2026 Q2 Portfolio Activity
In 2026 Q2, United Community Bank maintained a portfolio of 586 distinct positions. The most significant new addition was AMERICAN CENTY ETF TR AVANTIS , now representing 0.33% of the total fund value. They heavily accumulated shares in INVESCO EXCHANGE TRADED FD TR , increasing the position by 24.3%. Conversely, United Community Bank completely exited their position in UNITED CMNTY BKS BLAIRSVLE GA .
Position History
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United Community Bank
AUM $323M
Total Positions
586
Quarter
2026 Q2
Top Holding
BRK/B (9.3%)
Top 10 Concentration
33.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 586
United Community Bank Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 9.34% | 9.17% |
#1
Prev: #1
|
7.7 |
—
|
2,981 | 5.2% |
P
S
|
60,354 | $30,200,538 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IAUM
ISHARES GOLD TR...
|
ETF | 4.30% | 5.86% |
#2
Prev: #2
|
3.7 |
—
|
-28,982 | -7.7% |
P
S
|
347,362 | $13,897,954 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PBP
INVESCO EXCHANG...
|
ETF | 3.51% | 3.53% |
#3
Prev: #3
|
2.9 |
—
|
14,477 | 3.0% |
P
S
|
496,225 | $11,363,553 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
EFA
ISHARES MSCI EA...
|
ETF | 2.97% | 3.01% |
#4
Prev: #4
|
2.2 |
—
|
-345 | -0.4% |
P
S
|
92,548 | $9,613,886 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IVV
ISHARES TR CORE...
|
ETF | 2.58% | 2.29% |
#5
Prev: #5
|
3.5 |
—
|
597 | 5.7% |
P
S
|
11,121 | $8,328,406 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VTI
VANGUARD IDX FD...
|
ETF | 2.44% | 2.00% |
#6
1
Prev: #7
|
3.0 |
—
|
2,600 | 13.9% |
P
S
|
21,321 | $7,889,623 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SPHQ
INVESCO EXCHANG...
|
ETF | 2.14% | 1.55% |
#7
2
Prev: #9
|
3.4 |
—
|
15,060 | 24.3% |
P
S
|
76,985 | $6,936,349 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IJH
ISHARES CORE S&...
|
ETF | 2.14% | 1.91% |
#8
Prev: #8
|
2.9 |
—
|
5,064 | 6.0% |
P
S
|
89,727 | $6,918,849 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VXUS
VANGUARD TOTAL ...
|
ETF | 2.08% | 1.51% |
#9
2
Prev: #11
|
3.3 |
—
|
19,980 | 34.0% |
P
S
|
78,736 | $6,731,141 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 2.02% | 2.17% |
#10
4
Prev: #6
|
1.3 |
—
|
-59 | -0.3% |
P
S
|
17,525 | $6,537,176 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VUG
VANGUARD GROWTH...
|
ETF | 1.92% | 1.47% |
#11
1
Prev: #12
|
3.8 |
—
|
61,840 | 611.2% |
P
S
|
71,958 | $6,198,462 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VXF
VANGUARD EXTEND...
|
ETF | 1.70% | 1.51% |
#12
2
Prev: #10
|
1.2 |
—
|
210 | 1.0% |
P
S
|
22,286 | $5,487,036 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AAPL
APPLE INC COM
|
Technology | 1.37% | 1.33% |
#13
Prev: #13
|
1.0 |
—
|
-375 | -2.4% |
P
S
|
15,299 | $4,426,919 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VYM
VANGUARD HIGH D...
|
ETF | 1.27% | 0.99% |
#14
6
Prev: #20
|
3.0 |
—
|
6,020 | 30.0% |
P
S
|
26,058 | $4,117,946 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SPY
STATE STREET SP...
|
ETF | 1.23% | 0.77% |
#15
15
Prev: #30
|
3.5 |
—
|
1,799 | 51.0% |
P
S
|
5,328 | $3,978,791 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VCIT
VANGUARD INT TE...
|
ETF | 1.19% | 1.22% |
#16
1
Prev: #15
|
1.0 |
—
|
2,180 | 4.9% |
P
S
|
46,469 | $3,840,663 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IJR
ISHARES CORE S&...
|
ETF | 1.11% | 0.98% |
#17
4
Prev: #21
|
0.9 |
—
|
681 | 2.9% |
P
S
|
24,222 | $3,592,365 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CSCO
CISCO SYSTEMS I...
|
Technology | 1.11% | 0.79% |
#18
11
Prev: #29
|
0.9 |
—
|
152 | 0.5% |
P
S
|
30,569 | $3,590,635 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
JCPB
JP MORGAN ETF C...
|
ETF | 1.02% | 0.93% |
#19
3
Prev: #22
|
2.4 |
—
|
11,231 | 18.9% |
P
S
|
70,569 | $3,312,509 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.01% | 1.01% |
#20
1
Prev: #19
|
0.9 |
—
|
-328 | -3.2% |
P
S
|
10,015 | $3,278,210 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IAU
ISHARES GOLD TR...
|
ETF | 1.01% | 1.20% |
#21
5
Prev: #16
|
2.4 |
—
|
2,481 | 6.1% |
P
S
|
43,322 | $3,271,244 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AGG
ISHARES CORE TO...
|
ETF | 1.01% | 1.06% |
#22
4
Prev: #18
|
0.9 |
—
|
830 | 2.6% |
P
S
|
32,844 | $3,250,899 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
FLRN
SPDR SER TR SS ...
