What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio value?

As of Q4 2025, UNITED CAPITAL FINANCIAL ADVISORS, LLC manages $16.6B across 1359 reported positions in their SEC 13F filing.

What are UNITED CAPITAL FINANCIAL ADVISORS, LLC's top holdings?

UNITED CAPITAL FINANCIAL ADVISORS, LLC's largest 13F positions include VOO, IVV, SPY, representing approximately 14.5% of the reported portfolio.

How many stocks does UNITED CAPITAL FINANCIAL ADVISORS, LLC hold?

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1359 reported positions as of their Q4 2025 13F filing.

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC last file a 13F?

The most recent 13F filing from UNITED CAPITAL FINANCIAL ADVISORS, LLC reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

UNITED CAPITAL FINANCIAL ADVISORS, LLC

CIK: 0001463217SEC EDGAR →

Portfolio Value

$16.6B

Holdings

1,359

As of

Q4 2025

New Positions

142

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VOO VANGUARD S&P 500 ETF	1,595,889	$1.0B	6.02%
2	IVV ISHARES CORE S&P 500 ETF	1,271,953	$871.0M	5.24%
3	SPYPut SPDR S&P 500 ETF TRUST	799,091	$544.0M	3.28%
4	AAPLPut APPLE INC.	1,801,601	$489.0M	2.94%
5	RGEN REPLIGEN CORPORATION	2,770,862	$454.0M	2.73%
6	AQLT ISHARES CORE MSCI EAFE ETF	4,968,670	$444.0M	2.67%
7	NVDA NVIDIA CORPORATION	1,964,878	$366.0M	2.20%
8	MSFTPut MICROSOFT CORPORATION	757,928	$366.0M	2.20%
9	VTV VANGUARD VALUE ETF	1,451,534	$277.0M	1.67%
10	BIV VANGUARD INTERMEDIATE-TERM BOND ETF	3,538,190	$275.0M	1.66%

Quarterly Changes

Top Buys

VOO↑ Increased

$999.1M

IVV↑ Increased

$870.4M

SPY↑ Increased

$543.9M

MSFT↑ Increased

$365.6M

SHDGNEW

$160.0M

Top Sells

BSV↓ Decreased

$90.1M

COST↓ Decreased

$70.9M

ASML↓ Decreased

$55.9M

MA↓ Decreased

$39.0M

ULCLOSED

$37.2M

New Positions (209)

