UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,203 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | 1.6M | $949.3M | 6.8% | $342.47 | +77.65% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 854,136 | $571.7M | 4.1% | $330.01 | +101.33% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 4.9M | $431.4M | 3.1% | $54.73 | +55.79% | 27 qtrssince 2019-Q1 | Increased 58 |
APPLE INC | 1.5M | $394.7M | 2.8% | $107.20 | +136.65% | 27 qtrssince 2019-Q1 | Increased 56 |
REPLIGEN CORP | 2.8M | $368.4M | 2.6% | $124.09 | 0.00% | 1 qtr | New 80 |
MICROSOFT CORP | 695,753 | $360.4M | 2.6% | $171.79 | +198.99% | 27 qtrssince 2019-Q1 | Increased 56 |
NVIDIA CORP | 1.8M | $339.1M | 2.4% | $121.56 | +49.59% | 27 qtrssince 2019-Q1 | Increased 61 |
| 3.9M | $308.1M | 2.2% | — | — | 27 qtrssince 2019-Q1 | Decreased 0 | |
VANGUARD INTERMEDIATE-TERM B | 3.4M | $264.7M | 1.9% | $66.37 | +13.19% | 14 qtrssince 2022-Q2 | Increased 53 |
VANGUARD VALUE ETF | 1.4M | $264.6M | 1.9% | $96.85 | +90.81% | 27 qtrssince 2019-Q1 | Increased 50 |
VANGUARD GROWTH ETF | 533,498 | $255.9M | 1.8% | $159.43 | +199.54% | 27 qtrssince 2019-Q1 | Increased 49 |
ISHARES CORE MSCI EMERGING | 3.5M | $231M | 1.7% | $49.49 | +30.50% | 27 qtrssince 2019-Q1 | Increased 50 |
ALPHABET INC-CL A | 777,107 | $188.9M | 1.4% | $119.36 | +104.33% | 27 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 3.9M | $182.8M | 1.3% | $41.59 | +8.07% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES US TREASURY BOND ETF | 7.9M | $182.4M | 1.3% | $21.94 | +1.99% | 27 qtrssince 2019-Q1 | Increased 48 |
ISHA CURR HEDGED MSCI EAFE | 3.8M | $151.7M | 1.1% | $24.44 | +56.97% | 27 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 609,279 | $133.8M | 1.0% | $123.11 | +80.47% | 27 qtrssince 2019-Q1 | Increased 47 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.1M | $129.3M | 0.9% | $86.58 | +36.33% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES S&P 500 GROWTH ETF | 1.1M | $128.6M | 0.9% | $77.24 | +55.40% | 27 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 527,271 | $128.4M | 0.9% | $96.38 | +153.37% | 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 Rating: 1/5.0.
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
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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