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UNITED CAPITAL FINANCIAL ADVISORS, LLC

Q1 2026 13F Holdings

  • Location
    irving, TX
  • Num holdings

    1,632

  • Value ($000)

    $16,260,099

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001463217
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$961.77M
6 %

1,608,662

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$888.25M
6 %

1,359,535

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$497.09M
3 %

764,294

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$456.8M
3 %

5,062,078

A
AAPL

APPLE INC

COM
037833100
$447.32M
3 %

1,762,553

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$373.56M
2 %

2,141,958

R
RGEN

REPLIGEN CORP

COM
759916109
$326.83M
2 %

2,773,980

M
MSFT

MICROSOFT CORP

COM
594918104
$286.7M
2 %

774,509

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$285.13M
2 %

3,697,194

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$281.38M
2 %

1,433,905

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