Filed: 1/30/2026ACC: 0001104659-26-008350
📋 What this filing means
UNITED COMMUNITY BANK filed this quarterly 13F‑HR report disclosing 552 equity positions with a total reported market value of $264.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
552
Positions
$264.47M
Total AUM (reported)
2.76M
Total Shares
Allocation by class
COMMON STOCK$153.38M58.0%
EXCHANGE-TRADED-FUND$102.19M38.6%
NON US EQUITY$6.16M2.3%
ADR / IDR / GDR$2.70M1.0%
PREFERRED STOCK$39.7K0.0%
RIGHTS$149.000.0%
Portfolio Concentration
Top 3$56.63M21.4%
4–10$44.80M16.9%
11–25$43.32M16.4%
Rest$119.72M45.3%
Top 3 weight
21.4%
Top 10 weight
38.4%
Voting Authority Distribution
Total shares with voting rights: 2.76M
Sole
Full voting authority
2.76M
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
Other552
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings552
Rows:
BERKSHIRE HATHAWAY INC DEL CL B NEW COM
DFNDShares57.52K
TypeSH
Market value$28.91M
10.93%
Sole
57.52K
Shared
0.00
None
0.00
ISHARES GOLD TR SHARES REPRESENT ETF
DFNDShares389.67K
TypeSH
Market value$16.75M
6.33%
Sole
389.67K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD TR ETF
DFNDShares480.27K
TypeSH
Market value$10.96M
4.15%
Sole
480.27K
Shared
0.00
None
0.00
ISHARES MSCI EAFE ETF
DFNDShares96.62K
TypeSH
Market value$9.28M
3.51%
Sole
96.62K
Shared
0.00
None
0.00
MICROSOFT CORP COM
DFNDShares18.43K
TypeSH
Market value$8.91M
3.37%
Sole
18.43K
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
DFNDShares12.03K
TypeSH
Market value$8.24M
3.11%
Sole
12.03K
Shared
0.00
None
0.00
ISHARES CORE S&P MIDCAP ETF
DFNDShares78.38K
TypeSH
Market value$5.17M
1.96%
Sole
78.38K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
DFNDShares13.34K
TypeSH
Market value$4.47M
1.69%
Sole
13.34K
Shared
0.00
None
0.00
VANGUARD EXTENDED MARKET ETF
DFNDShares21.33K
TypeSH
Market value$4.46M
1.69%
Sole
21.33K
Shared
0.00
None
0.00
APPLE INC COM
DFNDShares15.71K
TypeSH
Market value$4.27M
1.62%
Sole
15.71K
Shared
0.00
None
0.00
ISHARES GOLD TR ISHARES NEW ETF
DFNDShares50.69K
TypeSH
Market value$4.11M
1.56%
Sole
50.69K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
DFNDShares21.97K
TypeSH
Market value$4.10M
1.55%
Sole
21.97K
Shared
0.00
None
0.00
VANGUARD GROWTH ETF
DFNDShares7.13K
TypeSH
Market value$3.48M
1.31%
Sole
7.13K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD TR S&P500
DFNDShares44.69K
TypeSH
Market value$3.35M
1.27%
Sole
44.69K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares9.74K
TypeSH
Market value$3.14M
1.19%
Sole
9.74K
Shared
0.00
None
0.00
ISHARES CORE S&P SMALL CAP ETF
DFNDShares25.89K
TypeSH
Market value$3.11M
1.18%
Sole
25.89K
Shared
0.00
None
0.00
VANGUARD TOTAL INTL STOCK ET
DFNDShares38.88K
TypeSH
Market value$2.93M
1.11%
Sole
38.88K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
DFNDShares8.26K
TypeSH
Market value$2.59M
0.98%
Sole
8.26K
Shared
0.00
None
0.00
CISCO SYSTEMS INC
DFNDShares32.51K
TypeSH
Market value$2.50M
0.95%
Sole
32.51K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares7.21K
TypeSH
Market value$2.48M
0.94%
Sole
7.21K
Shared
0.00
None
0.00
AMAZON COM INC COM
DFNDShares10.43K
TypeSH
Market value$2.41M
0.91%
Sole
