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United Community Bank — 13F Holdings & Portfolio

CIK 2000314 · latest 13F-HR filed 2026-04-24

Backtest portfolio

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.

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AUM

$299.9M

Long-equity book

Holdings

565

Distinct positions

Period

2026-03-31

Filed 2026-04-24

Q/Q Activity

+87 / −74 / ↑153 / ↓214

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD TOTAL INTL STOCK ET$1.6M +54.5%
  • VANGUARD TOTAL STOCK MARKET ETF$1.5M +34.3%
  • INVESCO EXCHANGE TRADED FD TR S&P500$1.3M +38.8%
  • STATE STREET SPDR S&P 500 ETF TRUST UNIT$1.1M +97.3%
  • AUTOZONE INC$1.0M +7668.4%
Show all 153 →

Top Trims

  • MICROSOFT CORP COM-$2.4M -27.0%
  • ISHARES TR CORE S&P500 ETF-$1.4M -16.6%
  • ALPHABET INC CAP STK CL C-$581.7K -22.4%
  • HOME DEPOT INC-$574.4K -23.1%
  • BOOKING HLDGS INC COM-$546.8K -66.3%
Show all 214 →

New Positions

  • VANGUARD INT TERM CORPORATE ETF$3.7M
  • ISHARES CORE TOTAL US AGGREGATE BOND ETF$3.2M
  • J P MORGAN EXCHANGE TRADED FD CORE ETF$2.8M
  • SPDR SER TR SS SPDR BBG INVT FLT RTE ETF$2.7M
  • ISHARES 1-3 YEAR TREASURY BOND ETF$2.7M
Show all 87 →

