United Community Bank
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), United Community Bank reported 564 stock positions worth $299.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.2% of the portfolio, followed by iShares Gold Trust Micro (IAUM, 5.9%) and Invesco S&P 500 Buywrite ETF (PBP, 3.5%). Compared with Q4 2025, it opened 86 new positions, sold out of 71, added to 151 and reduced 158. The biggest buy was a new position in Vanguard Int-Term Corporate (VCIT) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- GREENVILLE, SC
- CIK
- 0002000314
- Portfolio Value
- $299.9M (Q1 2026)
- SEC Filing
- 0001104659-26-048238 ↗ filed Apr 24, 2026
Holdings Value
Holdings 564 stocks · $299.9M
| BRK.B Berkshire Hathaway Inc. Class B | 9.17% | 57,373 | $27.5M | Reduce -0.3% |
| IAUM iShares Gold Trust Micro | 5.86% | 376,344 | $17.6M | Reduce -3.4% |
| PBP Invesco S&P 500 Buywrite ETF | 3.53% | 481,748 | $10.6M | Add +0.3% |
| EFA iShares MSCI Eafe ETF | 3.01% | 92,893 | $9.0M | Reduce -3.9% |
| IVV iShares Core S&P 500 ETF | 2.29% | 10,524 | $6.9M | Reduce -12.5% |
| MSFT Microsoft Corp. | 2.17% | 17,584 | $6.5M | Reduce -4.6% |
| VTI VG Morningstar TS MKT ETF-US | 2.00% | 18,721 | $6.0M | Add +40.4% |
| IJH iShares Core S&P Midcap ETF | 1.91% | 84,663 | $5.7M | Add +8.0% |
| SPHQ Invesco S&P 500 Quality ETF | 1.55% | 61,925 | $4.7M | Add +38.6% |
| VXF Vanguard Extended Market ETF | 1.51% | 22,076 | $4.5M | Add +3.5% |
| VXUS Vanguard Total Intl Stock | 1.51% | 58,756 | $4.5M | Add +51.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.47% | 10,118 | $4.4M | Add +42.0% |
| AAPL Apple Inc. | 1.33% | 15,674 | $4.0M | Reduce -0.3% |
| NVDA Nvidia Corp. | 1.29% | 22,205 | $3.9M | Add +1.1% |
| VCIT Vanguard Int-Term Corporate | 1.22% | 44,289 | $3.7M | New |
| IAU iShares Gold Trust | 1.20% | 40,841 | $3.6M | Reduce -19.4% |
| CVX Chevron Corp. | 1.09% | 15,852 | $3.3M | Add +1.5% |
| AGG iShares Core U.S. Aggregate | 1.06% | 32,014 | $3.2M | New |
| JPM JPMorgan Chase & Co. | 1.01% | 10,343 | $3.0M | Add +6.2% |
| VYM Vanguard High DVD Yield ETF | 0.99% | 20,038 | $3.0M | Add +40.5% |
| IJR iShares Core S&P Small-Cap E | 0.98% | 23,541 | $2.9M | Reduce -9.1% |
| JCPB JPMorgan Core Plus Bond ETF | 0.93% | 59,338 | $2.8M | New |
| FLRN SS SPDR BB Ig Float RT ETF | 0.90% | 87,260 | $2.7M | New |
| SHY iShares 1-3 Year Treasury Bo | 0.89% | 32,180 | $2.7M | New |
| UCB United Community Banks | 0.88% | 84,123 | $2.6M | New |
| T AT&T Inc. | 0.81% | 83,879 | $2.4M | Add +0.7% |
| VEA Vanguard Ftse Developed ETF | 0.80% | 37,216 | $2.4M | Add +3.0% |
