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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) |
|---|---|---|---|---|---|
| ISHARES TR CORE MSCI TOTAL ETF | EXCHANGE-TRADED FUNDS | 46432F834 | — | 232 shares | $22,038 |
| HUNTINGTON BANCSHARES INC COM | COMMON STOCK | 446150104 | — | 1,442 shares | $22,005 |
| TYSON FOODS INC CL A | COMMON STOCK | 902494103 | — | 433 shares | $21,879 |
| GAMCO GLOBAL GOLD NATURAL RESOURCES | EXCHANGE-TRADED FUNDS | 36465A109 | — | 4,052 shares | $21,395 |
| SWISS RE LTD SPN ADR | ADR / IDR / GDR | 870886108 | — | 512 shares | $21,187 |
| NEOS TRUST NASDAQ 100 HDGD ETF | EXCHANGE-TRADED FUNDS | 78433H576 | — | 380 shares | $21,105 |
| XPLR INFRASTRUCTURE LP COM UNIT PART IN | COMMON STOCK | 65341B106 | — | 2,000 shares | $20,940 |
| PIMCO DYNAMIC INCOME OPRNTS FD BEN COM | EXCHANGE-TRADED FUNDS | 69355M107 | — | 1,763 shares | $20,909 |
| DIMENSIONAL ETF TRUST US SMALL CAP ETF | EXCHANGE-TRADED FUNDS | 25434V500 | — | 270 shares | $20,903 |
| VANGUARD HEALTH CARE | EXCHANGE-TRADED FUNDS | 92204A504 | — | 66 shares | $20,861 |
| ISHARES RUSSELL MIDCAP GROWTH ETF | EXCHANGE-TRADED FUNDS | 464287481 | — | 149 shares | $20,514 |
| VANGUARD SCOTTSDALE FDS LONG TERM ETF | EXCHANGE-TRADED FUNDS | 92206C847 | — | 408 shares | $20,457 |
| SPDR SER TR ST STR SPDR S&P REG BK ETF | EXCHANGE-TRADED FUNDS | 78464A698 | — | 294 shares | $20,415 |
| AMERICAN WATER WORKS | COMMON STOCK | 030420103 | — | 156 shares | $20,197 |
| INTUIT COM | COMMON STOCK | 461202103 | — | 73 shares | $20,127 |
| NORTHROP GRUMMAN CORP COM | COMMON STOCK | 666807102 | — | 41 shares | $19,823 |
| CRH PLC ORD COM | NON US EQUITY | G25508105 | — | 239 shares | $19,789 |
| OTIS WORLDWIDE CORP COM | COMMON STOCK | 68902V107 | — | 300 shares | $19,296 |
| CONSTELLATION BRANDS INC CL A | COMMON STOCK | 21036P108 | — | 170 shares | $19,220 |
| O REILLY AUTOMOTIVE INC | COMMON STOCK | 67103H107 | — | 225 shares | $19,217 |
| HCA HEALTHCARE INC | COMMON STOCK | 40412C101 | — | 45 shares | $19,203 |
| WASTE MGMT INC DEL COM | COMMON STOCK | 94106L109 | — | 93 shares | $18,965 |
| NEWMONT CORPORATION COM | COMMON STOCK | 651639106 | — | 161 shares | $18,570 |
| PIMCO DYNAMIC INCOME FUND SHS | EXCHANGE-TRADED FUNDS | 72201Y101 | — | 1,309 shares | $18,365 |
| COHEN&STEERS REAL ESTATE OPP SHS BENFIN | EXCHANGE-TRADED FUNDS | 19249Q103 | — | 1,320 shares | $18,282 |
| ARCHER DANIELS MIDLAND CO COM | COMMON STOCK | 039483102 | — | 229 shares | $18,178 |
| SPDR SER TR ST STR SPDR S&P BIOTECH ETF | EXCHANGE-TRADED FUNDS | 78464A870 | — | 115 shares | $18,133 |
| WISDOMTREE TR US MIDCAP DIVID ETF | EXCHANGE-TRADED FUNDS | 97717W505 | — | 311 shares | $16,778 |
| DTE ENERGY CO COM | COMMON STOCK | 233331107 | — | 137 shares | $16,687 |
| MICROCHIP TECHNOLOGY INC | COMMON STOCK | 595017104 | — | 194 shares | $15,087 |
| VANGUARD TOTAL BOND MARKET ETF | EXCHANGE-TRADED FUNDS | 921937835 | — | 207 shares | $14,521 |
