United Capital Financial Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$16.26B
Q ending 2026-03-31
Prior quarter
$16.61B
Q ending 2025-12-31
Change
-2.1% QoQ · +39.1% YoY
Positions
1,632
reported holdings
Largest positions
Top 100 of 1,632 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $961.8M | 1.6M |
| Ishares Tr | IVV | Shares | $888.2M | 1.4M |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $497.1M | 764K |
| Ishares Tr | IEFA | Shares | $456.8M | 5.1M |
| Apple Inc | AAPL | Shares | $447.3M | 1.8M |
| Nvidia Corporation | NVDA | Shares | $373.6M | 2.1M |
| Repligen Corp | RGEN | Shares | $326.8M | 2.8M |
| Microsoft Corp | MSFT | Shares | $286.7M | 775K |
| Vanguard Bd Index Fds | BIV | Shares | $285.1M | 3.7M |
| Vanguard Index Fds | VTV | Shares | $281.4M | 1.4M |
| Ishares Inc | IEMG | Shares | $251.8M | 3.6M |
| Vanguard Index Fds | VUG | Shares | $242.2M | 555K |
| Alphabet Inc | GOOGL | Shares | $227.5M | 791K |
| Ishares Tr | GOVT | Shares | $227.5M | 9.9M |
| Ishares Tr | IUSB | Shares | $189.5M | 4.1M |
| Advisor Managed Portfolios | SHDG | Shares | $152.3M | 5.0M |
| Vanguard Bd Index Fds | BSV | Shares | $150.7M | 1.9M |
| Alphabet Inc | GOOG | Shares | $145.9M | 509K |
| Ishares Tr | IJR | Shares | $145.0M | 1.2M |
| Ishares Tr | HEFA | Shares | $142.3M | 3.3M |
| Amazon Com Inc | AMZN | Shares | $139.6M | 670K |
| Ishares Tr | IVE | Shares | $139.5M | 661K |
| Ishares Tr | MBB | Shares | $135.2M | 1.4M |
| Invesco Qqq Tr | QQQ | Shares | $134.8M | 234K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $128.4M | 268K |
| Ishares Tr | IVW | Shares | $125.1M | 1.1M |
| Pimco Etf Tr | PYLD | Shares | $120.5M | 4.6M |
| Ishares Tr | QUAL | Shares | $118.8M | 619K |
| Dbx Etf Tr | DBEF | Shares | $113.3M | 2.3M |
| Jpmorgan Chase & Co | JPM | Shares | $109.1M | 371K |
| Blackrock Etf Trust | DYNF | Shares | $102.0M | 1.8M |
| Ishares Tr | IGIB | Shares | $99.1M | 1.9M |
| Johnson & Johnson | JNJ | Shares | $89.5M | 366K |
| Meta Platforms Inc | META | Shares | $89.2M | 156K |
| Goldman Sachs Etf Tr | GBND | Shares | $87.5M | 1.7M |
| Spdr Series Trust | SPMD | Shares | $84.9M | 1.4M |
| Schwab Strategic Tr | SCHG | Shares | $84.7M | 2.9M |
| Visa Inc | V | Shares | $84.6M | 280K |
| Ishares Tr | EFV | Shares | $84.4M | 1.1M |
| Costco Wholesale Corporation | COST | Shares | $80.4M | 81K |
| Ishares Tr | AGG | Shares | $78.1M | 787K |
| Broadcom Inc | AVGO | Shares | $72.2M | 233K |
| Spdr Series Trust | SHM | Shares | $67.9M | 1.4M |
| Ishares Tr | MUB | Shares | $65.1M | 614K |
| J P Morgan Exchange Traded F | JPST | Shares | $63.2M | 1.2M |
| Asml Hldg Nv | Shares | $62.9M | 48K | |
| Disney Walt Co | DIS | Shares | $61.5M | 639K |
| Vaneck Etf Trust | MOAT | Shares | $59.1M | 611K |
