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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) |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B NEW COM | COMMON STOCK | 084670702 | — | 60,771 shares | $30,260,919 |
| ISHARES GOLD TR SHARES REPRESENT ETF | EXCHANGE-TRADED FUNDS | 46436F103 | — | 336,464 shares | $13,936,339 |
| INVESCO EXCHANGE TRADED FD TR ETF | EXCHANGE-TRADED FUNDS | 46137V399 | — | 524,730 shares | $12,220,962 |
| ISHARES MSCI EAFE ETF | EXCHANGE-TRADED FUNDS | 464287465 | — | 90,568 shares | $9,409,110 |
| MICROSOFT CORP COM | COMMON STOCK | 594918104 | — | 18,020 shares | $9,242,458 |
| VANGUARD INDX FD MRNGSTR TTL STK MKT ETF | EXCHANGE-TRADED FUNDS | 922908769 | — | 24,591 shares | $9,202,936 |
| VANGUARD TOTAL INTL STOCK ET | EXCHANGE-TRADED FUNDS | 921909768 | — | 95,668 shares | $8,127,953 |
| ISHARES TR CORE S&P500 ETF | EXCHANGE-TRADED FUNDS | 464287200 | — | 10,370 shares | $7,941,865 |
| INVESCO EXCHANGE TRADED FD TR S&P500 | EXCHANGE-TRADED FUNDS | 46137V241 | — | 89,720 shares | $7,543,658 |
| VANGUARD INDEX FDS MORNINGSTAR GRWT ETF | EXCHANGE-TRADED FUNDS | 922908736 | — | 81,673 shares | $7,359,554 |
| ISHARES CORE S&P MIDCAP ETF | EXCHANGE-TRADED FUNDS | 464287507 | — | 88,727 shares | $6,383,908 |
| APPLE INC COM | COMMON STOCK | 037833100 | — | 17,552 shares | $5,845,167 |
| VANGUARD EXTENDED MARKET ETF | EXCHANGE-TRADED FUNDS | 922908652 | — | 23,820 shares | $5,517,427 |
| VANGUARD HIGH DIVIDEND YIELD ETF | EXCHANGE-TRADED FUNDS | 921946406 | — | 30,323 shares | $4,706,130 |
| STATE STREET SPDR S&P 500 ETF TRUST UNIT | EXCHANGE-TRADED FUNDS | 78462F103 | — | 5,218 shares | $3,979,403 |
| JP MORGAN ETF CORE PLUS BD ETF | EXCHANGE-TRADED FUNDS | 46641Q670 | — | 85,349 shares | $3,821,928 |
| JPMORGAN CHASE & CO | COMMON STOCK | 46625H100 | — | 10,120 shares | $3,348,000 |
| CHEVRON CORPORATION COM | COMMON STOCK | 166764100 | — | 16,341 shares | $3,336,996 |
| VANGUARD INT TERM CORPORATE ETF | EXCHANGE-TRADED FUNDS | 92206C870 | — | 42,399 shares | $3,320,266 |
| ISHARES CORE S&P SMALL CAP ETF | EXCHANGE-TRADED FUNDS | 464287804 | — | 24,296 shares | $3,305,228 |
| NVIDIA CORPORATION COM | COMMON STOCK | 67066G104 | — | 14,191 shares | $3,240,941 |
| ISHARES CORE TOTAL US AGGREGATE BOND ETF | EXCHANGE-TRADED FUNDS | 464287226 | — | 33,464 shares | $3,163,687 |
| ISHARES GOLD TR ISHARES NEW ETF | EXCHANGE-TRADED FUNDS | 464285204 | — | 39,902 shares | $3,116,346 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | EXCHANGE-TRADED FUNDS | 921943858 | — | 43,518 shares | $3,072,806 |
| CISCO SYSTEMS INC | COMMON STOCK | 17275R102 | — | 27,895 shares | $3,002,339 |
| PHILIP MORRIS INTL INC COM | COMMON STOCK | 718172109 | — | 15,305 shares | $2,920,500 |
| SPDR SER TR SS SPDR BBG INVT FLT RTE ETF | EXCHANGE-TRADED FUNDS | 78468R200 | — | 92,785 shares | $2,861,489 |
| AMAZON INC COM | COMMON STOCK | 023135106 | — | 10,094 shares | $2,514,920 |
| META PLATFORMS INC CL A COM | COMMON STOCK | 30303M102 | — | 3,284 shares | $2,381,491 |
| ABBVIE INC COM | COMMON STOCK | 00287Y109 | — | 8,862 shares | $2,318,211 |