| ISHARES IBOXX INV GR CORP BD ETF | EXCHANGE-TRADED FUNDS | 464287242 | — | 141 shares | $14,407 |
| CONSTELLATION ENERGY CORP COM | COMMON STOCK | 21037T109 | — | 55 shares | $13,971 |
| BLACKROCK HEALTH SCIENCES TERM COM SHS | EXCHANGE-TRADED FUNDS | 09260E105 | — | 810 shares | $13,527 |
| VANGUARD MORTGAGE BACKED SECURITIES ETF | EXCHANGE-TRADED FUNDS | 92206C771 | — | 303 shares | $13,456 |
| MOBILITY GLOBAL INC COM SHS | COMMON STOCK | 60744M106 | — | 779 shares | $13,360 |
| INVESCO EXCH TRD SLF IDX FD TR ETF | EXCHANGE-TRADED FUNDS | 46138J585 | — | 600 shares | $13,263 |
| L3HARRIS TECHNOLOGIES INC COM | COMMON STOCK | 502431109 | — | 56 shares | $13,260 |
| ALLIANCEBERNSTEIN GLOBAL HIGH INC FUND | EXCHANGE-TRADED FUNDS | 01879R106 | — | 1,347 shares | $13,106 |
| HALLIBURTON CO COM | COMMON STOCK | 406216101 | — | 409 shares | $13,006 |
| ISHARES TR PFD AND INCM SEC | EXCHANGE-TRADED FUNDS | 464288687 | — | 438 shares | $12,921 |
| BLACKROCK ETF TRUST ISHARES US EQUIT ETF | EXCHANGE-TRADED FUNDS | 09290C103 | — | 180 shares | $12,467 |
| PARKER-HANNIFIN CORP | COMMON STOCK | 701094104 | — | 13 shares | $12,420 |
| ISHARES TR EAFE VALUE ETF | EXCHANGE-TRADED FUNDS | 464288877 | — | 155 shares | $12,267 |
| AFLAC INC | COMMON STOCK | 001055102 | — | 109 shares | $12,184 |
| ROCKWELL AUTOMATION INC COM | COMMON STOCK | 773903109 | — | 27 shares | $11,754 |
| BAIDU INC ADR | ADR / IDR / GDR | 056752108 | — | 135 shares | $11,727 |
| TOWNEBANK PORTSMOUTH VA COM | COMMON STOCK | 89214P109 | — | 318 shares | $11,337 |
| ISHARES TR ESG AWARE MSCI USA ETF | EXCHANGE-TRADED FUNDS | 46435G425 | — | 66 shares | $11,009 |
| WEC ENERGY GROUP INC COM | COMMON STOCK | 92939U106 | — | 109 shares | $10,985 |
| SELECT SECTOR SPDR TR STATE ST MATR ETF | EXCHANGE-TRADED FUNDS | 81369Y100 | — | 222 shares | $10,811 |
| DOUBLELINE INCOME SOLUTIONS FUND | EXCHANGE-TRADED FUNDS | 258622109 | — | 1,071 shares | $10,710 |
| DOUBLELINE YIELD OPPORTUNITIES COM | EXCHANGE-TRADED FUNDS | 25862D105 | — | 785 shares | $10,495 |
| STELLANTIS N.V SHS COM | NON US EQUITY | N82405106 | — | 2,368 shares | $10,324 |
| ANNALY CAP MANAGEMENT INC COM NEW REIT | COMMON STOCK | 035710839 | — | 525 shares | $9,917 |
| WESTERN ASSET INFLATION-LINKED | EXCHANGE-TRADED FUNDS | 95766R104 | — | 1,250 shares | $9,838 |
| MONOLITHIC POWER SYSTEMS INC | COMMON STOCK | 609839105 | — | 7 shares | $9,431 |
| HEWLETT PACKARD ENTERPRISE CO COM | COMMON STOCK | 42824C109 | — | 143 shares | $9,136 |
| KRAFT HEINZ CO COM | COMMON STOCK | 500754106 | — | 401 shares | $9,111 |
| DOMINION ENERGY INC COM | COMMON STOCK | 25746U109 | — | 148 shares | $8,957 |
| SOLSTICE ADVANCED MATLS INC COM SHS | COMMON STOCK | 83443Q103 | — | 159 shares | $8,955 |
| BLACKROCK SCIENCE & TECHNOLOGY SHS ETF | EXCHANGE-TRADED FUNDS | 09260K101 | — | 303 shares | $8,914 |
| DUPONT DE NEMOURS INC COM | COMMON STOCK | 26614N201 | — | 64 shares | $8,313 |
| HERSHEY CO/THE | COMMON STOCK | 427866108 | — | 51 shares | $8,038 |
