAUTOMATIC DATA PROCESSING INC | 3,915 | $876,764 | 0.3% |
| 85 | TGTTARGET CORP | 6,614 | $863,855 | 0.3% |
| 86 | GBILGOLDMAN SACHS ETF TR ACCES TREASURY ETF | 8,523 | $853,664 | 0.3% |
| 87 | VLOVALERO ENERGY CORP NEW | 3,106 | $808,927 | 0.3% |
| 88 | VNQVANGUARD INDEX FDS REAL ESTATE ETF | 8,313 | $801,623 | 0.2% |
| 89 | LMTLOCKHEED MARTIN CORP COM | 1,571 | $800,362 | 0.2% |
| 90 | CMCSACOMCAST CORP CL A (NEW) | 32,159 | $789,503 | 0.2% |
| 91 | AZOAUTOZONE INC | 247 | $789,397 | 0.2% |
| 92 | KMBKIMBERLY-CLARK CORP COM | 7,043 | $773,110 | 0.2% |
| 93 | DALDELTA AIR LINES INC | 8,254 | $773,070 | 0.2% |
| 94 | AXPAMERICAN EXPRESS CO | 2,249 | $760,724 | 0.2% |
| 95 | BACBANK OF AMERICA CORP | 13,183 | $751,167 | 0.2% |
| 96 | IGVISHARES NORTH AMERICAN TECH-SOFTWARE ETF | 8,265 | $748,809 | 0.2% |
| 97 | VGTVANGUARD INFORMATION TECHNOLOGY INDEX | 6,120 | $731,462 | 0.2% |
| 98 | DGRWWISDOMTREE TR US QTLY DIV GRT ETF | 7,499 | $717,054 | 0.2% |
| 99 | DIASTATE ST SPDR DJ IND AVG ETF TR UT SER 1 | 1,295 | $676,495 | 0.2% |
| 100 | MEDTRONIC PLC | 8,370 | $654,785 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.