United Capital Financial Advisors, LLC 13F Holdings · Q2 2026
United Capital Financial Advisors, LLC reported 1,608 securities worth $18.15B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (6.36%), VOO (6.08%), SPY (3.21%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $1.15B | 6.36% | 1.5M | Added |
| 2 | VOO | VANGUARD INDEX FDS | $1.10B | 6.08% | 1.6M | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $581.9M | 3.21% | 778,899 | Trimmed |
| 4 | AAPL | APPLE INC | $511.9M | 2.82% | 1.8M | Trimmed |
| 5 | IEFA | ISHARES TR | $485.9M | 2.68% | 5.0M | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $441.3M | 2.43% | 2.2M | Added |
| 7 | RGEN | REPLIGEN CORP | $380.8M | 2.10% | 2.8M | Added |
| 8 | VTV | VANGUARD INDEX FDS | $308.4M | 1.70% | 1.4M | Trimmed |
| 9 | BIV | VANGUARD BD INDEX FDS | $306.4M | 1.69% | 4.0M | Added |
| 10 | MSFT | MICROSOFT CORP | $291.4M | 1.61% | 781,308 | Added |
| 11 | VUG | VANGUARD INDEX FDS | $281.4M | 1.55% | 3.3M | Added |
| 12 | GOOGL | ALPHABET INC | $268.8M | 1.48% | 752,247 | Trimmed |
| 13 | IEMG | ISHARES INC | $250.0M | 1.38% | 3.0M | Trimmed |
| 14 | IUSB | ISHARES TR | $236.8M | 1.30% | 5.1M | Added |
| 15 | GOVT | ISHARES TR | $230.6M | 1.27% | 10.1M | Added |
| 16 | QQQ | INVESCO QQQ TR | $178.6M | 0.98% | 242,452 | Added |
| 17 | GOOG | ALPHABET INC | $176.9M | 0.97% | 500,598 | Trimmed |
| 18 | IJR | ISHARES TR | $166.0M | 0.91% | 1.1M | Trimmed |
| 19 | AMZN | AMAZON COM INC | $161.5M | 0.89% | 677,750 | Added |
| 20 | SHDG | ADVISOR MANAGED PORTFOLIOS | $156.4M | 0.86% | 4.8M | Trimmed |
| 21 | IVW | ISHARES TR | $154.7M | 0.85% | 1.1M | Added |
| 22 | HEFA | ISHARES TR | $146.7M | 0.81% | 3.1M | Trimmed |
| 23 | MBB | ISHARES TR | $142.8M | 0.79% | 1.5M | Added |
| 24 | BSV | VANGUARD BD INDEX FDS | $142.0M | 0.78% | 1.8M | Trimmed |
| 25 | PYLD | PIMCO ETF TR | $136.7M | 0.75% | 5.2M | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR