United Community Bank

GREENVILLE, SC · CIK 2000314 · 13F filing filed 2026-08-13

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

$323.4m reported value +7.8% vs Q1 2026

534positions

33.5%in top 10

22 new 144 added 175 reduced 53 sold out vs Q1 2026

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, Q2 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	60,354	$30.2m9.34%	9.34%	Added +3.0k	+2,981 5.2%
2	ISHARES GOLD TR SHARES REPRESENT IAUM	IAUM	347,362	$13.9m4.30%	4.30%	Reduced -29.0k	-28,982 -7.7%
3	INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT PBP	PBP	496,225	$11.4m3.51%	3.51%	Added +14.5k	+14,477 3.0%
4	ISHARES TR MSCI EAFE ETF EFA	EFA	92,548	$9.6m2.97%	2.97%	Reduced -345	-345 -0.4%
5	ISHARES TR CORE S&P500 ETF IVV	IVV	11,121	$8.3m2.58%	2.58%	Added +597	+597 5.7%
6	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	21,321	$7.9m2.44%	2.44%	Added +2.6k	+2,600 13.9%
7	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	76,985	$6.9m2.14%	2.14%	Added +15.1k	+15,060 24.3%
8	ISHARES TR CORE S&P MCP ETF IJH	IJH	89,727	$6.9m2.14%	2.14%	Added +5.1k	+5,064 6.0%
9	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	78,736	$6.7m2.08%	2.08%	Added +20.0k	+19,980 34.0%
10	MICROSOFT CORP COM MSFT	MSFT	17,525	$6.5m2.02%	2.02%	Reduced -59	-59 -0.3%
11	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	71,958	$6.2m1.92%	1.92%	Added +11.2k	+11,250 18.5%
12	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	22,286	$5.5m1.70%	1.70%	Added +210	+210 0.9%
13	APPLE INC COM AAPL	AAPL	15,299	$4.4m1.37%	1.37%	Reduced -375	-375 -2.4%
14	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	26,058	$4.1m1.27%	1.27%	Added +6.0k	+6,020 30.0%
15	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,328	$4.0m1.23%	1.23%	Added +1.8k	+1,799 51.0%
16	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	46,469	$3.8m1.19%	1.19%	Added +2.2k	+2,180 4.9%
17	ISHARES TR CORE S&P SCP ETF IJR	IJR	24,222	$3.6m1.11%	1.11%	Added +681	+681 2.9%
18	CISCO SYS INC COM CSCO	CSCO	30,569	$3.6m1.11%	1.11%	Added +152	+152 0.5%
19	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	70,569	$3.3m1.02%	1.02%	Added +11.2k	+11,231 18.9%
20	JPMORGAN CHASE & CO COM JPM	JPM	10,015	$3.3m1.01%	1.01%	Reduced -328	-328 -3.2%
21	ISHARES GOLD TR ISHARES NEW IAU	IAU	43,322	$3.3m1.01%	1.01%	Added +2.5k	+2,481 6.1%
22	ISHARES TR CORE US AGGBD ET AGG	AGG	32,844	$3.3m1.01%	1.01%	Added +830	+830 2.6%
23	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	90,310	$2.8m0.86%	0.86%	Added +3.0k	+3,050 3.5%
24	NVIDIA CORPORATION COM NVDA	NVDA	13,860	$2.8m0.86%	0.86%	Reduced -8.3k	-8,345 -37.6%
