United Community Bank

GREENVILLE, SC · CIK 2000314 · 13F filing filed 2026-04-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityUnited Community Bank (US)
Part of UNITED COMMUNITY BANKS, INC. (US)

Other 13F filers in this group: UNITED COMMUNITY BANKS INC files a notice

$299.9m reported value +13.4% vs Q4 2025

565positions

33.0%in top 10

87 new 151 added 157 reduced 74 sold out vs Q4 2025

This report includes the holdings of 1 other manager that shares the investment decisions:

UNITED COMMUNITY BANKS INC – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	57,373	$27.5m9.17%	9.17%	Reduced -143	-143 -0.2%
2	ISHARES GOLD TR SHARES REPRESENT IAUM	IAUM	376,344	$17.6m5.86%	5.86%	Reduced -13.3k	-13,323 -3.4%
3	INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT PBP	PBP	481,748	$10.6m3.53%	3.53%	Added +1.5k	+1,482 0.3%
4	ISHARES TR MSCI EAFE ETF EFA	EFA	92,893	$9.0m3.01%	3.01%	Reduced -3.7k	-3,724 -3.9%
5	ISHARES TR CORE S&P500 ETF IVV	IVV	10,524	$6.9m2.29%	2.29%	Reduced -1.5k	-1,503 -12.5%
6	MICROSOFT CORP COM MSFT	MSFT	17,584	$6.5m2.17%	2.17%	Reduced -841	-841 -4.6%
7	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	18,721	$6.0m2.00%	2.00%	Added +5.4k	+5,385 40.4%
8	ISHARES TR CORE S&P MCP ETF IJH	IJH	84,663	$5.7m1.91%	1.91%	Added +6.3k	+6,284 8.0%
9	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	61,925	$4.7m1.55%	1.55%	Added +17.2k	+17,240 38.6%
10	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	22,076	$4.5m1.51%	1.51%	Added +744	+744 3.5%
11	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	58,756	$4.5m1.51%	1.51%	Added +19.9k	+19,880 51.1%
12	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	10,118	$4.4m1.47%	1.47%	Added +3.0k	+2,990 42.0%
13	APPLE INC COM AAPL	AAPL	15,674	$4.0m1.33%	1.33%	Reduced -40	-40 -0.2%
14	NVIDIA CORPORATION COM NVDA	NVDA	22,205	$3.9m1.29%	1.29%	Added +235	+235 1.1%
15	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	44,289	$3.7m1.22%	1.22%	New
16	ISHARES GOLD TR ISHARES NEW IAU	IAU	40,841	$3.6m1.20%	1.20%	Reduced -9.8k	-9,845 -19.4%
17	CHEVRON CORP NEW COM CVX	CVX	15,852	$3.3m1.09%	1.09%	Added +239	+239 1.5%
18	ISHARES TR CORE US AGGBD ET AGG	AGG	32,014	$3.2m1.06%	1.06%	New
19	JPMORGAN CHASE & CO COM JPM	JPM	10,343	$3.0m1.01%	1.01%	Added +607	+607 6.2%
20	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	20,038	$3.0m0.99%	0.99%	Added +5.8k	+5,775 40.5%
21	ISHARES TR CORE S&P SCP ETF IJR	IJR	23,541	$2.9m0.98%	0.98%	Reduced -2.3k	-2,348 -9.1%
22	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	59,338	$2.8m0.93%	0.93%	New
23	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	87,260	$2.7m0.90%	0.90%	New
