United Community Bank
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), United Community Bank reported 533 stock positions worth $323.4 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.3% of the portfolio, followed by iShares Gold Trust Micro (IAUM, 4.3%) and Invesco S&P 500 Buywrite ETF (PBP, 3.5%). Compared with Q1 2026, it opened 16 new positions, sold out of 50, added to 144 and reduced 181. The biggest buy was Invesco S&P 500 Quality ETF (SPHQ, shares +24%) and the biggest sale iShares Gold Trust Micro (IAUM, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- GREENVILLE, SC
- CIK
- 0002000314
- Portfolio Value
- $323.4M (Q2 2026)
- SEC Filing
- 0001104659-26-095695 ↗ filed Aug 13, 2026
Holdings Value
Holdings 533 stocks · $323.4M
| BRK.B Berkshire Hathaway Inc. Class B | 9.34% | 60,354 | $30.2M | Add +5.2% |
| IAUM iShares Gold Trust Micro | 4.30% | 347,362 | $13.9M | Reduce -7.7% |
| PBP Invesco S&P 500 Buywrite ETF | 3.51% | 496,225 | $11.4M | Add +3.0% |
| EFA iShares MSCI Eafe ETF | 2.97% | 92,548 | $9.6M | Reduce -0.4% |
| IVV iShares Core S&P 500 ETF | 2.58% | 11,121 | $8.3M | Add +5.7% |
| VTI VG Morningstar TS MKT ETF-US | 2.44% | 21,321 | $7.9M | Add +13.9% |
| SPHQ Invesco S&P 500 Quality ETF | 2.14% | 76,985 | $6.9M | Add +24.3% |
| IJH iShares Core S&P Midcap ETF | 2.14% | 89,727 | $6.9M | Add +6.0% |
| VXUS Vanguard Total Intl Stock | 2.08% | 78,736 | $6.7M | Add +34.0% |
| MSFT Microsoft Corp. | 2.02% | 17,525 | $6.5M | Reduce -0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.92% | 71,958 | $6.2M | Add +18.5% |
| VXF Vanguard Extended Market ETF | 1.70% | 22,286 | $5.5M | Add +0.9% |
| AAPL Apple Inc. | 1.37% | 15,299 | $4.4M | Reduce -2.4% |
| VYM Vanguard High DVD Yield ETF | 1.27% | 26,058 | $4.1M | Add +30.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.23% | 5,328 | $4.0M | Add +51.0% |
| VCIT Vanguard Int-Term Corporate | 1.19% | 46,469 | $3.8M | Add +4.9% |
| IJR iShares Core S&P Small-Cap E | 1.11% | 24,222 | $3.6M | Add +2.9% |
| CSCO Cisco Systems Inc. | 1.11% | 30,569 | $3.6M | Add +0.5% |
| JCPB JPMorgan Core Plus Bond ETF | 1.02% | 70,569 | $3.3M | Add +18.9% |
| JPM JPMorgan Chase & Co. | 1.01% | 10,015 | $3.3M | Reduce -3.2% |
| IAU iShares Gold Trust | 1.01% | 43,322 | $3.3M | Add +6.1% |
| AGG iShares Core U.S. Aggregate | 1.01% | 32,844 | $3.3M | Add +2.6% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.86% | 90,310 | $2.8M | Add +3.5% |
| NVDA Nvidia Corp. | 0.86% | 13,860 | $2.8M | Reduce -37.6% |
| VEA Vanguard Ftse Developed ETF | 0.85% | 38,384 | $2.7M | Add +3.1% |
| BIV Vanguard Intermediate-Term B | 0.84% | 35,326 | $2.7M | Add +24.1% |
