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United Community Bank — 13F Holdings & Portfolio

CIK 2000314 · latest 13F-HR filed 2026-08-13

Backtest portfolio

United Community Bank manages $323.4M in 13F-reported U.S. long-equity assets across 534 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.B (9.34%), IAUM (4.30%), PBP (3.51%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 22 new positions, exited 53, added to 245, and trimmed 132.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
200 E CAMPERDOWN WAY
GREENVILLE, SC 29601
Phone
(864) 695-0536
Filing Manager
United Community Bank
GREENVILLE, SC
Signatory
Alisha Kamadia
Managing Director of Trust Admin/Sr Trust Officer
Loading holdings…
AUM

$323.4M

Long-equity book

Holdings

534

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+22 / −53 / ↑245 / ↓132

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BERKSHIRE HATHAWAY INC DEL CL B NEW COM$2.7M +9.8%
  • INVESCO EXCHANGE TRADED FD TR S&P500$2.3M +49.0%
  • VANGUARD TOTAL INTL STOCK ET$2.2M +48.6%
  • VANGUARD IDX FDS VANG TOTAL STK MKT ETF$1.9M +31.4%
  • VANGUARD GROWTH ETF$1.8M +40.3%
Show all 245 →

Top Trims

  • ISHARES GOLD TR SHARES REPRESENT ETF-$3.7M -20.9%
  • NVIDIA CORPORATION COM-$1.1M -28.4%
  • AT&T INC.-$649.0K -26.7%
  • CHEVRON CORP NEW COM-$631.8K -19.3%
  • GOLDMAN SACHS ETF TR ACCES TREASURY ETF-$392.7K -31.5%
Show all 132 →

New Positions

  • AMERICAN CENTY ETF TR AVANTIS EMGMKT ETF$1.1M
  • SPDR SER TR SS SPDR PORT S&P 500 GW ETF$416.5K
  • EXPEDIA GROUP INC COM NEW$254.6K
  • RALPH LAUREN CORP$208.7K
  • ISHARES HIGH DIVIDEND ETF$202.8K
Show all 22 →

