How many stocks does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

As of Q1 2026, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1,632 positions in their 13F portfolio.

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's largest holding?

VOO at 5.9% of portfolio, worth $961.8M.

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's total portfolio value?

$16.3B as of Q1 2026, tracked across 1,632 holdings.

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC a hedge fund?

UNITED CAPITAL FINANCIAL ADVISORS, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does UNITED CAPITAL FINANCIAL ADVISORS, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio changed in Q1 2026?

View UNITED CAPITAL FINANCIAL ADVISORS, LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's investment strategy?

UNITED CAPITAL FINANCIAL ADVISORS, LLC is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

UNITED CAPITAL FINANCIAL ADVISORS, LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings1,632 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VOO ETF VANGUARD INDEX FDS	1.6M	$961.8M	5.9%	—	$352.95	+92.46%	29 qtrssince 2019-Q1	Increased 62
IVV ETF iShares Trust CORE S&P500 ETF	1.4M	$888.2M	5.5%	—	$465.89	+59.38%	29 qtrssince 2019-Q1	Increased 66
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	764,294	$497.1M	3.1%	—	$644.38	+14.70%	29 qtrssince 2019-Q1	Increased 57
IEFA ETF ISHARES TR	5.1M	$456.8M	2.8%	—	$55.64	+74.04%	29 qtrssince 2019-Q1	Increased 55
AAPL APPLE INC	1.8M	$447.3M	2.8%	—	$128.38	+162.44%	29 qtrssince 2019-Q1	Decreased 0
NVDA NVIDIA CORPORATION	2.1M	$373.6M	2.3%	—	$130.97	+50.04%	29 qtrssince 2019-Q1	Increased 58
RGEN REPLIGEN CORP	2.8M	$326.8M	2.0%	—	$124.32	+5.42%	3 qtrssince 2025-Q3	Increased 53
MSFT MICROSOFT CORP	774,509	$286.7M	1.8%	—	$201.86	+92.76%	29 qtrssince 2019-Q1	Increased 50
BIV ETF VANGUARD BD INDEX FDS	3.7M	$285.1M	1.8%	—	$68.71	+10.13%	16 qtrssince 2022-Q2	Increased 51
VTV ETF VANGUARD INDEX FDS	1.4M	$281.4M	1.7%	—	$99.01	+123.94%	29 qtrssince 2019-Q1	Decreased 0
IEMG ETF ISHARES INC	3.6M	$251.8M	1.5%	—	$50.96	+51.79%	29 qtrssince 2019-Q1	Decreased 0
VUG ETF Vanguard Index Funds GROWTH ETF	554,536	$242.2M	1.5%	—	$171.35	-51.34%	29 qtrssince 2019-Q1	Increased 49
GOOGL ALPHABET INC	791,050	$227.5M	1.4%	—	$134.58	+142.65%	29 qtrssince 2019-Q1	Decreased 0
GOVT ETF ISHARES TR	9.9M	$227.5M	1.4%	—	$22.53	-0.05%	29 qtrssince 2019-Q1	Increased 61
IUSB ETF ISHARES TR	4.1M	$189.5M	1.2%	—	$42.68	+6.75%	29 qtrssince 2019-Q1	Increased 49
ADVISOR MANAGED PORTFOLIOS ETF	5M	$152.3M	0.9%	—	$32.54	-0.49%	2 qtrssince 2025-Q4	Decreased 0
??VANGUARD BD INDEX FDSDelisted Bond	1.9M	$150.7M	0.9%	—	—	—	—	Decreased 0
GOOG ALPHABET INC	508,570	$145.9M	0.9%	—	$97.83	+233.82%	29 qtrssince 2019-Q1	Decreased 0
IJR ETF ISHARES TR	1.2M	$145M	0.9%	—	$89.74	+62.15%	29 qtrssince 2019-Q1	Decreased 0
HEFA ETF ISHARES TR	3.3M	$142.3M	0.9%	—	$24.44	+90.23%	29 qtrssince 2019-Q1	Decreased 0
Showing 20 of 1,632 results.1,612 more with Pro.