Univest Financial
$1.8B Assets Reported
264 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | 2,129,230 | $164M | 9.2% |
| SPYM | SPDR SERIES TRUST | 1,807,986 | $138M | 7.8% |
| AAPL | APPLE INC | 356,996 | $91M | 5.1% |
| GOOGL | ALPHABET INC | 238,130 | $68M | 3.8% |
| MSFT | MICROSOFT CORP | 176,049 | $65M | 3.7% |
| SPAB | SPDR SERIES TRUST | 2,415,915 | $62M | 3.5% |
| NVDA | NVIDIA CORPORATION | 316,215 | $55M | 3.1% |
| AMZN | AMAZON COM INC | 263,495 | $55M | 3.1% |
| IUSB | ISHARES TR | 1,101,390 | $51M | 2.9% |
| AVGO | BROADCOM INC | 139,483 | $43M | 2.4% |
Track Univest Financial's 13F portfolio: $1.8B in reported holdings, 264 positions. Top holdings, AUM, and quarterly changes on SentiSense.