| PM Philip Morris International | 0.79% | 14,415 | $2.4M | Add +1.9% |
| CSCO Cisco Systems Inc. | 0.79% | 30,417 | $2.4M | Reduce -6.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.77% | 3,529 | $2.3M | Add +106.9% |
| VGIT Vanguard Intermediate-Term T | 0.75% | 37,960 | $2.3M | New |
| AMZN Amazon.com Inc. | 0.75% | 10,737 | $2.2M | Add +3.0% |
| BIV Vanguard Intermediate-Term B | 0.73% | 28,456 | $2.2M | New |
| VWO Vanguard Ftse Emerging Marke | 0.68% | 37,585 | $2.0M | Add +0.0% |
| ABBV Abbvie Inc. | 0.68% | 9,336 | $2.0M | Add +1.8% |
| GOOG Alphabet Inc. Class C | 0.67% | 7,010 | $2.0M | Reduce -15.2% |
| AVGO Broadcom Inc. | 0.66% | 6,433 | $2.0M | Add +1.8% |
| KO The Coca-Cola Co. | 0.66% | 26,158 | $2.0M | Reduce -0.2% |
| DUK Duke Energy Corp. | 0.65% | 14,870 | $1.9M | Reduce -1.6% |
| MRK Merck & Co. Inc. | 0.64% | 16,035 | $1.9M | Add +20.9% |
| HD Home Depot Inc. | 0.64% | 5,799 | $1.9M | Reduce -19.6% |
| META Meta Platforms Inc. Class A | 0.63% | 3,316 | $1.9M | Reduce -0.8% |
| NEE Nextera Energy Inc. | 0.58% | 18,746 | $1.7M | Reduce -5.8% |
| BMY Bristol-Myers Squibb Co. | 0.57% | 28,324 | $1.7M | Add +1.4% |
| WMT Walmart Inc. | 0.57% | 13,809 | $1.7M | Reduce -5.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.56% | 31,748 | $1.7M | New |
| GOOGL Alphabet Inc. Class A | 0.55% | 5,787 | $1.7M | Reduce -6.4% |
| COST Costco Wholesale Corp. | 0.55% | 1,650 | $1.6M | Reduce -5.4% |
| GILD Gilead Sciences Inc. | 0.54% | 11,719 | $1.6M | Add +3.4% |
| VZ Verizon Communications Inc. | 0.54% | 32,171 | $1.6M | Add +9.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.53% | 6,608 | $1.6M | Reduce -0.7% |
| OKE Oneok Inc. | 0.53% | 17,718 | $1.6M | Add +4.3% |
| BLK BlackRock Inc. | 0.53% | 1,649 | $1.6M | Reduce -1.7% |
| XLK SS Technology Select Sector | 0.50% | 11,297 | $1.5M | Reduce -2.8% |
| XOM Exxon Mobil Corp. | 0.50% | 8,786 | $1.5M | Reduce -18.6% |
| BP BP PLC-Spons ADR | 0.49% | 31,536 | $1.5M | Add +7.1% |
| LLY Eli Lilly & Co. | 0.45% | 1,482 | $1.4M | Add +5.9% |
| PNC PNC Financial Services Group | 0.45% | 6,473 | $1.3M | Reduce -4.2% |
| GBIL Goldman Sachs Access Treasur | 0.42% | 12,440 | $1.2M | New |
| SPSB SS SPDR P St C Corp. ETF | 0.41% | 41,095 | $1.2M | New |
| CSX CSX Corp. | 0.41% | 30,039 | $1.2M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.41% | 5,005 | $1.2M | Reduce -40.5% |
| VGSH Vanguard Short-Term Treasury | 0.40% | 20,537 | $1.2M | New |
| V Visa Inc. Class A | 0.39% | 3,887 | $1.2M | Add +9.0% |
| DRI Darden Restaurants Inc. | 0.39% | 5,908 | $1.2M | Reduce -7.5% |
