United Community Bank
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 30, 2026), United Community Bank reported 548 stock positions worth $264.4 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 10.9% of the portfolio, followed by iShares Gold Trust Micro (IAUM, 6.3%) and Invesco S&P 500 Buywrite ETF (PBP, 4.1%). Compared with Q3 2025, it opened 59 new positions, sold out of 103, added to 111 and reduced 227. The biggest buy was iShares Gold Trust Micro (IAUM, shares +2%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- GREENVILLE, SC
- CIK
- 0002000314
- Portfolio Value
- $264.4M (Q4 2025)
- SEC Filing
- 0001104659-26-008350 ↗ filed Jan 30, 2026
Holdings Value
Holdings 548 stocks · $264.4M
| BRK.B Berkshire Hathaway Inc. Class B | 10.93% | 57,516 | $28.9M | Reduce -19.0% |
| IAUM iShares Gold Trust Micro | 6.33% | 389,667 | $16.8M | Add +2.0% |
| PBP Invesco S&P 500 Buywrite ETF | 4.15% | 480,266 | $11.0M | Reduce -10.7% |
| EFA iShares MSCI Eafe ETF | 3.51% | 96,617 | $9.3M | Reduce -2.3% |
| MSFT Microsoft Corp. | 3.37% | 18,425 | $8.9M | Reduce -7.7% |
| IVV iShares Core S&P 500 ETF | 3.12% | 12,027 | $8.2M | Reduce -55.5% |
| IJH iShares Core S&P Midcap ETF | 1.96% | 78,379 | $5.2M | Add +6.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.69% | 13,336 | $4.5M | Add +22.7% |
| VXF Vanguard Extended Market ETF | 1.69% | 21,332 | $4.5M | Add +14.5% |
| AAPL Apple Inc. | 1.62% | 15,714 | $4.3M | Reduce -11.1% |
| IAU iShares Gold Trust | 1.56% | 50,686 | $4.1M | Add +3.8% |
| NVDA Nvidia Corp. | 1.55% | 21,970 | $4.1M | Add +6.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.32% | 7,128 | $3.5M | Add +36.3% |
| SPHQ Invesco S&P 500 Quality ETF | 1.27% | 44,685 | $3.4M | Add +26.8% |
| JPM JPMorgan Chase & Co. | 1.19% | 9,736 | $3.1M | Reduce -10.0% |
| IJR iShares Core S&P Small-Cap E | 1.18% | 25,889 | $3.1M | Add +8.6% |
| VXUS Vanguard Total Intl Stock | 1.11% | 38,876 | $2.9M | Add +33.1% |
| GOOG Alphabet Inc. Class C | 0.98% | 8,262 | $2.6M | Reduce -8.0% |
| CSCO Cisco Systems Inc. | 0.95% | 32,505 | $2.5M | Reduce -25.8% |
| HD Home Depot Inc. | 0.94% | 7,212 | $2.5M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 0.91% | 10,426 | $2.4M | Reduce -29.0% |
| CVX Chevron Corp. | 0.90% | 15,613 | $2.4M | Reduce -22.5% |
| PM Philip Morris International | 0.86% | 14,153 | $2.3M | Reduce -5.5% |
| VEA Vanguard Ftse Developed ETF | 0.85% | 36,116 | $2.3M | Add +220.2% |
| META Meta Platforms Inc. Class A | 0.83% | 3,343 | $2.2M | Reduce -27.2% |
| AVGO Broadcom Inc. | 0.83% | 6,318 | $2.2M | Add +3.3% |
| ABBV Abbvie Inc. | 0.79% | 9,168 | $2.1M | Reduce -11.1% |
| T AT&T Inc. | 0.78% | 83,311 | $2.1M | Reduce -27.6% |