| PM Philip Morris International | 0.84% | 14,937 | $2.7M | Add +3.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.83% | 32,635 | $2.7M | Add +1.4% |
| CVX Chevron Corp. | 0.82% | 15,975 | $2.6M | Add +0.8% |
| AMZN Amazon.com Inc. | 0.75% | 10,215 | $2.4M | Reduce -4.9% |
| ABBV Abbvie Inc. | 0.75% | 9,661 | $2.4M | Add +3.5% |
| GOOG Alphabet Inc. Class C | 0.74% | 6,753 | $2.4M | Reduce -3.7% |
| VWO Vanguard Ftse Emerging Marke | 0.70% | 38,055 | $2.3M | Add +1.3% |
| VGIT Vanguard Intermediate-Term T | 0.68% | 37,028 | $2.2M | Reduce -2.5% |
| XLK SS Technology Select Sector | 0.67% | 11,297 | $2.2M | No change |
| MRK Merck & Co. Inc. | 0.64% | 16,030 | $2.1M | Reduce -0.0% |
| KO The Coca-Cola Co. | 0.64% | 25,338 | $2.1M | Reduce -3.1% |
| HD Home Depot Inc. | 0.64% | 5,837 | $2.1M | Add +0.7% |
| AVGO Broadcom Inc. | 0.61% | 5,189 | $2.0M | Reduce -19.3% |
| DUK Duke Energy Corp. | 0.58% | 14,888 | $1.9M | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.58% | 6,699 | $1.9M | Add +1.4% |
| META Meta Platforms Inc. Class A | 0.57% | 3,254 | $1.8M | Reduce -1.9% |
| T AT&T Inc. | 0.55% | 86,120 | $1.8M | Add +2.7% |
| LLY Eli Lilly & Co. | 0.55% | 1,486 | $1.8M | Add +0.3% |
| NEE Nextera Energy Inc. | 0.54% | 19,761 | $1.7M | Add +5.4% |
| GOOGL Alphabet Inc. Class A | 0.52% | 4,722 | $1.7M | Reduce -18.4% |
| BMY Bristol-Myers Squibb Co. | 0.52% | 28,994 | $1.7M | Add +2.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.50% | 30,808 | $1.6M | Reduce -3.0% |
| PNC PNC Financial Services Group | 0.50% | 6,523 | $1.6M | Add +0.8% |
| OKE Oneok Inc. | 0.49% | 18,408 | $1.6M | Add +3.9% |
| COST Costco Wholesale Corp. | 0.48% | 1,659 | $1.6M | Add +0.6% |
| WMT Walmart Inc. | 0.48% | 13,590 | $1.5M | Reduce -1.6% |
| AMAT Applied Materials Inc. | 0.48% | 2,125 | $1.5M | Add +11.4% |
| GILD Gilead Sciences Inc. | 0.47% | 11,912 | $1.5M | Add +1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.46% | 2,032 | $1.5M | Add +16.0% |
| MU Micron Technology Inc. | 0.46% | 1,279 | $1.5M | Add +24.8% |
| SPSB SS SPDR P St C Corp. ETF | 0.45% | 48,760 | $1.5M | Add +18.6% |
| VZ Verizon Communications Inc. | 0.44% | 33,515 | $1.4M | Add +4.2% |
| BLK BlackRock Inc. | 0.42% | 1,396 | $1.3M | Reduce -15.3% |
| JNJ Johnson & Johnson | 0.40% | 5,108 | $1.3M | Add +2.1% |
| V Visa Inc. Class A | 0.40% | 3,762 | $1.3M | Reduce -3.2% |
| CSX CSX Corp. | 0.40% | 27,124 | $1.3M | Reduce -9.7% |
| C Citigroup Inc. | 0.40% | 9,146 | $1.3M | Add +1.2% |
| BEN Franklin Templeton Inc. | 0.39% | 37,849 | $1.3M | Add +0.8% |
| EMR Emerson Electric Co. | 0.39% | 8,697 | $1.2M | Reduce -1.0% |
