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Livermore
Livermore
ZHEN

United Advisor Group, LLC

SEC CIK
0002004873
Latest filing
Jul 29, 2026

The latest 13F from United Advisor Group, LLC covers Q2 2026 (filed Jul 29, 2026): 527 long positions worth $942.1M. The top 10 holdings make up 18.8% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 3.1%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
67
Est. +$43.4M
Added
288
Est. +$52.3M
Reduced
154
Est. −$27.4M
Sold out
37
Est. −$22.3M

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    3.1%$28.8MHistory
  2. AAPLApple Inc.
    2.7%$25.5MHistory
  3. Ea Series Trust02072L680
    2.0%$18.9M
  4. ETF Ser Solutions26922A222
    1.9%$17.5M
  5. AMZNAmazon Com Inc
    1.8%$17.1MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. WisdomTree Tr97717Y477
    +$5.09MAdded
  2. State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375
    +$3.51MNew
  3. American Centy ETF Tr025072877
    +$3.07MNew
  4. BWBabcock & Wilcox Enterprises, Inc.
    +$3.03MNewHistory
  5. WisdomTree Tr97717W547
    +$2.64MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. WisdomTree Tr97717Y477
    +0.55 pp0.1% → 0.7%
  2. State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375
    +0.37 pp0.0% → 0.4%
  3. American Centy ETF Tr025072877
    +0.33 pp0.0% → 0.3%
  4. BWBabcock & Wilcox Enterprises, Inc.
    +0.32 pp0.0% → 0.3%History
  5. Dimensional ETF Trust25434V807
    +0.26 pp0.0% → 0.3%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. XOMExxonMobil Holdings Corp
    −$6.85MSold outHistory
  2. NBISNebius Group N.V.
    −$3.82MReducedHistory
  3. Schwab U.S. Large-Cap Growth ETF808524300
    −$3.61MReduced
  4. AMDAdvanced Micro Devices Inc
    −$3.24MReducedHistory
  5. iShares S&P 500 Value ETF464287408
    −$2.02MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −0.85 pp0.8% → 0.0%History
  2. Schwab U.S. Large-Cap Growth ETF808524300
    −0.39 pp0.9% → 0.5%
  3. iShares S&P 500 Value ETF464287408
    −0.24 pp0.3% → <0.1%
  4. MPCMarathon Petroleum Corp
    −0.20 pp0.2% → <0.1%History
  5. PIMCO ETF Tr72201R718
    −0.20 pp0.2% → 0.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$942.1M
+$134.9M (+16.7%) vs. prior quarter
Positions
527
+30 vs. prior quarter
Top 10 concentration
18.8%
Top 10 as share of value
Turnover
5.7%
Q2 2026, one quarter
Average holding period
8.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $942.1M (Q2 2026)

Q4 2023: $82.9MQ1 2024: $266.1MQ2 2024: $321.8MQ3 2024: $442.5MQ4 2024: $505.6MQ1 2025: $487.7MQ2 2025: $578.4MQ3 2025: $743.2MQ4 2025: $778.9MQ1 2026: $807.2MQ2 2026: $942.1M
Q4 2023Q2 2026
13F filings of United Advisor Group, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 29, 2026527$942.1MNVDAAAPLEa Series Trustvs. Q1 2026SEC
Q1 2026Apr 17, 2026497$807.2MNVDAAAPLEa Series Trustvs. Q4 2025SEC
Q4 2025Jan 26, 2026469$778.9MNVDAAAPLPLTRvs. Q3 2025SEC
Q3 2025Nov 12, 2025450$743.2MNVDAAAPLPLTRvs. Q2 2025SEC
Q2 2025Aug 11, 2025381$578.4MNVDAAAPLWisdomTree Trvs. Q1 2025SEC
Q1 2025Apr 21, 2025346$487.7MInvesco Nasdaq 100 ETFAAPLNVDAvs. Q4 2024SEC
Q4 2024Feb 24, 2025363$505.6MAAPLNVDAAMZNvs. Q3 2024SEC
Q3 2024Oct 30, 2024342$442.5MAAPLNVDAAMZNvs. Q2 2024SEC
Q2 2024Aug 8, 2024260$321.8MNVDAAAPLWisdomTree Trvs. Q1 2024SEC
Q1 2024May 14, 2024210$266.1MNVDAUPSAAPLvs. Q4 2023SEC
Q4 2023Feb 16, 202455$82.9MSchwab U.S. Large-Cap ETFUPSMSFT–SEC