24	ISHARES TR 1 3 YR TREAS BD SHY	SHY	32,180	$2.7m0.89%	0.89%	New
25	UNITED CMNTY BKS BLAIRSVLE G COM UCB	UCB	84,123	$2.6m0.88%	0.88%	New
26	AT&T INC COM T	T	83,879	$2.4m0.81%	0.81%	Added +568	+568 0.7%
27	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	37,216	$2.4m0.80%	0.80%	Added +1.1k	+1,100 3.0%
28	PHILIP MORRIS INTL INC COM PM	PM	14,415	$2.4m0.79%	0.79%	Added +262	+262 1.9%
29	CISCO SYS INC COM CSCO	CSCO	30,417	$2.4m0.79%	0.79%	Reduced -2.1k	-2,088 -6.4%
30	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,529	$2.3m0.77%	0.77%	Added +1.8k	+1,823 106.9%
31	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	37,960	$2.3m0.75%	0.75%	New
32	AMAZON COM INC COM AMZN	AMZN	10,737	$2.2m0.75%	0.75%	Added +311	+311 3.0%
33	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	28,456	$2.2m0.73%	0.73%	New
34	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	37,585	$2.0m0.68%	0.68%	Added +12	+12 0.0%
35	ABBVIE INC COM ABBV	ABBV	9,336	$2.0m0.68%	0.68%	Added +168	+168 1.8%
36	ALPHABET INC CAP STK CL C GOOG	GOOG	7,010	$2.0m0.67%	0.67%	Reduced -1.3k	-1,252 -15.2%
37	BROADCOM INC COM AVGO	AVGO	6,433	$2.0m0.66%	0.66%	Added +115	+115 1.8%
38	COCA COLA CO COM KO	KO	26,158	$2.0m0.66%	0.66%	Reduced -56	-56 -0.2%
39	DUKE ENERGY CORP NEW COM NEW DUK	DUK	14,870	$1.9m0.65%	0.65%	Reduced -238	-238 -1.6%
40	MERCK & CO INC COM MRK	MRK	16,035	$1.9m0.64%	0.64%	Added +2.8k	+2,770 20.9%
41	HOME DEPOT INC COM HD	HD	5,799	$1.9m0.64%	0.64%	Reduced -1.4k	-1,413 -19.6%
42	META PLATFORMS INC CL A META	META	3,316	$1.9m0.63%	0.63%	Reduced -27	-27 -0.8%
43	NEXTERA ENERGY INC COM NEE	NEE	18,746	$1.7m0.58%	0.58%	Reduced -1.2k	-1,163 -5.8%
44	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	28,324	$1.7m0.57%	0.57%	Added +405	+405 1.4%
45	WALMART INC COM WMT	WMT	13,809	$1.7m0.57%	0.57%	Reduced -741	-741 -5.1%
46	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	31,748	$1.7m0.56%	0.56%	New
47	ALPHABET INC CAP STK CL A GOOGL	GOOGL	5,787	$1.7m0.55%	0.55%	Reduced -397	-397 -6.4%
48	COSTCO WHSL CORP NEW COM COST	COST	1,650	$1.6m0.55%	0.55%	Reduced -94	-94 -5.4%
49	GILEAD SCIENCES INC COM GILD	GILD	11,719	$1.6m0.54%	0.54%	Added +390	+390 3.4%
50	VERIZON COMMUNICATIONS INC COM VZ	VZ	32,171	$1.6m0.54%	0.54%	Added +2.9k	+2,865 9.8%
51	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	6,608	$1.6m0.53%	0.53%	Reduced -46	-46 -0.7%
52	ONEOK INC NEW COM OKE	OKE	17,718	$1.6m0.53%	0.53%	Added +722	+722 4.2%
53	BLACKROCK INC COM BLK	BLK	1,649	$1.6m0.53%	0.53%	Reduced -29	-29 -1.7%
54	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	11,297	$1.5m0.50%	0.50%	Reduced -327	-327 -2.8%
