UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,090 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | 1.6M | $894.9M | 7.2% | $342.47 | +64.10% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 856,197 | $531.6M | 4.3% | $330.01 | +85.88% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 4.9M | $406.7M | 3.3% | $54.30 | +50.53% | 26 qtrssince 2019-Q1 | Increased 59 |
| 4.4M | $345.7M | 2.8% | — | — | 26 qtrssince 2019-Q1 | Decreased 0 | |
MICROSOFT CORP | 659,548 | $328.1M | 2.6% | $153.03 | +222.95% | 26 qtrssince 2019-Q1 | Increased 54 |
APPLE INC | 1.5M | $301.3M | 2.4% | $99.07 | +106.09% | 26 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 1.6M | $250.5M | 2.0% | $112.76 | +39.89% | 26 qtrssince 2019-Q1 | Increased 53 |
VANGUARD VALUE ETF | 1.4M | $245.3M | 2.0% | $94.91 | +83.25% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INTERMEDIATE-TERM B | 3.1M | $238.2M | 1.9% | $65.49 | +12.46% | 13 qtrssince 2022-Q2 | Increased 51 |
VANGUARD GROWTH ETF | 531,327 | $232.9M | 1.9% | $158.13 | +175.08% | 26 qtrssince 2019-Q1 | Increased 48 |
ISHARES CORE MSCI EMERGING | 3.4M | $202.3M | 1.6% | $48.88 | +20.15% | 26 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 4.4M | $201.6M | 1.6% | $41.59 | +5.82% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES US TREASURY BOND ETF | 7.8M | $180M | 1.5% | $21.94 | +0.50% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHA CURR HEDGED MSCI EAFE | 3.9M | $149.4M | 1.2% | $24.44 | +49.03% | 26 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 699,628 | $123.3M | 1.0% | $105.57 | +68.85% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.1M | $122.4M | 1.0% | $86.58 | +25.41% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 554,450 | $121.6M | 1.0% | $113.31 | +97.06% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES S&P 500 GROWTH ETF | 1.1M | $120.9M | 1.0% | $77.24 | +41.44% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MBS ETF | 1.3M | $119.9M | 1.0% | $86.50 | +3.28% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI USA QUALITY FAC | 626,943 | $114.6M | 0.9% | $145.77 | +23.88% | 22 qtrssince 2020-Q1 | Decreased 0 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC manages $12.4B across 1090 positions as of Q2 2025. Top holdings: VOO (7.2%), IVV (4.3%), IEFA (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 75 new positions, 48 exits, 423 increased. Top move: IEFA (INCREASED, conviction 59). Portfolio: $12.4B across 1090 positions.
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Portfolio allocation by GICS sector
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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