Exited Positions

  • THE TRADE DESK INC COM CL A$127.4K
  • SPDR SER TR SS SPDR S&P ARPCE & DEFN ETF$109.0K
  • DIAGEO PLC SPONSORED ADR$107.8K
  • CANADIAN NATL RY CO COM$89.7K
  • JB HUNT TRANSPORT SERVICES INC$89.2K
Show all 74 →
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 $27.5M 9.17% 57,373 SH
2 ISHARES GOLD TR SHARES REPRESENT ETF IAUM 46436F103 $17.6M 5.86% 376,344 SH
3 INVESCO EXCHANGE TRADED FD TR ETF PBP 46137V399 $10.6M 3.53% 481,748 SH
4 ISHARES MSCI EAFE ETF EFA 464287465 $9.0M 3.01% 92,893 SH
5 ISHARES TR CORE S&P500 ETF IVV 464287200 $6.9M 2.29% 10,524 SH
6 MICROSOFT CORP COM MSFT 594918104 $6.5M 2.17% 17,584 SH
7 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $6.0M 2.00% 18,721 SH
8 ISHARES CORE S&P MIDCAP ETF IJH 464287507 $5.7M 1.91% 84,663 SH
9 INVESCO EXCHANGE TRADED FD TR S&P500 SPHQ 46137V241 $4.7M 1.55% 61,925 SH
10 VANGUARD EXTENDED MARKET ETF VXF 922908652 $4.5M 1.51% 22,076 SH
11 VANGUARD TOTAL INTL STOCK ET VXUS 921909768 $4.5M 1.51% 58,756 SH
12 VANGUARD GROWTH ETF VUG 922908736 $4.4M 1.47% 10,118 SH
13 APPLE INC COM AAPL 037833100 $4.0M 1.33% 15,674 SH
14 NVIDIA CORPORATION COM NVDA 67066G104 $3.9M 1.29% 22,205 SH
15 VANGUARD INT TERM CORPORATE ETF VCIT 92206C870 $3.7M 1.22% 44,289 SH
16 ISHARES GOLD TR ISHARES NEW ETF IAU 464285204 $3.6M 1.20% 40,841 SH
17 CHEVRON CORP NEW COM CVX 166764100 $3.3M 1.09% 15,852 SH
18 ISHARES CORE TOTAL US AGGREGATE BOND ETF AGG 464287226 $3.2M 1.06% 32,014 SH
19 JPMORGAN CHASE & CO JPM 46625H100 $3.0M 1.01% 10,343 SH
20 VANGUARD HIGH DIVIDEND YIELD ETF VYM 921946406 $3.0M 0.99% 20,038 SH
21 ISHARES CORE S&P SMALL CAP ETF IJR 464287804 $2.9M 0.98% 23,541 SH
22 J P MORGAN EXCHANGE TRADED FD CORE ETF JCPB 46641Q670 $2.8M 0.93% 59,338 SH
23 SPDR SER TR SS SPDR BBG INVT FLT RTE ETF FLRN 78468R200 $2.7M 0.90% 87,260 SH
24 ISHARES 1-3 YEAR TREASURY BOND ETF SHY 464287457 $2.7M 0.89% 32,180 SH
25 UNITED CMNTY BKS BLAIRSVLE GA COM UCB 90984P303 $2.6M 0.88% 84,123 SH
26 AT&T INC. T 00206R102 $2.4M 0.81% 83,879 SH
27 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $2.4M 0.80% 37,216 SH
28 PHILIP MORRIS INTL INC COM PM 718172109 $2.4M 0.79% 14,415 SH
29 CISCO SYSTEMS INC CSCO 17275R102 $2.4M 0.79% 30,417 SH
30 STATE STREET SPDR S&P 500 ETF TRUST UNIT SPY 78462F103 $2.3M 0.77% 3,529 SH
31 VANGUARD SCOTTSDALE FDS INTER TERM ETF VGIT 92206C706 $2.3M 0.75% 37,960 SH
32 AMAZON INC COM AMZN 023135106 $2.2M 0.75% 10,737 SH
33 VANGUARD INTERMEDIATE TERM BD ETF BIV 921937819 $2.2M 0.73% 28,456 SH
34 VANGUARD INTL EQUITY INDEX FDS FTSE ETF VWO 922042858 $2.0M 0.68% 37,585 SH
35 ABBVIE INC COM ABBV 00287Y109 $2.0M 0.68% 9,336 SH
36 ALPHABET INC CAP STK CL C GOOG 02079K107 $2.0M 0.67% 7,010 SH
37 BROADCOM INC COM AVGO 11135F101 $2.0M 0.66% 6,433 SH
38 COCA COLA CO COM KO 191216100 $2.0M 0.66% 26,158 SH
39 DUKE ENERGY CORP NEW COM NEW DUK 26441C204 $1.9M 0.65% 14,870 SH
40 MERCK & CO INC MRK 58933Y105 $1.9M 0.64% 16,035 SH
41 HOME DEPOT INC HD 437076102 $1.9M 0.64% 5,799 SH
42 META PLATFORMS INC CL A COM META 30303M102 $1.9M 0.63% 3,316 SH
43 NEXTERA ENERGY INC COM NEE 65339F101 $1.7M 0.58% 18,746 SH
44 BRISTOL-MYERS SQUIBB CO COM BMY 110122108 $1.7M 0.57% 28,324 SH
45 WALMART INC COM WMT 931142103 $1.7M 0.57% 13,809 SH
46 ISHARES TR ISHS 1-5YR INVS ETF IGSB 464288646 $1.7M 0.56% 31,748 SH
47 ALPHABET INC CL A GOOGL 02079K305 $1.7M 0.55% 5,787 SH
48 COSTCO WHSL CORP NEW COM COST 22160K105 $1.6M 0.55% 1,650 SH
49 GILEAD SCIENCES INC COM GILD 375558103 $1.6M 0.54% 11,719 SH
50 VERIZON COMMUNICATIONS INC COM VZ 92343V104 $1.6M 0.54% 32,171 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-24 $299.9M 565 0001104659-26-048238
2025-12-31 2026-01-30 $264.5M 552 0001104659-26-008350