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United Community Bank
Period ended Sep 30, 2026 · Latest filing Oct 28, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $335,928,952
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BERKSHIRE HATHAWAY INC DEL CL B NEW COM · COMMON STOCK · 084670702 · shares: $30,260,919
- ISHARES GOLD TR SHARES REPRESENT ETF · EXCHANGE-TRADED FUNDS · 46436F103 · shares: $13,936,339
- INVESCO EXCHANGE TRADED FD TR ETF · EXCHANGE-TRADED FUNDS · 46137V399 · shares: $12,220,962
- ISHARES MSCI EAFE ETF · EXCHANGE-TRADED FUNDS · 464287465 · shares: $9,409,110
- MICROSOFT CORP COM · COMMON STOCK · 594918104 · shares: $9,242,458
- VANGUARD INDX FD MRNGSTR TTL STK MKT ETF · EXCHANGE-TRADED FUNDS · 922908769 · shares: $9,202,936
- VANGUARD TOTAL INTL STOCK ET · EXCHANGE-TRADED FUNDS · 921909768 · shares: $8,127,953
- ISHARES TR CORE S&P500 ETF · EXCHANGE-TRADED FUNDS · 464287200 · shares: $7,941,865
- INVESCO EXCHANGE TRADED FD TR S&P500 · EXCHANGE-TRADED FUNDS · 46137V241 · shares: $7,543,658
- VANGUARD INDEX FDS MORNINGSTAR GRWT ETF · EXCHANGE-TRADED FUNDS · 922908736 · shares: $7,359,554
Reported holdings
557 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| STARBUCKS CORP | COMMON STOCK | 855244109 | — | 790 shares | $74,228 |
| HONEYWELL INTL INC COM | COMMON STOCK | 438516205 | — | 349 shares | $73,618 |
| FERROVIAL NV ORD SHS COM | NON US EQUITY | N3168P101 | — | 1,356 shares | $73,360 |
| VANGUARD FTSE ALL WORLD EX US INDEX FD | EXCHANGE-TRADED FUNDS | 922042775 | — | 873 shares | $72,433 |
| INVESCO EXCHNG TRADED FD TR II S&P500 LO | EXCHANGE-TRADED FUNDS | 46138E354 | — | 1,020 shares | $71,920 |
| INVESCO S&P 100 EQUAL WEIGHT ETF | EXCHANGE-TRADED FUNDS | 46137V449 | — | 555 shares | $71,623 |
| PACER FDS TR US CASH COWS 100 ETF | EXCHANGE-TRADED FUNDS | 69374H881 | — | 1,067 shares | $71,233 |
| VANGUARD DIVIDEND APPRECIATION ETF | EXCHANGE-TRADED FUNDS | 921908844 | — | 303 shares | $70,693 |
| INVESCO EXCH TRD SLF IDX FD TR ETF | EXCHANGE-TRADED FUNDS | 46138J619 | — | 990 shares | $69,013 |
| INVESCO EXCH TRADED FD TR II S&P GBL ETF | EXCHANGE-TRADED FUNDS | 46138E263 | — | 1,075 shares | $67,016 |
| UNIVERSAL MUSIC GROUP NV UNSPON ADR | ADR / IDR / GDR | 91377B109 | — | 8,080 shares | $65,456 |
| WISDOMTREE EUROPE HEDGED EQU ETF | EXCHANGE-TRADED FUNDS | 97717X701 | — | 1,180 shares | $65,443 |
| SIMON PROPERTY GROUP INC | COMMON STOCK | 828806109 | — | 322 shares | $64,645 |
| PROSHARES TR S&P 500 DV ARIST ETF | EXCHANGE-TRADED FUNDS | 74348A467 | — | 1,192 shares | $64,487 |
| AMPLIFY ETF TR CYBERSECURITY ET ETF | EXCHANGE-TRADED FUNDS | 032108664 | — | 525 shares | $63,651 |
| ISHARES TR IBONDS DEC ETF | EXCHANGE-TRADED FUNDS | 46435GAA0 | — | 2,615 shares | $63,388 |
| CONSOLIDATED EDISON INC | COMMON STOCK | 209115104 | — | 600 shares | $61,326 |
| SELECT SECTOR SPDR TR STATE ST UTIL ETF | EXCHANGE-TRADED FUNDS | 81369Y886 | — | 1,550 shares | $61,132 |
| FORTUNE BRANDS INNOVATIONS INC COM | COMMON STOCK | 34964C106 | — | 1,600 shares | $60,880 |
| MARATHON PETROLEUM CORP | COMMON STOCK | 56585A102 | — | 152 shares | $60,104 |
| FOUR CORNERS PROPERTY TRUST INC | COMMON STOCK | 35086T109 | — | 2,648 shares | $57,620 |
| ISHARES TR CORE 30/70 CONSE ETF | EXCHANGE-TRADED FUNDS | 464289883 | — | 1,425 shares | $57,470 |
| PRUDENTIAL FINANCIAL INC | COMMON STOCK | 744320102 | — | 498 shares | $56,563 |
| LINDE PLC SHS COM | NON US EQUITY | G54950103 | — | 118 shares | $56,009 |
| ALLSTATE CORP COM | COMMON STOCK | 020002101 | — | 252 shares | $55,909 |
| ROPER TECHNOLOGIES INC COM | COMMON STOCK | 776696106 | — | 160 shares | $55,906 |
| CARRIER GLOBAL CORPORATION COM | COMMON STOCK | 14448C104 | — | 993 shares | $54,476 |
| BANK NEW YORK MELLON CORP COM | COMMON STOCK | 064058100 | — | 361 shares | $52,211 |
| FIRST HORIZON CORPORATION COM | COMMON STOCK | 320517105 | — | 2,222 shares | $51,150 |
| IRON MOUNTAIN INCORPORATED | COMMON STOCK | 46284V101 | — | 460 shares | $51,037 |
| ENERGY TRANSFER LP COM UT LTD PTN | COMMON STOCK | 29273V100 | — | 2,538 shares | $50,176 |
| ISHARES RUSSELL 2000 VALUE ETF | EXCHANGE-TRADED FUNDS | 464287630 | — | 238 shares | $49,849 |
| NEUBERGER NEXT GENERATION COM | EXCHANGE-TRADED FUNDS | 64133Q108 | — | 3,000 shares | $47,070 |
| ISHARES TR IBONDS DEC 2030 ETF | EXCHANGE-TRADED FUNDS | 46436E726 | — | 2,220 shares | $46,931 |
| DASSAULT SYS SA ADR | ADR / IDR / GDR | 237545108 | — | 2,035 shares | $46,642 |
| SPDR SER TR SS SPDR PORT S&P 500 VAL ETF | EXCHANGE-TRADED FUNDS | 78464A508 | — | 761 shares | $46,520 |
| JABIL INC | COMMON STOCK | 466313103 | — | 155 shares | $44,463 |
| MSC INDL DIRECT INC CL A | COMMON STOCK | 553530106 | — | 358 shares | $44,292 |
| THE FIDELITY MSCI FINANCIALS INDEX ETF | EXCHANGE-TRADED FUNDS | 316092501 | — | 582 shares | $44,069 |
| DEERE & CO | COMMON STOCK | 244199105 | — | 65 shares | $43,651 |
| PALANTIR TECHNOLOGIES INC COM CL A | COMMON STOCK | 69608A108 | — | 232 shares | $43,396 |
| PACER FDS TR AMERI ENERGY INFRAST ETF | EXCHANGE-TRADED FUNDS | 69374H634 | — | 1,000 shares | $43,370 |
