Filed: 4/24/2026ACC: 0001104659-26-048238
📋 What this filing means
UNITED COMMUNITY BANK filed this quarterly 13F‑HR report disclosing 565 equity positions with a total reported market value of $299.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
565
Positions
$299.92M
Total AUM (reported)
3.48M
Total Shares
Allocation by class
COMMON STOCK$153.90M51.3%
EXCHANGE-TRADED-FUND$135.82M45.3%
NON US EQUITY$7.03M2.3%
ADR / IDR / GDR$3.17M1.1%
RIGHTS$16.000.0%
Portfolio Concentration
Top 3$55.66M18.6%
4–10$43.33M14.4%
11–25$50.25M16.8%
Rest$150.69M50.2%
Top 3 weight
18.6%
Top 10 weight
33.0%
Voting Authority Distribution
Total shares with voting rights: 3.48M
Sole
Full voting authority
3.48M
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
Other565
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings565
Rows:
BERKSHIRE HATHAWAY INC DEL CL B NEW COM
DFNDShares57.37K
TypeSH
Market value$27.49M
9.17%
Sole
57.37K
Shared
0.00
None
0.00
ISHARES GOLD TR SHARES REPRESENT ETF
DFNDShares376.34K
TypeSH
Market value$17.58M
5.86%
Sole
376.34K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD TR ETF
DFNDShares481.75K
TypeSH
Market value$10.59M
3.53%
Sole
481.75K
Shared
0.00
None
0.00
ISHARES MSCI EAFE ETF
DFNDShares92.89K
TypeSH
Market value$9.02M
3.01%
Sole
92.89K
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
DFNDShares10.52K
TypeSH
Market value$6.87M
2.29%
Sole
10.52K
Shared
0.00
None
0.00
MICROSOFT CORP COM
DFNDShares17.58K
TypeSH
Market value$6.51M
2.17%
Sole
17.58K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
DFNDShares18.72K
TypeSH
Market value$6.01M
2.00%
Sole
18.72K
Shared
0.00
None
0.00
ISHARES CORE S&P MIDCAP ETF
DFNDShares84.66K
TypeSH
Market value$5.72M
1.91%
Sole
84.66K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD TR S&P500
DFNDShares61.92K
TypeSH
Market value$4.66M
1.55%
Sole
61.92K
Shared
0.00
None
0.00
VANGUARD EXTENDED MARKET ETF
DFNDShares22.08K
TypeSH
Market value$4.54M
1.51%
Sole
22.08K
Shared
0.00
None
0.00
VANGUARD TOTAL INTL STOCK ET
DFNDShares58.76K
TypeSH
Market value$4.53M
1.51%
Sole
58.76K
Shared
0.00
None
0.00
VANGUARD GROWTH ETF
DFNDShares10.12K
TypeSH
Market value$4.42M
1.47%
Sole
10.12K
Shared
0.00
None
0.00
APPLE INC COM
DFNDShares15.67K
TypeSH
Market value$3.98M
1.33%
Sole
15.67K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
DFNDShares22.20K
TypeSH
Market value$3.87M
1.29%
Sole
22.20K
Shared
0.00
None
0.00
VANGUARD INT TERM CORPORATE ETF
DFNDShares44.29K
TypeSH
Market value$3.66M
1.22%
Sole
44.29K
Shared
0.00
None
0.00
ISHARES GOLD TR ISHARES NEW ETF
DFNDShares40.84K
TypeSH
Market value$3.60M
1.20%
Sole
40.84K
Shared
0.00
None
0.00
CHEVRON CORP NEW COM
DFNDShares15.85K
TypeSH
Market value$3.28M
1.09%
Sole
15.85K
Shared
0.00
None
0.00
ISHARES CORE TOTAL US AGGREGATE BOND ETF
DFNDShares32.01K
TypeSH
Market value$3.18M
1.06%
Sole
32.01K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares10.34K
TypeSH
Market value$3.04M
1.01%
Sole
10.34K
Shared
0.00
None
0.00
VANGUARD HIGH DIVIDEND YIELD ETF
DFNDShares20.04K
TypeSH
Market value$2.97M
0.99%
Sole
20.04K
Shared
0.00
None
0.00
ISHARES CORE S&P SMALL CAP ETF
DFNDShares23.54K
TypeSH
Market value$2.93M
0.98%
Sole
23.54K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED FD CORE ETF
DFNDShares59.34K
