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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
  1. BERKSHIRE HATHAWAY INC DEL CL B NEW COM · COMMON STOCK · 084670702 · shares: $30,260,919
  2. ISHARES GOLD TR SHARES REPRESENT ETF · EXCHANGE-TRADED FUNDS · 46436F103 · shares: $13,936,339
  3. INVESCO EXCHANGE TRADED FD TR ETF · EXCHANGE-TRADED FUNDS · 46137V399 · shares: $12,220,962
  4. ISHARES MSCI EAFE ETF · EXCHANGE-TRADED FUNDS · 464287465 · shares: $9,409,110
  5. MICROSOFT CORP COM · COMMON STOCK · 594918104 · shares: $9,242,458
  6. VANGUARD INDX FD MRNGSTR TTL STK MKT ETF · EXCHANGE-TRADED FUNDS · 922908769 · shares: $9,202,936
  7. VANGUARD TOTAL INTL STOCK ET · EXCHANGE-TRADED FUNDS · 921909768 · shares: $8,127,953
  8. ISHARES TR CORE S&P500 ETF · EXCHANGE-TRADED FUNDS · 464287200 · shares: $7,941,865
  9. INVESCO EXCHANGE TRADED FD TR S&P500 · EXCHANGE-TRADED FUNDS · 46137V241 · shares: $7,543,658
  10. VANGUARD INDEX FDS MORNINGSTAR GRWT ETF · EXCHANGE-TRADED FUNDS · 922908736 · shares: $7,359,554

Reported holdings

557 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
SERVICENOW INCCOMMON STOCK81762P102 — 1,608 shares $215,488
ISHARES CORE UNIVERSAL USD BOND ETFEXCHANGE-TRADED FUNDS46434V613 — 4,866 shares $214,542
QUANTA SERVICES INC COMCOMMON STOCK74762E102 — 332 shares $213,313
ISHARES HIGH DIVIDEND ETFEXCHANGE-TRADED FUNDS46429B663 — 7,400 shares $206,904
ISHARES CORE S&P TOTAL US STOCK MKT ETFEXCHANGE-TRADED FUNDS464287150 — 1,214 shares $201,864
SCHWAB US DVD EQUITY ETFEXCHANGE-TRADED FUNDS808524797 — 6,189 shares $201,328
SCHWAB US LARGE CAP GROWTH ETFEXCHANGE-TRADED FUNDS808524300 — 5,600 shares $201,208
DICKS SPORTING GOODS INC COMCOMMON STOCK253393102 — 1,469 shares $197,272
ISHARES TR 0-3 MONTH TREASURY BOND ETFEXCHANGE-TRADED FUNDS46436E718 — 1,934 shares $194,715
RALPH LAUREN CORPCOMMON STOCK751212101 — 548 shares $194,578
PROLOGIS INCCOMMON STOCK74340W103 — 1,485 shares $192,812
LOWES COMPANIES INCCOMMON STOCK548661107 — 1,044 shares $192,399
ISHARES TR JPMORGAN USD EMGEXCHANGE-TRADED FUNDS464288281 — 2,110 shares $191,672
ISHARES RUSSELL 1000 VALUE ETFEXCHANGE-TRADED FUNDS464287598 — 772 shares $191,402
J P MORGAN EXCHANGE TRADED FD ETFEXCHANGE-TRADED FUNDS46641Q399 — 1,379 shares $189,723
ISHARES TR MSCI USA QUALITY FACTOR ETFEXCHANGE-TRADED FUNDS46432F339 — 837 shares $186,015
INTERCONTINENTAL EXCHANGE INCCOMMON STOCK45866F104 — 1,216 shares $184,868
EOG RESOURCES INCCOMMON STOCK26875P101 — 1,341 shares $184,736
PHILLIPS 66 COMCOMMON STOCK718546104 — 711 shares $181,525
ISHARES S&P 100 ETFEXCHANGE-TRADED FUNDS464287101 — 475 shares $181,488
GENERAL MILLS INCCOMMON STOCK370334104 — 5,500 shares $176,880
ON SEMICONDUCTOR CORP COMCOMMON STOCK682189105 — 2,237 shares $171,958
PRIMERICA INCCOMMON STOCK74164M108 — 630 shares $171,606
SALESFORCE INC COMCOMMON STOCK79466L302 — 744 shares $170,800
