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CIK: 0001463217
Total reported value
$18.2B
$18.2B
1194 檔
15.0%
According to the latest 13F quarterly dataset, United Capital Financial Advisors, LLC managed an equity portfolio of $18.2B at the end of Q3 2025, spanning 1194 distinct U.S. exchange-listed positions.
United Capital Financial Advisors, LLC executed strategic sector rebalancing during Q3 2025, establishing 15 new positions while fully exiting 3 holdings and trimming 93 positions.
Showing top 200 holdings (of 1194 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.81% | +0.17% | -1.61% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.10% | +0.90% | -0.24% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.10% | -0.13% | +1.42% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.86% | +0.04% | +5.85% | |
| 5 | RGEN | Repligen CORP | Stock-Healthcare | 2.64% | +0.09% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.59% | -0.16% | +5.47% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.43% | +0.12% | +14.60% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.21% | -0.15% | -11.11% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.90% | -0.06% | +10.07% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 1.90% | -0.03% | +2.20% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.84% | +0.06% | +0.41% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.66% | -0.17% | +4.01% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | +0.08% | +11.07% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.31% | +0.13% | -10.27% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.31% | -0.13% | +0.74% | |
| 16 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.09% | -0.07% | -2.73% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.03% | +9.89% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.93% | +0.02% | -2.87% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.92% | +0.08% | -3.01% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +0.07% | +0.43% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.06% | +11.96% | |
| 22 | MBB | Ishares Mbs ETF | ETF-Other | 0.89% | -0.04% | +1.73% | |
| 23 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.88% | +0.06% | +18.03% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.82% | -0.06% | +0.40% | |
| 25 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.81% | -0.04% | -1.25% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | — | -2.02% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.80% | -0.15% | +3.27% | |
| 28 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.76% | -0.06% | -0.85% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.72% | -0.27% | -17.16% | |
| 30 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.69% | -0.06% | -3.37% | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.68% | -0.01% | +78.83% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.66% | -0.32% | -16.62% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | +0.02% | -2.04% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.63% | -0.01% | +8.30% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | -0.01% | +2.48% | |
| 36 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.56% | — | -14.41% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.08% | -1.36% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.52% | -0.01% | -6.21% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.52% | -0.04% | +1.52% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.49% | -0.02% | -5.22% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.07% | +13.96% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.10% | -10.71% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.45% | +0.02% | -3.12% | |
| 44 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.45% | -0.11% | +18.19% | |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.44% | +0.04% | +29.94% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.43% | -0.01% | +1.61% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.42% | +0.06% | +11.90% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.42% | -0.05% | -4.34% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.03% | -7.51% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.42% | -0.06% | +1.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +14.60% | Add |
| 2 | MSFT | Microsoft CORP | +0.5% | +5.47% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | +11.07% | Add |
| 4 | OEF | Ishares S&p 100 ETF | +0.4% | +78.83% | Add |
| 5 | IEMG | Ishares Core Msci Emerging | +0.4% | +4.01% | Add |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.3% | +29.94% | Add |
| 7 | ORCL | Oracle CORP | +0.3% | +8.30% | Trim |
| 8 | IAGG | Ishares Intl Aggregate Bond | +0.2% | +2.22% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +0.43% | Add |
| 10 | VUG | Vanguard Growth ETF | +0.2% | +0.41% | Add |
| 11 | TSLA | Tesla Inc | +0.2% | +19.59% | Add |
| 12 | IBTG | Ishares Ibonds Dec 2026 Term | +0.2% | +97.26% | Add |
| 13 | ITA | Ishares U.s. Aerospace & Def | +0.2% | +6866.11% | Add |
| 14 | AVGO | Broadcom Inc | +0.1% | -10.71% | Trim |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +18.03% | Add |
| 16 | GEV | GE Vernova Inc | +0.1% | +290.18% | Add |
| 17 | TLH | Ishares 10-20 Year Treasury | +0.1% | +18.19% | Add |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +18.43% | Add |
| 19 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +17.37% | Add |
| 20 | GE | General Electric | +0.1% | +95.32% | Add |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | -1.79% | Add |
| 22 | EFV | Ishares Msci Eafe Value ETF | +0.1% | -16.62% | Add |
| 23 | TLT | iShares 20+ Year Treasury Bond ETF | +0.1% | +53.68% | Add |
| 24 | ETN | Eaton Corporation plc | +0.1% | +70.17% | Add |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +12.53% | Add |
| 26 | GS | Goldman Sachs Group Inc | +0.1% | +166.34% | Add |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +43.98% | Add |
| 28 | IBTI | Ishares Ibonds Dec 2028 Term | +0.1% | +63.87% | Add |
| 29 | IBTJ | Ishares Ibonds Dec 2029 Term | +0.1% | +65.52% | Add |
| 30 | AXP | American Express Co | +0.1% | +26.84% | Add |
| 31 | IBTH | Ishares Ibonds Dec 2027 Term | +0.1% | +62.02% | Add |
| 32 | PANW | Palo Alto Networks Inc | +0.1% | +113.02% | Add |
| 33 | SNOW | Snowflake Inc | +0.1% | +353.13% | Add |
| 34 | AAPL | Apple Inc | +0.1% | +5.85% | Add |
| 35 | AMZN | Amazon.com Inc | +0.1% | +9.89% | Add |
| 36 | META | Meta Platforms Inc-class A | +0.1% | +0.40% | Add |
| 37 | ASML | ASML Holding N.V. | +0.1% | +0.22% | Trim |
| 38 | APH | Amphenol Corp-cl A | +0.1% | -2.90% | Trim |
| 39 | AJG | Arthur J Gallagher & Co | +0.1% | +96.47% | Add |
| 40 | SCMB | Schwab Municipal Bond ETF | +0.1% | +23.30% | Add |
| 41 | MSI | Motorola Solutions Inc | +0.1% | +407.54% | Add |
| 42 | BX | Blackstone Inc | +0.1% | +295.75% | Add |
| 43 | HON | Honeywell International Inc | +0.1% | +87.18% | Add |
| 44 | SCHW | Schwab (charles) CORP | +0.1% | +210.14% | Add |
| 45 | MET | Metlife Inc | +0.1% | +368.94% | Add |
| 46 | NOW | Servicenow Inc | +0.1% | +41.82% | Add |
| 47 | ABBV | Abbvie Inc | 0% | +24.23% | Add |
| 48 | TMO | Thermo Fisher Scientific Inc | 0% | +74.30% | Add |
| 49 | HELO | Jpmorgan Hedged Equity ETF | 0% | +15.86% | Add |
| 50 | AMD | Advanced Micro Devices | 0% | +18.00% | Add |
According to official SEC Form 13F filings, United Capital Financial Advisors, LLC reported a total U.S. public equity portfolio value of $18.2B across 1194 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IVV, IEFA) accounted for 15.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
RGEN
市值: $368.4M
Top Position Liquidated / Trimmed
FALN
前期市值: $6.3M
During Q3 2025, United Capital Financial Advisors, LLC's top holdings by market value included VOO (6.8%)、IVV (4.1%)、IEFA (3.1%). The largest single position, VOO, represented 6.8% of total portfolio value.
In Q3 2025, United Capital Financial Advisors, LLC made 200 total portfolio adjustments, initiating 15 new buys, adding to 89 positions, trimming 93 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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