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

As of Q4 2025, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1,359 positions in their 13F portfolio.

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

VOO at 6.0% of portfolio, worth $1B.

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

$16.6B as of Q4 2025, tracked across 1,359 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 Q4 2025?

View UNITED CAPITAL FINANCIAL ADVISORS, LLC's latest portfolio changes, new positions, and exits for Q4 2025 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 ADVIS Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

UNITED CAPITAL FINANCIAL ADVISORS, LLC

Institutional investor · Portfolio as of Q4 2025

Solid(3.0 / 5.0)

$16.6B

AUM

1,359

Positions

209

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

UNITED CAPITAL FINANCIAL ADVISORS, LLC manages $16.6B across 1359 positions as of Q4 2025. Top holdings: VOO (6.0%), IVV (5.2%), SPY (3.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.

Q4 2025 Summary

Active quarter - 209 new positions, 43 exits, 741 increased. Top move: SPY (INCREASED, conviction 93). Portfolio: $16.6B across 1359 positions.

Portfolio Allocation

Top holdings by portfolio weight

VOO6.03%

IVV5.25%

SPY3.13%

AAPL2.92%

RGEN2.73%

IEFA2.68%

NVDA2.21%

MSFT2.20%

VTV1.67%

BIV1.66%

Other1.59%

Similar Funds

Funds with similar investing DNA

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

$10.2B

SHELTON CAPITAL MANAGEMENT

$5.1B

+3 more

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

XPO28Q held

XPO, Inc.

Avg $32.66 · $1.2M est. P&L

Est. P&L

+559.44%

PH28Q held

Parker-Hannifin Corporation

Avg $163.68 · $25.4M est. P&L

Est. P&L

+504.02%

CAT28Q held

Caterpillar, Inc.

Avg $132.41 · $26.1M est. P&L

Est. P&L

+445.43%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings10 of 1370

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VOOETF Vanguard S&P 500 ETF	1.6M	$1B	6.0%	—	$350.77	+78.38%	28 qtrssince 2019-Q1	Increased 64
IVVETF iShares Core S&P 500 ETF	1.3M	$871.2M	5.2%	—	$450.92	+51.55%	28 qtrssince 2019-Q1	Increased 85
SPYUnit State Street SPDR S&P 500 ETF T	762,991	$520.3M	3.1%	—	$644.32	+5.59%	28 qtrssince 2019-Q1	Increased 93
AAPL Apple Inc.	1.8M	$485.4M	2.9%	—	$128.38	+105.45%	28 qtrssince 2019-Q1	Increased 62
RGEN Repligen Corporation	2.8M	$454M	2.7%	—	$124.32	-1.01%	2 qtrssince 2025-Q3	Increased 54
IEFAETF iShares Core MSCI EAFE ETF	5M	$444.5M	2.7%	—	$54.92	+70.20%	28 qtrssince 2019-Q1	Increased 54
NVDA NVIDIA Corporation	2M	$366.4M	2.2%	—	$126.54	+42.28%	28 qtrssince 2019-Q1	Increased 58
MSFT Microsoft Corporation	755,628	$365.4M	2.2%	—	$196.81	+105.24%	28 qtrssince 2019-Q1	Increased 58
VTVETF Vanguard Value ETF	1.5M	$277.2M	1.7%	—	$99.01	+106.31%	28 qtrssince 2019-Q1	Increased 50
BIVETF Vanguard Intermediate-Term Bond	3.5M	$275.6M	1.7%	—	$68.27	+14.74%	15 qtrssince 2022-Q2	Increased 51
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