United Community Bank: 13F holdings
CIK 20003142026Q2
| Positions | 534 |
|---|---|
| Reported value | $323.4m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW COM | 60,354 | $30.2m | 9.3% |
| ISHARES GOLD TR SHARES REPRESENT ETF | 347,362 | $13.9m | 4.3% |
| INVESCO EXCHANGE TRADED FD TR ETF | 496,225 | $11.4m | 3.5% |
| EFA ISHARES MSCI EAFE ETF | 92,548 | $9.6m | 3.0% |
| IVV ISHARES TR CORE S&P500 ETF | 11,121 | $8.3m | 2.6% |
| VTI VANGUARD IDX FDS VANG TOTAL STK MKT ETF | 21,321 | $7.9m | 2.4% |
| SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 | 76,985 | $6.9m | 2.1% |
| IJH ISHARES CORE S&P MIDCAP ETF | 89,727 | $6.9m | 2.1% |
| VXUS VANGUARD TOTAL INTL STOCK ET | 78,736 | $6.7m | 2.1% |
| MSFT MICROSOFT CORP COM | 17,525 | $6.5m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2000314")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.