TypeSH
Market value$2.79M
0.93%
Sole
59.34K
Shared
0.00
None
0.00
SPDR SER TR SS SPDR BBG INVT FLT RTE ETF
DFNDShares87.26K
TypeSH
Market value$2.69M
0.90%
Sole
87.26K
Shared
0.00
None
0.00
ISHARES 1-3 YEAR TREASURY BOND ETF
DFNDShares32.18K
TypeSH
Market value$2.66M
0.89%
Sole
32.18K
Shared
0.00
None
0.00
UNITED CMNTY BKS BLAIRSVLE GA COM
DFNDShares84.12K
TypeSH
Market value$2.65M
0.88%
Sole
84.12K
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 | 57.37K | SH | $27.49M 9.17% | 57.37K | 0.00 | 0.00 |
ISHARES GOLD TR SHARES REPRESENT ETFDFND | EXCHANGE-TRADED-FUND | 376.34K | SH | $17.58M 5.86% | 376.34K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TR ETFDFND | EXCHANGE-TRADED-FUND | 481.75K | SH | $10.59M 3.53% | 481.75K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFDFND | EXCHANGE-TRADED-FUND | 92.89K | SH | $9.02M 3.01% | 92.89K | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFDFND | EXCHANGE-TRADED-FUND | 10.52K | SH | $6.87M 2.29% | 10.52K | 0.00 | 0.00 |
MICROSOFT CORP COMDFND | COMMON STOCK | 17.58K | SH | $6.51M 2.17% | 17.58K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFDFND | EXCHANGE-TRADED-FUND | 18.72K | SH | $6.01M 2.00% | 18.72K | 0.00 | 0.00 |
ISHARES CORE S&P MIDCAP ETFDFND | EXCHANGE-TRADED-FUND | 84.66K | SH | $5.72M 1.91% | 84.66K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TR S&P500DFND | EXCHANGE-TRADED-FUND | 61.92K | SH | $4.66M 1.55% | 61.92K | 0.00 | 0.00 |
VANGUARD EXTENDED MARKET ETFDFND | EXCHANGE-TRADED-FUND | 22.08K | SH | $4.54M 1.51% | 22.08K | 0.00 | 0.00 |
VANGUARD TOTAL INTL STOCK ETDFND | EXCHANGE-TRADED-FUND | 58.76K | SH | $4.53M 1.51% | 58.76K | 0.00 | 0.00 |
VANGUARD GROWTH ETFDFND | EXCHANGE-TRADED-FUND | 10.12K | SH | $4.42M 1.47% | 10.12K | 0.00 | 0.00 |
APPLE INC COMDFND | COMMON STOCK | 15.67K | SH | $3.98M 1.33% | 15.67K | 0.00 | 0.00 |
NVIDIA CORPORATION COMDFND | COMMON STOCK | 22.20K | SH | $3.87M 1.29% | 22.20K | 0.00 | 0.00 |
VANGUARD INT TERM CORPORATE ETFDFND | EXCHANGE-TRADED-FUND | 44.29K | SH | $3.66M 1.22% | 44.29K | 0.00 | 0.00 |
ISHARES GOLD TR ISHARES NEW ETFDFND | EXCHANGE-TRADED-FUND | 40.84K | SH | $3.60M 1.20% | 40.84K | 0.00 | 0.00 |
CHEVRON CORP NEW COMDFND | COMMON STOCK | 15.85K | SH | $3.28M 1.09% | 15.85K | 0.00 | 0.00 |
ISHARES CORE TOTAL US AGGREGATE BOND ETFDFND | EXCHANGE-TRADED-FUND | 32.01K | SH | $3.18M 1.06% | 32.01K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COMMON STOCK | 10.34K | SH | $3.04M 1.01% | 10.34K | 0.00 | 0.00 |
VANGUARD HIGH DIVIDEND YIELD ETFDFND | EXCHANGE-TRADED-FUND | 20.04K | SH | $2.97M 0.99% | 20.04K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFDFND | EXCHANGE-TRADED-FUND | 23.54K | SH | $2.93M 0.98% | 23.54K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FD CORE ETFDFND | EXCHANGE-TRADED-FUND | 59.34K | SH | $2.79M 0.93% | 59.34K | 0.00 | 0.00 |
SPDR SER TR SS SPDR BBG INVT FLT RTE ETFDFND | EXCHANGE-TRADED-FUND | 87.26K | SH | $2.69M 0.90% | 87.26K | 0.00 | 0.00 |
ISHARES 1-3 YEAR TREASURY BOND ETFDFND | EXCHANGE-TRADED-FUND | 32.18K | SH | $2.66M 0.89% | 32.18K | 0.00 | 0.00 |
UNITED CMNTY BKS BLAIRSVLE GA COMDFND | COMMON STOCK | 84.12K | SH | $2.65M 0.88% | 84.12K | 0.00 | 0.00 |
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