Q2 2026 13F · SEC CIK 1539948

United Asset Strategies, Inc.

Wealth managerFiled 2026-07-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.4B
Reported positions: 259
Top holdings a year, 3 yrs: +22.9%
Assets under management: $2.2B

United Asset Strategies, Inc. is a wealth manager that reported 259 positions worth $1.4B in its Q2 2026 13F, filed 2026-07-13. Its largest holdings were Nvidia Corporation Com (NVDA, 6.0%), Apple Inc (AAPL, 5.8%), Alphabet Inc (GOOGL, 5.0%). A portfolio copying its top holdings returned 22.9% a year over the last 3 years, against 20.4% for the S&P 500.

United Asset Strategies, Inc. holdings largest 50 of 259 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

United Asset Strategies, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	6.0%	5.4%	423,723	+8.0%	$84.8M
AAPLApple Inc	5.8%	4.6%	285,208	+25.7%	$82.5M
GOOGLAlphabet Inc	5.0%	4.7%	198,907	-2.6%	$71.1M
AMZNAmazon Com Inc Com	4.1%	4.0%	242,330	+0.9%	$57.8M
MSFTMicrosoft Corp	3.4%	3.3%	130,692	+18.1%	$48.8M
AVGOBroadcom Inc	2.2%	1.9%	83,581	+7.6%	$31.6M
SOXXIshares Semiconductor ETF	2.2%	1.5%	48,982	-16.9%	$31.4M
XLKState Street Technology Select Sector Sp	2.1%	2.5%	155,687	-32.8%	$29.7M
METAMeta Platforms Inc Class A	2.1%	2.3%	52,134	+3.1%	$29.4M
ASMLAsml Hldg NV	1.8%	1.7%	12,987	-21.4%	$25.8M
SPSMSpdr Series Trust	1.8%	1.7%	434,336	+1.0%	$25.0M
USFRWisdomtree Tr	1.8%	1.9%	491,959	+1.9%	$24.8M
PANWPalo Alto Networks Inc	1.6%	1.4%	65,119	-38.8%	$22.2M
MAMastercard Inc.	1.6%	1.7%	42,976	+2.1%	$22.1M
PHParker-Hannifin Corp	1.4%	1.4%	20,513	+2.3%	$20.1M
BACBank of Amer Corp	1.4%	1.3%	338,928	+0.8%	$19.3M
GWWWw Grainger Inc	1.3%	1.2%	14,016	+0.8%	$19.1M
VMBSVmbs	1.3%	1.6%	402,952	-3.8%	$18.9M
MRKMerck & Co. Inc	1.3%	2.0%	143,654	-31.7%	$18.5M
SCHWSchwab Charles Corp	1.3%	1.5%	196,428	-0.1%	$18.1M
EWEdwards Lifesciences Corp	1.2%	1.2%	192,582	-0.7%	$17.4M
KMIKinder Morgan Inc Del Com	1.2%	1.4%	539,887	+6.0%	$17.3M
ECLEcolab Inc	1.1%	1.2%	57,773	+1.5%	$16.1M
TMOThermo Fisher Scientific Inc	1.1%	1.2%	31,417	+1.0%	$15.8M
JPMJpmorgan Chase & Co	1.1%	1.8%	47,656	-36.7%	$15.6M
LMTLockheed Martin Corp Com	1.1%	1.4%	30,396	+1.6%	$15.5M
SPLGSpdr Series Trust	1.1%	1.1%	175,724	-1.7%	$15.4M
JNJJohnson & Johnson	1.0%	1.1%	58,133	+1.4%	$14.8M
SBUXStarbucks Corp Com	1.0%	1.0%	142,755	-0.3%	$14.6M
NOWServicenow Inc Com	1.0%	1.0%	144,686	+14.8%	$14.4M
DUKDuke Energy	1.0%	1.2%	111,547	+0.0%	$14.1M
MNSTMonster Beverage Corp New	1.0%	0.9%	146,013	-4.4%	$14.0M
ETNEaton Corp PLC	1.0%	0.9%	32,660	-0.9%	$13.9M
CSGPCostar Group Inc	1.0%	—	489,008	—	$13.8M
PMPhilip Morris Intl Inc Com	0.9%	0.9%	71,528	+2.2%	$12.9M
SPGIS&P Global Inc.	0.9%	—	30,890	—	$12.6M
CLColgate Palmolive Co	0.9%	0.9%	131,816	+4.3%	$12.1M
APHAmphenol Corp	0.9%	—	68,295	—	$12.0M
AMGNAmgen Inc Com	0.8%	0.9%	32,654	+0.4%	$11.8M
HDHome Depot Inc Com	0.8%	0.8%	31,988	+1.8%	$11.3M
MBSFValued Advisers Tr	0.8%	—	424,493	—	$10.9M
LNGCheniere Energy Inc	0.8%	0.7%	45,585	+57.5%	$10.9M
AIGAmerican International Group I	0.7%	0.8%	137,664	+2.5%	$10.3M
CCitigroup Inc Com New	0.7%	1.2%	68,124	-47.4%	$9.5M
MCKMckesson Corp Com	0.6%	0.8%	11,435	+1.0%	$8.6M
IWNIshares Russell 2000 Value ETF	0.6%	—	38,516	—	$8.5M
XLPState Street Consumer Staples Select Sec	0.6%	0.9%	102,506	-23.4%	$8.5M
ETREntergy Corp.	0.6%	0.6%	70,014	+0.1%	$8.0M
APDAir Products and Chemicals Inc	0.5%	0.6%	26,468	-0.1%	$7.8M
APPApplovin Corp	0.5%	—	14,923	—	$7.7M

