§ 13F · FUND PROFILE
UNITED CAPITAL FINANCIAL ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $12402.2T (13F)Positions · 1098Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16608.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 1.60M | $1000.8T | 6.0% | NEW |
| 2 | IVV | ISHARES CORE S&P 500 ETF | 1.27M | $871.2T | 5.2% | NEW |
| 3 | SPY | SPDR S&P 500 ETF TRUST | 763K | $520.3T | 3.1% | NEW |
| 4 | AAPL | APPLE INC. | 1.79M | $485.4T | 2.9% | NEW |
| 5 | RGEN | REPLIGEN CORPORATION | 2.77M | $454.0T | 2.7% | NEW |
| 6 | IEFA | ISHARES CORE MSCI EAFE ETF | 4.97M | $444.5T | 2.7% | NEW |
| 7 | NVDA | NVIDIA CORPORATION | 1.96M | $366.4T | 2.2% | NEW |
| 8 | MSFT | MICROSOFT CORPORATION | 756K | $365.4T | 2.2% | NEW |
| 9 | VTV | VANGUARD VALUE ETF | 1.45M | $277.2T | 1.7% | NEW |
| 10 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 3.54M | $275.6T | 1.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UNITED SIGNAL
AC read
UNITED CAPITAL FINANCIAL ADVISORS, LLC is a Other fund managing $12402214.6 trillion in assets. The fund runs a massive portfolio of 1,098 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed