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CIK: 0001463217
Total reported value
$18.2B
$18.2B
1359 檔
18.5%
In Q4 2025, United Capital Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $18.2B, distributed across 1359 disclosed stock positions.
In Q4 2025, United Capital Financial Advisors, LLC displayed an active expansion posture, initiating 40 new positions and adding to 114 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1359 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.03% | +0.17% | +2.95% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.25% | +0.90% | +48.92% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.28% | -0.01% | +573.15% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.95% | +0.04% | +15.23% | |
| 5 | RGEN | Repligen CORP | Stock-Healthcare | 2.73% | +0.09% | +0.54% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.68% | -0.13% | +0.56% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.21% | -0.16% | +8.58% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.21% | +0.12% | +8.12% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 1.67% | -0.03% | +2.31% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.66% | -0.06% | +4.39% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.59% | +0.06% | +1.66% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | +0.08% | +8.49% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.55% | -0.17% | +9.04% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.31% | -0.15% | -29.07% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.12% | +0.13% | +2.08% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.05% | -0.13% | -3.67% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.07% | +0.67% | |
| 18 | SHDG | Soundwatch Hedged Equity ETF | ETF-Other | 0.97% | -0.08% | — | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.93% | -0.15% | +36.25% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | +0.03% | +9.29% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.90% | +0.12% | +445.45% | |
| 22 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.88% | -0.07% | -7.97% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.87% | +0.02% | +9.90% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | -0.06% | +6.86% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.80% | +0.08% | +1.77% | |
| 26 | MBB | Ishares Mbs ETF | ETF-Other | 0.78% | -0.04% | +4.36% | |
| 27 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.77% | +0.06% | +2.48% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | — | +5.38% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.69% | -0.27% | +11.80% | |
| 30 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.69% | -0.04% | -2.86% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.06% | +2.21% | |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.61% | -0.06% | -3.40% | |
| 33 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.61% | -0.01% | +3.48% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.56% | +0.02% | +45.28% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.02% | +0.40% | |
| 36 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.53% | -0.06% | -8.88% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.50% | -0.32% | -13.51% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.48% | -0.04% | +9.57% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.07% | +9.51% | |
| 40 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.45% | +0.04% | +20.34% | |
| 41 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.44% | +0.01% | +33.22% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.08% | -1.11% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.42% | -0.05% | +20.40% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.42% | -0.06% | +19.98% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.10% | +4.70% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.16% | +8.04% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.39% | -0.01% | -11.80% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.39% | -0.01% | +4.78% | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.38% | +0.08% | +161.56% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.38% | -0.01% | +3.46% |
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 1359 disclosed positions in Q4 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, SPY) accounted for 18.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
SHDG
市值: $160.9M
Top Position Liquidated / Trimmed
UL
前期市值: $37.2M
During Q4 2025, United Capital Financial Advisors, LLC's top holdings by market value included VOO (6.0%)、IVV (5.3%)、SPY (3.3%). The largest single position, VOO, represented 6.0% of total portfolio value.
In Q4 2025, United Capital Financial Advisors, LLC made 200 total portfolio adjustments, initiating 40 new buys, adding to 114 positions, trimming 41 holdings, and fully liquidating 5 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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