13F Insight
DOSSIER · 13F-HR · Q1 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC

$16.3B in tracked AUM across 1,632 positions as of Q1 2026.

UC
CIK 0001463217 · last filed Mar 31, 2026
Total AUM
$16.3B
as of Q1 2026
Holdings
1,632
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026
Comprehensive Analysis of UNITED CAPITAL FINANCIAL ADVISORS, LLC 13F Filing
Portfolio Overview

UNITED CAPITAL FINANCIAL ADVISORS, LLC manages a substantial portfolio valued at approximately $13.93 billion as of September 30, 2025. This represents a robust growth of 12.4% from the previous quarter's value of $12.40 billion. The portfolio is highly diversified, comprising 1,203 individual holdings. The investment strategy is characterized by a "core-satellite" approach, utilizing a heavy fou...

The firm’s asset allocation indicates a multi-asset class strategy, balancing equity exposure with significant fixed-income allocations. The portfolio is heavily weighted toward passive investment vehicles, with the "ETF" sector alone accounting for over $5.63 billion (approximately 40.4% of the total portfolio value). This structure suggests a focus on cost efficiency, broad market diversification, and risk management, consistent with institutional wealth management objectives.

Key Holdings

The top ten holdings reveal a clear preference for liquidity and broad market exposure, dominated by "Core" ETFs and mega-cap technology leaders.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$962M1.6M5.9%02
IVV
ISHARES TR
$888M1.4M5.5%03
SPY
STATE STR SPDR S&P 500 ETF T
$524M805K3.2%04
IEFA
ISHARES TR
$457M5.1M2.8%05
AAPL
APPLE INC
$451M1.8M2.8%06
NVDA
NVIDIA CORPORATION
$375M2.2M2.3%07
RGEN
REPLIGEN CORP
$327M2.8M2.0%08
MSFT
MICROSOFT CORP
$287M777K1.8%09
BIV
VANGUARD BD INDEX FDS
$285M3.7M1.8%10
VTV
VANGUARD INDEX FDS
$281M1.4M1.7%

Filing history

2026Q1Mar 31
$16.3B▼ 2.1%
1,632 positionsView →2025Q4Dec 31
$16.6B▲ 19.2%
1,370 positionsView →2025Q3Sep 30
$13.9B▲ 12.4%
1,203 positionsView →2025Q2Jun 30
$12.4B▲ 6.1%
1,098 positionsLocked2025Q1Mar 31
$11.7B▼ 1.3%
1,063 positionsLocked2024Q4Dec 31
$11.8B▼ 2.4%
1,059 positionsLocked2024Q3Sep 30
$12.1B▲ 4.3%
1,060 positionsLocked2024Q2Jun 30
$11.6B▼ 4.1%
1,030 positionsLocked2024Q1Mar 31
$12.1B▲ 0.7%
1,077 positionsLocked2023Q4Dec 31
$12.1B▼ 21.0%
1,060 positionsLocked2023Q3Sep 30
$15.3B▼ 16.8%
830 positionsLocked2023Q2Jun 30
$18.3B▲ 2.4%
886 positionsLocked
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