HONEYWELL AEROSPACE INC COMCOMMON STOCK43849R105 — 1,089 shares $168,762
ISHARES S&P SMALL CAP 600 GROWTH ETFEXCHANGE-TRADED FUNDS464287887 — 1,047 shares $167,866
ADOBE INC COMCOMMON STOCK00724F101 — 675 shares $161,960
SPDR SER TR ST STR SPDR S&P DIVIDEND ETFEXCHANGE-TRADED FUNDS78464A763 — 1,100 shares $161,128
AMERIPRISE FINANCIAL INCCOMMON STOCK03076C106 — 318 shares $156,567
VANGUARD CONSUMER STAPLE ETFEXCHANGE-TRADED FUNDS92204A207 — 710 shares $154,929
XCEL ENERGY INC COMCOMMON STOCK98389B100 — 2,170 shares $152,942
ISHARES TR IBOND DEC ETFEXCHANGE-TRADED FUNDS46436E593 — 8,005 shares $152,015
SELECT SECTOR SPDR TR STATE ST INDUS ETFEXCHANGE-TRADED FUNDS81369Y704 — 905 shares $151,117
LPL FINANCIAL HOLDINGS INCCOMMON STOCK50212V100 — 490 shares $149,842
LITTELFUSE INCCOMMON STOCK537008104 — 349 shares $147,885
GALLAGHER ARTHUR JCOMMON STOCK363576109 — 637 shares $145,306
ISHARES TR MSCI USA MIN VOL FACTOR ETFEXCHANGE-TRADED FUNDS46429B697 — 1,475 shares $143,724
RAYONIER INC COMCOMMON STOCK754907103 — 7,801 shares $143,226
SELECT SECTOR SPDR TR S S HLTH CARE ETFEXCHANGE-TRADED FUNDS81369Y209 — 833 shares $140,294
OLD DOMINION FREIGHT LINECOMMON STOCK679580100 — 788 shares $136,986
TJX COS INC NEW COMCOMMON STOCK872540109 — 1,022 shares $135,221
SPDR SER TR ST STR SPDR BBG CONV SEC ETFEXCHANGE-TRADED FUNDS78464A359 — 1,327 shares $134,266
FASTENAL COCOMMON STOCK311900104 — 2,698 shares $133,632
AGNICO EAGLE MINES LTD COMNON US EQUITY008474108 — 727 shares $133,237
SEAGATE TECHNOLOGY HLDNG PLC ORD SHS COMNON US EQUITYG7997R103 — 144 shares $132,817
KKR & CO INC COMCOMMON STOCK48251W104 — 1,448 shares $132,202
ISHARES TR IBONDS 26 TRM TS ETFEXCHANGE-TRADED FUNDS46436E858 — 5,715 shares $130,759
ISHARES RUSSELL 2000 GROWTH ETFEXCHANGE-TRADED FUNDS464287648 — 362 shares $129,198
BRINKER INTL INC COMCOMMON STOCK109641100 — 663 shares $128,310
NEW YORK LIFE INVTS ACTIVE ETFEXCHANGE-TRADED FUNDS45409F827 — 5,575 shares $127,556
IDEX CORPCOMMON STOCK45167R104 — 555 shares $126,529
ANALOG DEVICES INC COMCOMMON STOCK032654105 — 315 shares $124,964
MASCO CORPCOMMON STOCK574599106 — 1,835 shares $123,679
BURLINGTON STORES INCCOMMON STOCK122017106 — 460 shares $122,907
CENCORA INC COMCOMMON STOCK03073E105 — 408 shares $122,502
ISHARES S&P NORTH AMERICAN TECHNOLOGYEXCHANGE-TRADED FUNDS464287549 — 720 shares $121,709
J P MORGAN EXCHANGE TRADED FD US ETFEXCHANGE-TRADED FUNDS46641Q753 — 2,101 shares $121,690
GOLDMAN SACHS ETF TR ACTIVEBETA INT ETFEXCHANGE-TRADED FUNDS381430107 — 2,645 shares $121,247
J P MORGAN EXCHANGE TRADED FD INTL ETFEXCHANGE-TRADED FUNDS46654Q591 — 2,169 shares $119,880
APPLOVIN CORP COM CL ACOMMON STOCK03831W108 — 409 shares $118,786
GE AEROSPACE COM NEWCOMMON STOCK369604301 — 378 shares $118,046
HP INC COMCOMMON STOCK40434L105 — 3,659 shares $114,454
