Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
UNITED CAPITAL FINANCIAL ADVISORS, LLC (CIK 1463217) reported $16.26B across 1,605 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($961.8M, 5.91%), IVV ($888.2M, 5.46%), SPY ($523.6M, 3.22%), IEFA ($456.8M, 2.81%), AAPL ($451.4M, 2.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $961.8M | 5.91% | 1.6M | Added |
| 2 | IVV | ISHARES TR | $888.2M | 5.46% | 1.4M | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $523.6M | 3.22% | 805,094 | Added |
| 4 | IEFA | ISHARES TR | $456.8M | 2.81% | 5.1M | Added |
| 5 | AAPL | APPLE INC | $451.4M | 2.78% | 1.8M | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $375.3M | 2.31% | 2.2M | Added |
| 7 | RGEN | REPLIGEN CORP | $326.8M | 2.01% | 2.8M | Added |
| 8 | MSFT | MICROSOFT CORP | $287.5M | 1.77% | 776,609 | Added |
| 9 | BIV | VANGUARD BD INDEX FDS | $285.1M | 1.75% | 3.7M | Added |
| 10 | VTV | VANGUARD INDEX FDS | $281.4M | 1.73% | 1.4M | Trimmed |
| 11 | IEMG | ISHARES INC | $251.8M | 1.55% | 3.6M | Trimmed |
| 12 | VUG | VANGUARD INDEX FDS | $242.2M | 1.49% | 554,536 | Added |
| 13 | GOVT | ISHARES TR | $227.5M | 1.40% | 9.9M | Added |
| 14 | GOOGL | ALPHABET INC | $227.5M | 1.40% | 791,050 | Trimmed |
| 15 | IUSB | ISHARES TR | $189.5M | 1.17% | 4.1M | Added |
| 16 | SHDG | ADVISOR MANAGED PORTFOLIOS | $152.3M | 0.94% | 5.0M | Trimmed |
| 17 | BSV | VANGUARD BD INDEX FDS | $150.7M | 0.93% | 1.9M | Trimmed |
| 18 | GOOG | ALPHABET INC | $145.9M | 0.90% | 508,570 | Trimmed |
| 19 | IJR | ISHARES TR | $145.0M | 0.89% | 1.2M | Trimmed |
| 20 | HEFA | ISHARES TR | $142.3M | 0.88% | 3.3M | Trimmed |
| 21 | IVE | ISHARES TR | $139.5M | 0.86% | 660,573 | Trimmed |
| 22 | QQQ | INVESCO QQQ TR | $139.2M | 0.86% | 241,011 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $139.6M | 0.86% | 670,394 | Added |
| 24 | MBB | ISHARES TR | $135.2M | 0.83% | 1.4M | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $128.4M | 0.79% | 267,985 | Added |
Source: SEC Form 13F filings · as of 2026-03-31