UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,370 positions
VANGUARD INDEX FDS | 1.6M | $1B | 6.0% | $347.21 | +79.07% | 28 qtrssince 2019-Q1 | Increased 64 |
ISHARES TR | 1.3M | $871.2M | 5.2% | $442.75 | +53.43% | 28 qtrssince 2019-Q1 | Increased 85 |
SPDR S&P 500 ETF TRUST | 762,991 | $520.3M | 3.1% | $634.83 | +6.59% | 28 qtrssince 2019-Q1 | Increased 93 |
APPLE INC | 1.8M | $485.4M | 2.9% | $92.18 | +194.13% | 28 qtrssince 2019-Q1 | Increased 62 |
REPLIGEN CORP | 2.8M | $454M | 2.7% | $133.83 | +22.44% | 2 qtrssince 2025-Q3 | Increased 54 |
ISHARES TR | 5M | $444.5M | 2.7% | $54.28 | +62.14% | 28 qtrssince 2019-Q1 | Increased 54 |
NVIDIA CORP | 2M | $366.4M | 2.2% | $57.24 | +225.05% | 28 qtrssince 2019-Q1 | Increased 58 |
MICROSOFT CORP | 755,628 | $365.4M | 2.2% | $195.11 | +146.31% | 28 qtrssince 2019-Q1 | Increased 58 |
VANGUARD INDEX FDS | 1.5M | $277.2M | 1.7% | $97.55 | +92.86% | 28 qtrssince 2019-Q1 | Increased 50 |
VANGUARD BD INDEX FD INC | 3.5M | $275.6M | 1.7% | $66.27 | +13.75% | 15 qtrssince 2022-Q2 | Increased 51 |
VANGUARD INDEX FDS | 542,351 | $264.6M | 1.6% | $27.40 | +195.76% | 28 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC-CL A | 843,079 | $263.9M | 1.6% | $111.15 | +181.05% | 28 qtrssince 2019-Q1 | Increased 53 |
ISHARES INC | 3.8M | $256.9M | 1.5% | $50.74 | +31.43% | 28 qtrssince 2019-Q1 | Increased 53 |
| 2.8M | $218.3M | 1.3% | — | — | 28 qtrssince 2019-Q1 | Decreased 0 | |
ISHARES TR | 4M | $185.9M | 1.1% | $41.37 | +8.98% | 28 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 7.6M | $175M | 1.1% | $21.79 | +2.78% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 530,787 | $166.6M | 1.0% | $63.79 | +390.99% | 28 qtrssince 2019-Q1 | Increased 48 |
| 5M | $160.9M | 1.0% | $32.54 | 0.00% | 1 qtr | New 59 | |
ISHARES TR | 731,518 | $155.1M | 0.9% | $180.01 | +16.45% | 28 qtrssince 2019-Q1 | Increased 56 |
AMAZON.COM INC | 665,873 | $153.7M | 0.9% | $132.57 | +74.11% | 28 qtrssince 2019-Q1 | Increased 47 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC manages $16.6B across 1370 positions as of Q4 2025. Top holdings: VOO (6.0%), IVV (5.2%), SPY (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 209 new positions, 43 exits, 741 increased. Top move: SPY (INCREASED, conviction 93). Portfolio: $16.6B across 1370 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