UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$13.9T
Holdings
1,194
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,194 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD S&P 500 ETF | 1,550,102 | $949.3B | 6.81% | |
| 2 | IVVISHARES CORE S&P 500 ETF | 854,136 | $571.7B | 4.10% | |
| 3 | AQLTISHARES CORE MSCI EAFE ETF | 4,940,967 | $431.4B | 3.10% | |
| 4 | AAPLAPPLE INC | 1,563,438 | $398.1B | 2.86% | Put |
| 5 | RGENREPLIGEN CORP | 2,755,943 | $368.4B | 2.64% | |
| 6 | MSFTMICROSOFT CORP | 698,053 | $361.6B | 2.59% | Put |
| 7 | NVDANVIDIA CORP | 1,817,380 | $339.1B | 2.43% | |
| 8 | BSVVANGUARD SHORT-TERM BOND ETF | 3,904,585 | $308.1B | 2.21% | |
| 9 | BIVVANGUARD INTERM-TERM BOND ETF | 3,389,339 | $264.7B | 1.90% | |
| 10 | VTVVANGUARD VALUE ETF | 1,418,692 | $264.6B | 1.90% | |
| 11 | VUGVANGUARD GROWTH ETF | 533,498 | $255.9B | 1.84% | |
| 12 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 3,504,248 | $231.0B | 1.66% | |
| 13 | GOOGLALPHABET INC CLASS A | 777,107 | $188.9B | 1.36% | |
| 14 | IUSBISHARES CORE UNIVERSAL USD BOND ETF | 3,912,545 | $182.8B | 1.31% | |
| 15 | AQLTISHARES US TREASURY BOND ETF | 7,889,842 | $182.4B | 1.31% | |
| 16 | HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF | 3,829,421 | $151.7B | 1.09% | |
| 17 | AMZNAMAZON.COM INC | 609,279 | $133.8B | 0.96% | |
| 18 | IJRISHARES CORE S&P SMALL-CAP ETF | 1,087,820 | $129.3B | 0.93% | |
| 19 | IVWISHARES S&P 500 GROWTH ETF | 1,065,257 | $128.6B | 0.92% | |
| 20 | GOOGALPHABET INC CLASS C | 527,271 | $128.4B | 0.92% | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC CLASS B | 250,169 | $125.8B | 0.90% | Put |
| 22 | MBBISHARES MBS ETF | 1,299,050 | $123.6B | 0.89% | |
| 23 | DYNFISHARES U.S. EQUITY FAC ROTATION ACT ETF | 2,059,852 | $121.9B | 0.88% | |
| 24 | METAMETA PLATFORMS INC CLASS A | 154,859 | $113.7B | 0.82% | Put |
| 25 | DBEFXTRACKERS MSCI EAFE HEDGED EQUITY ETF | 2,436,818 | $113.1B | 0.81% | |
| 26 | JPMJPMORGAN CHASE & CO | 356,996 | $112.6B | 0.81% | |
| 27 | IVEISHARES S&P 500 VALUE ETF | 536,893 | $110.9B | 0.80% | |
| 28 | IGIBISHARES 5-10 YEAR INVMT GRD CORP BD ETF | 1,951,956 | $105.6B | 0.76% | |
| 29 | QUALISHARES MSCI USA QUALITY FACTOR ETF | 519,338 | $101.0B | 0.72% | |
| 30 | SHMSTT STRT SPDR NUVEEN ICE S/T MUNCPLETF | 1,994,926 | $96.2B | 0.69% | |
| 31 | OEFISHARES S&P 100 ETF | 283,637 | $94.4B | 0.68% | |
| 32 | EFVISHARES MSCI EAFE VALUE ETF | 1,356,749 | $92.0B | 0.66% | |
| 33 | VVISA INC CLASS A | 262,467 | $89.6B | 0.64% | |
| 34 | ORCLORACLE CORP | 314,241 | $88.4B | 0.63% | |
| 35 | SPYSPDR S&P 500 ETF | 118,709 | $79.1B | 0.57% | Put |
| 36 | JNKSTATE STREET SPDR BLMBG HI YLD BD ETF | 803,328 | $78.7B | 0.56% | |
| 37 | COSTCOSTCO WHOLESALE CORP | 84,313 | $78.0B | 0.56% | |
| 38 | VBRVANGUARD SMALL-CAP VALUE ETF | 349,701 | $73.0B | 0.52% | |
| 39 | AGGISHARES CORE US AGGREGATE BOND ETF | 721,354 | $72.3B | 0.52% | |
| 40 | VNQVANGUARD REAL ESTATE ETF | 748,428 | $68.4B | 0.49% | |
| 41 | JNJJOHNSON & JOHNSON | 343,331 | $63.7B | 0.46% | |
| 42 | AVGOBROADCOM INC | 191,716 | $63.2B | 0.45% | |
| 43 | SCHGSCHWAB US LARGE-CAP GROWTH ETF | 1,960,348 | $62.6B | 0.45% | |
| 44 | TLHISHARES 10-20 YEAR TREASURY BOND ETF | 606,428 | $62.5B | 0.45% | |
| 45 | SPMDSTATE STREET SPDR PORT S&P 400 MD CPETF | 1,060,708 | $60.7B | 0.44% | |
| 46 | MUBISHARES NATIONAL MUNI BOND ETF | 567,950 | $60.5B | 0.43% | |
| 47 | QCOMQUALCOMM INC | 354,850 | $59.0B | 0.42% | |
| 48 | DISTHE WALT DISNEY CO | 512,003 | $58.6B | 0.42% | |
