How many stocks does United Capital Financial Advisors, LLC own?

As of Q2 2026, United Capital Financial Advisors, LLC holds 1,622 positions in their 13F portfolio.

What is United Capital Financial Advisors, LLC's largest holding?

IVV at 6.4% of portfolio, worth $1.2B.

What is United Capital Financial Advisors, LLC's total portfolio value?

$18.2B as of Q2 2026, tracked across 1,622 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 Q2 2026?

View United Capital Financial Advisors, LLC's latest portfolio changes, new positions, and exits for Q2 2026 on HoldingsIntel.

What is United Capital Financial Advisors, LLC's investment strategy?

United Capital Financial Advisors, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

United Capital Financial Advisors, LLC

Institutional investor · Portfolio as of Q2 2026

Q2 2026(Latest)

SEC 13F snapshot

Top Holdings1,622 positions

Checking export access…

Activity:

				Price Trend
IVV ETF ISHARES S&P 500	1.5M	$1.2B	6.4%	—	$490.31	+55.63%	30 qtrssince 2019-Q1	Increased 70
VOO ETF VANGUARD S&P	1.6M	$1.1B	6.1%	—	$349.18	+97.46%	30 qtrssince 2019-Q1	Decreased 0
SPY ETF SPDR S&P 500	740,299	$553.1M	3.0%	—	$634.85	+18.13%	30 qtrssince 2019-Q1	Decreased 0
AAPL Apple Inc.	1.8M	$507.6M	2.8%	—	$92.18	+278.09%	30 qtrssince 2019-Q1	Decreased 0
IEFA ETF ISHARES EAFE-IEFA	5M	$485.9M	2.7%	—	—	—	30 qtrssince 2019-Q1	Decreased 0
NVDA NVIDIA Corporation	2.2M	$438.8M	2.4%	—	$69.98	+141.34%	30 qtrssince 2019-Q1	Increased 55
RGEN Repligen Corporation	2.8M	$380.8M	2.1%	—	$133.83	+30.00%	4 qtrssince 2025-Q3	Increased 53
VTV ETF VANGUARD VALUE - VTV	1.4M	$308.4M	1.7%	—	$97.55	+133.39%	30 qtrssince 2019-Q1	Decreased 0
BIV ETF VANGUARD BD INDEX FDS	4M	$306.4M	1.7%	—	$67.31	+9.79%	17 qtrssince 2022-Q2	Increased 53
MSFT Microsoft Corporation	779,208	$290.7M	1.6%	—	$200.38	+166.07%	30 qtrssince 2019-Q1	Increased 49
VUG ETF VANGUARD GROWTH	3.3M	$281.4M	1.6%	—	$28.40	+195.17%	30 qtrssince 2019-Q1	Decreased 0
GOOGL Alphabet Inc.	752,247	$268.8M	1.5%	—	$111.15	+158.54%	30 qtrssince 2019-Q1	Decreased 0
IEMG ETF ISHARES EMERG-IEMG	3M	$250M	1.4%	—	—	—	30 qtrssince 2019-Q1	Decreased 0
IUSB ETF ISHARES CORE TOTAL	5.1M	$236.8M	1.3%	—	$42.27	+5.69%	30 qtrssince 2019-Q1	Increased 59
GOVT ETF ISHARES US TREASURY	10.1M	$230.6M	1.3%	—	$21.95	+0.96%	30 qtrssince 2019-Q1	Increased 49
GOOG Alphabet Inc.	500,598	$176.9M	1.0%	—	$63.79	+346.67%	30 qtrssince 2019-Q1	Decreased 0
QQQ ETF Invesco QQQ Trust, Series 1	237,452	$174.9M	1.0%	—	$537.86	+25.45%	30 qtrssince 2019-Q1	Increased 44
IJR ETF ISHARES S&PSMCAP 600	1.1M	$166M	0.9%	—	$88.83	+60.22%	30 qtrssince 2019-Q1	Decreased 0
AMZN Amazon.com, Inc.	677,750	$161.5M	0.9%	—	$134.23	+101.80%	30 qtrssince 2019-Q1	Increased 43
ADVISOR MANAGED PORTFOLIOS ETF	4.8M	$156.4M	0.9%	—	—	—	—	Decreased 0

$18.2B

AUM

1,622

Positions

Q2 2026

Filing

HI rating · 3.5/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2025-Q1	$11,686,820,095	-1.34274939595%
2025-Q2	$12,402,214,598	6.12137858874%
2025-Q3	$13,934,969,167	12.3587167186%
2025-Q4	$16,608,370,613	19.1848393345%
2026-Q1	$16,260,098,824	-2.09696542253%
2026-Q2	$18,151,729,718	11.6335756288%