| EMR Emerson Electric Co. | 0.38% | 8,788 | $1.2M | Add +1.2% |
| AZO AutoZone Inc. | 0.35% | 312 | $1.1M | Add +7700.0% |
| SCHW Schwab (charles) Corp. | 0.35% | 11,149 | $1.0M | Add +1.1% |
| C Citigroup Inc. | 0.34% | 9,037 | $1.0M | Add +4.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 1,752 | $1.0M | Reduce -3.4% |
| ADP Automatic Data Processing | 0.33% | 4,907 | $997K | Reduce -4.5% |
| USB US Bancorp | 0.33% | 18,888 | $982K | Reduce -6.2% |
| LMT Lockheed Martin Corp. | 0.32% | 1,565 | $946K | Add +16.0% |
| MA Mastercard Inc. Class A | 0.32% | 1,891 | $945K | Add +8.0% |
| ENB Enbridge Inc. | 0.31% | 17,289 | $936K | Reduce -21.7% |
| CMCSA Comcast Corp. Class A | 0.31% | 31,921 | $916K | Add +12.5% |
| BEN Franklin Templeton Inc. | 0.30% | 37,529 | $886K | Add +10.3% |
| MS Morgan Stanley | 0.29% | 5,376 | $885K | Add +4.8% |
| UPS United Parcel Service Class B | 0.29% | 8,951 | $881K | Add +16.4% |
| MDY State Street SPDR S&P Midcap | 0.28% | 1,377 | $849K | Add +3.0% |
| ETN Eaton Corp. PLC | 0.28% | 2,373 | $849K | Add +5.6% |
| TFC Truist Financial Corp. | 0.28% | 18,294 | $841K | Add +6.5% |
| VLO Valero Energy Corp. | 0.28% | 3,366 | $832K | Add +4.2% |
| CAT Caterpillar Inc. | 0.28% | 1,166 | $826K | Add +0.4% |
| OHI Omega Healthcare Investors | 0.27% | 18,540 | $812K | Add +6.8% |
| TGT Target Corp. | 0.27% | 6,690 | $811K | Add +22.7% |
| TD Toronto-Dominion Bank | 0.26% | 8,475 | $791K | Add +4.5% |
| VNQ Vanguard Real Estate ETF | 0.25% | 8,467 | $751K | Reduce -29.0% |
| PFE Pfizer Inc. | 0.24% | 26,033 | $731K | Add +12.2% |
| DGRW Wisdomtree U.S. Quality Divi | 0.23% | 7,849 | $689K | Reduce -0.6% |
| AXP American Express Co. | 0.23% | 2,262 | $684K | Reduce -21.2% |
| MDT Medtronic PLC | 0.23% | 7,823 | $678K | Reduce -15.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 13,794 | $672K | Add +10.6% |
| KMB Kimberly-Clark Corp. | 0.22% | 6,883 | $664K | Reduce -3.4% |
| IGV iShares Expanded Tech-Softwa | 0.22% | 8,265 | $662K | Reduce -18.4% |
| DVY iShares Select Dividend ETF | 0.22% | 4,310 | $653K | Reduce -24.6% |
| AMAT Applied Materials Inc. | 0.22% | 1,908 | $652K | Reduce -10.0% |
| RIO Rio Tinto PLC-Spon ADR | 0.20% | 6,288 | $587K | Add +3.8% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 5,087 | $575K | Reduce -1.8% |
| ORCL Oracle Corp. | 0.18% | 3,643 | $536K | Add +2.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $16 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GENVR Gen Digital Inc. - CVR | RIGHT 99/99/9999 | 33 | $16 | No change |
Total filed on the 13F, all lines: $299.9M.
