UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,632 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | 1.6M | $961.8M | 5.9% | $352.96 | +100.38% | 29 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 1.4M | $888.2M | 5.5% | $463.39 | +66.82% | 29 qtrssince 2019-Q1 | Increased 66 |
STATE STR SPDR S&P 500 ETF T | 764,294 | $497.1M | 3.1% | $644.38 | +19.39% | 29 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 5.1M | $456.8M | 2.8% | $55.64 | +80.62% | 29 qtrssince 2019-Q1 | Increased 55 |
APPLE INC | 1.8M | $447.3M | 2.8% | $128.83 | +148.15% | 29 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 2.1M | $373.6M | 2.3% | $130.94 | +66.15% | 29 qtrssince 2019-Q1 | Increased 58 |
REPLIGEN CORP | 2.8M | $326.8M | 2.0% | $124.32 | +41.79% | 3 qtrssince 2025-Q3 | Increased 53 |
MICROSOFT CORP | 774,509 | $286.7M | 1.8% | $201.86 | +154.41% | 29 qtrssince 2019-Q1 | Increased 50 |
VANGUARD BD INDEX FDS | 3.7M | $285.1M | 1.8% | $67.16 | +12.28% | 16 qtrssince 2022-Q2 | Increased 51 |
VANGUARD INDEX FDS | 1.4M | $281.4M | 1.7% | $99.01 | +127.54% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 3.6M | $251.8M | 1.5% | $50.97 | +60.52% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 554,536 | $242.2M | 1.5% | $171.33 | -48.32% | 29 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC | 791,050 | $227.5M | 1.4% | $134.58 | +157.54% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 9.9M | $227.5M | 1.4% | $22.08 | +1.70% | 29 qtrssince 2019-Q1 | Increased 61 |
ISHARES TR | 4.1M | $189.5M | 1.2% | $41.76 | +8.92% | 29 qtrssince 2019-Q1 | Increased 49 |
| 5M | $152.3M | 0.9% | $32.54 | — | 2 qtrssince 2025-Q4 | Decreased 0 | |
| 1.9M | $150.7M | 0.9% | — | — | 29 qtrssince 2019-Q1 | Decreased 0 | |
ALPHABET INC | 508,570 | $145.9M | 0.9% | $97.83 | +250.50% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.2M | $145M | 0.9% | $89.74 | +62.22% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3.3M | $142.3M | 0.9% | $24.44 | +93.42% | 29 qtrssince 2019-Q1 | Decreased 0 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC manages $16.3B across 1632 positions as of Q1 2026. Top holdings: VOO (5.9%), IVV (5.5%), SPY (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 307 new positions, 43 exits, 818 increased. Top move: IVV (INCREASED, conviction 66). Portfolio: $16.3B across 1632 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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