UNITED CAPITAL FINANCIAL ADVISORS, LLC
Q2 2026 13F filing
Updated 27 days ago1,622 disclosed positions worth $18.2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $1.2B | 1.54M | 6.36% | — |
| 2 | V VGES VANGUARD INDEX FDS | $1.1B | 1.61M | 6.08% | — |
| 3 | S SPY STATE STR SPDR S&P 500 ETF T | $553.1M | 740.3K | 3.05% | — |
| 4 | A AAPL APPLE INC | $507.6M | 1.75M | 2.80% | — |
| 5 | E ETHA ISHARES TR | $485.9M | 5.03M | 2.68% | — |
| 6 | N NVDA NVIDIA CORPORATION | $438.8M | 2.19M | 2.42% | — |
| 7 | R RGEN REPLIGEN CORP | $380.8M | 2.79M | 2.10% | — |
| 8 | V VGES VANGUARD INDEX FDS | $308.4M | 1.41M | 1.70% | — |
| 9 | V VGES VANGUARD BD INDEX FDS | $306.4M | 4.00M | 1.69% | — |
| 10 | M MSFT MICROSOFT CORP | $290.7M | 779.2K | 1.60% | — |
| 11 | V VGES VANGUARD INDEX FDS | $281.4M | 3.26M | 1.55% | — |
| 12 | G GOOGN ALPHABET INC | $268.8M | 752.2K | 1.48% | — |
| 13 | E ETHA ISHARES INC | $250M | 3.01M | 1.38% | — |
| 14 | E ETHA ISHARES TR | $236.8M | 5.13M | 1.30% | — |
| 15 | E ETHA ISHARES TR | $230.6M | 10.13M | 1.27% | — |
| 16 | G GOOGN ALPHABET INC | $176.9M | 500.6K | 0.97% | — |
| 17 | Q QQQ INVESCO QQQ TR | $174.9M | 237.5K | 0.96% | — |
| 18 | E ETHA ISHARES TR | $166M | 1.12M | 0.91% | — |
| 19 | A AMZN AMAZON COM INC | $161.5M | 677.8K | 0.89% | — |
| 20 | ? N/A ADVISOR MANAGED PORTFOLIOS | $156.4M | 4.79M | 0.86% | — |
| 21 | E ETHA ISHARES TR | $154.7M | 1.12M | 0.85% | — |
| 22 | E ETHA ISHARES TR | $146.7M | 3.13M | 0.81% | — |
| 23 | E ETHA ISHARES TR | $142.8M | 1.51M | 0.79% | — |
| 24 | V VGES VANGUARD BD INDEX FDS | $142M | 1.82M | 0.78% | — |
| 25 | P PDI PIMCO ETF TR | $136.7M | 5.16M | 0.75% | — |
| 26 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $133.1M | 266.1K | 0.73% | — |
| 27 | E ETHA ISHARES TR | $128.4M | 565.4K | 0.71% | — |
| 28 | E ETHA BLACKROCK ETF TRUST | $124.5M | 1.83M | 0.69% | — |
| 29 | J JPM-PM JPMORGAN CHASE & CO | $122.4M | 373.8K | 0.67% | — |
| 30 | ? N/A DBX ETF TR | $119.6M | 2.19M | 0.66% | — |
| 31 | S STT-PG SPDR SERIES TRUST | $100.7M | 1.49M | 0.56% | — |
| 32 | E ETHA ISHARES TR | $99.9M | 1.88M | 0.55% | — |
| 33 | S SCHW-PJ SCHWAB STRATEGIC TR | $98.1M | 2.90M | 0.54% | — |
| 34 | V V VISA INC | $97.1M | 283.0K | 0.54% | — |
| 35 | A AVGO BROADCOM INC | $96.4M | 255.1K | 0.53% | — |
| 36 | ? N/A GOLDMAN SACHS ETF TR | $96.3M | 1.91M | 0.53% | — |
| 37 | A ASMLF ASML HLDG NV | $93.1M | 46.8K | 0.51% | — |
| 38 | L LLY ELI LILLY & CO | $89.6M | 74.7K | 0.49% | — |
| 39 | M META META PLATFORMS INC | $88.6M | 157.4K | 0.49% | — |
| 40 | J JNJ JOHNSON & JOHNSON | $87.8M | 345.5K | 0.48% | — |
| 41 | C CSCO CISCO SYS INC | $87.5M | 745.0K | 0.48% | — |
| 42 | E ETHA ISHARES TR | $82.8M | 376.6K | 0.46% | — |
| 43 | E ETHA ISHARES TR | $80.6M | 319.2K | 0.44% | — |
| 44 | E ETHA ISHARES TR | $80.3M | 811.0K | 0.44% | — |
| 45 | C COST COSTCO WHOLESALE CORPORATION | $74.6M | 79.7K | 0.41% | — |
| 46 | E ETHA ISHARES TR | $70.4M | 655.0K | 0.39% | — |
| 47 | E ETHA BLACKROCK ETF TRUST | $67.2M | 1.27M | 0.37% | — |
| 48 | E ETHA ISHARES TR | $65.9M | 530.7K | 0.36% | — |
| 49 | S STT-PG SPDR SERIES TRUST | $65.1M | 1.36M | 0.36% | — |
| 50 | S SCHW-PJ SCHWAB STRATEGIC TR | $64.4M | 2.34M | 0.35% | — |