Portfolio Sells Q4 2025 → Q1 2026
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 9.17% | −1.77 |
| MSFT Microsoft Corp. | Reduce -4.6% | 2.17% | −1.20 |
| IVV iShares Core S&P 500 ETF | Reduce -12.5% | 2.29% | −0.82 |
| EFA iShares MSCI Eafe ETF | Reduce -3.9% | 3.01% | −0.50 |
| IAUM iShares Gold Trust Micro | Reduce -3.4% | 5.86% | −0.48 |
| IAU iShares Gold Trust | Reduce -19.4% | 1.20% | −0.36 |
| GOOG Alphabet Inc. Class C | Reduce -15.2% | 0.67% | −0.31 |
| HD Home Depot Inc. | Reduce -19.6% | 0.64% | −0.30 |
| AAPL Apple Inc. | Reduce -0.3% | 1.33% | −0.29 |
| JNJ Johnson & Johnson | Reduce -40.5% | 0.41% | −0.25 |
| BKNG Booking Holdings Inc. | Reduce -57.1% | 0.09% | −0.22 |
| IBM Intl Business Machines Corp. | Reduce -0.7% | 0.53% | −0.21 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 0.63% | −0.20 |
| IJR iShares Core S&P Small-Cap E | Reduce -9.1% | 0.98% | −0.20 |
| IGV iShares Expanded Tech-Softwa | Reduce -18.4% | 0.22% | −0.18 |
| GOOGL Alphabet Inc. Class A | Reduce -6.4% | 0.55% | −0.18 |
| AXP American Express Co. | Reduce -21.2% | 0.23% | −0.17 |
| ADP Automatic Data Processing | Reduce -4.5% | 0.33% | −0.17 |
| CRM Salesforce Inc. | Reduce -30.8% | 0.13% | −0.17 |
| CSCO Cisco Systems Inc. | Reduce -6.4% | 0.79% | −0.16 |
| BLK BlackRock Inc. | Reduce -1.7% | 0.53% | −0.15 |
| VNQ Vanguard Real Estate ETF | Reduce -29.0% | 0.25% | −0.15 |
| ADBE Adobe Inc. | Reduce -58.7% | 0.05% | −0.14 |
| XLK SS Technology Select Sector | Reduce -2.8% | 0.50% | −0.13 |
| MDT Medtronic PLC | Reduce -15.2% | 0.23% | −0.11 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -31.8% | 0.17% | −0.10 |
| PG The Procter & Gamble Co. | Reduce -34.7% | 0.13% | −0.09 |
| DVY iShares Select Dividend ETF | Reduce -24.6% | 0.22% | −0.09 |
| ENB Enbridge Inc. | Reduce -21.7% | 0.31% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.4% | 0.34% | −0.08 |
| PNC PNC Financial Services Group | Reduce -4.2% | 0.45% | −0.08 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -35.5% | 0.11% | −0.08 |
| USB US Bancorp | Reduce -6.2% | 0.33% | −0.08 |
| PKG Packaging Corp. of America | Reduce -35.9% | 0.10% | −0.07 |
| HSY The Hershey Co. | Reduce -84.8% | 0.01% | −0.07 |
| ORI Old Republic Intl Corp. | Reduce -24.3% | 0.09% | −0.06 |
| DHR Danaher Corp. | Reduce -19.1% | 0.09% | −0.06 |
| GPC Genuine Parts Co. | Reduce -15.2% | 0.11% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -1.0% | 0.11% | −0.06 |
| DRI Darden Restaurants Inc. | Reduce -7.5% | 0.39% | −0.06 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -46.2% | 0.05% | −0.06 |
| TRV The Travelers Cos Inc. | Reduce -16.2% | 0.17% | −0.06 |
| CTSH Cognizant Tech Solutions-A | Reduce -99.7% | 0.00% | −0.06 |
| NVS Novartis AG-Sponsored ADR | Reduce -82.3% | 0.01% | −0.06 |
| XLV SS Health Care Select Sector | Reduce -49.5% | 0.04% | −0.06 |
| CBRE CBRE Group Inc. Class A | Reduce -28.5% | 0.06% | −0.06 |
| DIS The Walt Disney Co. | Reduce -11.6% | 0.11% | −0.06 |
| AMGN Amgen Inc. | Reduce -18.8% | 0.18% | −0.05 |
| XLF SS Financial Select Sector | Reduce -44.3% | 0.04% | −0.05 |
| GD General Dynamics Corp. | Reduce -53.3% | 0.04% | −0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| VCIT Vanguard Int-Term Corporate | New | 1.22% | +1.22 |