| Cisco Sys Inc | CSCO | Shares | $59.1M | 762K |
| Schwab Strategic Tr | SCHF | Shares | $58.9M | 2.4M |
| Vanguard Index Fds | VBR | Shares | $58.9M | 271K |
| Schwab Strategic Tr | SCHD | Shares | $58.6M | 1.9M |
| Ishares Tr | IYW | Shares | $58.0M | 319K |
| Ishares Tr | TLH | Shares | $57.8M | 574K |
| Eli Lilly & Co | LLY | Shares | $55.7M | 61K |
| Abbvie Inc | ABBV | Shares | $55.5M | 255K |
| Ishares Tr | EFG | Shares | $54.6M | 490K |
| Vanguard Index Fds | VNQ | Shares | $53.7M | 605K |
| Chevron Corporation | CVX | Shares | $53.4M | 258K |
| Ishares Tr | MTUM | Shares | $51.5M | 214K |
| Procter & Gamble Co | PG | Shares | $51.3M | 355K |
| Exxon Mobil Corp | XOM | Shares | $50.5M | 297K |
| Starbucks Corp | SBUX | Shares | $50.3M | 562K |
| Blackrock Etf Trust | BAI | Shares | $49.7M | 1.5M |
| Schwab Strategic Tr | SCHV | Shares | $49.6M | 1.6M |
| Schwab Strategic Tr | SCHX | Shares | $47.8M | 1.9M |
| Home Depot Inc | HD | Shares | $46.4M | 141K |
| Ishares Tr | IAGG | Shares | $46.0M | 922K |
| Blackrock Etf Trust Ii | BINC | Shares | $45.9M | 884K |
| Blackrock Etf Trust | THRO | Shares | $45.6M | 1.3M |
| Medtronic Plc | Shares | $45.3M | 523K | |
| Qualcomm Inc | QCOM | Shares | $44.5M | 345K |
| Vanguard Index Fds | VBK | Shares | $43.2M | 143K |
| Ishares Tr | IBTG | Shares | $42.6M | 1.9M |
| Pepsico Inc | PEP | Shares | $42.1M | 271K |
| Tesla Inc | TSLA | Shares | $41.8M | 113K |
| Ishares Tr | IWF | Shares | $41.0M | 96K |
| Rtx Corporation | RTX | Shares | $40.6M | 210K |
| Vanguard Index Fds | VTI | Shares | $39.8M | 124K |
| Walmart Inc | WMT | Shares | $39.0M | 314K |
| Novo-Nordisk A S | NVO | Shares | $38.7M | 1.1M |
| American Express Co | AXP | Shares | $38.6M | 128K |
| Goldman Sachs Etf Tr | GSIE | Shares | $38.6M | 895K |
| Taiwan Semiconductor Manufac | TSM | Shares | $37.0M | 109K |
| Intuitive Surgical Inc | ISRG | Shares | $36.7M | 80K |
| Ishares Tr | IJH | Shares | $36.1M | 535K |
| Lowes Cos Inc | LOW | Shares | $35.9M | 152K |
| Blackrock Etf Trust | BLCR | Shares | $35.5M | 864K |
| Pacer Fds Tr | COWZ | Shares | $35.2M | 563K |
| Unilever Plc | UL | Shares | $35.2M | 618K |
| Netflix Inc. | NFLX | Shares | $35.0M | 364K |
| Blackrock Etf Trust | IDEF | Shares | $34.9M | 1.1M |
| Goldman Sachs Etf Tr | GIGL | Shares | $34.2M | 681K |
| Honeywell Intl Inc | HONGBP | Shares | $33.5M | 148K |
| Vanguard Intl Equity Index F | VNQI | Shares | $33.3M | 752K |
| Ishares Tr | IBTH | Shares | $33.2M | 1.5M |
| S&P Global Inc | SPGI | Shares | $33.1M | 78K |
| Spdr Series Trust | SPSM | Shares | $32.7M | 677K |
| Vanguard Intl Equity Index F | VEU | Shares | $32.7M | 436K |
| Mastercard Incorporated | MA | Shares | $32.1M | 64K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.