§ 13F · FUND PROFILE
UNITED CAPITAL FINANCIAL ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $12.4B (13F)Positions · 1098Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$196M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 1.61M | $962M | 5.9% | +1% |
| 2 | IVV | ISHARES TR | 1.36M | $888M | 5.5% | +7% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 764K | $497M | 3.1% | +1% |
| 4 | IEFA | ISHARES TR | 5.06M | $457M | 2.8% | +2% |
| 5 | AAPL | APPLE INC | 1.76M | $447M | 2.8% | −1% |
| 6 | NVDA | NVIDIA CORPORATION | 2.14M | $374M | 2.3% | +10% |
| 7 | RGEN | REPLIGEN CORP | 2.77M | $327M | 2.0% | ±0% |
| 8 | MSFT | MICROSOFT CORP | 775K | $287M | 1.8% | +2% |
| 9 | BIV | VANGUARD BD INDEX FDS | 3.70M | $285M | 1.8% | +4% |
| 10 | VTV | VANGUARD INDEX FDS | 1.43M | $281M | 1.7% | −1% |
§ 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 $12.4 billion 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
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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