25	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	38,384	$2.7m0.85%	0.85%	Added +1.2k	+1,168 3.1%
26	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	35,326	$2.7m0.84%	0.84%	Added +6.9k	+6,870 24.1%
27	PHILIP MORRIS INTL INC COM PM	PM	14,937	$2.7m0.84%	0.84%	Added +522	+522 3.6%
28	ISHARES TR 1 3 YR TREAS BD SHY	SHY	32,635	$2.7m0.83%	0.83%	Added +455	+455 1.4%
29	CHEVRON CORP NEW COM CVX	CVX	15,975	$2.6m0.82%	0.82%	Added +123	+123 0.8%
30	AMAZON COM INC COM AMZN	AMZN	10,215	$2.4m0.75%	0.75%	Reduced -522	-522 -4.9%
31	ABBVIE INC COM ABBV	ABBV	9,661	$2.4m0.75%	0.75%	Added +325	+325 3.5%
32	ALPHABET INC CAP STK CL C GOOG	GOOG	6,753	$2.4m0.74%	0.74%	Reduced -257	-257 -3.7%
33	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	38,055	$2.3m0.70%	0.70%	Added +470	+470 1.2%
34	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	37,028	$2.2m0.68%	0.68%	Reduced -932	-932 -2.5%
35	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	11,297	$2.2m0.67%	0.67%	Unchanged
36	MERCK & CO INC COM MRK	MRK	16,030	$2.1m0.64%	0.64%	Reduced -5	-5 -0.0%
37	COCA COLA CO COM KO	KO	25,338	$2.1m0.64%	0.64%	Reduced -820	-820 -3.1%
38	HOME DEPOT INC COM HD	HD	5,837	$2.1m0.64%	0.64%	Added +38	+38 0.7%
39	BROADCOM INC COM AVGO	AVGO	5,189	$2.0m0.61%	0.61%	Reduced -1.2k	-1,244 -19.3%
40	DUKE ENERGY CORP NEW COM NEW DUK	DUK	14,888	$1.9m0.58%	0.58%	Added +18	+18 0.1%
41	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	6,699	$1.9m0.58%	0.58%	Added +91	+91 1.4%
42	META PLATFORMS INC CL A META	META	3,254	$1.8m0.57%	0.57%	Reduced -62	-62 -1.9%
43	AT&T INC COM T	T	86,120	$1.8m0.55%	0.55%	Added +2.2k	+2,241 2.7%
44	ELI LILLY & CO COM LLY	LLY	1,486	$1.8m0.55%	0.55%	Added +4	+4 0.3%
45	NEXTERA ENERGY INC COM NEE	NEE	19,761	$1.7m0.54%	0.54%	Added +1.0k	+1,015 5.4%
46	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,722	$1.7m0.52%	0.52%	Reduced -1.1k	-1,065 -18.4%
47	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	28,994	$1.7m0.52%	0.52%	Added +670	+670 2.4%
48	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	30,808	$1.6m0.50%	0.50%	Reduced -940	-940 -3.0%
49	PNC FINL SVCS GROUP INC COM PNC	PNC	6,523	$1.6m0.50%	0.50%	Added +50	+50 0.8%
50	ONEOK INC NEW COM OKE	OKE	18,408	$1.6m0.49%	0.49%	Added +690	+690 3.9%
51	COSTCO WHSL CORP NEW COM COST	COST	1,659	$1.6m0.48%	0.48%	Added +9	+9 0.6%
52	WALMART INC COM WMT	WMT	13,590	$1.5m0.48%	0.48%	Reduced -219	-219 -1.6%
53	APPLIED MATLS INC COM AMAT	AMAT	2,125	$1.5m0.48%	0.48%	Added +217	+217 11.4%
54	GILEAD SCIENCES INC COM GILD	GILD	11,912	$1.5m0.47%	0.47%	Added +193	+193 1.6%
