United Asset Strategies, Inc. ETF holdings
Garden City, NY
Reported $259.7M in 66 ETFs in its Form 13F for June 30, 2026.
ETF value
$259.7M
ETFs held
66
Change from prior quarter
+14.4%
With price moves
ETFs as a share of its 13F
18.4%
of $1.4B
Top 10 of 66 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SOXX | iShares Semiconductor ETF | $31.4M | 48,982 | −9,942 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $29.7M | 155,687 | −76,102 shares |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $25.0M | 434,336 | +4,502 shares |
| USFR | WisdomTree Floating Rate Treasury Fund | $24.8M | 491,959 | +9,248 shares |
| VMBS | Vanguard Mortgage-Backed Securities ETF | $18.9M | 402,952 | −15,852 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $15.4M | 175,724 | −3,083 shares |
| MBSF | Regan Floating Rate MBS ETF | $10.9M | 424,493 | +245,403 shares |
| IWN | iShares Russell 2000 Value ETF | $8.5M | 38,516 | −155 shares |
| XLP | State Street Consumer Staples Select Sector SPDR ETF | $8.5M | 102,506 | −31,350 shares |
| PSK | State Street SPDR ICE Preferred Securities ETF | $7.7M | 250,574 | New position |
56 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) 0001539948. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does United Asset Strategies, Inc. own?
United Asset Strategies, Inc. reported 66 ETF positions worth $259.7M in its Form 13F for June 30, 2026. The largest was SOXX, at $31.4M.
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.