Filed: 7/31/2025ACC: 0001104659-25-072495
📋 What this filing means
UNITED COMMUNITY BANK filed this quarterly 13F‑HR report disclosing 503 equity positions with a total reported market value of $292.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
503
Positions
$292.34M
Total AUM (reported)
3.30M
Total Shares
Allocation by class
COMMON STOCK$177.35M60.7%
EXCHANGE-TRADED-FUND$104.54M35.8%
NON US EQUITY$7.82M2.7%
ADR / IDR / GDR$2.58M0.9%
PREFERRED STOCK$50.7K0.0%
Portfolio Concentration
Top 3$63.08M21.6%
4–10$43.73M15.0%
11–25$44.74M15.3%
Rest$140.78M48.2%
Top 3 weight
21.6%
Top 10 weight
36.5%
Voting Authority Distribution
Total shares with voting rights: 3.30M
Sole
Full voting authority
3.30M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other503
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings503
Rows:
BERKSHIRE HATHAWAY INC DEL CL B NEW COM
DFNDShares71.35K
TypeSH
Market value$34.66M
11.86%
Sole
71.35K
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
DFNDShares26.65K
TypeSH
Market value$16.55M
5.66%
Sole
26.65K
Shared
0.00
None
0.00
ISHARES GOLD TR SHARES REPRESENT ETF
DFNDShares360.01K
TypeSH
Market value$11.88M
4.06%
Sole
360.01K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD TR ETF
DFNDShares529.24K
TypeSH
Market value$11.57M
3.96%
Sole
529.24K
Shared
0.00
None
0.00
ISHARES MSCI EAFE ETF
DFNDShares98.73K
TypeSH
Market value$8.83M
3.02%
Sole
98.73K
Shared
0.00
None
0.00
MICROSOFT CORP COM
DFNDShares16.38K
TypeSH
Market value$8.15M
2.79%
Sole
16.38K
Shared
0.00
None
0.00
ISHARES CORE S&P MIDCAP ETF
DFNDShares65.33K
TypeSH
Market value$4.05M
1.39%
Sole
65.33K
Shared
0.00
None
0.00
AT&T INC.
DFNDShares133.65K
TypeSH
Market value$3.87M
1.32%
Sole
133.65K
Shared
0.00
None
0.00
CISCO SYSTEMS INC
DFNDShares53.03K
TypeSH
Market value$3.68M
1.26%
Sole
53.03K
Shared
0.00
None
0.00
VANGUARD EXTENDED MARKET ETF
DFNDShares18.62K
TypeSH
Market value$3.59M
1.23%
Sole
18.62K
Shared
0.00
None
0.00
APPLE INC COM
DFNDShares16.83K
TypeSH
Market value$3.45M
1.18%
Sole
16.83K
Shared
0.00
None
0.00
META PLATFORMS INC CL A COM
DFNDShares4.67K
TypeSH
Market value$3.45M
1.18%
Sole
4.67K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
DFNDShares20.82K
TypeSH
Market value$3.29M
1.12%
Sole
20.82K
Shared
0.00
None
0.00
CHEVRON CORP NEW COM
DFNDShares22.86K
TypeSH
Market value$3.27M
1.12%
Sole
22.86K
Shared
0.00
None
0.00
DARDEN RESTAURANTS INC COM
DFNDShares14.92K
TypeSH
Market value$3.25M
1.11%
Sole
14.92K
Shared
0.00
None
0.00
AMAZON COM INC COM
DFNDShares14.35K
TypeSH
Market value$3.15M
1.08%
Sole
14.35K
Shared
0.00
None
0.00
VANGUARD INT TERM CORPORATE ETF
DFNDShares37.93K
TypeSH
Market value$3.15M
1.08%
Sole
37.93K
Shared
0.00
None
0.00
ISHARES GOLD TR ISHARES NEW ETF
DFNDShares49.17K
TypeSH
Market value$3.07M
1.05%
Sole
49.17K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW COM NEW
DFNDShares25.16K
TypeSH
Market value$2.97M
1.02%
Sole
25.16K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
DFNDShares18.82K
TypeSH
Market value$2.87M
0.98%
Sole
18.82K
Shared
0.00
None
0.00
SPDR SER TR BLOOMBERG INVT
DFNDShares89.68K
TypeSH
Market value$2.76M
