UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
UNITED CAPITAL FINANCIAL ADVISORS, LLC manages $16.3B across 1632 positions as of Q1 2026. Top holdings: VOO (5.9%), IVV (5.5%), SPY (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Q1 2026 Summary
Active quarter - 306 new positions, 43 exits, 818 increased. Top move: IVV (INCREASED, conviction 66). Portfolio: $16.3B across 1632 positions.
Top holdings by portfolio weight
VOO5.91%
IVV5.46%
SPY3.06%
IEFA2.81%
AAPL2.75%
NVDA2.30%
RGEN2.01%
MSFT1.76%
BIV1.75%
VTV1.73%
Other1.55%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings1,632 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | 1.6M | $961.8M | 5.9% | $352.95 | +92.50% | 29 qtrssince 2019-Q1 | Increased 62 | |
ISHARES TR | 1.4M | $888.2M | 5.5% | $465.89 | +59.36% | 29 qtrssince 2019-Q1 | Increased 66 | |
STATE STR SPDR S&P 500 ETF T | 764,294 | $497.1M | 3.1% | $644.38 | +15.21% | 29 qtrssince 2019-Q1 | Increased 57 | |
ISHARES TR | 5.1M | $456.8M | 2.8% | $55.64 | +71.13% | 29 qtrssince 2019-Q1 | Increased 55 | |
APPLE INC | 1.8M | $447.3M | 2.8% | $128.38 | +133.87% | 29 qtrssince 2019-Q1 | Decreased 0 | |
NVIDIA CORPORATION | 2.1M | $373.6M | 2.3% | $130.97 | +75.75% | 29 qtrssince 2019-Q1 | Increased 58 | |
REPLIGEN CORP | 2.8M | $326.8M | 2.0% | $124.32 | -17.25% | 3 qtrssince 2025-Q3 | Increased 53 | |
MICROSOFT CORP | 774,509 | $286.7M | 1.8% | $201.86 | +111.67% | 29 qtrssince 2019-Q1 | Increased 50 | |
VANGUARD BD INDEX FDS | 3.7M | $285.1M | 1.8% | $68.71 | +10.70% | 16 qtrssince 2022-Q2 | Increased 51 | |
VANGUARD INDEX FDS | 1.4M | $281.4M | 1.7% | $99.01 | +108.74% | 29 qtrssince 2019-Q1 | Decreased 0 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer