United Advisor Group, LLC has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists the firm's address as 8170 Corporate Park Dr. Suite 300 in Cincinnati, Ohio, and identifies Desaree Tatum as the Consultant for Compliance Services.
The report details a portfolio consisting of 566 individual equity securities. The largest positions in the portfolio include shares of NVIDIA Corporation, where the firm holds 148,749 shares, and Apple Inc., with 89,381 shares held. Microsoft Corporation is also a significant holding, with 44,884 shares listed.
The filing also includes a substantial allocation to exchange-traded funds (ETFs). The top ETF holdings include the iShares Core S&P 500 ETF with 412,440 shares, the APTUS Collard Inv ETF with 414,126 shares, and the SPDR S&P 500 ETF Trust with 95,395 shares. Other notable ETFs in the portfolio include the Schwab Strategic US Large Cap ETF with 394,146 shares and the WisdomTree US Quality Growth ETF with 115,908 shares.
Among other individual stock holdings, United Advisor Group lists shares of Unity Software Inc. (437,500 shares), Amazon.com Inc. (76,515 shares), and Palantir Technologies Inc. Class A (100,857 shares). The portfolio also includes positions in Alphabet Inc. Class A (37,748 shares), Meta Platforms Inc. Class A (12,806 shares), and JPMorgan Chase & Co. (25,147 shares).