| MERCK & CO INC | COMMON STOCK | 58933Y105 | — | 15,888 shares | $2,308,685 |
| ALPHABET INC CAP STK CL C | COMMON STOCK | 02079K107 | — | 6,745 shares | $2,298,291 |
| VANGUARD SCOTTSDALE FDS INTER TERM ETF | EXCHANGE-TRADED FUNDS | 92206C706 | — | 39,683 shares | $2,248,439 |
| VANGUARD INTERMEDIATE TERM BD ETF | EXCHANGE-TRADED FUNDS | 921937819 | — | 30,617 shares | $2,230,755 |
| COCA COLA CO COM | COMMON STOCK | 191216100 | — | 25,910 shares | $2,230,333 |
| VANGUARD INTL EQUITY INDEX FDS FTSE ETF | EXCHANGE-TRADED FUNDS | 922042858 | — | 37,311 shares | $2,212,915 |
| ISHARES 1-3 YEAR TREASURY BOND ETF | EXCHANGE-TRADED FUNDS | 464287457 | — | 27,230 shares | $2,211,076 |
| SPDR SER TR SS SPDR PORT SHT TRM BD ETF | EXCHANGE-TRADED FUNDS | 78464A474 | — | 73,770 shares | $2,182,854 |
| AT&T INC. | COMMON STOCK | 00206R102 | — | 88,771 shares | $2,166,012 |
| SELECT SECTOR SPDR TR STATE ST TECH ETF | EXCHANGE-TRADED FUNDS | 81369Y803 | — | 10,917 shares | $2,137,003 |
| GILEAD SCIENCES INC COM | COMMON STOCK | 375558103 | — | 12,490 shares | $1,861,635 |
| BROADCOM INC COM | COMMON STOCK | 11135F101 | — | 5,231 shares | $1,837,075 |
| ALPHABET INC CL A | COMMON STOCK | 02079K305 | — | 5,313 shares | $1,828,097 |
| BRISTOL-MYERS SQUIBB CO COM | COMMON STOCK | 110122108 | — | 28,906 shares | $1,803,734 |
| ELI LILLY & CO COM | COMMON STOCK | 532457108 | — | 1,528 shares | $1,768,018 |
| DUKE ENERGY CORP NEW COM NEW | COMMON STOCK | 26441C204 | — | 15,210 shares | $1,734,092 |
| HOME DEPOT INC | COMMON STOCK | 437076102 | — | 5,991 shares | $1,704,380 |
| VERIZON COMMUNICATIONS INC COM | COMMON STOCK | 92343V104 | — | 35,373 shares | $1,622,560 |
| ONEOK INC NEW COM | COMMON STOCK | 30609A109 | — | 19,025 shares | $1,622,262 |
| NEXTERA ENERGY INC COM | COMMON STOCK | 65339F101 | — | 20,421 shares | $1,546,687 |
| ISHARES TR ISHS 1-5YR INVS ETF | EXCHANGE-TRADED FUNDS | 464288646 | — | 29,866 shares | $1,530,035 |
| INTERNATIONAL BUSINESS MACHS COM | COMMON STOCK | 459200101 | — | 6,908 shares | $1,519,276 |
| COSTCO WHSL CORP NEW COM | COMMON STOCK | 22160K105 | — | 1,624 shares | $1,478,392 |
| PNC FINANCIAL SERVICES GROUP INC | COMMON STOCK | 693475105 | — | 6,589 shares | $1,464,471 |
| EXXONMOBIL HOLDINGS CORP COM SHS | COMMON STOCK | 30233Q108 | — | 8,964 shares | $1,458,891 |
| INVESCO QQQ TR UNIT SER ETF | EXCHANGE-TRADED FUNDS | 46090E103 | — | 1,947 shares | $1,440,332 |
| BP PLC SPONSORED ADR | ADR / IDR / GDR | 055622104 | — | 31,976 shares | $1,406,624 |
| BLACKROCK INC COM | COMMON STOCK | 09290D101 | — | 1,326 shares | $1,403,293 |
| AMERICAN CENTY ETF TR AVANTIS EMGMKT ETF | EXCHANGE-TRADED FUNDS | 025072604 | — | 14,597 shares | $1,372,410 |
| EMERSON ELEC CO COM | COMMON STOCK | 291011104 | — | 8,839 shares | $1,370,929 |
| VISA INC COM CL A | COMMON STOCK | 92826C839 | — | 3,758 shares | $1,350,362 |
| JOHNSON & JOHNSON COM | COMMON STOCK | 478160104 | — | 5,033 shares | $1,332,436 |
| CSX CORP | COMMON STOCK | 126408103 | — | 27,124 shares | $1,261,537 |
| WALMART INC COM | COMMON STOCK | 931142103 | — | 12,094 shares | $1,256,808 |
| AUTOMATIC DATA PROCESSING INC | COMMON STOCK | 053015103 | — | 4,796 shares | $1,237,656 |