| VYM Vanguard High DVD Yield ETF | 0.77% | 14,263 | $2.0M | Add +31.4% |
| VWO Vanguard Ftse Emerging Marke | 0.76% | 37,573 | $2.0M | Reduce -3.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.75% | 6,654 | $2.0M | Reduce -5.5% |
| GOOGL Alphabet Inc. Class A | 0.73% | 6,184 | $1.9M | Reduce -45.2% |
| KO The Coca-Cola Co. | 0.69% | 26,214 | $1.8M | Add +1.5% |
| BLK BlackRock Inc. | 0.68% | 1,678 | $1.8M | Add +1.4% |
| DUK Duke Energy Corp. | 0.67% | 15,108 | $1.8M | Reduce -20.7% |
| JNJ Johnson & Johnson | 0.66% | 8,415 | $1.7M | Reduce -35.3% |
| XLK SS Technology Select Sector | 0.63% | 11,624 | $1.7M | Reduce -4.9% |
| WMT Walmart Inc. | 0.61% | 14,550 | $1.6M | Add +46.0% |
| NEE Nextera Energy Inc. | 0.60% | 19,909 | $1.6M | Reduce -0.1% |
| BMY Bristol-Myers Squibb Co. | 0.57% | 27,919 | $1.5M | Reduce -23.6% |
| LLY Eli Lilly & Co. | 0.57% | 1,400 | $1.5M | Reduce -15.2% |
| COST Costco Wholesale Corp. | 0.57% | 1,744 | $1.5M | Reduce -0.1% |
| PNC PNC Financial Services Group | 0.53% | 6,758 | $1.4M | Reduce -26.3% |
| MRK Merck & Co. Inc. | 0.53% | 13,265 | $1.4M | Reduce -3.0% |
| GILD Gilead Sciences Inc. | 0.53% | 11,329 | $1.4M | Add +4.3% |
| ADP Automatic Data Processing | 0.50% | 5,136 | $1.3M | Reduce -1.8% |
| XOM Exxon Mobil Corp. | 0.49% | 10,794 | $1.3M | Reduce -0.4% |
| V Visa Inc. Class A | 0.47% | 3,567 | $1.3M | Reduce -26.3% |
| OKE Oneok Inc. | 0.47% | 16,996 | $1.2M | Reduce -20.9% |
| VZ Verizon Communications Inc. | 0.45% | 29,306 | $1.2M | Reduce -14.8% |
| DRI Darden Restaurants Inc. | 0.44% | 6,386 | $1.2M | Reduce -29.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 1,706 | $1.2M | Add +16.2% |
| EMR Emerson Electric Co. | 0.44% | 8,682 | $1.2M | Add +1.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 1,814 | $1.1M | Add +57.5% |
| CSX CSX Corp. | 0.42% | 30,450 | $1.1M | Add +1.3% |
| SCHW Schwab (charles) Corp. | 0.42% | 11,025 | $1.1M | Reduce -0.2% |
| USB US Bancorp | 0.41% | 20,130 | $1.1M | Reduce -40.0% |
| IGV iShares Expanded Tech-Softwa | 0.40% | 10,122 | $1.1M | Reduce -0.9% |
| AXP American Express Co. | 0.40% | 2,870 | $1.1M | Add +0.7% |
| ENB Enbridge Inc. | 0.40% | 22,077 | $1.1M | Reduce -33.6% |
| VNQ Vanguard Real Estate ETF | 0.40% | 11,928 | $1.1M | Reduce -3.9% |
| BP BP PLC-Spons ADR | 0.39% | 29,456 | $1.0M | Add +1.3% |
| C Citigroup Inc. | 0.38% | 8,642 | $1.0M | Add +0.8% |
| MA Mastercard Inc. Class A | 0.38% | 1,751 | $1000K | Reduce -42.3% |
| MS Morgan Stanley | 0.34% | 5,131 | $911K | Add +0.1% |
| MDT Medtronic PLC | 0.34% | 9,224 | $886K | Reduce -35.0% |
| CMCSA Comcast Corp. Class A | 0.32% | 28,376 | $848K | Reduce -14.5% |