0.95%
Sole
89.68K
Shared
0.00
None
0.00
ENBRIDGE INC COM
DFNDShares59.75K
TypeSH
Market value$2.71M
0.93%
Sole
59.75K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares8.80K
TypeSH
Market value$2.55M
0.87%
Sole
8.80K
Shared
0.00
None
0.00
KIMBERLY-CLARK CORP COM
DFNDShares18.91K
TypeSH
Market value$2.44M
0.83%
Sole
18.91K
Shared
0.00
None
0.00
PNC FINANCIAL SERVICES GROUP INC
DFNDShares12.68K
TypeSH
Market value$2.36M
0.81%
Sole
12.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CL B NEW COMDFND | COMMON STOCK | 71.35K | SH | $34.66M 11.86% | 71.35K | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFDFND | EXCHANGE-TRADED-FUND | 26.65K | SH | $16.55M 5.66% | 26.65K | 0.00 | 0.00 |
ISHARES GOLD TR SHARES REPRESENT ETFDFND | EXCHANGE-TRADED-FUND | 360.01K | SH | $11.88M 4.06% | 360.01K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TR ETFDFND | EXCHANGE-TRADED-FUND | 529.24K | SH | $11.57M 3.96% | 529.24K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFDFND | EXCHANGE-TRADED-FUND | 98.73K | SH | $8.83M 3.02% | 98.73K | 0.00 | 0.00 |
MICROSOFT CORP COMDFND | COMMON STOCK | 16.38K | SH | $8.15M 2.79% | 16.38K | 0.00 | 0.00 |
ISHARES CORE S&P MIDCAP ETFDFND | EXCHANGE-TRADED-FUND | 65.33K | SH | $4.05M 1.39% | 65.33K | 0.00 | 0.00 |
AT&T INC.DFND | COMMON STOCK | 133.65K | SH | $3.87M 1.32% | 133.65K | 0.00 | 0.00 |
CISCO SYSTEMS INCDFND | COMMON STOCK | 53.03K | SH | $3.68M 1.26% | 53.03K | 0.00 | 0.00 |
VANGUARD EXTENDED MARKET ETFDFND | EXCHANGE-TRADED-FUND | 18.62K | SH | $3.59M 1.23% | 18.62K | 0.00 | 0.00 |
APPLE INC COMDFND | COMMON STOCK | 16.83K | SH | $3.45M 1.18% | 16.83K | 0.00 | 0.00 |
META PLATFORMS INC CL A COMDFND | COMMON STOCK | 4.67K | SH | $3.45M 1.18% | 4.67K | 0.00 | 0.00 |
NVIDIA CORPORATION COMDFND | COMMON STOCK | 20.82K | SH | $3.29M 1.12% | 20.82K | 0.00 | 0.00 |
CHEVRON CORP NEW COMDFND | COMMON STOCK | 22.86K | SH | $3.27M 1.12% | 22.86K | 0.00 | 0.00 |
DARDEN RESTAURANTS INC COMDFND | COMMON STOCK | 14.92K | SH | $3.25M 1.11% | 14.92K | 0.00 | 0.00 |
AMAZON COM INC COMDFND | COMMON STOCK | 14.35K | SH | $3.15M 1.08% | 14.35K | 0.00 | 0.00 |
VANGUARD INT TERM CORPORATE ETFDFND | EXCHANGE-TRADED-FUND | 37.93K | SH | $3.15M 1.08% | 37.93K | 0.00 | 0.00 |
ISHARES GOLD TR ISHARES NEW ETFDFND | EXCHANGE-TRADED-FUND | 49.17K | SH | $3.07M 1.05% | 49.17K | 0.00 | 0.00 |
DUKE ENERGY CORP NEW COM NEWDFND | COMMON STOCK | 25.16K | SH | $2.97M 1.02% | 25.16K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMDFND | COMMON STOCK | 18.82K | SH | $2.87M 0.98% | 18.82K | 0.00 | 0.00 |
SPDR SER TR BLOOMBERG INVTDFND | EXCHANGE-TRADED-FUND | 89.68K | SH | $2.76M 0.95% | 89.68K | 0.00 | 0.00 |
ENBRIDGE INC COMDFND | NON US EQUITY | 59.75K | SH | $2.71M 0.93% | 59.75K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COMMON STOCK | 8.80K | SH | $2.55M 0.87% | 8.80K | 0.00 | 0.00 |
KIMBERLY-CLARK CORP COMDFND | COMMON STOCK | 18.91K | SH | $2.44M 0.83% | 18.91K | 0.00 | 0.00 |
PNC FINANCIAL SERVICES GROUP INCDFND | COMMON STOCK | 12.68K | SH | $2.36M 0.81% | 12.68K | 0.00 | 0.00 |
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