| MICRON TECHNOLOGY INC COM | COMMON STOCK | 595112103 | — | 1,151 shares | $1,225,942 |
| FRANKLIN TEMPLETON INC COM | COMMON STOCK | 354613101 | — | 37,882 shares | $1,216,770 |
| CITIGROUP INC COM NEW | COMMON STOCK | 172967424 | — | 9,304 shares | $1,204,682 |
| VANGUARD SHORT TERM TREAS BOND ETF | EXCHANGE-TRADED FUNDS | 92206C102 | — | 20,920 shares | $1,204,155 |
| VALERO ENERGY CORP NEW | COMMON STOCK | 91913Y100 | — | 2,994 shares | $1,160,504 |
| U S BANCORP NEW | COMMON STOCK | 902973304 | — | 19,752 shares | $1,140,876 |
| DARDEN RESTAURANTS INC COM | COMMON STOCK | 237194105 | — | 5,901 shares | $1,140,368 |
| SCHWAB CHARLES CORP COM | COMMON STOCK | 808513105 | — | 10,983 shares | $1,073,478 |
| MASTERCARD INC CL A | COMMON STOCK | 57636Q104 | — | 1,934 shares | $1,066,543 |
| EATON CORP PLC | NON US EQUITY | G29183103 | — | 2,420 shares | $1,039,898 |
| MORGAN STANLEY COM NEW | COMMON STOCK | 617446448 | — | 5,521 shares | $1,038,390 |
| AMPHENOL CORP COM CL A | COMMON STOCK | 032095101 | — | 12,302 shares | $1,037,059 |
| STATE STRT SPDR S&P MIDCAP 400 ETF TRUST | EXCHANGE-TRADED FUNDS | 78467Y107 | — | 1,577 shares | $1,035,632 |
| APPLIED MATERIALS INC | COMMON STOCK | 038222105 | — | 2,005 shares | $1,025,317 |
| TARGET CORP | COMMON STOCK | 87612E106 | — | 6,537 shares | $1,024,283 |
| TORONTO DOMINION BK ONT COM NEW | NON US EQUITY | 891160509 | — | 8,400 shares | $987,252 |
| ISHARES S&P 500 GROWTH ETF | EXCHANGE-TRADED FUNDS | 464287309 | — | 6,437 shares | $915,728 |
| OMEGA HEALTHCARE INVESTORS | COMMON STOCK | 681936100 | — | 19,042 shares | $881,835 |
| UNITED PARCEL SVCS INC COM CL B | COMMON STOCK | 911312106 | — | 9,434 shares | $881,513 |
| TRUIST FINL CORP COM | COMMON STOCK | 89832Q109 | — | 18,747 shares | $867,986 |
| ISHARES NORTH AMERICAN TECH-SOFTWARE ETF | EXCHANGE-TRADED FUNDS | 464287515 | — | 7,945 shares | $845,984 |
| PFIZER INC COM | COMMON STOCK | 717081103 | — | 29,155 shares | $831,501 |
| LOCKHEED MARTIN CORP COM | COMMON STOCK | 539830109 | — | 1,599 shares | $814,291 |
| ENBRIDGE INC COM | NON US EQUITY | 29250N105 | — | 17,323 shares | $805,346 |
| WISDOMTREE TR US QTLY DIV GRT ETF | EXCHANGE-TRADED FUNDS | 97717X669 | — | 7,934 shares | $771,502 |
| VANGUARD INFORMATION TECHNOLOGY INDEX | EXCHANGE-TRADED FUNDS | 92204A702 | — | 6,120 shares | $769,100 |
| MEDTRONIC PLC | NON US EQUITY | G5960L103 | — | 8,370 shares | $722,247 |
| COMCAST CORP CL A (NEW) | COMMON STOCK | 20030N101 | — | 32,993 shares | $717,928 |
| CATERPILLAR INC COM | COMMON STOCK | 149123101 | — | 876 shares | $710,252 |
| VANGUARD INDEX FDS REAL ESTATE ETF | EXCHANGE-TRADED FUNDS | 922908553 | — | 7,920 shares | $709,870 |
| BANK OF AMERICA CORP | COMMON STOCK | 060505104 | — | 12,945 shares | $704,596 |
| KIMBERLY-CLARK CORP COM | COMMON STOCK | 494368103 | — | 7,224 shares | $703,834 |
| AUTOZONE INC | COMMON STOCK | 053332102 | — | 247 shares | $699,015 |
| AMERICAN EXPRESS CO | COMMON STOCK | 025816109 | — | 2,248 shares | $683,617 |
| STATE ST SPDR DJ IND AVG ETF TR UT SER 1 | EXCHANGE-TRADED FUNDS | 78467X109 | — | 1,295 shares | $658,572 |