Exited Positions

  • UNITED CMNTY BKS BLAIRSVLE GA COM$2.6M
  • EXXON MOBIL CORP$1.5M
  • PIMCO ETF TR ENHNCD LW DUR AC ETF$382.5K
  • HONEYWELL INTL INC COM$303.3K
  • MSC INDL DIRECT INC CL A$273.3K
Show all 53 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BERKSHIRE HATHAWAY INC DEL CL B NEW COM BRK.B 084670702 $30.2M 9.34% 60,354 SH
2 ISHARES GOLD TR SHARES REPRESENT ETF IAUM 46436F103 $13.9M 4.30% 347,362 SH
3 INVESCO EXCHANGE TRADED FD TR ETF PBP 46137V399 $11.4M 3.51% 496,225 SH
4 ISHARES MSCI EAFE ETF EFA 464287465 $9.6M 2.97% 92,548 SH
5 ISHARES TR CORE S&P500 ETF IVV 464287200 $8.3M 2.58% 11,121 SH
6 VANGUARD IDX FDS VANG TOTAL STK MKT ETF VTI 922908769 $7.9M 2.44% 21,321 SH
7 INVESCO EXCHANGE TRADED FD TR S&P500 SPHQ 46137V241 $6.9M 2.14% 76,985 SH
8 ISHARES CORE S&P MIDCAP ETF IJH 464287507 $6.9M 2.14% 89,727 SH
9 VANGUARD TOTAL INTL STOCK ET VXUS 921909768 $6.7M 2.08% 78,736 SH
10 MICROSOFT CORP COM MSFT 594918104 $6.5M 2.02% 17,525 SH
11 VANGUARD GROWTH ETF VUG 922908736 $6.2M 1.92% 71,958 SH
12 VANGUARD EXTENDED MARKET ETF VXF 922908652 $5.5M 1.70% 22,286 SH
13 APPLE INC COM AAPL 037833100 $4.4M 1.37% 15,299 SH
14 VANGUARD HIGH DIVIDEND YIELD ETF VYM 921946406 $4.1M 1.27% 26,058 SH
15 STATE STREET SPDR S&P 500 ETF TRUST UNIT SPY 78462F103 $4.0M 1.23% 5,328 SH
16 VANGUARD INT TERM CORPORATE ETF VCIT 92206C870 $3.8M 1.19% 46,469 SH
17 ISHARES CORE S&P SMALL CAP ETF IJR 464287804 $3.6M 1.11% 24,222 SH
18 CISCO SYSTEMS INC CSCO 17275R102 $3.6M 1.11% 30,569 SH
19 JP MORGAN ETF CORE PLUS BD ETF JCPB 46641Q670 $3.3M 1.02% 70,569 SH
20 JPMORGAN CHASE & CO JPM 46625H100 $3.3M 1.01% 10,015 SH
21 ISHARES GOLD TR ISHARES NEW ETF IAU 464285204 $3.3M 1.01% 43,322 SH
22 ISHARES CORE TOTAL US AGGREGATE BOND ETF AGG 464287226 $3.3M 1.01% 32,844 SH
23 SPDR SER TR SS SPDR BBG INVT FLT RTE ETF FLRN 78468R200 $2.8M 0.86% 90,310 SH
24 NVIDIA CORPORATION COM NVDA 67066G104 $2.8M 0.86% 13,860 SH
25 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $2.7M 0.85% 38,384 SH
26 VANGUARD INTERMEDIATE TERM BD ETF BIV 921937819 $2.7M 0.84% 35,326 SH
27 PHILIP MORRIS INTL INC COM PM 718172109 $2.7M 0.84% 14,937 SH
28 ISHARES 1-3 YEAR TREASURY BOND ETF SHY 464287457 $2.7M 0.83% 32,635 SH
29 CHEVRON CORP NEW COM CVX 166764100 $2.6M 0.82% 15,975 SH
30 AMAZON INC COM AMZN 023135106 $2.4M 0.75% 10,215 SH
31 ABBVIE INC COM ABBV 00287Y109 $2.4M 0.75% 9,661 SH
32 ALPHABET INC CAP STK CL C GOOG 02079K107 $2.4M 0.74% 6,753 SH
33 VANGUARD INTL EQUITY INDEX FDS FTSE ETF VWO 922042858 $2.3M 0.70% 38,055 SH
34 VANGUARD SCOTTSDALE FDS INTER TERM ETF VGIT 92206C706 $2.2M 0.68% 37,028 SH
35 SELECT SECTOR SPDR TR STATE ST TECH ETF XLK 81369Y803 $2.2M 0.67% 11,297 SH
36 MERCK & CO INC MRK 58933Y105 $2.1M 0.64% 16,030 SH
37 COCA COLA CO COM KO 191216100 $2.1M 0.64% 25,338 SH
38 HOME DEPOT INC HD 437076102 $2.1M 0.64% 5,837 SH
39 BROADCOM INC COM AVGO 11135F101 $2.0M 0.61% 5,189 SH
40 DUKE ENERGY CORP NEW COM NEW DUK 26441C204 $1.9M 0.58% 14,888 SH
41 INTERNATIONAL BUSINESS MACHS COM IBM 459200101 $1.9M 0.58% 6,699 SH
42 META PLATFORMS INC CL A COM META 30303M102 $1.8M 0.57% 3,254 SH
43 AT&T INC. T 00206R102 $1.8M 0.55% 86,120 SH
44 ELI LILLY & CO COM LLY 532457108 $1.8M 0.55% 1,486 SH
45 NEXTERA ENERGY INC COM NEE 65339F101 $1.7M 0.54% 19,761 SH
46 ALPHABET INC CL A GOOGL 02079K305 $1.7M 0.52% 4,722 SH
47 BRISTOL-MYERS SQUIBB CO COM BMY 110122108 $1.7M 0.52% 28,994 SH
48 ISHARES TR ISHS 1-5YR INVS ETF IGSB 464288646 $1.6M 0.50% 30,808 SH
49 PNC FINANCIAL SERVICES GROUP INC PNC 693475105 $1.6M 0.50% 6,523 SH
50 ONEOK INC NEW COM OKE 682680103 $1.6M 0.49% 18,408 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $323.4M 534 0001104659-26-095695
2026-03-31 2026-04-24 $299.9M 565 0001104659-26-048238
2025-12-31 2026-01-30 $264.5M 552 0001104659-26-008350