| TFC Truist Financial Corp. | 0.32% | 17,179 | $845K | Add +1.5% |
| BKNG Booking Holdings Inc. | 0.31% | 154 | $825K | Reduce -44.0% |
| BEN Franklin Templeton Inc. | 0.31% | 34,024 | $813K | Reduce -0.1% |
| DVY iShares Select Dividend ETF | 0.31% | 5,720 | $807K | Reduce -19.1% |
| MDY State Street SPDR S&P Midcap | 0.30% | 1,337 | $807K | Reduce -2.5% |
| OHI Omega Healthcare Investors | 0.29% | 17,360 | $770K | Add +1.1% |
| CRM Salesforce Inc. | 0.29% | 2,903 | $769K | Reduce -32.9% |
| TD Toronto-Dominion Bank | 0.29% | 8,110 | $764K | Add +0.3% |
| UPS United Parcel Service Class B | 0.29% | 7,688 | $763K | Reduce -31.5% |
| KMB Kimberly-Clark Corp. | 0.27% | 7,124 | $719K | Reduce -14.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.27% | 7,402 | $717K | No change |
| ETN Eaton Corp. PLC | 0.27% | 2,247 | $716K | Add +0.0% |
| DGRW Wisdomtree U.S. Quality Divi | 0.27% | 7,899 | $706K | Add +18.4% |
| ORCL Oracle Corp. | 0.26% | 3,543 | $691K | Reduce -13.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 12,471 | $686K | Reduce -13.6% |
| CAT Caterpillar Inc. | 0.25% | 1,161 | $665K | Add +0.4% |
| LMT Lockheed Martin Corp. | 0.25% | 1,349 | $652K | No change |
| IVW iShares S&P 500 Growth ETF | 0.24% | 5,182 | $639K | Reduce -0.2% |
| AMGN Amgen Inc. | 0.23% | 1,850 | $606K | Reduce -40.3% |
| TRV The Travelers Cos Inc. | 0.22% | 2,028 | $588K | Reduce -10.6% |
| PG The Procter & Gamble Co. | 0.22% | 4,103 | $588K | Reduce -0.2% |
| PFE Pfizer Inc. | 0.22% | 23,202 | $578K | Reduce -30.0% |
| PGR Progressive Corp. | 0.21% | 2,441 | $556K | Add +0.6% |
| AMAT Applied Materials Inc. | 0.21% | 2,119 | $545K | Reduce -62.0% |
| TGT Target Corp. | 0.20% | 5,452 | $533K | Reduce -9.9% |
| VLO Valero Energy Corp. | 0.20% | 3,231 | $526K | Reduce -11.4% |
| VONG Vanguard Russell 1000 Growth | 0.20% | 4,277 | $521K | No change |
| AEP American Electric Power | 0.20% | 4,483 | $517K | Reduce -50.0% |
| VGT Vanguard Info Tech ETF | 0.20% | 685 | $516K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.19% | 5,734 | $513K | Add +55.0% |
| IWR iShares Russell Mid-Cap ETF | 0.19% | 5,303 | $511K | No change |
| PHM Pultegroup Inc. | 0.19% | 4,311 | $506K | Reduce -11.0% |
| ADBE Adobe Inc. | 0.19% | 1,443 | $505K | Reduce -54.3% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $40K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO (JPM 5.75 PERP DD) | PREFERRED STOCK | 700 | $17K | No change |
| FEDERAL REALTY INVS TRST (FRT 5 PERP C) | PFD | 600 | $12K | No change |
| SOUTHERN CO (SO 4.2 10/15/60 C) | PFD | 575 | $10K | No change |
| GENVR Gen Digital Inc. - CVR | RIGHT 99/99/9999 | 33 | $149 | New |
Total filed on the 13F, all lines: $264.5M.
