UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,203 positions
VANGUARD INDEX FDS | 1.6M | $949.3M | 6.8% | $339.11 | +78.53% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 854,136 | $571.7M | 4.1% | $327.02 | +102.27% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 4.9M | $431.4M | 3.1% | $54.10 | +55.79% | 27 qtrssince 2019-Q1 | Increased 58 |
APPLE INC | 1.5M | $394.7M | 2.8% | $64.97 | +290.48% | 27 qtrssince 2019-Q1 | Increased 56 |
REPLIGEN CORP | 2.8M | $368.4M | 2.6% | $133.67 | 0.00% | 1 qtr | New 80 |
MICROSOFT CORP | 695,753 | $360.4M | 2.6% | $170.54 | +201.23% | 27 qtrssince 2019-Q1 | Increased 56 |
NVIDIA CORPORATION | 1.8M | $339.1M | 2.4% | $46.79 | +297.83% | 27 qtrssince 2019-Q1 | Increased 61 |
| 3.9M | $308.1M | 2.2% | — | — | 27 qtrssince 2019-Q1 | Decreased 0 | |
VANGUARD BD INDEX FDS | 3.4M | $264.7M | 1.9% | $65.87 | +13.19% | 14 qtrssince 2022-Q2 | Increased 53 |
VANGUARD INDEX FDS | 1.4M | $264.6M | 1.9% | $95.46 | +91.46% | 27 qtrssince 2019-Q1 | Increased 50 |
VANGUARD INDEX FDS | 533,498 | $255.9M | 1.8% | $26.51 | +200.22% | 27 qtrssince 2019-Q1 | Increased 49 |
ISHARES INC | 3.5M | $231M | 1.7% | $49.29 | +30.40% | 27 qtrssince 2019-Q1 | Increased 50 |
ALPHABET INC | 777,107 | $188.9M | 1.4% | $94.07 | +157.76% | 27 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 3.9M | $182.8M | 1.3% | $41.29 | +8.07% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 7.9M | $182.4M | 1.3% | $21.79 | +1.99% | 27 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 3.8M | $151.7M | 1.1% | $24.01 | +57.95% | 27 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 609,279 | $133.8M | 1.0% | $123.45 | +77.87% | 27 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 1.1M | $129.3M | 0.9% | $85.82 | +36.70% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.1M | $128.6M | 0.9% | $72.70 | +65.44% | 27 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 527,271 | $128.4M | 0.9% | $62.12 | +291.02% | 27 qtrssince 2019-Q1 | Increased 43 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC manages $13.9B across 1203 positions as of Q3 2025. Top holdings: VOO (6.8%), IVV (4.1%), IEFA (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 142 new positions, 30 exits, 569 increased. Top move: RGEN (NEW, conviction 80). Portfolio: $13.9B across 1203 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