United Advisor Group, LLC
Annual return '25
+15.7%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$811.3M
Holdings
504
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (10.9k shares)
3.1%
02
$AAPL
APPLE INC
Q1 2026: New position (5.8k shares)
2.7%
03
$STRV
EA SERIES TRUST
Held since at least Q1 2024
2.0%
04
$AMZN
AMAZON COM INC
Q1 2026: New position (3.9k shares)
2.0%
05
$ACIO
ETF SER SOLUTIONS
Held since at least Q1 2024
1.9%
06
$MSFT
MICROSOFT CORP
Q1 2026: New position (3.4k shares)
1.8%
07
$PLTR
PALANTIR TECHNOLOGIES INC
Q1 2026: New position (896 shares)
1.8%
08
$DGRW
WISDOMTREE TR
Q1 2026: New position (1.2k shares)
1.5%
09
$RDVY
FIRST TR EXCHANGE TRADED FD
Q1 2026: New position (6.1k shares)
1.5%
10
$DLN
WISDOMTREE TR
Held since at least Q1 2024
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:17 UTC.