UNITED CAPITAL FINANCIAL ADVISORS, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$16.6B

Holdings

1,359

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,359 positions)

#	Stock	Shares	Value	% Portfolio	Type
301	MDLZMONDELEZ INTERNATIONAL, INC. CLASS A	120,322	$6.0M	0.04%
302	FDGAMERICAN CENTURY FOC DYNMC GR ETF	47,772	$6.0M	0.04%
303	SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF	57,131	$6.0M	0.04%
304	CSXCSX CORPORATION	171,864	$6.0M	0.04%
305	RYROYAL BANK OF CANADA	37,748	$6.0M	0.04%
306	BRK-BBERKSHIRE HATHAWAY INC. CLASS A	8	$6.0M	0.04%
307	TSCOTRACTOR SUPPLY COMPANY	122,276	$6.0M	0.04%
308	AAUSALPHA ARCHITECT US EQUITY ETF	111,775	$6.0M	0.04%
309	TRMBTRIMBLE INC.	85,871	$6.0M	0.04%
310	IBTLISHARES IBONDS DEC 2031 TERM TREASURY ETF	317,769	$6.0M	0.04%
311	CA8ACACI INTERNATIONAL INC CLASS A	11,918	$6.0M	0.04%
312	INTCINTEL CORPORATION	169,551	$6.0M	0.04%
313	NKENIKE, INC. CLASS B	107,719	$6.0M	0.04%
314	DUKDUKE ENERGY CORPORATION	55,620	$6.0M	0.04%
315	SLVPISHARES MSCI GLOBAL SILVER MINERS ETF	177,592	$6.0M	0.04%
316	PLDPROLOGIS, INC.	48,203	$6.0M	0.04%
317	BIBLINSPIRE 100 ETF	147,794	$6.0M	0.04%
318	FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF	28,765	$6.0M	0.04%
319	IWRISHARES RUSSELL MIDCAP ETF	65,442	$6.0M	0.04%
320	DFUSDIMENSIONAL U.S. EQUITY MARKET ETF	81,765	$6.0M	0.04%
321	KLACKLA CORPORATION	5,109	$6.0M	0.04%
322	GMUBGOLDMAN SACHS ETF TR	98,395	$5.0M	0.03%
323	SOXXISHARES SEMICONDUCTOR ETF	17,916	$5.0M	0.03%
324	POOLPOOL CORPORATION	24,549	$5.0M	0.03%
325	LINLINDE PLC	12,350	$5.0M	0.03%
326	XLFFINANCIAL SELECT SECTOR SPDR FUND	104,107	$5.0M	0.03%
327	SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	127,505	$5.0M	0.03%
328	QCRHQCR HOLDINGS, INC.	62,443	$5.0M	0.03%
329	PFEPFIZER INC.	239,492	$5.0M	0.03%
330	SMLFISHARES U.S. SMALLCAP EQUITY FACTOR ETF	73,942	$5.0M	0.03%
331	PWRQUANTA SERVICES, INC.	13,067	$5.0M	0.03%
332	LCTUBLACKROCK U.S. CARBON TRANSITION READINESS ETF	73,057	$5.0M	0.03%
333	MORNMORNINGSTAR, INC.	23,144	$5.0M	0.03%
334	PAYXPAYCHEX, INC.	53,185	$5.0M	0.03%
335	SPEMSPDR PORTFOLIO EMERGING MARKETS ETF	111,093	$5.0M	0.03%
336	MOALTRIA GROUP, INC.	93,173	$5.0M	0.03%
337	TRVCCITIGROUP INC.	47,887	$5.0M	0.03%
338	NOCNORTHROP GRUMMAN CORP.	9,861	$5.0M	0.03%
339	CBCHUBB LIMITED	17,776	$5.0M	0.03%
340	SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF	47,102	$5.0M	0.03%
341	HDBHDFC BANK LIMITED SPONSORED ADR	154,595	$5.0M	0.03%
342	IHDGWISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND	116,762	$5.0M	0.03%
343	IPACISHARES CORE MSCI PACIFIC ETF	81,712	$5.0M	0.03%
344	LNTALLIANT ENERGY CORPORATION	86,783	$5.0M	0.03%
345	BSXBOSTON SCIENTIFIC CORPORATION	54,808	$5.0M	0.03%
346	COPCONOCOPHILLIPS	57,225	$5.0M	0.03%
347	EVTREATON VANCE TOTAL RETURN BOND ETF	114,279	$5.0M	0.03%
348	IBMSISHARES IBONDS DEC 2032 TERM TREASURY ETF	249,173	$5.0M	0.03%
349	VRTXVERTEX PHARMACEUTICALS INCORPORATED	12,077	$5.0M	0.03%