Portfolio Sells Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Reduce -55.5% | 3.12% | −2.48 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −1.07 |
| FLRN SS SPDR BB Ig Float RT ETF | Sold out | 0.00% | −0.96 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.89 |
| JCPB JPMorgan Core Plus Bond ETF | Sold out | 0.00% | −0.55 |
| IGSB iShares 1-5Y Inv Grade Corp. | Sold out | 0.00% | −0.53 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.36 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.36 |
| GLD SPDR Gold Shares | Reduce -92.9% | 0.03% | −0.31 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.29 |
| FISV Fiserv Inc. | Reduce -96.9% | 0.01% | −0.27 |
| BIV Vanguard Intermediate-Term B | Sold out | 0.00% | −0.24 |
| T AT&T Inc. | Reduce -27.6% | 0.78% | −0.22 |
| META Meta Platforms Inc. Class A | Reduce -27.2% | 0.83% | −0.21 |
| SPSB SS SPDR P St C Corp. ETF | Sold out | 0.00% | −0.19 |
| MA Mastercard Inc. Class A | Reduce -42.3% | 0.38% | −0.16 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -64.5% | 0.14% | −0.16 |
| ADBE Adobe Inc. | Reduce -54.3% | 0.19% | −0.15 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.15 |
| BKNG Booking Holdings Inc. | Reduce -44.0% | 0.31% | −0.15 |
| AMAT Applied Materials Inc. | Reduce -62.0% | 0.21% | −0.15 |
| GPC Genuine Parts Co. | Reduce -50.6% | 0.17% | −0.15 |
| IQV Iqvia Holdings Inc. | Reduce -65.7% | 0.14% | −0.14 |
| PSA Public Storage | Reduce -53.2% | 0.13% | −0.12 |
| DIS The Walt Disney Co. | Reduce -53.3% | 0.16% | −0.12 |
| ENB Enbridge Inc. | Reduce -33.6% | 0.40% | −0.12 |
| SBUX Starbucks Corp. | Reduce -63.6% | 0.09% | −0.12 |
| GOOGL Alphabet Inc. Class A | Reduce -45.2% | 0.73% | −0.12 |
| AEP American Electric Power | Reduce -50.0% | 0.20% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -19.0% | 10.93% | −0.12 |
| GBIL Goldman Sachs Access Treasur | Sold out | 0.00% | −0.11 |
| MO Altria Group Inc. | Reduce -49.2% | 0.13% | −0.11 |
| UNH Unitedhealth Group Inc. | Reduce -51.5% | 0.13% | −0.10 |
| USB US Bancorp | Reduce -40.0% | 0.41% | −0.10 |
| PKG Packaging Corp. of America | Reduce -43.8% | 0.18% | −0.10 |
| IBDU iShares Ibonds Dec 2029 Term | Sold out | 0.00% | −0.10 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Sold out | 0.00% | −0.10 |
| ORCL Oracle Corp. | Reduce -13.4% | 0.26% | −0.10 |
| JMBS Janus Henderson Mortg Backed | Sold out | 0.00% | −0.09 |
| DRI Darden Restaurants Inc. | Reduce -29.4% | 0.44% | −0.09 |
| JNJ Johnson & Johnson | Reduce -35.3% | 0.66% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -29.0% | 0.91% | −0.09 |
| ADSK Autodesk Inc. | Reduce -65.1% | 0.06% | −0.08 |
| MDT Medtronic PLC | Reduce -35.0% | 0.34% | −0.08 |
| IBTK iShares Ibonds Dec 2030 Trea | Sold out | 0.00% | −0.08 |
| ELV Elevance Health Inc. | Reduce -63.5% | 0.07% | −0.08 |
| IBTI iShares Ibonds Dec 2028 Term | Sold out | 0.00% | −0.08 |
| IBTG iShares Ibonds Dec 2026 Term | Sold out | 0.00% | −0.08 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.07 |
| DEO Diageo PLC-Sponsored ADR | Reduce -67.0% | 0.04% | −0.07 |
Portfolio Buys Q3 2025 → Q4 2025
