Filed: 11/4/2025ACC: 0001104659-25-106118
📋 What this filing means
UNITED COMMUNITY BANK filed this quarterly 13F‑HR report disclosing 592 equity positions with a total reported market value of $322.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
592
Positions
$322.95M
Total AUM (reported)
3.49M
Total Shares
Allocation by class
COMMON STOCK$185.88M57.6%
EXCHANGE-TRADED-FUND$126.12M39.1%
NON US EQUITY$7.27M2.3%
ADR / IDR / GDR$3.65M1.1%
PREFERRED STOCK$40.9K0.0%
Portfolio Concentration
Top 3$68.46M21.2%
4–10$48.52M15.0%
11–25$47.10M14.6%
Rest$158.87M49.2%
Top 3 weight
21.2%
Top 10 weight
36.2%
Voting Authority Distribution
Total shares with voting rights: 3.49M
Sole
Full voting authority
3.49M
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
Other592
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings592
Rows:
BERKSHIRE HATHAWAY INC DEL CL B NEW COM
DFNDShares70.97K
TypeSH
Market value$35.68M
11.05%
Sole
70.97K
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
DFNDShares27.01K
TypeSH
Market value$18.08M
5.60%
Sole
27.01K
Shared
0.00
None
0.00
ISHARES GOLD TR SHARES REPRESENT ETF
DFNDShares381.92K
TypeSH
Market value$14.70M
4.55%
Sole
381.92K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD TR ETF
DFNDShares537.93K
TypeSH
Market value$11.90M
3.68%
Sole
537.93K
Shared
0.00
None
0.00
MICROSOFT CORP COM
DFNDShares19.96K
TypeSH
Market value$10.34M
3.20%
Sole
19.96K
Shared
0.00
None
0.00
ISHARES MSCI EAFE ETF
DFNDShares98.92K
TypeSH
Market value$9.24M
2.86%
Sole
98.92K
Shared
0.00
None
0.00
ISHARES CORE S&P MIDCAP ETF
DFNDShares73.52K
TypeSH
Market value$4.80M
1.49%
Sole
73.52K
Shared
0.00
None
0.00
APPLE INC COM
DFNDShares17.67K
TypeSH
Market value$4.50M
1.39%
Sole
17.67K
Shared
0.00
None
0.00
VANGUARD EXTENDED MARKET ETF
DFNDShares18.64K
TypeSH
Market value$3.90M
1.21%
Sole
18.64K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
DFNDShares20.62K
TypeSH
Market value$3.85M
1.19%
Sole
20.62K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
DFNDShares10.87K
TypeSH
Market value$3.57M
1.10%
Sole
10.87K
Shared
0.00
None
0.00
ISHARES GOLD TR ISHARES NEW ETF
DFNDShares48.81K
TypeSH
Market value$3.55M
1.10%
Sole
48.81K
Shared
0.00
None
0.00
VANGUARD INT TERM CORPORATE ETF
DFNDShares41.10K
TypeSH
Market value$3.46M
1.07%
Sole
41.10K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares10.82K
TypeSH
Market value$3.41M
1.06%
Sole
10.82K
Shared
0.00
None
0.00
META PLATFORMS INC CL A COM
DFNDShares4.59K
TypeSH
Market value$3.37M
1.04%
Sole
4.59K
Shared
0.00
None
0.00
AT&T INC.