| 49 | HDTHE HOME DEPOT INC | 144,371 | $58.5B | 0.42% | |
| 50 | JPSTJPMORGAN ULTRA-SHORT INCOME ETF | 1,150,895 | $58.4B | 0.42% | |
| 51 | ABBVABBVIE INC | 243,350 | $56.3B | 0.40% | |
| 52 | SCHFSCHWAB INTERNATIONAL EQUITY ETF | 2,414,781 | $56.2B | 0.40% | |
| 53 | PYLDPIMCO MULTISECTOR BOND ACTIVE ETF | 2,041,568 | $54.8B | 0.39% | |
| 54 | CSCOCISCO SYSTEMS INC | 771,359 | $52.8B | 0.38% | |
| 55 | ASMLASML HOLDING NV ADR | 53,726 | $52.0B | 0.37% | |
| 56 | VNQIVANGUARD GLOBAL EX-US REAL EST ETF | 1,085,796 | $51.8B | 0.37% | |
| 57 | SBUXSTARBUCKS CORP | 607,893 | $51.4B | 0.37% | |
| 58 | SCHXSCHWAB US LARGE-CAP ETF | 1,937,722 | $51.0B | 0.37% | |
| 59 | BINCISHARES FLEXIBLE INCOME ACTIVE ETF | 937,094 | $49.9B | 0.36% | |
| 60 | SCHVSCHWAB US LARGE-CAP VALUE ETF | 1,690,182 | $49.2B | 0.35% | |
| 61 | BAIISHARES A.I. INNOVATION AND TECH ACT ETF | 1,437,706 | $49.1B | 0.35% | |
| 62 | TSLATESLA INC | 108,147 | $48.1B | 0.35% | |
| 63 | MDTMEDTRONIC PLC | 498,940 | $47.5B | 0.34% | |
| 64 | THROISHARES U.S. THEMATIC ROTATION ACTIVEETF | 1,220,914 | $46.2B | 0.33% | |
| 65 | VBKVANGUARD SMALL-CAP GROWTH ETF | 152,017 | $45.2B | 0.32% | |
| 66 | SPGIS&P GLOBAL INC | 90,875 | $44.2B | 0.32% | |
| 67 | LLYELI LILLY AND CO | 57,964 | $44.2B | 0.32% | Put |
| 68 | PGPROCTER & GAMBLE CO | 282,031 | $43.3B | 0.31% | |
| 69 | IAGGISHARES CORE INTERNATIONAL AGGT BD ETF | 842,290 | $43.2B | 0.31% | |
| 70 | MAMASTERCARD INC CLASS A | 74,245 | $42.2B | 0.30% | |
| 71 | AXPAMERICAN EXPRESS CO | 123,428 | $41.0B | 0.29% | |
| 72 | WMTWALMART INC | 389,685 | $40.2B | 0.29% | |
| 73 | ACNACCENTURE PLC CLASS A | 159,614 | $39.4B | 0.28% | |
| 74 | PEPPEPSICO INC | 278,735 | $39.1B | 0.28% | |
| 75 | VTIVANGUARD TOTAL STOCK MARKET ETF | 119,011 | $39.1B | 0.28% | |
| 76 | LOWLOWE'S COMPANIES INC | 154,206 | $38.8B | 0.28% | |
| 77 | RTXRTX CORP | 227,150 | $38.0B | 0.27% | |
| 78 | ULUNILEVER PLC ADR | 627,379 | $37.2B | 0.27% | |
| 79 | CVXCHEVRON CORP | 238,012 | $37.0B | 0.27% | |
| 80 | IWFISHARES RUSSELL 1000 GROWTH ETF | 77,784 | $36.4B | 0.26% | |
| 81 | ISRGINTUITIVE SURGICAL INC | 79,636 | $35.6B | 0.26% | |
| 82 | NVONOVO NORDISK AS ADR | 637,807 | $35.4B | 0.25% | |
| 83 | MTUMISHARES MSCI USA MOMENTUM FACTOR ETF | 129,638 | $33.2B | 0.24% | |
| 84 | IJHISHARES CORE S&P MID-CAP ETF | 507,985 | $33.2B | 0.24% | |
| 85 | KKRKKR & CO INC ORDINARY SHARES | 248,471 | $32.3B | 0.23% | |
| 86 | IAU*ISHARES GOLD TRUST | 436,676 | $31.8B | 0.23% | |
| 87 | XOMEXXON MOBIL CORP | 276,913 | $31.2B | 0.22% | |
| 88 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR | 110,827 | $31.0B | 0.22% | |
| 89 | IBTGISHARES IBONDS DEC 2026 TERM TR ETF | 1,331,030 | $30.5B | 0.22% | |
| 90 | SGOVISHARES 0-3 MONTH TREASURY BOND ETF | 302,619 | $30.5B | 0.22% | |
| 91 | CRMSALESFORCE INC | 126,298 | $29.9B | 0.21% | |
| 92 | VBVANGUARD SMALL-CAP ETF | 117,462 | $29.9B | 0.21% | |
| 93 | IGSBISHARES 1-5 YEAR INVMT GRD CORP BD ETF | 537,131 | $28.5B | 0.20% | |
| 94 | NFLXNETFLIX INC | 23,268 | $27.9B | 0.20% | |
| 95 | VEUVANGUARD FTSE ALL-WLD EX-US ETF | 381,467 | $27.2B | 0.20% | |
| 96 | APHAMPHENOL CORP CLASS A | 219,509 | $27.2B | 0.19% | |
| 97 | INTUINTUIT INC | 39,647 | $27.1B | 0.19% | |
| 98 | ADBEADOBE INC | 76,754 | $27.1B | 0.19% | |
| 99 | ABTABBOTT LABORATORIES | 201,587 | $27.0B | 0.19% | |
| 100 | HYMBSTT STRT SPDR NUVEEN ICE HY MUNCPL ETF | 1,082,745 | $27.0B | 0.19% |
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