SHDG

$160.0M · 5.0M shares

NDQ

$148.0M · 242K shares

MOAT

$61.0M · 596K shares

GBND

$47.0M · 934K shares

$36.0M · 557K shares

$33.0M · 560K shares

$33.0M · 573K shares

$25.0M · 383K shares

$21.0M · 86K shares

$20.0M · 56K shares

$18.0M · 361K shares

$15.0M · 319K shares

$15.0M · 54K shares

$14.0M · 252K shares

$13.0M · 125K shares

$13.0M · 267K shares

$12.0M · 291K shares

$12.0M · 340K shares

$11.0M · 195K shares

$10.0M · 103K shares

$10.0M · 218K shares

$9.0M · 356K shares

$9.0M · 110K shares

$9.0M · 274K shares

$9.0M · 211K shares

$8.0M · 335K shares

$7.0M · 140K shares

$7.0M · 287K shares

$6.0M · 87K shares

$6.0M · 112K shares

$6.0M · 178K shares

$6.0M · 48K shares

$5.0M · 114K shares

$5.0M · 77K shares

$5.0M · 98K shares

$4.0M · 42K shares

$4.0M · 83K shares

$3.0M · 47K shares

$2.0M · 42K shares

$2.0M · 52K shares

$2.0M · 34K shares

$2.0M · 23K shares

$2.0M · 56K shares

$2.0M · 11K shares

$2.0M · 34K shares

$1.0M · 27K shares

$1.0M · 110K shares

$1.0M · 62K shares

$1.0M · 61K shares

$1.0M · 12K shares

$1.0M · 13K shares

$1.0M · 20K shares

$1.0M · 13K shares

$1.0M · 17K shares

$1.0M · 62K shares

$1.0M · 18K shares

$1.0M · 20K shares

$1.0M · 4K shares

$0 · 9K shares

$0 · 12K shares

$0 · 1K shares

$0 · 9K shares

$0 · 36K shares

$0 · 10K shares

$0 · 34K shares

$0 · 26K shares

$0 · 4K shares

$0 · 7K shares

$0 · 10K shares

$0 · 3K shares

$0 · 24K shares

$0 · 7K shares

$0 · 3K shares

$0 · 13K shares

$0 · 10K shares

$0 · 11K shares

$0 · 10K shares

$0 · 11K shares

$0 · 53K shares

$0 · 3K shares

$0 · 20K shares

$0 · 3K shares

$0 · 12K shares

$0 · 4K shares

$0 · 14K shares

$0 · 12K shares

$0 · 4K shares

$0 · 23K shares

$0 · 14K shares

$0 · 884 shares

$0 · 12K shares

$0 · 3K shares

$0 · 8K shares

$0 · 8K shares

$0 · 23K shares

$0 · 9K shares

$0 · 2K shares

$0 · 2K shares

$0 · 1K shares

$0 · 4K shares

$0 · 15K shares

$0 · 2K shares

$0 · 1K shares

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$0 · 10K shares

$0 · 12K shares

$0 · 12K shares

$0 · 17K shares

$0 · 12K shares

$0 · 4K shares

$0 · 5K shares

$0 · 24K shares

$0 · 6K shares

$0 · 210 shares

$0 · 7K shares

$0 · 3K shares

$0 · 9K shares

$0 · 20K shares

$0 · 19K shares

$0 · 16K shares

$0 · 4K shares

$0 · 7K shares

$0 · 691 shares

$0 · 6K shares

$0 · 12K shares

$0 · 6K shares

$0 · 26K shares

$0 · 4K shares

$0 · 13K shares

$0 · 11K shares

$0 · 3K shares

$0 · 5K shares

$0 · 4K shares

$0 · 16K shares

$0 · 4K shares

$0 · 2K shares

$0 · 1K shares

$0 · 5K shares

$0 · 4K shares

$0 · 10K shares

$0 · 14K shares

$0 · 13K shares

$0 · 5K shares

$0 · 110K shares

$0 · 2K shares

$0 · 7K shares

$0 · 1K shares

$0 · 5K shares

$0 · 2K shares

$0 · 13K shares

$0 · 499 shares

$0 · 8K shares

$0 · 3K shares

$0 · 11K shares

$0 · 4K shares

$0 · 20K shares

$0 · 3K shares

$0 · 4K shares

$0 · 9K shares

$0 · 19K shares

$0 · 21K shares

$0 · 10K shares

$0 · 17K shares

$0 · 6K shares

$0 · 3K shares

$0 · 4K shares

$0 · 4K shares

$0 · 1K shares

$0 · 6K shares

$0 · 4K shares

$0 · 3K shares

$0 · 513 shares

$0 · 4K shares

$0 · 12K shares

$0 · 66K shares

$0 · 4K shares

$0 · 4K shares

$0 · 8K shares

$0 · 8K shares

$0 · 3K shares

$0 · 11K shares

$0 · 6K shares

$0 · 5K shares

$0 · 5K shares

$0 · 6K shares

$0 · 2K shares

$0 · 4K shares

$0 · 2K shares

$0 · 6K shares

$0 · 3K shares

$0 · 2K shares

$0 · 3K shares

$0 · 4K shares

$0 · 2K shares

$0 · 8K shares

$0 · 38K shares

$0 · 5K shares

$0 · 10K shares

$0 · 3K shares

$0 · 895 shares

$0 · 11K shares

$0 · 8K shares

$0 · 4K shares

$0 · 3K shares

$0 · 9K shares

Closed Positions (44)

$37.2M · 627K shares

$23.4M · 1.0M shares

$12.4M · 538K shares

$6.4M · 253K shares

$3.1M · 115K shares

$952K · 16K shares

$747K · 5K shares

$520K · 6K shares

$424K · 16K shares

$369K · 7K shares

$340K · 9K shares

$336K · 11K shares

$267K · 8K shares

$263K · 4K shares

$263K · 10K shares

$262K · 6K shares

$260K · 9K shares

$251K · 7K shares

$237K · 3K shares

$230K · 6K shares

$227K · 2K shares

$226K · 2K shares

$225K · 3K shares

$223K · 2K shares

$221K · 2K shares

$220K · 3K shares

$211K · 11K shares

$210K · 1K shares

$208K · 8K shares

$207K · 8K shares

$207K · 2K shares

$205K · 3K shares

$204K · 5K shares

$202K · 9K shares

$201K · 2K shares

$175K · 16K shares

$160K · 10K shares

$127K · 12K shares

$115K · 10K shares

$102K · 11K shares

$97K · 10K shares

$43K · 11K shares

$30K · 11K shares

$27K · 44K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	593	$9.6B	60.0%
Technology	148	$2.0B	12.5%
Unknown	75	$1.1B	6.8%
Healthcare	82	$1.0B	6.4%
Communication Services	37	$669.0M	4.2%
Industrials	119	$537.0M	3.4%
Consumer Cyclical	85	$454.0M	2.8%
Consumer Defensive	44	$294.0M	1.8%
Energy	42	$124.0M	0.8%
Utilities	40	$88.0M	0.6%
Real Estate	52	$84.0M	0.5%
Basic Materials	42	$43.0M	0.3%