DFNDShares114.98K
TypeSH
Market value$3.25M
1.01%
Sole
114.98K
Shared
0.00
None
0.00
AMAZON COM INC COM
DFNDShares14.68K
TypeSH
Market value$3.22M
1.00%
Sole
14.68K
Shared
0.00
None
0.00
CHEVRON CORP NEW COM
DFNDShares20.15K
TypeSH
Market value$3.13M
0.97%
Sole
20.15K
Shared
0.00
None
0.00
SPDR SER TR BLOOMBERG INVT
DFNDShares100.54K
TypeSH
Market value$3.10M
0.96%
Sole
100.54K
Shared
0.00
None
0.00
CISCO SYSTEMS INC
DFNDShares43.82K
TypeSH
Market value$3.00M
0.93%
Sole
43.82K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares7.39K
TypeSH
Market value$2.99M
0.93%
Sole
7.39K
Shared
0.00
None
0.00
ISHARES CORE TOTAL US AGGREGATE BOND ETF
DFNDShares28.78K
TypeSH
Market value$2.88M
0.89%
Sole
28.78K
Shared
0.00
None
0.00
ISHARES CORE S&P SMALL CAP ETF
DFNDShares23.84K
TypeSH
Market value$2.83M
0.88%
Sole
23.84K
Shared
0.00
None
0.00
ALPHABET INC CL A
DFNDShares11.28K
TypeSH
Market value$2.74M
0.85%
Sole
11.28K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD TR S&P500
DFNDShares35.25K
TypeSH
Market value$2.58M
0.80%
Sole
35.25K
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 | 70.97K | SH | $35.68M 11.05% | 70.97K | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFDFND | EXCHANGE-TRADED-FUND | 27.01K | SH | $18.08M 5.60% | 27.01K | 0.00 | 0.00 |
ISHARES GOLD TR SHARES REPRESENT ETFDFND | EXCHANGE-TRADED-FUND | 381.92K | SH | $14.70M 4.55% | 381.92K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TR ETFDFND | EXCHANGE-TRADED-FUND | 537.93K | SH | $11.90M 3.68% | 537.93K | 0.00 | 0.00 |
MICROSOFT CORP COMDFND | COMMON STOCK | 19.96K | SH | $10.34M 3.20% | 19.96K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFDFND | EXCHANGE-TRADED-FUND | 98.92K | SH | $9.24M 2.86% | 98.92K | 0.00 | 0.00 |
ISHARES CORE S&P MIDCAP ETFDFND | EXCHANGE-TRADED-FUND | 73.52K | SH | $4.80M 1.49% | 73.52K | 0.00 | 0.00 |
APPLE INC COMDFND | COMMON STOCK | 17.67K | SH | $4.50M 1.39% | 17.67K | 0.00 | 0.00 |
VANGUARD EXTENDED MARKET ETFDFND | EXCHANGE-TRADED-FUND | 18.64K | SH | $3.90M 1.21% | 18.64K | 0.00 | 0.00 |
NVIDIA CORPORATION COMDFND | COMMON STOCK | 20.62K | SH | $3.85M 1.19% | 20.62K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFDFND | EXCHANGE-TRADED-FUND | 10.87K | SH | $3.57M 1.10% | 10.87K | 0.00 | 0.00 |
ISHARES GOLD TR ISHARES NEW ETFDFND | EXCHANGE-TRADED-FUND | 48.81K | SH | $3.55M 1.10% | 48.81K | 0.00 | 0.00 |
VANGUARD INT TERM CORPORATE ETFDFND | EXCHANGE-TRADED-FUND | 41.10K | SH | $3.46M 1.07% | 41.10K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COMMON STOCK | 10.82K | SH | $3.41M 1.06% | 10.82K | 0.00 | 0.00 |
META PLATFORMS INC CL A COMDFND | COMMON STOCK | 4.59K | SH | $3.37M 1.04% | 4.59K | 0.00 | 0.00 |
AT&T INC.DFND | COMMON STOCK | 114.98K | SH | $3.25M 1.01% | 114.98K | 0.00 | 0.00 |
AMAZON COM INC COMDFND | COMMON STOCK | 14.68K | SH | $3.22M 1.00% | 14.68K | 0.00 | 0.00 |
CHEVRON CORP NEW COMDFND | COMMON STOCK | 20.15K | SH | $3.13M 0.97% | 20.15K | 0.00 | 0.00 |
SPDR SER TR BLOOMBERG INVTDFND | EXCHANGE-TRADED-FUND | 100.54K | SH | $3.10M 0.96% | 100.54K | 0.00 | 0.00 |
CISCO SYSTEMS INCDFND | COMMON STOCK | 43.82K | SH | $3.00M 0.93% | 43.82K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COMMON STOCK | 7.39K | SH | $2.99M 0.93% | 7.39K | 0.00 | 0.00 |
ISHARES CORE TOTAL US AGGREGATE BOND ETFDFND | EXCHANGE-TRADED-FUND | 28.78K | SH | $2.88M 0.89% | 28.78K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFDFND | EXCHANGE-TRADED-FUND | 23.84K | SH | $2.83M 0.88% | 23.84K | 0.00 | 0.00 |
ALPHABET INC CL ADFND | COMMON STOCK | 11.28K | SH | $2.74M 0.85% | 11.28K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TR S&P500DFND | EXCHANGE-TRADED-FUND | 35.25K | SH | $2.58M 0.80% | 35.25K | 0.00 | 0.00 |
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