| DRI Darden Restaurants Inc. | 0.38% | 5,913 | $1.2M | Add +0.1% |
| VGSH Vanguard Short-Term Treasury | 0.37% | 20,775 | $1.2M | Add +1.2% |
| USB US Bancorp | 0.36% | 19,359 | $1.2M | Add +2.5% |
| BP BP PLC-Spons ADR | 0.36% | 31,536 | $1.2M | No change |
| MS Morgan Stanley | 0.36% | 5,496 | $1.1M | Add +2.2% |
| MDY State Street SPDR S&P Midcap | 0.34% | 1,582 | $1.1M | Add +14.9% |
| AVEM Avantis Emerging Markets Eq | 0.33% | 11,127 | $1.1M | New |
| SCHW Schwab (charles) Corp. | 0.32% | 11,155 | $1.0M | Add +0.1% |
| TD Toronto-Dominion Bank | 0.32% | 8,455 | $1.0M | Reduce -0.2% |
| ETN Eaton Corp. PLC | 0.31% | 2,390 | $1.0M | Add +0.7% |
| MA Mastercard Inc. Class A | 0.30% | 1,868 | $959K | Reduce -1.2% |
| UPS United Parcel Service Class B | 0.29% | 8,857 | $952K | Reduce -1.1% |
| APH Amphenol Corp. Class A | 0.29% | 5,360 | $945K | Add +34.8% |
| CAT Caterpillar Inc. | 0.29% | 884 | $941K | Reduce -24.2% |
| ENB Enbridge Inc. | 0.29% | 17,323 | $939K | Add +0.2% |
| TFC Truist Financial Corp. | 0.28% | 18,360 | $915K | Add +0.4% |
| OHI Omega Healthcare Investors | 0.28% | 18,715 | $892K | Add +0.9% |
| IVW iShares S&P 500 Growth ETF | 0.27% | 6,437 | $885K | Add +26.5% |
| ADP Automatic Data Processing | 0.27% | 3,915 | $877K | Reduce -20.2% |
| TGT Target Corp. | 0.27% | 6,614 | $864K | Reduce -1.1% |
| GBIL Goldman Sachs Access Treasur | 0.26% | 8,523 | $854K | Reduce -31.5% |
| VLO Valero Energy Corp. | 0.25% | 3,106 | $809K | Reduce -7.7% |
| VNQ Vanguard Real Estate ETF | 0.25% | 8,313 | $802K | Reduce -1.8% |
| LMT Lockheed Martin Corp. | 0.25% | 1,571 | $800K | Add +0.4% |
| CMCSA Comcast Corp. Class A | 0.24% | 32,159 | $790K | Add +0.8% |
| AZO AutoZone Inc. | 0.24% | 247 | $789K | Reduce -20.8% |
| KMB Kimberly-Clark Corp. | 0.24% | 7,043 | $773K | Add +2.3% |
| DAL Delta Air Lines Inc. | 0.24% | 8,254 | $773K | Add +13.1% |
| AXP American Express Co. | 0.24% | 2,249 | $761K | Reduce -0.6% |
| BAC Bank of America Corp. | 0.23% | 13,183 | $751K | Reduce -4.4% |
| IGV iShares Expanded Tech-Softwa | 0.23% | 8,265 | $749K | No change |
| VGT Vanguard Info Tech ETF | 0.23% | 6,120 | $731K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.22% | 7,499 | $717K | Reduce -4.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.21% | 1,295 | $676K | Add +825.0% |
| MDT Medtronic PLC | 0.20% | 8,370 | $655K | Add +7.0% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $42 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GENVR Gen Digital Inc. - CVR | RIGHT 99/99/9999 | 33 | $42 | No change |
Total filed on the 13F, all lines: $323.4M.