| VANGUARD LONG TERM CORPORATE BOND ETF | EXCHANGE-TRADED FUNDS | 92206C813 | — | 117 shares | $8,015 |
| ALPS ETF TR ALERIAN MLP ETF | EXCHANGE-TRADED FUNDS | 00162Q452 | — | 154 shares | $7,988 |
| SYSCO CORP | COMMON STOCK | 871829107 | — | 97 shares | $7,562 |
| WARNER BROS DISCOVERY INC COM SER A | COMMON STOCK | 934423104 | — | 240 shares | $7,428 |
| VERTEX PHARMACEUTICALS INC COM | COMMON STOCK | 92532F100 | — | 14 shares | $7,319 |
| ILLINOIS TOOL WORKS INC | COMMON STOCK | 452308109 | — | 27 shares | $6,947 |
| CARDINAL HEALTH INC | COMMON STOCK | 14149Y108 | — | 27 shares | $6,008 |
| VERSANT MEDIA GROUP INC COM CL A | COMMON STOCK | 925283103 | — | 177 shares | $5,611 |
| GLOBAL X FDS NASDAQ 100 COVER ETF | EXCHANGE-TRADED FUNDS | 37954Y483 | — | 296 shares | $5,491 |
| CROWDSTRIKE HLDGS INC CL A | COMMON STOCK | 22788C105 | — | 20 shares | $5,295 |
| T ROWE PRICE EXCHANGE-TRADED SMALL ETF | EXCHANGE-TRADED FUNDS | 87283Q826 | — | 130 shares | $5,291 |
| SANDOZ GROUP AG SPON ADR | ADR / IDR / GDR | 799926100 | — | 60 shares | $5,092 |
| LIBERTY ALL STAR EQUITY FUND | EXCHANGE-TRADED FUNDS | 530158104 | — | 856 shares | $4,939 |
| MAIN STREET CAPITAL CORP | COMMON STOCK | 56035L104 | — | 86 shares | $4,734 |
| INTUITIVE SURGICAL INC | COMMON STOCK | 46120E602 | — | 11 shares | $4,473 |
| CEMIG SA ADR | ADR / IDR / GDR | 204409601 | — | 2,000 shares | $4,200 |
| REALTY INCOME CORP COM | COMMON STOCK | 756109104 | — | 74 shares | $4,018 |
| CARLISLE COS INC | COMMON STOCK | 142339100 | — | 12 shares | $3,866 |
| HITACHI LTD SPONSORED ADR | ADR / IDR / GDR | 433578507 | — | 100 shares | $3,453 |
| ISHARES TIPS BOND ETF | EXCHANGE-TRADED FUNDS | 464287176 | — | 33 shares | $3,433 |
| T-MOBILE US INC COM | COMMON STOCK | 872590104 | — | 21 shares | $3,425 |
| MARSH COM | COMMON STOCK | 571748102 | — | 19 shares | $3,244 |
| AGCO CORP | COMMON STOCK | 001084102 | — | 28 shares | $3,198 |
| ROYAL CARIBBEAN GROUP COM | NON US EQUITY | V7780T103 | — | 12 shares | $3,190 |
| BOEING CO | COMMON STOCK | 097023105 | — | 17 shares | $3,163 |
| CAPITAL ONE FINANCIAL CORP COM | COMMON STOCK | 14040H105 | — | 16 shares | $3,089 |
| SYNOPSYS INC COM | COMMON STOCK | 871607107 | — | 7 shares | $3,045 |
| ENTERGY CORP NEW COM | COMMON STOCK | 29364G103 | — | 30 shares | $2,978 |
| TEXTRON INC | COMMON STOCK | 883203101 | — | 39 shares | $2,972 |
| GE HEALTHCARE TECHNOLOGIES INC COM | COMMON STOCK | 36266G107 | — | 45 shares | $2,942 |
| EATON VANCE TAX MANAGED GLOBAL | EXCHANGE-TRADED FUNDS | 27829F108 | — | 300 shares | $2,823 |
| 3M CO COM | COMMON STOCK | 88579Y101 | — | 17 shares | $2,791 |
| FIFTH THIRD BANCORP COM | COMMON STOCK | 316773100 | — | 54 shares | $2,731 |
| NOVO NORDISK A/S CL B ADR | ADR / IDR / GDR | 670100205 | — | 65 shares | $2,464 |
| AMERICAN TOWER CORP NEW COM | COMMON STOCK | 03027X100 | — | 15 shares | $2,455 |
| MOODYS CORP | COMMON STOCK | 615369105 | — | 5 shares | $2,271 |