| IAUM iShares Gold Trust Micro | Add +2.0% | 6.33% | +1.78 |
| VEA Vanguard Ftse Developed ETF | Add +220.2% | 0.85% | +0.64 |
| VTI VG Morningstar TS MKT ETF-US | Add +22.7% | 1.69% | +0.59 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +36.3% | 1.32% | +0.54 |
| VXF Vanguard Extended Market ETF | Add +14.5% | 1.69% | +0.48 |
| IJH iShares Core S&P Midcap ETF | Add +6.6% | 1.96% | +0.47 |
| SPHQ Invesco S&P 500 Quality ETF | Add +26.8% | 1.27% | +0.47 |
| IAU iShares Gold Trust | Add +3.8% | 1.56% | +0.46 |
| VXUS Vanguard Total Intl Stock | Add +33.1% | 1.11% | +0.44 |
| NVDA Nvidia Corp. | Add +6.6% | 1.55% | +0.36 |
| VYM Vanguard High DVD Yield ETF | Add +31.4% | 0.77% | +0.30 |
| IJR iShares Core S&P Small-Cap E | Add +8.6% | 1.18% | +0.30 |
| WMT Walmart Inc. | Add +46.0% | 0.61% | +0.29 |
| QQQ Invesco QQQ Trust Series 1 | Add +57.5% | 0.42% | +0.21 |
| AVGO Broadcom Inc. | Add +3.3% | 0.83% | +0.20 |
| KO The Coca-Cola Co. | Add +1.5% | 0.69% | +0.16 |
| GILD Gilead Sciences Inc. | Add +4.3% | 0.53% | +0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +16.2% | 0.44% | +0.14 |
| C Citigroup Inc. | Add +0.8% | 0.38% | +0.11 |
| AXP American Express Co. | Add +0.7% | 0.40% | +0.11 |
| MU Micron Technology Inc. | Add +445.9% | 0.11% | +0.10 |
| IEFA iShares Core MSCI Eafe ETF | Add +55.0% | 0.19% | +0.09 |
| MS Morgan Stanley | Add +0.1% | 0.34% | +0.09 |
| EMR Emerson Electric Co. | Add +1.9% | 0.44% | +0.09 |
| TD Toronto-Dominion Bank | Add +0.3% | 0.29% | +0.09 |
| CSX CSX Corp. | Add +1.3% | 0.42% | +0.09 |
| DGRW Wisdomtree U.S. Quality Divi | Add +18.4% | 0.27% | +0.08 |
| BLK BlackRock Inc. | Add +1.4% | 0.68% | +0.08 |
| CAT Caterpillar Inc. | Add +0.4% | 0.25% | +0.08 |
| TFC Truist Financial Corp. | Add +1.5% | 0.32% | +0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +560.0% | 0.09% | +0.08 |
| BP BP PLC-Spons ADR | Add +1.3% | 0.39% | +0.08 |
| XLV SS Health Care Select Sector | Add +147.9% | 0.10% | +0.07 |
| OHI Omega Healthcare Investors | Add +1.1% | 0.29% | +0.07 |
| XLF SS Financial Select Sector | Add +154.4% | 0.09% | +0.06 |
| IBKR Interactive Brokers Gro Class A | New | 0.06% | +0.06 |
| APH Amphenol Corp. Class A | Add +126.1% | 0.08% | +0.05 |
| TSLA Tesla Inc. | Add +12.7% | 0.18% | +0.05 |
| TNL Travel + Leisure Co. | Add +1.0% | 0.16% | +0.05 |
| HSY The Hershey Co. | Add +86.4% | 0.08% | +0.05 |
| SYF Synchrony Financial | Add +0.9% | 0.14% | +0.04 |
| CTSH Cognizant Tech Solutions-A | Add +168.3% | 0.06% | +0.04 |
| TJX TJX Companies Inc. | Add +187.8% | 0.06% | +0.04 |
| XAR SS SPDR S&P Aerospace Def | New | 0.04% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +215.5% | 0.05% | +0.04 |
| ORLY O'reilly Automotive Inc. | Add +310.5% | 0.04% | +0.03 |
| L Loews Corp. | Add +9.6% | 0.12% | +0.03 |
| CNI Canadian Natl Railway Co. | New | 0.03% | +0.03 |
| JBHT Hunt (jb) Transprt SVCS Inc. | New | 0.03% | +0.03 |
| IVZ Invesco Ltd. | Add +0.0% | 0.12% | +0.03 |
Notes & Other Activity Q3 2025 → Q4 2025
| GENVR Gen Digital Inc. - CVR | RIGHT 99/99/9999 | New | 33 | $149 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |