Filed: 8/13/2026ACC: 0001104659-26-095695
📋 What this filing means
UNITED COMMUNITY BANK filed this quarterly 13F‑HR report disclosing 534 equity positions with a total reported market value of $323.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
534
Positions
$323.41M
Total AUM (reported)
3.47M
Total Shares
Allocation by class
COMMON STOCK$158.25M48.9%
EXCHANGE-TRADED FUNDS$155.67M48.1%
NON US EQUITY$6.65M2.1%
ADR / IDR / GDR$2.84M0.9%
RIGHTS$42.000.0%
Portfolio Concentration
Top 3$55.46M17.1%
4–10$52.96M16.4%
11–25$56.64M17.5%
Rest$158.35M49.0%
Top 3 weight
17.1%
Top 10 weight
33.5%
Voting Authority Distribution
Total shares with voting rights: 3.47M
Sole
Full voting authority
3.47M
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
Other534
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings534
Rows:
BERKSHIRE HATHAWAY INC DEL CL B NEW COM
DFNDShares60.35K
TypeSH
Market value$30.20M
9.34%
Sole
60.35K
Shared
0.00
None
0.00
ISHARES GOLD TR SHARES REPRESENT ETF
DFNDShares347.36K
TypeSH
Market value$13.90M
4.30%
Sole
347.36K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD TR ETF
DFNDShares496.23K
TypeSH
Market value$11.36M
3.51%
Sole
496.23K
Shared
0.00
None
0.00
ISHARES MSCI EAFE ETF
DFNDShares92.55K
TypeSH
Market value$9.61M
2.97%
Sole
92.55K
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
DFNDShares11.12K
TypeSH
Market value$8.33M
2.58%
Sole
11.12K
Shared
0.00
None
0.00
VANGUARD IDX FDS VANG TOTAL STK MKT ETF
DFNDShares21.32K
TypeSH
Market value$7.89M
2.44%
Sole
21.32K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD TR S&P500
DFNDShares76.98K
TypeSH
Market value$6.94M
2.14%
Sole
76.98K
Shared
0.00
None
0.00
ISHARES CORE S&P MIDCAP ETF
DFNDShares89.73K
TypeSH
Market value$6.92M
2.14%
Sole
89.73K
Shared
0.00
None
0.00
VANGUARD TOTAL INTL STOCK ET
DFNDShares78.74K
TypeSH
Market value$6.73M
2.08%
Sole
78.74K
Shared
0.00
None
0.00
MICROSOFT CORP COM
DFNDShares17.52K
TypeSH
Market value$6.54M
2.02%
Sole
17.52K
Shared
0.00
None
0.00
VANGUARD GROWTH ETF
DFNDShares71.96K
TypeSH
Market value$6.20M
1.92%
Sole
71.96K
Shared
0.00
None
0.00
VANGUARD EXTENDED MARKET ETF
DFNDShares22.29K
TypeSH
Market value$5.49M
1.70%
Sole
22.29K
Shared
0.00
None
0.00
APPLE INC COM
DFNDShares15.30K
TypeSH
Market value$4.43M
1.37%
Sole
15.30K
Shared
0.00
None
0.00
VANGUARD HIGH DIVIDEND YIELD ETF
DFNDShares26.06K
TypeSH
Market value$4.12M
1.27%
Sole
26.06K
Shared
0.00
None
0.00
STATE STREET SPDR S&P 500 ETF TRUST UNIT
DFNDShares5.33K
TypeSH
Market value$3.98M
1.23%
Sole
5.33K
Shared
0.00
None
0.00
VANGUARD INT TERM CORPORATE ETF
DFNDShares46.47K
TypeSH
Market value$3.84M
1.19%
Sole
46.47K
Shared
0.00
None
0.00
ISHARES CORE S&P SMALL CAP ETF
DFNDShares24.22K
TypeSH
Market value$3.59M
1.11%
Sole
24.22K
Shared
0.00
None
0.00
CISCO SYSTEMS INC
DFNDShares30.57K
TypeSH
Market value$3.59M
1.11%
Sole
30.57K
Shared
0.00
None
0.00
JP MORGAN ETF CORE PLUS BD ETF
DFNDShares70.57K
TypeSH
Market value$3.31M
1.02%
Sole
70.57K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares10.02K
TypeSH
Market value$3.28M
1.01%
Sole
10.02K
Shared
0.00
None
0.00
ISHARES GOLD TR ISHARES NEW ETF
DFNDShares43.32K
TypeSH
Market value$3.27M
1.01%
Sole
43.32K
Shared
0.00
None
0.00
ISHARES CORE TOTAL US AGGREGATE BOND ETF
DFNDShares32.84K
TypeSH
Market value$3.25M
1.01%
Sole
32.84K
Shared
0.00
None
0.00
SPDR SER TR SS SPDR BBG INVT FLT RTE ETF
DFNDShares90.31K
TypeSH
Market value$2.79M
0.86%
Sole
90.31K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
DFNDShares13.86K
TypeSH
Market value$2.77M
0.86%
Sole
13.86K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED MARKETS ETF
DFNDShares38.38K
TypeSH
Market value$2.73M
0.85%
Sole
38.38K
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 | 60.35K | SH | $30.20M 9.34% | 60.35K | 0.00 | 0.00 |
ISHARES GOLD TR SHARES REPRESENT ETFDFND | EXCHANGE-TRADED FUNDS | 347.36K | SH | $13.90M 4.30% | 347.36K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TR ETFDFND | EXCHANGE-TRADED FUNDS | 496.23K | SH | $11.36M 3.51% | 496.23K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFDFND | EXCHANGE-TRADED FUNDS | 92.55K | SH | $9.61M 2.97% | 92.55K | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFDFND | EXCHANGE-TRADED FUNDS | 11.12K | SH | $8.33M 2.58% | 11.12K | 0.00 | 0.00 |
VANGUARD IDX FDS VANG TOTAL STK MKT ETFDFND | EXCHANGE-TRADED FUNDS | 21.32K | SH | $7.89M 2.44% | 21.32K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TR S&P500DFND | EXCHANGE-TRADED FUNDS | 76.98K | SH | $6.94M 2.14% | 76.98K | 0.00 | 0.00 |
ISHARES CORE S&P MIDCAP ETFDFND | EXCHANGE-TRADED FUNDS | 89.73K | SH | $6.92M 2.14% | 89.73K | 0.00 | 0.00 |
VANGUARD TOTAL INTL STOCK ETDFND | EXCHANGE-TRADED FUNDS | 78.74K | SH | $6.73M 2.08% | 78.74K | 0.00 | 0.00 |
MICROSOFT CORP COMDFND | COMMON STOCK | 17.52K | SH | $6.54M 2.02% | 17.52K | 0.00 | 0.00 |
VANGUARD GROWTH ETFDFND | EXCHANGE-TRADED FUNDS | 71.96K | SH | $6.20M 1.92% | 71.96K | 0.00 | 0.00 |
VANGUARD EXTENDED MARKET ETFDFND | EXCHANGE-TRADED FUNDS | 22.29K | SH | $5.49M 1.70% | 22.29K | 0.00 | 0.00 |
APPLE INC COMDFND | COMMON STOCK | 15.30K | SH | $4.43M 1.37% | 15.30K | 0.00 | 0.00 |
VANGUARD HIGH DIVIDEND YIELD ETFDFND | EXCHANGE-TRADED FUNDS | 26.06K | SH | $4.12M 1.27% | 26.06K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETF TRUST UNITDFND | EXCHANGE-TRADED FUNDS | 5.33K | SH | $3.98M 1.23% | 5.33K | 0.00 | 0.00 |
VANGUARD INT TERM CORPORATE ETFDFND | EXCHANGE-TRADED FUNDS | 46.47K | SH | $3.84M 1.19% | 46.47K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFDFND | EXCHANGE-TRADED FUNDS | 24.22K | SH | $3.59M 1.11% | 24.22K | 0.00 | 0.00 |
CISCO SYSTEMS INCDFND | COMMON STOCK | 30.57K | SH | $3.59M 1.11% | 30.57K | 0.00 | 0.00 |
JP MORGAN ETF CORE PLUS BD ETFDFND | EXCHANGE-TRADED FUNDS | 70.57K | SH | $3.31M 1.02% | 70.57K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COMMON STOCK | 10.02K | SH | $3.28M 1.01% | 10.02K | 0.00 | 0.00 |
ISHARES GOLD TR ISHARES NEW ETFDFND | EXCHANGE-TRADED FUNDS | 43.32K | SH | $3.27M 1.01% | 43.32K | 0.00 | 0.00 |
ISHARES CORE TOTAL US AGGREGATE BOND ETFDFND | EXCHANGE-TRADED FUNDS | 32.84K | SH | $3.25M 1.01% | 32.84K | 0.00 | 0.00 |
SPDR SER TR SS SPDR BBG INVT FLT RTE ETFDFND | EXCHANGE-TRADED FUNDS | 90.31K | SH | $2.79M 0.86% | 90.31K | 0.00 | 0.00 |
NVIDIA CORPORATION COMDFND | COMMON STOCK | 13.86K | SH | $2.77M 0.86% | 13.86K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFDFND | EXCHANGE-TRADED FUNDS | 38.38K | SH | $2.73M 0.85% | 38.38K | 0.00 | 0.00 |
Page 1 of 22
…