55	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,032	$1.5m0.46%	0.46%	Added +280	+280 16.0%
56	MICRON TECHNOLOGY INC COM MU	MU	1,279	$1.5m0.46%	0.46%	Added +254	+254 24.8%
57	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	48,760	$1.5m0.45%	0.45%	Added +7.7k	+7,665 18.6%
58	VERIZON COMMUNICATIONS INC COM VZ	VZ	33,515	$1.4m0.44%	0.44%	Added +1.3k	+1,344 4.2%
59	BLACKROCK INC COM BLK	BLK	1,396	$1.3m0.42%	0.42%	Reduced -253	-253 -15.3%
60	JOHNSON & JOHNSON COM JNJ	JNJ	5,108	$1.3m0.40%	0.40%	Added +103	+103 2.1%
61	VISA INC COM CL A V	V	3,762	$1.3m0.40%	0.40%	Reduced -125	-125 -3.2%
62	CSX CORP COM CSX	CSX	27,124	$1.3m0.40%	0.40%	Reduced -2.9k	-2,915 -9.7%
63	CITIGROUP INC COM NEW C	C	9,146	$1.3m0.40%	0.40%	Added +109	+109 1.2%
64	FRANKLIN RESOURCES INC COM BEN	BEN	37,849	$1.3m0.39%	0.39%	Added +320	+320 0.8%
65	EMERSON ELEC CO COM EMR	EMR	8,697	$1.2m0.38%	0.38%	Reduced -91	-91 -1.0%
66	DARDEN RESTAURANTS INC COM DRI	DRI	5,913	$1.2m0.38%	0.38%	Added +5	+5 0.1%
67	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	20,775	$1.2m0.37%	0.37%	Added +238	+238 1.2%
68	US BANCORP DEL COM NEW USB	USB	19,359	$1.2m0.36%	0.36%	Added +471	+471 2.5%
69	BP PLC SPONSORED ADR BP	BP	31,536	$1.2m0.36%	0.36%	Unchanged
70	MORGAN STANLEY COM NEW MS	MS	5,496	$1.1m0.36%	0.36%	Added +120	+120 2.2%
71	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,582	$1.1m0.34%	0.34%	Added +205	+205 14.9%
72	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	11,127	$1.1m0.33%	0.33%	New
73	SCHWAB CHARLES CORP COM SCHW	SCHW	11,155	$1.0m0.32%	0.32%	Added +6	+6 0.1%
74	TORONTO DOMINION BK ONT COM NEW TD	TD	8,455	$1.0m0.32%	0.32%	Reduced -20	-20 -0.2%
75	EATON CORP PLC SHS ETN	ETN	2,390	$1.0m0.31%	0.31%	Added +17	+17 0.7%
76	MASTERCARD INCORPORATED CL A MA	MA	1,868	$959.4k0.30%	0.30%	Reduced -23	-23 -1.2%
77	UNITED PARCEL SERVICE INC CL B UPS	UPS	8,857	$952.1k0.29%	0.29%	Reduced -94	-94 -1.1%
78	AMPHENOL CORP CL A APH	APH	5,360	$945.1k0.29%	0.29%	Added +1.4k	+1,385 34.8%
79	CATERPILLAR INC COM CAT	CAT	884	$941.4k0.29%	0.29%	Reduced -282	-282 -24.2%
80	ENBRIDGE INC COM ENB	ENB	17,323	$939.1k0.29%	0.29%	Added +34	+34 0.2%
81	TRUIST FINL CORP COM TFC	TFC	18,360	$914.7k0.28%	0.28%	Added +66	+66 0.4%
82	OMEGA HEALTHCARE INVS INC COM OHI	OHI	18,715	$892.3k0.28%	0.28%	Added +175	+175 0.9%
83	ISHARES TR S&P 500 GRWT ETF IVW	IVW	6,437	$885.3k0.27%	0.27%	Added +1.4k	+1,350 26.5%
84	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	3,915	$876.8k0.27%	0.27%	Reduced -992	-992 -20.2%
85	TARGET CORP COM TGT	TGT	6,614	$863.9k0.27%	0.27%	Reduced -76	-76 -1.1%
86	GOLDMAN SACHS ETF TR ACCES TREASURY GBIL	GBIL	8,523	$853.7k0.26%	0.26%	Reduced -3.9k	-3,917 -31.5%
87	VALERO ENERGY CORP COM VLO	VLO	3,106	$808.9k0.25%	0.25%	Reduced -260	-260 -7.7%
88	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	8,313	$801.6k0.25%	0.25%	Reduced -154	-154 -1.8%
89	LOCKHEED MARTIN CORP COM LMT	LMT	1,571	$800.4k0.25%	0.25%	Added +6	+6 0.4%
90	COMCAST CORP NEW CL A CMCSA	CMCSA	32,159	$789.5k0.24%	0.24%	Added +238	+238 0.8%
91	AUTOZONE INC COM AZO	AZO	247	$789.4k0.24%	0.24%	Reduced -65	-65 -20.8%
92	KIMBERLY-CLARK CORP COM KMB	KMB	7,043	$773.1k0.24%	0.24%	Added +160	+160 2.3%
93	DELTA AIR LINES INC DEL COM NEW DAL	DAL	8,254	$773.1k0.24%	0.24%	Added +957	+957 13.1%
94	AMERICAN EXPRESS CO COM AXP	AXP	2,249	$760.7k0.24%	0.24%	Reduced -13	-13 -0.6%
95	BANK AMERICA CORP COM BAC	BAC	13,183	$751.2k0.23%	0.23%	Reduced -611	-611 -4.4%
96	ISHARES TR EXPANDED TECH IGV	IGV	8,265	$748.8k0.23%	0.23%	Unchanged
97	VANGUARD WORLD FD INF TECH ETF VGT	VGT	6,120	$731.5k0.23%	0.23%	Unchanged
98	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	7,499	$717.1k0.22%	0.22%	Reduced -350	-350 -4.5%
99	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	1,295	$676.5k0.21%	0.21%	Added +1.2k	+1,155 825.0%
100	MEDTRONIC PLC SHS MDT	MDT	8,370	$654.8k0.20%	0.20%	Added +547	+547 7.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
UNITED CMNTY BKS BLAIRSVLE G UCB	UCB	84,123	$2.6m84.1k shares
EXXON MOBIL CORP XOM	XOM	8,786	$1.5m8.8k shares
PIMCO ETF TR LDUR	LDUR	3,992	$382.5k4.0k shares
HONEYWELL INTL INC		671	$303.3k671 shares
MSC INDL DIRECT INC MSM	MSM	2,962	$273.3k3.0k shares
EURONET WORLDWIDE INC EEFT	EEFT	4,052	$268.9k4.1k shares
BROOKFIELD CORP BN	BN	6,538	$264.6k6.5k shares
OPEN TEXT CORP OTEX	OTEX	11,340	$252.2k11.3k shares
PGIM ETF TR PAAA	PAAA	4,926	$252.1k4.9k shares
WILLIS TOWERS WATSON PLC LTD WTW	WTW	738	$214.5k738 shares
MARRIOTT VACATIONS WORLDWIDE VAC	VAC	2,580	$168.0k2.6k shares
ASGN INC EFOR	EFOR	4,100	$158.7k4.1k shares
NICE LTD NICE	NICE	1,280	$141.1k1.3k shares
PIMCO ETF TR SMMU	SMMU	2,110	$106.5k2.1k shares
KEMPER CORP KMPR	KMPR	3,405	$104.1k3.4k shares
J P MORGAN EXCHANGE TRADED F JPIE	JPIE	2,218	$102.2k2.2k shares
SNAP ON INC SNA	SNA	162	$58.8k162 shares
CARNIVAL CORP		2,189	$56.7k2.2k shares
CINCINNATI FINL CORP CINF	CINF	344	$54.1k344 shares
FIDELITY COVINGTON TRUST FTEC	FTEC	250	$52.0k250 shares
WESTERN MIDSTREAM PARTNERS L WES	WES	1,150	$47.3k1.1k shares
CLOUDFLARE INC NET	NET	200	$41.3k200 shares
SCHWAB STRATEGIC TR SCHR	SCHR	1,600	$39.9k1.6k shares
WEC ENERGY GROUP INC WEC	WEC	340	$39.4k340 shares
JANUS HENDERSON GROUP PLC		656	$33.7k656 shares