Portfolio Sells Q1 2026 → Q2 2026
| IAUM iShares Gold Trust Micro | Reduce -7.7% | 4.30% | −1.56 |
| UCB United Community Banks | Sold out | 0.00% | −0.88 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.50 |
| NVDA Nvidia Corp. | Reduce -37.6% | 0.86% | −0.43 |
| GBIL Goldman Sachs Access Treasur | Reduce -31.5% | 0.26% | −0.15 |
| MSFT Microsoft Corp. | Reduce -0.3% | 2.02% | −0.15 |
| LDUR PIMCO Enhanced Low Duration | Sold out | 0.00% | −0.13 |
| BLK BlackRock Inc. | Reduce -15.3% | 0.42% | −0.11 |
| AZO AutoZone Inc. | Reduce -20.8% | 0.24% | −0.11 |
| WMT Walmart Inc. | Reduce -1.6% | 0.48% | −0.10 |
| FISV Fiserv Inc. | Reduce -93.0% | 0.01% | −0.09 |
| MSM MSC Industrial Direct Co. Class A | Sold out | 0.00% | −0.09 |
| EEFT Euronet Worldwide Inc. | Sold out | 0.00% | −0.09 |
| INTU Intuit Inc. | Reduce -88.5% | 0.01% | −0.09 |
| BN Brookfield Corp. | Sold out | 0.00% | −0.09 |
| OTEX Open Text Corp. | Sold out | 0.00% | −0.08 |
| PAAA Pgim Aaa Clo ETF | Sold out | 0.00% | −0.08 |
| CRM Salesforce Inc. | Reduce -58.0% | 0.04% | −0.08 |
| ACN Accenture PLC Class A | Reduce -47.0% | 0.04% | −0.08 |
| VGIT Vanguard Intermediate-Term T | Reduce -2.5% | 0.68% | −0.08 |
| WTW Willis Towers Watson PLC | Sold out | 0.00% | −0.07 |
| SBUX Starbucks Corp. | Reduce -74.3% | 0.03% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -1.9% | 0.57% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -33.6% | 0.11% | −0.06 |
| LKQ LKQ Corp. | Reduce -88.0% | 0.01% | −0.06 |
| ADP Automatic Data Processing | Reduce -20.2% | 0.27% | −0.06 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -49.2% | 0.09% | −0.06 |
| AVGO Broadcom Inc. | Reduce -19.3% | 0.61% | −0.06 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -3.0% | 0.50% | −0.06 |
| VAC Marriott Vacations World | Sold out | 0.00% | −0.06 |
| HON Honeywell International Inc. | Reduce -1.2% | 0.05% | −0.06 |
| EFOR Everforth Inc. | Sold out | 0.00% | −0.05 |
| NOW ServiceNow Inc. | Reduce -41.8% | 0.05% | −0.05 |
| NICE Nice Ltd. - Spon ADR | Sold out | 0.00% | −0.05 |
| ROP Roper Technologies Inc. | Reduce -78.7% | 0.01% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -25.7% | 0.09% | −0.04 |
| FDX FedEx Corp. | Reduce -8.4% | 0.11% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -0.4% | 2.97% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -42.7% | 0.04% | −0.04 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Sold out | 0.00% | −0.04 |
| KMPR Kemper Corp. | Sold out | 0.00% | −0.03 |
| JPIE JPMorgan Income ETF | Sold out | 0.00% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -18.4% | 0.52% | −0.03 |
| PSX Phillips 66 | Reduce -39.8% | 0.03% | −0.03 |
| COP Conocophillips | Reduce -0.1% | 0.08% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -68.3% | 0.01% | −0.03 |
| VLO Valero Energy Corp. | Reduce -7.7% | 0.25% | −0.03 |
| FNV Franco-Nevada Corp. | Reduce -1.4% | 0.09% | −0.03 |
| AMGN Amgen Inc. | Reduce -11.0% | 0.15% | −0.03 |
| KO The Coca-Cola Co. | Reduce -3.1% | 0.64% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| SPHQ Invesco S&P 500 Quality ETF | Add +24.3% | 2.14% | +0.59 |
| VXUS Vanguard Total Intl Stock | Add +34.0% | 2.08% | +0.57 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +51.0% | 1.23% | +0.47 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +18.5% | 1.92% | +0.44 |
