United Advisor Group, LLC ETF holdings
Cincinnati, OH
Reported $592.4M in 307 ETFs in its Form 13F for June 30, 2026.
ETF value
$592.4M
ETFs held
307
Change from prior quarter
+20.5%
With price moves
ETFs as a share of its 13F
62.9%
of $942.1M
Top 10 of 307 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| STXF | Strive 500 ETF | $18.9M | 391,287 | +11,795 shares |
| ACIO | Aptus Collared Investment Opportunity ETF | $17.5M | 379,043 | +14,540 shares |
| RDVY | First Trust Rising Dividend Achievers ETF | $14.5M | 179,331 | +5,264 shares |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | $13.6M | 141,827 | +1,589 shares |
| DLN | WisdomTree U.S. LargeCap Dividend Fund | $12.0M | 124,840 | +2,811 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $12.0M | 407,165 | −2,195 shares |
| OSCV | Opus Small Cap Value Plus ETF | $11.6M | 274,828 | +13,239 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $11.2M | 94,307 | +2,604 shares |
| TDVG | T. Rowe Price Dividend Growth ETF | $9.8M | 200,703 | +1,137 shares |
| DRSK | Aptus Defined Risk ETF | $8.9M | 309,386 | +14,703 shares |
297 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002004873. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does United Advisor Group, LLC own?
United Advisor Group, LLC reported 307 ETF positions worth $592.4M in its Form 13F for June 30, 2026. The largest was STXF, at $18.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.