UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,370 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | 1.6M | $1B | 6.0% | $350.77 | +80.09% | 28 qtrssince 2019-Q1 | Increased 64 |
ISHARES CORE S&P 500 ETF | 1.3M | $871.2M | 5.2% | $448.24 | +53.92% | 28 qtrssince 2019-Q1 | Increased 85 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 762,991 | $520.3M | 3.1% | $644.32 | +6.63% | 28 qtrssince 2019-Q1 | Increased 93 |
APPLE INC | 1.8M | $485.4M | 2.9% | $128.83 | +110.44% | 28 qtrssince 2019-Q1 | Increased 62 |
REPLIGEN CORP | 2.8M | $454M | 2.7% | $124.32 | +34.00% | 2 qtrssince 2025-Q3 | Increased 54 |
ISHARES CORE MSCI EAFE ETF | 5M | $444.5M | 2.7% | $54.92 | +63.62% | 28 qtrssince 2019-Q1 | Increased 54 |
NVIDIA CORP | 2M | $366.4M | 2.2% | $126.51 | +48.24% | 28 qtrssince 2019-Q1 | Increased 58 |
MICROSOFT CORP | 755,628 | $365.4M | 2.2% | $196.81 | +147.70% | 28 qtrssince 2019-Q1 | Increased 58 |
VANGUARD VALUE ETF | 1.5M | $277.2M | 1.7% | $99.01 | +94.29% | 28 qtrssince 2019-Q1 | Increased 50 |
VANGUARD INTERMEDIATE-TERM B | 3.5M | $275.6M | 1.7% | $66.77 | +13.75% | 15 qtrssince 2022-Q2 | Increased 51 |
VANGUARD GROWTH ETF | 542,351 | $264.6M | 1.6% | $164.86 | +198.25% | 28 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC-CL A | 843,079 | $263.9M | 1.6% | $134.58 | +133.21% | 28 qtrssince 2019-Q1 | Increased 53 |
ISHARES CORE MSCI EMERGING | 3.8M | $256.9M | 1.5% | $50.97 | +32.21% | 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% | $41.67 | +8.98% | 28 qtrssince 2019-Q1 | Increased 49 |
ISHARES US TREASURY BOND ETF | 7.6M | $175M | 1.1% | $21.94 | +2.78% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 530,787 | $166.6M | 1.0% | $97.83 | +221.54% | 28 qtrssince 2019-Q1 | Increased 48 |
| 5M | $160.9M | 1.0% | $32.54 | 0.00% | 1 qtr | New 59 | |
ISHARES S&P 500/BARRA VALUE | 731,518 | $155.1M | 0.9% | $182.12 | +17.26% | 28 qtrssince 2019-Q1 | Increased 56 |
AMAZON.COM INC | 665,873 | $153.7M | 0.9% | $132.41 | +75.61% | 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 Rating: 1/5.0.
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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Top Losers
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