|
ETF | 0.86% | 0.90% |
#23
Prev: #23
|
0.8 |
—
|
3,050 | 3.5% |
P
S
|
90,310 | $2,786,064 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.86% | 1.29% |
#24
10
Prev: #14
|
0.3 |
—
|
-8,345 | -37.6% |
P
S
|
13,860 | $2,773,247 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 0.85% | 0.80% |
#25
2
Prev: #27
|
0.8 |
—
|
1,168 | 3.1% |
P
S
|
38,384 | $2,734,860 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BIV
VANGUARD INTERM...
|
ETF | 0.84% | 0.73% |
#26
7
Prev: #33
|
2.8 |
—
|
6,870 | 24.1% |
P
S
|
35,326 | $2,709,504 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.84% | 0.79% |
#27
1
Prev: #28
|
0.8 |
—
|
522 | 3.6% |
P
S
|
14,937 | $2,702,253 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SHY
ISHARES 1-3 YEA...
|
ETF | 0.83% | 0.89% |
#28
4
Prev: #24
|
0.8 |
—
|
455 | 1.4% |
P
S
|
32,635 | $2,679,660 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 0.82% | 1.09% |
#29
12
Prev: #17
|
0.8 |
—
|
123 | 0.8% |
P
S
|
15,975 | $2,648,016 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMZN
AMAZON INC COM
|
Consumer Cyclical | 0.75% | 0.75% |
#30
2
Prev: #32
|
0.8 |
—
|
-522 | -4.9% |
P
S
|
10,215 | $2,434,643 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ABBV
ABBVIE INC COM
|
Healthcare | 0.75% | 0.68% |
#31
4
Prev: #35
|
0.8 |
—
|
325 | 3.5% |
P
S
|
9,661 | $2,431,094 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 0.74% | 0.67% |
#32
4
Prev: #36
|
0.8 |
—
|
-257 | -3.7% |
P
S
|
6,753 | $2,386,037 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.70% | 0.68% |
#33
1
Prev: #34
|
0.8 |
—
|
470 | 1.3% |
P
S
|
38,055 | $2,271,503 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VGIT
VANGUARD SCOTTS...
|
ETF | 0.68% | 0.75% |
#34
3
Prev: #31
|
0.8 |
—
|
-932 | -2.5% |
P
S
|
37,028 | $2,183,911 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 0.67% | 0.50% |
#35
19
Prev: #54
|
1.3 |
—
|
no change | no change |
P
S
|
11,297 | $2,152,304 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.64% | 0.64% |
#36
4
Prev: #40
|
0.8 |
—
|
-5 | -0.0% |
P
S
|
16,030 | $2,059,855 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
KO
COCA COLA CO CO...
|
Consumer Defensive | 0.64% | 0.66% |
#37
1
Prev: #38
|
0.8 |
—
|
-820 | -3.1% |
P
S
|
25,338 | $2,059,219 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.64% | 0.64% |
#38
3
Prev: #41
|
0.8 |
—
|
38 | 0.7% |
P
S
|
5,837 | $2,058,593 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AVGO
BROADCOM INC CO...
|
Technology | 0.61% | 0.66% |
#39
2
Prev: #37
|
0.7 |
—
|
-1,244 | -19.3% |
P
S
|
5,189 | $1,960,145 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 0.58% | 0.65% |
#40
1
Prev: #39
|
0.7 |
—
|
18 | 0.1% |
P
S
|
14,888 | $1,884,523 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.58% | 0.53% |
#41
10
Prev: #51
|
0.7 |
—
|
91 | 1.4% |
P
S
|
6,699 | $1,883,826 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.57% | 0.63% |
#42
Prev: #42
|
0.7 |
—
|
-62 | -1.9% |
P
S
|
3,254 | $1,832,946 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
T
AT&T INC.
|
Communication Services | 0.55% | 0.81% |
#43
17
Prev: #26
|
0.7 |
—
|
2,241 | 2.7% |
P
S
|
86,120 | $1,782,684 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LLY
ELI LILLY & CO ...
|
Healthcare | 0.55% | 0.45% |
#44
13
Prev: #57
|
0.7 |
—
|
4 | 0.3% |
P
S
|
1,486 | $1,782,353 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.54% | 0.58% |
#45
2
Prev: #43
|
2.2 |
—
|
1,015 | 5.4% |
P
S
|
19,761 | $1,734,423 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GOOGL
ALPHABET INC CL...
|
Communication Services | 0.52% | 0.55% |
#46
1
Prev: #47
|
0.7 |
—
|
-1,065 | -18.4% |
P
S
|
4,722 | $1,687,501 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 0.52% | 0.57% |
#47
3
Prev: #44
|
0.7 |
—
|
670 | 2.4% |
P
S
|
28,994 | $1,670,634 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IGSB
ISHARES TR ISHS...
|
ETF | 0.50% | 0.56% |
#48
2
Prev: #46
|
0.7 |
—
|
-940 | -3.0% |
P
S
|
30,808 | $1,614,647 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PNC
PNC FINANCIAL S...
|
Financial Services | 0.50% | 0.45% |
#49
9
Prev: #58
|
0.7 |
—
|
50 | 0.8% |
P
S
|
6,523 | $1,606,093 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
OKE
ONEOK INC NEW C...
|
Energy | 0.49% | 0.53% |
#50
2
Prev: #52
|
0.7 |
—
|
690 | 3.9% |
P
S
|
18,408 | $1,600,392 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-50 of 586 holdings