350	CDNSCADENCE DESIGN SYSTEMS, INC.	16,013	$5.0M	0.03%
351	VPLSVANGUARD CORE-PLUS BOND ETF	76,884	$5.0M	0.03%
352	XLIINDUSTRIAL SELECT SECTOR SPDR FUND	37,246	$5.0M	0.03%
353	IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF	169,866	$4.0M	0.02%
354	WSOWATSCO, INC.	13,349	$4.0M	0.02%
355	XLEENERGY SELECT SECTOR SPDR FUND	109,282	$4.0M	0.02%
356	SPYVSPDR PORTFOLIO S&P 500 VALUE ETF	86,359	$4.0M	0.02%
357	CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD.	23,453	$4.0M	0.02%
358	WELLWELLTOWER INC.	22,347	$4.0M	0.02%
359	MMM3M COMPANY	28,090	$4.0M	0.02%
360	AQLTISHARES SELECT DIVIDEND ETF	32,887	$4.0M	0.02%
361	MNSTMONSTER BEVERAGE CORPORATION	58,984	$4.0M	0.02%
362	DSIISHARES ESG MSCI KLD 400 ETF	35,858	$4.0M	0.02%
363	AAEQALPHA ARCHITECT US EQUITY 2 ETF	83,311	$4.0M	0.02%
364	IXJISHARES GLOBAL HEALTHCARE ETF	42,309	$4.0M	0.02%
365	AZOAUTOZONE, INC.	1,204	$4.0M	0.02%
366	DOVDOVER CORPORATION	23,387	$4.0M	0.02%
367	FCXFREEPORT-MCMORAN, INC.	94,783	$4.0M	0.02%
368	VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	50,749	$4.0M	0.02%
369	BKBANK OF NEW YORK MELLON CORP	35,585	$4.0M	0.02%
370	IXNISHARES GLOBAL TECH ETF	40,060	$4.0M	0.02%
371	PWBINVESCO LARGE CAP GROWTH ETF	31,532	$4.0M	0.02%
372	IBITISHARES BITCOIN TRUST ETF	89,684	$4.0M	0.02%
373	EENI S.P.A. SPONSORED ADR	107,783	$4.0M	0.02%
374	DHID.R. HORTON, INC.	30,812	$4.0M	0.02%
375	IBDINSPIRE CORPORATE BOND ETF	197,998	$4.0M	0.02%
376	PSXPHILLIPS 66	36,368	$4.0M	0.02%
377	MGKVANGUARD MEGA CAP GROWTH ETF	10,215	$4.0M	0.02%
378	IWPISHARES RUSSELL MID-CAP GROWTH ETF	30,329	$4.0M	0.02%
379	DFUVDIMENSIONAL US MARKETWIDE VALUE ETF	105,217	$4.0M	0.02%
380	PEYINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF	209,518	$4.0M	0.02%
381	IYCISHARES U.S. CONSUMER DISCRETIONARY ETF	48,285	$4.0M	0.02%
382	CIGCOMPANHIA ENERGETICA DE MINAS GERAIS SA SPONSORED ADR PFD	2,208,713	$4.0M	0.02%
383	ANETARISTA NETWORKS, INC.	30,900	$4.0M	0.02%
384	AMLPALERIAN MLP ETF	95,189	$4.0M	0.02%
385	NTRSNORTHERN TRUST CORPORATION	33,760	$4.0M	0.02%
386	SUSCISHARES ESG AWARE USD CORPORATE BOND ETF	211,893	$4.0M	0.02%
387	MARMARRIOTT INTERNATIONAL, INC. CLASS A	11,771	$3.0M	0.02%
388	PGRPROGRESSIVE CORPORATION	14,941	$3.0M	0.02%
389	JCIJOHNSON CONTROLS INTERNATIONAL PLC	30,990	$3.0M	0.02%
390	DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND	66,004	$3.0M	0.02%
391	EQIXEQUINIX, INC.	4,585	$3.0M	0.02%
392	LVLNSPDR S&P REGIONAL BANKING ETF	69,432	$3.0M	0.02%	Put
393	USBU.S. BANCORP	68,174	$3.0M	0.02%
394	CICIGNA GROUP	11,900	$3.0M	0.02%
395	WWJDINSPIRE INTERNATIONAL ETF	97,748	$3.0M	0.02%
396	EEMISHARES MSCI EMERGING MARKETS ETF	62,955	$3.0M	0.02%
397	IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	39,807	$3.0M	0.02%
398	IBBISHARES BIOTECHNOLOGY ETF	18,221	$3.0M	0.02%
399	XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND	47,250	$3.0M	0.02%
400	IBMSISHARES IBONDS DEC 2030 TERM MUNI BOND ETF	116,641	$3.0M	0.02%

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