| SPDR SER TR SS SPDR PORT LG TM TREAS ETF | EXCHANGE-TRADED FUNDS | 78464A664 | — | 1,772 shares | $42,262 |
| SELECT SECTOR SPDR TR S S COMM SER ETF | EXCHANGE-TRADED FUNDS | 81369Y852 | — | 380 shares | $42,169 |
| NASDAQ INC | COMMON STOCK | 631103108 | — | 450 shares | $41,405 |
| SPDR GOLD TRUST GOLD SHS ETF | EXCHANGE-TRADED FUNDS | 78463V107 | — | 105 shares | $39,988 |
| CBRE GROUP INC | COMMON STOCK | 12504L109 | — | 308 shares | $39,569 |
| PUBLIC SVC ENTERPRISE GROUP | COMMON STOCK | 744573106 | — | 559 shares | $37,643 |
| SPDR DOUBLELINE TR TACT ETF | EXCHANGE-TRADED FUNDS | 78467V848 | — | 1,000 shares | $37,420 |
| ISHARES TR IBONDS DEC 2031 ETF | EXCHANGE-TRADED FUNDS | 46436E486 | — | 1,835 shares | $36,810 |
| ISHARES TR IBONDS DEC 2032 ETF | EXCHANGE-TRADED FUNDS | 46436E312 | — | 1,520 shares | $36,586 |
| ISHARES TR IBONDS DEC 2033 ETF | EXCHANGE-TRADED FUNDS | 46436E130 | — | 1,485 shares | $36,353 |
| ISHARES TR IBONDS DEC 2034 ETF | EXCHANGE-TRADED FUNDS | 46438G653 | — | 1,465 shares | $36,083 |
| INVESCO ACTIVELY MANAGD TR OPTIMUM ETF | EXCHANGE-TRADED FUNDS | 46090F100 | — | 1,848 shares | $35,666 |
| EXTRA SPACE STORAGE INC COM | COMMON STOCK | 30225T102 | — | 269 shares | $35,376 |
| ISHARES TR IBDS DEC28 ETF | EXCHANGE-TRADED FUNDS | 46435U515 | — | 1,400 shares | $34,944 |
| GOLDMAN SACHS GROUP INC COM | COMMON STOCK | 38141G104 | — | 38 shares | $34,214 |
| ARISTA NETWORKS INC COM SHS | COMMON STOCK | 040413205 | — | 168 shares | $34,203 |
| WABTEC CORP | COMMON STOCK | 929740108 | — | 119 shares | $34,174 |
| D R HORTON INC COM | COMMON STOCK | 23331A109 | — | 250 shares | $34,163 |
| REGENERON PHARMACEUTICALS | COMMON STOCK | 75886F107 | — | 45 shares | $34,122 |
| SELECT SECTOR SPDR TR S S CON STPLS ETF | EXCHANGE-TRADED FUNDS | 81369Y308 | — | 420 shares | $33,852 |
| TEVA PHARMACEUTICAL INDS LTD SHS COM | NON US EQUITY | M8769Q102 | — | 848 shares | $33,581 |
| CVS HEALTH CORP COM | COMMON STOCK | 126650100 | — | 384 shares | $32,905 |
| VIATRIS INC COM | COMMON STOCK | 92556V106 | — | 1,854 shares | $32,853 |
| VANGUARD UTILITIES ETF | EXCHANGE-TRADED FUNDS | 92204A876 | — | 190 shares | $32,490 |
| FREEPORT MCMORAN INC | COMMON STOCK | 35671D857 | — | 463 shares | $32,410 |
| BLACKSTONE INC COM | COMMON STOCK | 09260D107 | — | 282 shares | $31,609 |
| NEOS TRUST NEOS S&P 500 HI ETF | EXCHANGE-TRADED FUNDS | 78433H303 | — | 592 shares | $31,477 |
| REGIONS FINANCIAL CORP NEW | COMMON STOCK | 7591EP100 | — | 1,138 shares | $30,589 |
| APTIV PLC COM SHS | NON US EQUITY | G3265R107 | — | 703 shares | $30,243 |