| AGG iShares Core U.S. Aggregate | New | 1.06% | +1.06 |
| JCPB JPMorgan Core Plus Bond ETF | New | 0.93% | +0.93 |
| FLRN SS SPDR BB Ig Float RT ETF | New | 0.90% | +0.90 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.89% | +0.89 |
| UCB United Community Banks | New | 0.88% | +0.88 |
| VGIT Vanguard Intermediate-Term T | New | 0.75% | +0.75 |
| BIV Vanguard Intermediate-Term B | New | 0.73% | +0.73 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.56% | +0.56 |
| GBIL Goldman Sachs Access Treasur | New | 0.42% | +0.42 |
| SPSB SS SPDR P St C Corp. ETF | New | 0.41% | +0.41 |
| VXUS Vanguard Total Intl Stock | Add +51.1% | 1.51% | +0.40 |
| VGSH Vanguard Short-Term Treasury | New | 0.40% | +0.40 |
| AZO AutoZone Inc. | Add +7700.0% | 0.35% | +0.35 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +106.9% | 0.77% | +0.33 |
| VTI VG Morningstar TS MKT ETF-US | Add +40.4% | 2.00% | +0.31 |
| SPHQ Invesco S&P 500 Quality ETF | Add +38.6% | 1.55% | +0.28 |
| VYM Vanguard High DVD Yield ETF | Add +40.5% | 0.99% | +0.22 |
| CVX Chevron Corp. | Add +1.5% | 1.09% | +0.19 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +42.0% | 1.47% | +0.16 |
| TMO Thermo Fisher Scientific Inc. | Add +1461.2% | 0.17% | +0.16 |
| RPRX Royalty Pharma PLC Class A | New | 0.14% | +0.14 |
| FDX FedEx Corp. | Add +3980.0% | 0.15% | +0.14 |
| LDUR PIMCO Enhanced Low Duration | New | 0.13% | +0.13 |
| ZBRA Zebra Technologies Corp. Class A | Add +672.8% | 0.15% | +0.12 |
| MRK Merck & Co. Inc. | Add +20.9% | 0.64% | +0.12 |
| BP BP PLC-Spons ADR | Add +7.1% | 0.49% | +0.11 |
| WCC Wesco International Inc. | New | 0.11% | +0.11 |
| IBDU iShares Ibonds Dec 2029 Term | New | 0.10% | +0.10 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | New | 0.10% | +0.10 |
| JMBS Janus Henderson Mortg Backed | New | 0.10% | +0.10 |
| FISV Fiserv Inc. | Add +2387.9% | 0.10% | +0.09 |
| ESI Element Solutions Inc. | New | 0.09% | +0.09 |
| MSM MSC Industrial Direct Co. Class A | New | 0.09% | +0.09 |
| EEFT Euronet Worldwide Inc. | New | 0.09% | +0.09 |
| BN Brookfield Corp. | New | 0.09% | +0.09 |
| VZ Verizon Communications Inc. | Add +9.8% | 0.54% | +0.09 |
| IBTI iShares Ibonds Dec 2028 Term | New | 0.09% | +0.09 |
| APH Amphenol Corp. Class A | Add +147.7% | 0.17% | +0.09 |
| VRT Vertiv Holdings Co. Class A | New | 0.08% | +0.08 |
| OTEX Open Text Corp. | New | 0.08% | +0.08 |
| PAAA Pgim Aaa Clo ETF | New | 0.08% | +0.08 |
| SGOV iShares 0-3 Month Treasury B | New | 0.08% | +0.08 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.08% | +0.08 |
| VLO Valero Energy Corp. | Add +4.2% | 0.28% | +0.08 |
| ENS Enersys | New | 0.08% | +0.08 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.07% | +0.07 |
| WTW Willis Towers Watson PLC | New | 0.07% | +0.07 |
| TGT Target Corp. | Add +22.7% | 0.27% | +0.07 |
| LMT Lockheed Martin Corp. | Add +16.0% | 0.32% | +0.07 |
Notes & Other Activity Q4 2025 → Q1 2026
| JPMORGAN CHASE & CO (JPM 5.75 PERP DD) | PREFERRED STOCK | Sold out | 700 | $17Kbefore exit |
| FEDERAL REALTY INVS TRST (FRT 5 PERP C) | PFD | Sold out | 600 | $12Kbefore exit |
| SOUTHERN CO (SO 4.2 10/15/60 C) | PFD | Sold out | 575 | $10Kbefore exit |
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 |