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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 and exited 53; 245 existing positions rose in reported value and 132 fell.

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
$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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
BRK.B9.3% · +5%IAUM4.3% · -8%PBP3.5% · +3%EFA3.0% · -0%IVV2.6% · +6%VTI2.4% · +14%SPHQ2.1% · +24%IJH2.1% · +6%VXUS2.1% · +34%MSFT2.0% · -0%VUG1.9% · +611%VXF1.7% · +1%AAPL1.4% · -2%VYM1.3% · +30%SPY1.2% · +51%VCIT1.2% · +5%IJR1.1% · +3%CSCO1.1% · +0%JCPB1.0% · +19%JPM1.0% · -3%IAU1.0% · +6%AGG1.0% · +3%FLRN0.9% · +4%NVDA0.9% · -38%VEA0.8% · +3%BIV0.8% · +24%PM0.8% · +4%SHY0.8% · +1%CVX0.8% · +1%AMZN0.8% · -5%ABBV0.8% · +4%GOOG0.7% · -4%VWO0.7% · +1%VGIT0.7% · -2%XLK0.7% · 0%MRK0.6% · -0%KO0.6% · -3%HD0.6% · +1%AVGO0.6% · -19%DUK0.6% · +0%IBM0.6% · +1%META0.6% · -2%T0.6% · +3%LLY0.6% · +0%NEE0.5% · +5%GOOGL0.5% · -18%BMY0.5% · +2%IGSB0.5% · -3%PNC0.5% · +1%OKE0.5% · +4%COST0.5% · +0%WMT0.5% · -2%AMAT0.5% · +11%GILD0.5% · +2%QQQ0.5% · +16%MU0.5% · +25%SPSB0.5% · +19%VZ0.4% · +4%BLK0.4% · -15%JNJ0.4% · +2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 33.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

United Community Bank Holdings (2026-06-30)

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
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