§ 13F · FUND PROFILE
UNITED CAPITAL FINANCIAL ADVISORS, LLC.
AUM · $18.2B (13F)Positions · 1622Turnover · n/a · Q2Filed · Aug 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$252M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 1.54M | $1.2B | 6.4% | +13% |
| 2 | VOO | VANGUARD INDEX FDS | 1.61M | $1.1B | 6.1% | ±0% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 740K | $553M | 3.0% | −3% |
| 4 | AAPL | APPLE INC | 1.75M | $508M | 2.8% | −1% |
| 5 | IEFA | ISHARES TR | 5.03M | $486M | 2.7% | −1% |
| 6 | NVDA | NVIDIA CORPORATION | 2.19M | $439M | 2.4% | +3% |
| 7 | RGEN | REPLIGEN CORP | 2.79M | $381M | 2.1% | +1% |
| 8 | VTV | VANGUARD INDEX FDS | 1.41M | $308M | 1.7% | −1% |
| 9 | BIV | VANGUARD BD INDEX FDS | 4.00M | $306M | 1.7% | +8% |
| 10 | MSFT | MICROSOFT CORP | 779K | $291M | 1.6% | +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 $18.2 billion in assets. The fund runs a massive portfolio of 1,622 positions.
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