AiSiWhale

AI & tech investing

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.

StockThis quarterValueWeight
IVVISHARES TRCORE S&P500 ETF—US$1.15B6.38%
VOOVanguard S&P 500 ETFS&P 500 ETF SHS—US$1.1B6.10%
SPYSTATE STR SPDR S&P 500 ETF TTR UNIT—US$553.1M3.06%
AAPLAppleCOM—US$507.61M2.80%
ISHARES TRCORE MSCI EAFE—US$485.87M2.68%
NVDANvidiaCOM—US$438.76M2.42%
RGENREPLIGEN CORPCOM—US$380.76M2.10%
VANGUARD INDEX FDSVALUE ETF—US$308.42M1.70%
VANGUARD BD INDEX FDSINTERMED TERM—US$306.4M1.69%
MSFTMicrosoftCOM—US$290.66M1.61%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.