United Capital Financial Advisors
$18.1B 13F equity value
1,748 Holdings
Quarter ended June 30, 2026
The latest 13F on file for United Capital Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 1,541,045 | $1.2B | 6.4% |
| VOO | VANGUARD INDEX FDS | 1,606,745 | $1.1B | 6.1% |
| SPY | STATE STR SPDR S&P 500 ETF T | 740,299 | $553M | 3.1% |
| AAPL | APPLE INC | 1,754,234 | $508M | 2.8% |
| IEFA | ISHARES TR | 5,029,440 | $486M | 2.7% |
| NVDA | NVIDIA CORPORATION | 2,192,820 | $439M | 2.4% |
| RGEN | REPLIGEN CORP | 2,790,650 | $381M | 2.1% |
| VTV | VANGUARD INDEX FDS | 1,414,717 | $308M | 1.7% |
| BIV | VANGUARD BD INDEX FDS | 3,995,262 | $306M | 1.7% |
| MSFT | MICROSOFT CORP | 779,208 | $291M | 1.6% |
Track United Capital Financial Advisors's 13F portfolio: $18.1B in reported holdings, 1,748 positions. Top holdings and quarterly changes on SentiSense.
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