HARTFORD FDS EXCHANGE TRADED ETFEXCHANGE-TRADED FUNDS41653L503 — 3,090 shares $113,867
CHECK POINT SOFTWARE TECHNOLOGIES LTDCOMMON STOCKM22465104 — 884 shares $113,461
ISHARES S&P MID CAP 400 VALUE ETFEXCHANGE-TRADED FUNDS464287705 — 818 shares $112,647
PACCAR INCCOMMON STOCK693718108 — 1,025 shares $112,555
ISHARES INC CORE MSCI EMKTEXCHANGE-TRADED FUNDS46434G103 — 1,386 shares $112,488
INVESCO EXCH TRD SLF IDX FD TR ETFEXCHANGE-TRADED FUNDS46138J643 — 5,500 shares $110,688
VANECK VECTORS GOLD MINERS ETFEXCHANGE-TRADED FUNDS92189F106 — 1,255 shares $110,189
INVESCO EXCH TRD SLF IDX FD TR ETFEXCHANGE-TRADED FUNDS46138J783 — 5,500 shares $107,498
INVESCO EXCH TRD SLF IDX FD TR ETFEXCHANGE-TRADED FUNDS46138J791 — 5,500 shares $107,360
VANGUARD RUSSELL 2000 ETFEXCHANGE-TRADED FUNDS92206C664 — 956 shares $107,301
TEXAS INSTRUMENTS INCCOMMON STOCK882508104 — 383 shares $107,274
METLIFE INCCOMMON STOCK59156R108 — 1,137 shares $107,060
MCDONALDS CORPCOMMON STOCK580135101 — 463 shares $106,925
SELECT SECT SPDR TR ST STR CON DISCR ETFEXCHANGE-TRADED FUNDS81369Y407 — 980 shares $106,663
AUTODESK INCORPORATEDCOMMON STOCK052769106 — 500 shares $104,500
NXP SEMICONDUCTORS NV ORDNON US EQUITYN6596X109 — 438 shares $104,038
GENERAL DYNAMICS CORPCOMMON STOCK369550108 — 311 shares $103,199
EXPEDIA GROUP INC COM NEWCOMMON STOCK30212P303 — 390 shares $102,710
INVESCO EXCH TRD SLF IDX FD TR ETFEXCHANGE-TRADED FUNDS46138J577 — 5,500 shares $100,100
UNION PACIFIC CORP COMCOMMON STOCK907818108 — 366 shares $99,600
VEEVA SYSTEMS INC CLASS ACOMMON STOCK922475108 — 345 shares $98,480
AB ACTIVE ETFS INC TAX AWARE SHRT ETFEXCHANGE-TRADED FUNDS00039J202 — 3,960 shares $97,337
PALO ALTO NETWORKS INC COMCOMMON STOCK697435105 — 244 shares $96,944
DELL TECHNOLOGIES INC CL CCOMMON STOCK24703L202 — 178 shares $95,755
ISHARES TR INTL SEL DIV ETFEXCHANGE-TRADED FUNDS464288448 — 2,234 shares $94,252
TEXAS ROADHOUSE INC CL ACOMMON STOCK882681109 — 595 shares $93,022
UBER TECHNOLOGIES INC COMCOMMON STOCK90353T100 — 1,306 shares $89,474
INVESCO EXCH TRD SLF IDX FD TR ETFEXCHANGE-TRADED FUNDS46138J460 — 5,500 shares $88,770
FIRST TR EXCHANGE TRAD FD VII FST TREXCHANGE-TRADED FUNDS33739H101 — 2,825 shares $86,417
CUMMINS INCCOMMON STOCK231021106 — 161 shares $83,168
STATE STREET CORPCOMMON STOCK857477103 — 473 shares $82,581
SPDR SER TR ST STR SPDR PORT S&P 500 ETFEXCHANGE-TRADED FUNDS78464A854 — 916 shares $82,220
ISHARES TR NATIONAL MUN ETFEXCHANGE-TRADED FUNDS464288414 — 800 shares $80,880
ISHARES RUSSELL MIDCAP VALUE ETFEXCHANGE-TRADED FUNDS464287473 — 491 shares $78,923
ECOLAB INC COMCOMMON STOCK278865100 — 283 shares $77,706
INVESCO EXCH TRADED FD TR II NASDAQ ETFEXCHANGE-TRADED FUNDS46138G649 — 255 shares $77,683
ISHARES TR MSCI EAFE MIN VOL FACTOR ETFEXCHANGE-TRADED FUNDS46429B689 — 850 shares $77,452
KINDER MORGAN INCCOMMON STOCK49456B101 — 2,465 shares $74,320