10.43K
Shared
0.00
None
0.00
CHEVRON CORP NEW COM
DFNDShares15.61K
TypeSH
Market value$2.38M
0.90%
Sole
15.61K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC COM
DFNDShares14.15K
TypeSH
Market value$2.27M
0.86%
Sole
14.15K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED MARKETS ETF
DFNDShares36.12K
TypeSH
Market value$2.26M
0.85%
Sole
36.12K
Shared
0.00
None
0.00
META PLATFORMS INC CL A COM
DFNDShares3.34K
TypeSH
Market value$2.21M
0.83%
Sole
3.34K
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 | 57.52K | SH | $28.91M 10.93% | 57.52K | 0.00 | 0.00 |
ISHARES GOLD TR SHARES REPRESENT ETFDFND | EXCHANGE-TRADED-FUND | 389.67K | SH | $16.75M 6.33% | 389.67K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TR ETFDFND | EXCHANGE-TRADED-FUND | 480.27K | SH | $10.96M 4.15% | 480.27K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFDFND | EXCHANGE-TRADED-FUND | 96.62K | SH | $9.28M 3.51% | 96.62K | 0.00 | 0.00 |
MICROSOFT CORP COMDFND | COMMON STOCK | 18.43K | SH | $8.91M 3.37% | 18.43K | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFDFND | EXCHANGE-TRADED-FUND | 12.03K | SH | $8.24M 3.11% | 12.03K | 0.00 | 0.00 |
ISHARES CORE S&P MIDCAP ETFDFND | EXCHANGE-TRADED-FUND | 78.38K | SH | $5.17M 1.96% | 78.38K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFDFND | EXCHANGE-TRADED-FUND | 13.34K | SH | $4.47M 1.69% | 13.34K | 0.00 | 0.00 |
VANGUARD EXTENDED MARKET ETFDFND | EXCHANGE-TRADED-FUND | 21.33K | SH | $4.46M 1.69% | 21.33K | 0.00 | 0.00 |
APPLE INC COMDFND | COMMON STOCK | 15.71K | SH | $4.27M 1.62% | 15.71K | 0.00 | 0.00 |
ISHARES GOLD TR ISHARES NEW ETFDFND | EXCHANGE-TRADED-FUND | 50.69K | SH | $4.11M 1.56% | 50.69K | 0.00 | 0.00 |
NVIDIA CORPORATION COMDFND | COMMON STOCK | 21.97K | SH | $4.10M 1.55% | 21.97K | 0.00 | 0.00 |
VANGUARD GROWTH ETFDFND | EXCHANGE-TRADED-FUND | 7.13K | SH | $3.48M 1.31% | 7.13K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TR S&P500DFND | EXCHANGE-TRADED-FUND | 44.69K | SH | $3.35M 1.27% | 44.69K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COMMON STOCK | 9.74K | SH | $3.14M 1.19% | 9.74K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFDFND | EXCHANGE-TRADED-FUND | 25.89K | SH | $3.11M 1.18% | 25.89K | 0.00 | 0.00 |
VANGUARD TOTAL INTL STOCK ETDFND | EXCHANGE-TRADED-FUND | 38.88K | SH | $2.93M 1.11% | 38.88K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CDFND | COMMON STOCK | 8.26K | SH | $2.59M 0.98% | 8.26K | 0.00 | 0.00 |
CISCO SYSTEMS INCDFND | COMMON STOCK | 32.51K | SH | $2.50M 0.95% | 32.51K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COMMON STOCK | 7.21K | SH | $2.48M 0.94% | 7.21K | 0.00 | 0.00 |
AMAZON COM INC COMDFND | COMMON STOCK | 10.43K | SH | $2.41M 0.91% | 10.43K | 0.00 | 0.00 |
CHEVRON CORP NEW COMDFND | COMMON STOCK | 15.61K | SH | $2.38M 0.90% | 15.61K | 0.00 | 0.00 |
PHILIP MORRIS INTL INC COMDFND | COMMON STOCK | 14.15K | SH | $2.27M 0.86% | 14.15K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFDFND | EXCHANGE-TRADED-FUND | 36.12K | SH | $2.26M 0.85% | 36.12K | 0.00 | 0.00 |
META PLATFORMS INC CL A COMDFND | COMMON STOCK | 3.34K | SH | $2.21M 0.83% | 3.34K | 0.00 | 0.00 |
Page 1 of 23
…