UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,622 positions
ISHARES TR | 1.5M | $1.2B | 6.4% | — | — | — | Increased 70 |
VANGUARD INDEX FDS | 1.6M | $1.1B | 6.1% | — | — | — | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 740,299 | $553.1M | 3.0% | — | — | — | Decreased 0 |
APPLE INC | 1.8M | $507.6M | 2.8% | — | — | — | Decreased 0 |
ISHARES TR | 5M | $485.9M | 2.7% | — | — | — | Decreased 0 |
NVIDIA CORPORATION | 2.2M | $438.8M | 2.4% | — | — | — | Increased 55 |
REPLIGEN CORP | 2.8M | $380.8M | 2.1% | — | — | — | Increased 53 |
VANGUARD INDEX FDS | 1.4M | $308.4M | 1.7% | — | — | — | Decreased 0 |
VANGUARD BD INDEX FDS | 4M | $306.4M | 1.7% | — | — | — | Increased 53 |
MICROSOFT CORP | 779,208 | $290.7M | 1.6% | — | — | — | Increased 49 |
VANGUARD INDEX FDS | 3.3M | $281.4M | 1.6% | — | — | — | Increased 78 |
ALPHABET INC | 752,247 | $268.8M | 1.5% | $133.14 | +148.35% | 30 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 3M | $250M | 1.4% | — | — | — | Decreased 0 |
ISHARES TR | 5.1M | $236.8M | 1.3% | — | — | — | Increased 59 |
ISHARES TR | 10.1M | $230.6M | 1.3% | — | — | — | Increased 49 |
ALPHABET INC | 500,598 | $176.9M | 1.0% | $95.83 | +242.68% | 30 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TR | 237,452 | $174.9M | 1.0% | — | — | — | Increased 44 |
ISHARES TR | 1.1M | $166M | 0.9% | — | — | — | Decreased 0 |
AMAZON COM INC | 677,750 | $161.5M | 0.9% | — | — | — | Increased 43 |
| 4.8M | $156.4M | 0.9% | — | — | — | Decreased 0 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC manages $18.2B across 1622 positions as of Q2 2026. Top holdings: IVV (6.4%), VOO (6.1%), SPY (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 127 new positions, 141 exits, 665 increased. Top move: VUG (INCREASED, conviction 78). Portfolio: $18.2B across 1622 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR