13F Insight
DOSSIER · 13F-HR · Q2 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC

$18.2B in tracked AUM across 1,622 positions as of Q2 2026.

UC
CIK 0001463217 · last filed Jun 30, 2026
Total AUM
$18.2B
as of Q2 2026
Holdings
1,622
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 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 · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$1.2B1.5M6.4%02
VOO
VANGUARD INDEX FDS
$1.1B1.6M6.1%03
SPY
STATE STR SPDR S&P 500 ETF T
$582M779K3.2%04
AAPL
APPLE INC
$512M1.8M2.8%05
IEFA
ISHARES TR
$486M5.0M2.7%06
NVDA
NVIDIA CORPORATION
$441M2.2M2.4%07
RGEN
REPLIGEN CORP
$381M2.8M2.1%08
VTV
VANGUARD INDEX FDS
$308M1.4M1.7%09
BIV
VANGUARD BD INDEX FDS
$306M4.0M1.7%10
MSFT
MICROSOFT CORP
$291M781K1.6%

Filing history

2026Q2Jun 30
$18.2B▲ 11.6%
1,622 positionsView →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 positionsLocked
Showing 12 of 63