2026 Q3 Portfolio Activity
In 2026 Q3, United Community Bank maintained a portfolio of 595 distinct positions. The most significant new addition was EXXONMOBIL HOLDINGS CORP COM S, now representing 0.43% of the total fund value. They heavily accumulated shares in APPLE INC COM, increasing the position by 14.7%.
Position History
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United Community Bank
AUM $336M
Total Positions
595
Quarter
2026 Q3
Top Holding
BRK/B (9.0%)
Top 10 Concentration
34.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 595
United Community Bank Full Holdings List — 2026 Q3
| 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 | 9.01% | 9.34% |
#1
Prev: #1
|
6.1 |
—
|
417 | 0.7% |
P
S
|
60,771 | $30,260,919 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
IAUM
ISHARES GOLD TR...
|
ETF | 4.15% | 4.30% |
#2
Prev: #2
|
3.7 |
—
|
-10,898 | -3.1% |
P
S
|
336,464 | $13,936,339 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
PBP
INVESCO EXCHANG...
|
ETF | 3.64% | 3.51% |
#3
Prev: #3
|
4.5 |
—
|
28,505 | 5.7% |
P
S
|
524,730 | $12,220,962 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
EFA
ISHARES MSCI EA...
|
ETF | 2.80% | 2.97% |
#4
Prev: #4
|
2.1 |
—
|
-1,980 | -2.1% |
P
S
|
90,568 | $9,409,110 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 2.75% | 2.02% |
#5
5
Prev: #10
|
2.1 |
—
|
495 | 2.8% |
P
S
|
18,020 | $9,242,458 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
VTI
VANGUARD INDX F...
|
ETF | 2.74% | 2.44% |
#6
Prev: #6
|
3.1 |
—
|
3,270 | 15.3% |
P
S
|
24,591 | $9,202,936 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
VXUS
VANGUARD TOTAL ...
|
ETF | 2.42% | 2.08% |
#7
2
Prev: #9
|
3.5 |
—
|
16,932 | 21.5% |
P
S
|
95,668 | $8,127,953 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
IVV
ISHARES TR CORE...
|
ETF | 2.36% | 2.58% |
#8
3
Prev: #5
|
1.4 |
—
|
-751 | -6.8% |
P
S
|
10,370 | $7,941,865 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
SPHQ
INVESCO EXCHANG...
|
ETF | 2.25% | 2.14% |
#9
2
Prev: #7
|
2.9 |
—
|
12,735 | 16.5% |
P
S
|
89,720 | $7,543,658 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
VUG
VANGUARD INDEX ...
|
ETF | 2.19% | 1.92% |
#10
1
Prev: #11
|
2.9 |
—
|
9,715 | 13.5% |
P
S
|
81,673 | $7,359,554 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
IJH
ISHARES CORE S&...
|
ETF | 1.90% | 2.14% |
#11
3
Prev: #8
|
1.3 |
—
|
-1,000 | -1.1% |
P
S
|
88,727 | $6,383,908 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
AAPL
APPLE INC COM
|
Technology | 1.74% | 1.37% |
#12
1
Prev: #13
|
2.7 |
—
|
2,253 | 14.7% |
P
S
|
17,552 | $5,845,167 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
VXF
VANGUARD EXTEND...
|
ETF | 1.64% | 1.70% |
#13
1
Prev: #12
|
2.7 |
—
|
1,534 | 6.9% |
P
S
|
23,820 | $5,517,427 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
VYM
VANGUARD HIGH D...
|
ETF | 1.40% | 1.27% |
#14
Prev: #14
|
2.6 |
—
|
4,265 | 16.4% |
P
S
|
30,323 | $4,706,130 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
SPY
STATE STREET SP...
|
ETF | 1.18% | 1.23% |
#15
Prev: #15
|
1.0 |
—
|
-110 | -2.1% |
P
S
|
5,218 | $3,979,403 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
JCPB
JP MORGAN ETF C...
|
ETF | 1.14% | 1.02% |
#16
3
Prev: #19
|
3.0 |
—
|
14,780 | 20.9% |
P
S
|
85,349 | $3,821,928 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.00% | 1.01% |
#17
3
Prev: #20
|
0.9 |
—
|
105 | 1.0% |
P
S
|
10,120 | $3,348,000 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.99% | 0.82% |
#18
11
Prev: #29
|
0.9 |
—
|
366 | 2.3% |
P
S
|
16,341 | $3,336,996 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
VCIT
VANGUARD INT TE...
|
ETF | 0.99% | 1.19% |
#19
3
Prev: #16
|
0.9 |
—
|
-4,070 | -8.8% |
P
S
|
42,399 | $3,320,266 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
IJR
ISHARES CORE S&...
|
ETF | 0.98% | 1.11% |
#20
3
Prev: #17
|
0.9 |
—
|
74 | 0.3% |
P
S
|
24,296 | $3,305,228 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.96% | 0.86% |
#21
3
Prev: #24
|
0.9 |
—
|
331 | 2.4% |
P
S
|
14,191 | $3,240,941 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
AGG
ISHARES CORE TO...
|
ETF | 0.94% | 1.01% |
#22
Prev: #22
|
0.9 |
—
|
620 | 1.9% |
P
S
|
33,464 | $3,163,687 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
IAU
ISHARES GOLD TR...
