United Capital Financial Advisors
$16.3B Assets Reported
1,663 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 1,608,662 | $962M | 5.9% |
| IVV | ISHARES TR | 1,359,535 | $888M | 5.5% |
| SPY | STATE STR SPDR S&P 500 ETF T | 805,094 | $524M | 3.2% |
| IEFA | ISHARES TR | 5,062,078 | $457M | 2.8% |
| AAPL | APPLE INC | 1,778,753 | $451M | 2.8% |
| NVDA | NVIDIA CORPORATION | 2,151,958 | $375M | 2.3% |
| RGEN | REPLIGEN CORP | 2,773,980 | $327M | 2.0% |
| MSFT | MICROSOFT CORP | 776,609 | $287M | 1.8% |
| BIV | VANGUARD BD INDEX FDS | 3,697,194 | $285M | 1.8% |
| VTV | VANGUARD INDEX FDS | 1,433,905 | $281M | 1.7% |
Track United Capital Financial Advisors's 13F portfolio: $16.3B in reported holdings, 1,663 positions. Top holdings, AUM, and quarterly changes on SentiSense.