What United Asset Strategies, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

LNG Cheniere Energy Inc+57.5% shares
AAPL Apple Inc+25.7% shares
MSFT Microsoft Corp+18.1% shares
NOW Servicenow Inc Com+14.8% shares
NVDA Nvidia Corporation Com+8.0% shares
AVGO Broadcom Inc+7.6% shares
KMI Kinder Morgan Inc Del Com+6.0% shares

Reduced

C Citigroup Inc Com New-47.4% shares
PANW Palo Alto Networks Inc-38.8% shares
JPM Jpmorgan Chase & Co-36.7% shares
XLK State Street Technology Select Sector Sp-32.8% shares
MRK Merck & Co. Inc-31.7% shares
XLP State Street Consumer Staples Select Sec-23.4% shares
ASML Asml Hldg NV-21.4% shares
SOXX Ishares Semiconductor ETF-16.9% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.9% /yr; S&P 500 +20.1%
3 years: +22.9% /yr; S&P 500 +20.4%
5 years: +13.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.4B	259
Q1 2026	$1.3B	257
Q4 2025	$1.3B	262
Q3 2025	$1.2B	250
Q2 2025	$1.2B	239
Q1 2025	$1.1B	234
Q4 2024	$1.1B	231
Q3 2024	$1.1B	237
Q2 2024	$1.0B	226
Q1 2024	$1.0B	234
Q4 2023	$890.2M	235
Q3 2023	$773.5M	229

Questions about United Asset Strategies, Inc.'s portfolio

What stocks does United Asset Strategies, Inc. own?

United Asset Strategies, Inc.'s latest 13F, for Q2 2026 and filed Jul 13, 2026, lists 259 positions worth $1.4B. The largest are Nvidia Corporation Com (NVDA) at 6.0%, Apple Inc (AAPL) at 5.8%, Alphabet Inc (GOOGL) at 5.0%, Amazon Com Inc Com (AMZN) at 4.1% and Microsoft Corp (MSFT) at 3.4%.

What did United Asset Strategies, Inc. buy last quarter?

In Q2 2026, United Asset Strategies, Inc. added Cheniere Energy Inc (LNG) (+57.5% shares), Apple Inc (AAPL) (+25.7% shares) and Microsoft Corp (MSFT) (+18.1% shares), compared with its Q1 2026 filing.

What did United Asset Strategies, Inc. sell last quarter?

In Q2 2026, United Asset Strategies, Inc. cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Adobe Inc (ADBE), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Realty Income Corp (O), cut from its top 50 Spdr Gold Shares (GLD), Citigroup Inc Com New (C) (-47.4% shares), Palo Alto Networks Inc (PANW) (-38.8% shares) and Jpmorgan Chase & Co (JPM) (-36.7% shares), compared with its Q1 2026 filing.

How has United Asset Strategies, Inc.'s portfolio performed?

A portfolio copying United Asset Strategies, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.9% against +20.1%. Over 5 years: +13.1% a year against +11.6%.

When is United Asset Strategies, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. United Asset Strategies, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does United Asset Strategies, Inc. manage?

United Asset Strategies, Inc. reported $2.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.4B.