55	EXXON MOBIL CORP COM XOM	XOM	8,786	$1.5m0.50%	0.50%	Reduced -2.0k	-2,008 -18.6%
56	BP PLC SPONSORED ADR BP	BP	31,536	$1.5m0.49%	0.49%	Added +2.1k	+2,080 7.1%
57	ELI LILLY & CO COM LLY	LLY	1,482	$1.4m0.45%	0.45%	Added +82	+82 5.9%
58	PNC FINL SVCS GROUP INC COM PNC	PNC	6,473	$1.3m0.45%	0.45%	Reduced -285	-285 -4.2%
59	GOLDMAN SACHS ETF TR ACCES TREASURY GBIL	GBIL	12,440	$1.2m0.42%	0.42%	New
60	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	41,095	$1.2m0.41%	0.41%	New
61	CSX CORP COM CSX	CSX	30,039	$1.2m0.41%	0.41%	Reduced -411	-411 -1.4%
62	JOHNSON & JOHNSON COM JNJ	JNJ	5,005	$1.2m0.41%	0.41%	Reduced -3.4k	-3,410 -40.5%
63	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	20,537	$1.2m0.40%	0.40%	New
64	VISA INC COM CL A V	V	3,887	$1.2m0.39%	0.39%	Added +320	+320 9.0%
65	DARDEN RESTAURANTS INC COM DRI	DRI	5,908	$1.2m0.39%	0.39%	Reduced -478	-478 -7.5%
66	EMERSON ELEC CO COM EMR	EMR	8,788	$1.2m0.38%	0.38%	Added +106	+106 1.2%
67	AUTOZONE INC COM AZO	AZO	312	$1.1m0.35%	0.35%	Added +308	+308 7700.0%
68	SCHWAB CHARLES CORP COM SCHW	SCHW	11,149	$1.0m0.35%	0.35%	Added +124	+124 1.1%
69	CITIGROUP INC COM NEW C	C	9,037	$1.0m0.34%	0.34%	Added +395	+395 4.6%
70	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,752	$1.0m0.34%	0.34%	Reduced -62	-62 -3.4%
71	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	4,907	$997.0k0.33%	0.33%	Reduced -229	-229 -4.5%
72	US BANCORP DEL COM NEW USB	USB	18,888	$982.4k0.33%	0.33%	Reduced -1.2k	-1,242 -6.2%
73	LOCKHEED MARTIN CORP COM LMT	LMT	1,565	$945.9k0.32%	0.32%	Added +216	+216 16.0%
74	MASTERCARD INCORPORATED CL A MA	MA	1,891	$944.9k0.32%	0.32%	Added +140	+140 8.0%
75	ENBRIDGE INC COM ENB	ENB	17,289	$936.0k0.31%	0.31%	Reduced -4.8k	-4,788 -21.7%
76	COMCAST CORP NEW CL A CMCSA	CMCSA	31,921	$916.5k0.31%	0.31%	Added +3.5k	+3,545 12.5%
77	FRANKLIN RESOURCES INC COM BEN	BEN	37,529	$886.4k0.30%	0.30%	Added +3.5k	+3,505 10.3%
78	MORGAN STANLEY COM NEW MS	MS	5,376	$884.7k0.29%	0.29%	Added +245	+245 4.8%
79	UNITED PARCEL SERVICE INC CL B UPS	UPS	8,951	$880.6k0.29%	0.29%	Added +1.3k	+1,263 16.4%
80	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,377	$849.3k0.28%	0.28%	Added +40	+40 3.0%
81	EATON CORP PLC SHS ETN	ETN	2,373	$848.8k0.28%	0.28%	Added +126	+126 5.6%
82	TRUIST FINL CORP COM TFC	TFC	18,294	$841.0k0.28%	0.28%	Added +1.1k	+1,115 6.5%
83	VALERO ENERGY CORP COM VLO	VLO	3,366	$831.7k0.28%	0.28%	Added +135	+135 4.2%
84	CATERPILLAR INC COM CAT	CAT	1,166	$826.1k0.28%	0.28%	Added +5	+5 0.4%
85	OMEGA HEALTHCARE INVS INC COM OHI	OHI	18,540	$812.4k0.27%	0.27%	Added +1.2k	+1,180 6.8%
