United Asset Strategies
$1.4B 13F equity value
278 Holdings
Quarter ended June 30, 2026
The latest 13F on file for United Asset Strategies covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 423,723 | $85M | 6.0% |
| AAPL | APPLE INC | 285,208 | $83M | 5.8% |
| GOOGL | ALPHABET INC | 198,907 | $71M | 5.0% |
| AMZN | AMAZON COM INC | 242,330 | $58M | 4.1% |
| MSFT | MICROSOFT CORP | 130,692 | $49M | 3.4% |
| AVGO | BROADCOM INC | 83,581 | $32M | 2.2% |
| SOXX | ISHARES TR | 48,982 | $31M | 2.2% |
| XLK | SELECT SECTOR SPDR TR | 155,687 | $30M | 2.1% |
| META | META PLATFORMS INC | 52,134 | $29M | 2.1% |
| ASML | ASML HLDG NV | 12,987 | $26M | 1.8% |
Track United Asset Strategies's 13F portfolio: $1.4B in reported holdings, 278 positions. Top holdings and quarterly changes on SentiSense.
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