UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 1463217
13F filing for Q2 2026・No. 395
- Holdings
- US$18.15B
- Quarter change
- +US$1.89B
- Entries
- 1,622
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
1,609 stocks worth US$18.1B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | — | 1,541,045 | US$1.15B | 6.38% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | — | 1,606,745 | US$1.1B | 6.10% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | — | 740,299 | US$553.1M | 3.06% |
| AAPLAppleCOM | — | 1,754,234 | US$507.61M | 2.80% |
| ISHARES TRCORE MSCI EAFE | — | 5,029,440 | US$485.87M | 2.68% |
| NVDANvidiaCOM | — | 2,192,820 | US$438.76M | 2.42% |
| RGENREPLIGEN CORPCOM | — | 2,790,650 | US$380.76M | 2.10% |
| VANGUARD INDEX FDSVALUE ETF | — | 1,414,717 | US$308.42M | 1.70% |
| VANGUARD BD INDEX FDSINTERMED TERM | — | 3,995,262 | US$306.4M | 1.69% |
| MSFTMicrosoftCOM | — | 779,208 | US$290.66M | 1.61% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.