|
ETF | 0.93% | 1.01% |
#23
2
Prev: #21
|
0.9 |
—
|
-3,420 | -7.9% |
P
S
|
39,902 | $3,116,346 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 0.91% | 0.85% |
#24
1
Prev: #25
|
2.4 |
—
|
5,134 | 13.4% |
P
S
|
43,518 | $3,072,806 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
CSCO
CISCO SYSTEMS I...
|
Technology | 0.89% | 1.11% |
#25
7
Prev: #18
|
0.9 |
—
|
-2,674 | -8.7% |
P
S
|
27,895 | $3,002,339 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.87% | 0.84% |
#26
1
Prev: #27
|
0.8 |
—
|
368 | 2.5% |
P
S
|
15,305 | $2,920,500 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
FLRN
SPDR SER TR SS ...
|
ETF | 0.85% | 0.86% |
#27
4
Prev: #23
|
0.8 |
—
|
2,475 | 2.7% |
P
S
|
92,785 | $2,861,489 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
AMZN
AMAZON INC COM
|
Consumer Cyclical | 0.75% | 0.75% |
#28
2
Prev: #30
|
0.8 |
—
|
-121 | -1.2% |
P
S
|
10,094 | $2,514,920 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.71% | 0.57% |
#29
13
Prev: #42
|
0.8 |
—
|
30 | 0.9% |
P
S
|
3,284 | $2,381,491 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
ABBV
ABBVIE INC COM
|
Healthcare | 0.69% | 0.75% |
#30
1
Prev: #31
|
0.8 |
—
|
-799 | -8.3% |
P
S
|
8,862 | $2,318,211 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.69% | 0.64% |
#31
5
Prev: #36
|
0.8 |
—
|
-142 | -0.9% |
P
S
|
15,888 | $2,308,685 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 0.68% | 0.74% |
#32
Prev: #32
|
0.8 |
—
|
-8 | -0.1% |
P
S
|
6,745 | $2,298,291 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
VGIT
VANGUARD SCOTTS...
|
ETF | 0.67% | 0.68% |
#33
1
Prev: #34
|
2.3 |
—
|
2,655 | 7.2% |
P
S
|
39,683 | $2,248,439 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
BIV
VANGUARD INTERM...
|
ETF | 0.66% | 0.84% |
#34
8
Prev: #26
|
0.8 |
—
|
-4,709 | -13.3% |
P
S
|
30,617 | $2,230,755 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
KO
COCA COLA CO CO...
|
Consumer Defensive | 0.66% | 0.64% |
#35
2
Prev: #37
|
0.8 |
—
|
572 | 2.3% |
P
S
|
25,910 | $2,230,333 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.66% | 0.70% |
#36
3
Prev: #33
|
0.8 |
—
|
-744 | -2.0% |
P
S
|
37,311 | $2,212,915 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
SHY
ISHARES 1-3 YEA...
|
ETF | 0.66% | 0.83% |
#37
9
Prev: #28
|
0.8 |
—
|
-5,405 | -16.6% |
P
S
|
27,230 | $2,211,076 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
SPSB
SPDR SER TR SS ...
|
ETF | 0.65% | 0.45% |
#38
19
Prev: #57
|
3.3 |
—
|
25,010 | 51.3% |
P
S
|
73,770 | $2,182,854 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
T
AT&T INC.
|
Communication Services | 0.64% | 0.55% |
#39
4
Prev: #43
|
0.8 |
—
|
2,651 | 3.1% |
P
S
|
88,771 | $2,166,012 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 0.64% | 0.67% |
#40
5
Prev: #35
|
0.8 |
—
|
-380 | -3.4% |
P
S
|
10,917 | $2,137,003 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.55% | 0.47% |
#41
13
Prev: #54
|
0.7 |
—
|
578 | 4.9% |
P
S
|
12,490 | $1,861,635 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
AVGO
BROADCOM INC CO...
|
Technology | 0.55% | 0.61% |
#42
3
Prev: #39
|
0.7 |
—
|
42 | 0.8% |
P
S
|
5,231 | $1,837,075 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
GOOGL
ALPHABET INC CL...
|
Communication Services | 0.54% | 0.52% |
#43
3
Prev: #46
|
2.2 |
—
|
591 | 12.5% |
P
S
|
5,313 | $1,828,097 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 0.54% | 0.52% |
#44
3
Prev: #47
|
0.7 |
—
|
-88 | -0.3% |
P
S
|
28,906 | $1,803,734 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
LLY
ELI LILLY & CO ...
|
Healthcare | 0.53% | 0.55% |
#45
1
Prev: #44
|
0.7 |
—
|
42 | 2.8% |
P
S
|
1,528 | $1,768,018 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 0.52% | 0.58% |
#46
6
Prev: #40
|
0.7 |
—
|
322 | 2.2% |
P
S
|
15,210 | $1,734,092 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.51% | 0.64% |
#47
9
Prev: #38
|
0.7 |
—
|
154 | 2.6% |
P
S
|
5,991 | $1,704,380 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.48% | 0.44% |
#48
10
Prev: #58
|
2.2 |
—
|
1,858 | 5.5% |
P
S
|
35,373 | $1,622,560 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
OKE
ONEOK INC NEW C...
|
Energy | 0.48% | 0.49% |
#49
1
Prev: #50
|
0.7 |
—
|
617 | 3.4% |
P
S
|
19,025 | $1,622,262 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.46% | 0.54% |
#50
5
Prev: #45
|
0.7 |
—
|
660 | 3.3% |
P
S
|
20,421 | $1,546,687 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 |
Showing 1-50 of 595 holdings