86	TARGET CORP COM TGT	TGT	6,690	$810.8k0.27%	0.27%	Added +1.2k	+1,238 22.7%
87	TORONTO DOMINION BK ONT COM NEW TD	TD	8,475	$790.8k0.26%	0.26%	Added +365	+365 4.5%
88	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	8,467	$751.0k0.25%	0.25%	Reduced -3.5k	-3,461 -29.0%
89	PFIZER INC COM PFE	PFE	26,033	$731.0k0.24%	0.24%	Added +2.8k	+2,831 12.2%
90	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	7,849	$689.5k0.23%	0.23%	Reduced -50	-50 -0.6%
91	AMERICAN EXPRESS CO COM AXP	AXP	2,262	$684.2k0.23%	0.23%	Reduced -608	-608 -21.2%
92	MEDTRONIC PLC SHS MDT	MDT	7,823	$677.9k0.23%	0.23%	Reduced -1.4k	-1,401 -15.2%
93	BANK AMERICA CORP COM BAC	BAC	13,794	$672.5k0.22%	0.22%	Added +1.3k	+1,323 10.6%
94	KIMBERLY-CLARK CORP COM KMB	KMB	6,883	$664.0k0.22%	0.22%	Reduced -241	-241 -3.4%
95	ISHARES TR EXPANDED TECH IGV	IGV	8,265	$661.6k0.22%	0.22%	Reduced -1.9k	-1,857 -18.4%
96	ISHARES TR SELECT DIVID ETF DVY	DVY	4,310	$652.6k0.22%	0.22%	Reduced -1.4k	-1,410 -24.6%
97	APPLIED MATLS INC COM AMAT	AMAT	1,908	$652.1k0.22%	0.22%	Reduced -211	-211 -10.0%
98	RIO TINTO PLC SPONSORED ADR RIO	RIO	6,288	$586.6k0.20%	0.20%	Added +230	+230 3.8%
99	ISHARES TR S&P 500 GRWT ETF IVW	IVW	5,087	$575.4k0.19%	0.19%	Reduced -95	-95 -1.8%
100	ORACLE CORP COM ORCL	ORCL	3,643	$535.9k0.18%	0.18%	Added +100	+100 2.8%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
THE TRADE DESK INC TTD	TTD	3,355	$127.4k3.4k shares
SPDR SERIES TRUST XAR	XAR	452	$109.0k452 shares
DIAGEO PLC DEO	DEO	1,250	$107.8k1.2k shares
CANADIAN NATL RY CO CNI	CNI	907	$89.7k907 shares
HUNT J B TRANS SVCS INC JBHT	JBHT	459	$89.2k459 shares
ROLLINS INC ROL	ROL	1,268	$76.1k1.3k shares
BROADRIDGE FINL SOLUTIONS IN BR	BR	334	$74.5k334 shares
CARMAX INC KMX	KMX	1,820	$70.3k1.8k shares
LINCOLN ELEC HLDGS INC LECO	LECO	271	$64.9k271 shares
ISHARES INC EMXC	EMXC	882	$64.1k882 shares
AMDOCS LTD DOX	DOX	775	$62.4k775 shares
CACI INTL INC CACI	CACI	84	$44.8k84 shares
GLOBAL X FDS PAVE	PAVE	931	$44.5k931 shares
HENRY JACK & ASSOC INC JKHY	JKHY	224	$40.9k224 shares
NUVEEN DOW 30 DYNMC OVERWRT		2,550	$38.9k2.5k shares
SOUTHERN COPPER CORP SCCO	SCCO	247	$35.4k247 shares
PPL CORP PPL	PPL	899	$31.5k899 shares
CONFLUENT INC CFLT	CFLT	1,000	$30.2k1.0k shares
DIMENSIONAL ETF TRUST DFUV	DFUV	649	$30.2k649 shares
FIRST TR EXCHANGE TRADED FD RDVY	RDVY	400	$27.8k400 shares
LINCOLN NATL CORP IND LNC	LNC	598	$26.6k598 shares
VANGUARD INTL EQUITY INDEX F VPL	VPL	244	$22.1k244 shares
ISHARES INC EUSA	EUSA	213	$22.0k213 shares
ISHARES INC EEMA	EEMA	234	$22.0k234 shares
VIRTUS DIVIDEND INTEREST & P NFJ	NFJ	1,650	$21.3k1.6k shares