UNITED CAPITAL FINANCIAL ADVISORS, LLC
UNITED CAPITAL FINANCIAL ADVISORS, LLC reported 1,622 positions worth $18.15B as of June 30, 2026 (13F filed August 17, 2026). Largest holding: IVV (6.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $1.15B | 6.36% | 1,541,045 | — | — | |
| ▸ 2 | VOO | SH | $1.10B | 6.08% | 1,606,745 | — | — | |
| ▸ 3 | SPY | SH | $553.1M | 3.05% | 740,299 | — | — | |
| ▸ 4 | AAPL | SH | $507.6M | 2.80% | 1,754,234 | — | — | |
| ▸ 5 | IEFA | SH | $485.9M | 2.68% | 5,029,440 | — | — | |
| ▸ 6 | NVDA | SH | $438.8M | 2.42% | 2,192,820 | — | — | |
| ▸ 7 | RGEN | SH | $380.8M | 2.10% | 2,790,650 | — | — | |
| ▸ 8 | VTV | SH | $308.4M | 1.70% | 1,414,717 | — | — | |
| ▸ 9 | BIV | SH | $306.4M | 1.69% | 3,995,262 | — | — | |
| ▸ 10 | MSFT | SH | $290.7M | 1.60% | 779,208 | — | — |
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Frequently Asked Questions
What stocks does UNITED CAPITAL FINANCIAL ADVISORS, LLC hold as of Q2 2026?
UNITED CAPITAL FINANCIAL ADVISORS, LLC reported 1622 positions worth $18.15B in its Q2 2026 13F filing. Largest positions: IVV (6.4%), VOO (6.1%), SPY (3.0%), AAPL (2.8%) and IEFA (2.7%).
What did UNITED CAPITAL FINANCIAL ADVISORS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did UNITED CAPITAL FINANCIAL ADVISORS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.