| JOHNSON CONTROLS INTERNATIONAL PLC | NON US EQUITY | G51502105 | — | 203 shares | $30,176 |
| ABRDN HEALTHCARE OPPORTUNITIES SHS | EXCHANGE-TRADED FUNDS | 879105104 | — | 1,600 shares | $29,440 |
| FISERV INC COM | COMMON STOCK | 337738108 | — | 637 shares | $28,780 |
| UNITED CMNTY BKS BLAIRSVLE GA COM | COMMON STOCK | 90984P303 | — | 856 shares | $28,548 |
| KEYCORP NEW | COMMON STOCK | 493267108 | — | 1,383 shares | $27,757 |
| FOX CORP CL A COM | COMMON STOCK | 35137L105 | — | 440 shares | $27,566 |
| SPDR SER TR BLOOMBERG INTL T | EXCHANGE-TRADED FUNDS | 78464A516 | — | 1,280 shares | $27,110 |
| INVESCO ACTIVELY MANAGED ETF ULTRA SHRT | EXCHANGE-TRADED FUNDS | 46090A887 | — | 541 shares | $27,012 |
| HASBRO INC | COMMON STOCK | 418056107 | — | 305 shares | $26,742 |
| SPDR SER TR SS SPDR PORT INTRMD BD ETF | EXCHANGE-TRADED FUNDS | 78464A375 | — | 822 shares | $26,534 |
| FORTINET INC | COMMON STOCK | 34959E109 | — | 148 shares | $26,456 |
| SPDR SER TR ST ST SPDR S&P600 SC GRW ETF | EXCHANGE-TRADED FUNDS | 78464A201 | — | 246 shares | $26,315 |
| PROSHARES TR S&P MDCP 400 DIV ETF | EXCHANGE-TRADED FUNDS | 74347B680 | — | 300 shares | $25,944 |
| CME GROUP INC | COMMON STOCK | 12572Q105 | — | 98 shares | $25,674 |
| SEMPRA COM | COMMON STOCK | 816851109 | — | 325 shares | $25,337 |
| WISDOMTREE TR US SMALLCAP DIVD | EXCHANGE-TRADED FUNDS | 97717W604 | — | 662 shares | $25,090 |
| DIMENSIONAL ETF TRUST US TARGETED ETF | EXCHANGE-TRADED FUNDS | 25434V609 | — | 377 shares | $25,048 |
| NORFOLK SOUTHERN CORP | COMMON STOCK | 655844108 | — | 80 shares | $24,720 |
| LYONDELLBASELL INDUSTRIES CL A | NON US EQUITY | N53745100 | — | 425 shares | $24,425 |
| ISHARES TR CORE 40/60 MODER ETF | EXCHANGE-TRADED FUNDS | 464289875 | — | 500 shares | $24,370 |
| UGI CORP NEW (HOLDING CO) | COMMON STOCK | 902681105 | — | 680 shares | $24,256 |
| ESSENTIAL UTILS INC COM | COMMON STOCK | 29670G102 | — | 618 shares | $24,219 |
| BAXTER INTL INC COM | COMMON STOCK | 071813109 | — | 1,000 shares | $24,000 |
| INVESCO EXCHANGE-TRADED FD TR SOLAR ETF | EXCHANGE-TRADED FUNDS | 46138G706 | — | 545 shares | $23,964 |
| INGREDION INC | COMMON STOCK | 457187102 | — | 250 shares | $23,953 |
| NOVARTIS AG SPONSORED ADR | ADR / IDR / GDR | 66987V109 | — | 165 shares | $23,524 |
| TRANE TECHNOLOGIES PLC SHS COM | NON US EQUITY | G8994E103 | — | 52 shares | $23,503 |
| KEURIG DR PEPPER INC COM | COMMON STOCK | 49271V100 | — | 758 shares | $22,998 |
| MOLSON COORS BEVERAGE COMPANY CL B | COMMON STOCK | 60871R209 | — | 620 shares | $22,611 |