| VTI VG Morningstar TS MKT ETF-US | Add +13.9% | 2.44% | +0.44 |
| MU Micron Technology Inc. | Add +24.8% | 0.46% | +0.34 |
| AVEM Avantis Emerging Markets Eq | New | 0.33% | +0.33 |
| CSCO Cisco Systems Inc. | Add +0.5% | 1.11% | +0.32 |
| VYM Vanguard High DVD Yield ETF | Add +30.0% | 1.27% | +0.28 |
| IVV iShares Core S&P 500 ETF | Add +5.7% | 2.58% | +0.28 |
| AMAT Applied Materials Inc. | Add +11.4% | 0.48% | +0.26 |
| IJH iShares Core S&P Midcap ETF | Add +6.0% | 2.14% | +0.23 |
| DIA SS SPDR Dow Jones Indus Avg | Add +825.0% | 0.21% | +0.19 |
| VXF Vanguard Extended Market ETF | Add +0.9% | 1.70% | +0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.2% | 9.34% | +0.17 |
| VOO Vanguard S&P 500 ETF | Add +1648.8% | 0.16% | +0.15 |
| IJR iShares Core S&P Small-Cap E | Add +2.9% | 1.11% | +0.14 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.13% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +16.0% | 0.46% | +0.13 |
| APH Amphenol Corp. Class A | Add +34.8% | 0.29% | +0.12 |
| LRCX Lam Research Corp. | Add +468.2% | 0.13% | +0.12 |
| BIV Vanguard Intermediate-Term B | Add +24.1% | 0.84% | +0.11 |
| LLY Eli Lilly & Co. | Add +0.3% | 0.55% | +0.10 |
| BEN Franklin Templeton Inc. | Add +0.8% | 0.39% | +0.09 |
| JCPB JPMorgan Core Plus Bond ETF | Add +18.9% | 1.02% | +0.09 |
| XLF SS Financial Select Sector | Add +204.9% | 0.13% | +0.09 |
| IEFA iShares Core MSCI Eafe ETF | Add +75.9% | 0.19% | +0.08 |
| OMC Omnicom Group | Add +33318.2% | 0.08% | +0.08 |
| IVW iShares S&P 500 Growth ETF | Add +26.5% | 0.27% | +0.08 |
| EXPE Expedia Group Inc. | New | 0.08% | +0.08 |
| DAL Delta Air Lines Inc. | Add +13.1% | 0.24% | +0.08 |
| ABBV Abbvie Inc. | Add +3.5% | 0.75% | +0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +92.2% | 0.14% | +0.07 |
| VRT Vertiv Holdings Co. Class A | Add +44.5% | 0.15% | +0.07 |
| RL Ralph Lauren Corp. | New | 0.06% | +0.06 |
| HDV iShares Core High Dividend E | New | 0.06% | +0.06 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +1605.0% | 0.06% | +0.06 |
| MDY State Street SPDR S&P Midcap | Add +14.9% | 0.34% | +0.06 |
| MS Morgan Stanley | Add +2.2% | 0.36% | +0.06 |
| SCHG Schwab US Large-Cap Growth | Add +91.0% | 0.11% | +0.06 |
| C Citigroup Inc. | Add +1.2% | 0.40% | +0.05 |
| PLD Prologis Inc. | Add +558.7% | 0.06% | +0.05 |
| RYN Rayonier Inc. | New | 0.05% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +3.1% | 0.85% | +0.05 |
| CI The Cigna Group | Add +93.0% | 0.11% | +0.05 |
| IBM Intl Business Machines Corp. | Add +1.4% | 0.58% | +0.05 |
| PNC PNC Financial Services Group | Add +0.8% | 0.50% | +0.05 |
| GEV GE Vernova Inc. | Add +37.7% | 0.11% | +0.05 |
| AJG Arthur J Gallagher & Co. | Add +31750.0% | 0.05% | +0.05 |
| PM Philip Morris International | Add +3.6% | 0.84% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 533 | $323.4M | BRK.B, IAUM, PBP, EFA, IVV |
| Q1 2026 | 564 | $299.9M | BRK.B, IAUM, PBP, EFA, IVV |
| Q4 2025 | 548 | $264.4M | BRK.B, IAUM, PBP, EFA, MSFT |
| Q3 2025 | 589 | $322.9M | BRK.B, IVV, IAUM, PBP, MSFT |
| Q2 2025 | 499 | $292.3M | BRK.B, IVV, IAUM, PBP, EFA |
| Q1 2025 | 483 | $268.3M | BRK.B, IVV, EFA, MSFT, AAPL |
| Q4 2024 | 401 | $256.9M | BRK.B, IVV, EFA, MSFT, AAPL |
| Q3 2024 | 357 | $256.1M | BRK.B, IVV, EFA, MSFT, AAPL |
| Q2 2024 | 383 | $247.4M | BRK.B, IVV, EFA, MSFT, AAPL |
| Q1 2024 | 355 | $257.5M | BRK.B, IVV, EFA, MSFT, IJH |