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CIK: 0001463217
Total reported value
$18.2B
$18.2B
1623 檔
18.1%
The Q1 2026 SEC filing reveals that United Capital Financial Advisors, LLC held a total portfolio value of $18.2B, covering 1623 public equity positions.
United Capital Financial Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 7 new positions while fully exiting 2 holdings and trimming 94 positions.
Showing top 200 holdings (of 1623 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.91% | +0.17% | +0.80% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.46% | +0.90% | +6.89% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.22% | -0.01% | +0.75% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.81% | -0.13% | +1.88% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.78% | +0.04% | -1.27% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | +0.12% | +9.52% | |
| 7 | RGEN | Repligen CORP | Stock-Healthcare | 2.01% | +0.09% | +0.11% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.77% | -0.16% | +2.46% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.75% | -0.06% | +4.49% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 1.73% | -0.03% | -1.21% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.55% | -0.17% | -5.54% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.49% | +0.06% | +2.25% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | +0.08% | -6.17% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.40% | -0.13% | +30.69% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.17% | +0.13% | +2.68% | |
| 16 | SHDG | Soundwatch Hedged Equity ETF | ETF-Other | 0.94% | -0.08% | -0.56% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.93% | -0.15% | -30.57% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | +0.07% | -4.19% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.89% | +0.02% | -2.42% | |
| 20 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.88% | -0.07% | -5.10% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.03% | +0.68% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.86% | -0.15% | -9.70% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.86% | +0.12% | -0.41% | |
| 24 | MBB | Ishares Mbs ETF | ETF-Other | 0.83% | -0.04% | +4.93% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.06% | +0.25% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | +0.08% | +1.99% | |
| 27 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.74% | +0.01% | +68.81% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.73% | -0.27% | +6.68% | |
| 29 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.70% | -0.04% | -3.13% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | — | -1.45% | |
| 31 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.63% | +0.06% | -16.97% | |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.61% | -0.06% | -1.06% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.06% | -0.70% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.07% | -2.57% | |
| 35 | GBND | Goldman Sachs Core Bond ETF | ETF-Commodities | 0.54% | -0.01% | +85.40% | |
| 36 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.52% | +0.04% | +12.35% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.52% | +0.02% | +2.08% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | +0.02% | +6.22% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.52% | -0.32% | -3.09% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.08% | -3.24% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.48% | -0.04% | -0.46% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.10% | +16.22% | |
| 43 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.42% | -0.06% | -21.91% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.40% | -0.01% | +4.44% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.39% | -0.06% | -9.49% | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.39% | +0.12% | -10.33% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.38% | -0.05% | +3.58% | |
| 48 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.36% | -0.01% | +2.51% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.36% | +0.12% | -1.35% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.36% | — | -1.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOVT | Ishares US Treasury Bond ETF | +0.4% | +30.69% | Add |
| 2 | EFG | Ishares Msci Eafe Growth ETF | +0.3% | +3416.01% | Add |
| 3 | PYLD | Pimco Multisector Bond Actv | +0.3% | +68.81% | Add |
| 4 | GBND | Goldman Sachs Core Bond ETF | +0.3% | +85.40% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.2% | +6.89% | Add |
| 6 | GSIE | Goldman Sachs Activebeta Int | +0.2% | +323.64% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +1.88% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.1% | +3.85% | Add |
| 9 | GIGL | Gldmn Schs CORP Bond ETF | +0.1% | +88.61% | Add |
| 10 | GTIP | Goldman Sachs Access Inflati | +0.1% | +94.17% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | +9.52% | Add |
| 12 | CVX | Chevron CORP | +0.1% | +0.26% | Add |
| 13 | NFLX | Netflix Inc | +0.1% | +57.07% | Add |
| 14 | BIV | Vanguard Intermediate-term B | +0.1% | +4.49% | Add |
| 15 | GEM | Goldman Sachs Activebeta Em | +0.1% | +90.27% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | -2.57% | Trim |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +12.35% | Add |
| 18 | PG | Procter & Gamble Co/the | +0.1% | +24.13% | Add |
| 19 | COST | Costco Wholesale CORP | +0.1% | -3.24% | Trim |
| 20 | HON | Honeywell International Inc | +0.1% | +14.01% | Add |
| 21 | VTV | Vanguard Value ETF | +0.1% | -1.21% | Trim |
| 22 | GMUB | Gs Municipal Income ETF | +0.1% | +168.89% | Add |
| 23 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +3.03% | Add |
| 24 | GEV | GE Vernova Inc | +0.1% | -4.26% | Trim |
| 25 | MBB | Ishares Mbs ETF | +0.1% | +4.93% | Add |
| 26 | ASML | ASML Holding N.V. | +0.1% | -10.33% | Trim |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +2.68% | Add |
| 28 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | 0% | +99.01% | Add |
| 29 | IUSG | Ishares Core S&p U.s. Growth | 0% | +44.35% | Add |
| 30 | CAT | Caterpillar Inc | 0% | +0.41% | Add |
| 31 | IBTK | Ishares Ibonds Dec 2030 Trea | 0% | +33.77% | Add |
| 32 | NVO | Novo-nordisk A/s-spons Adr | 0% | +62.35% | Add |
| 33 | DE | Deere & Co | 0% | +2.23% | Add |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +16.24% | Add |
| 35 | QUAL | Ishares Msci USA Quality Fac | 0% | +6.68% | Add |
| 36 | IBTH | Ishares Ibonds Dec 2027 Term | 0% | +19.94% | Add |
| 37 | NOW | Servicenow Inc | 0% | +95.94% | Add |
| 38 | BOND | Pimco Active Bond Exchange-t | 0% | +431.29% | Add |
| 39 | AER | AerCap Holdings N.V. | 0% | +1464.92% | Add |
| 40 | IBTG | Ishares Ibonds Dec 2026 Term | 0% | +10.30% | Add |
| 41 | BBY | Best Buy Co Inc | 0% | +186.80% | Add |
| 42 | CAIE | Calamos Autocallable Inc ETF | 0% | +51.13% | Add |
| 43 | E | Eni Spa-sponsored Adr | 0% | +24.02% | Add |
| 44 | CAIQ | Calamos Nasdaq Autocall ETF | 0% | +45.48% | Add |
| 45 | CLOA | Ishares Aaa Clo Act Etf-usdi | 0% | +176.76% | Add |
| 46 | IRM | Iron Mountain Inc | 0% | +1.61% | Add |
| 47 | AWK | American Water Works Co Inc | 0% | +356.05% | Add |
| 48 | VZ | Verizon Communications Inc | 0% | +4.52% | Add |
| 49 | PULS | Pgim Ultra Short Bond ETF | 0% | +25.82% | Add |
| 50 | SCMB | Schwab Municipal Bond ETF | 0% | +20.58% | 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 1623 disclosed positions in Q1 2026.
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 18.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
BLCR
市值: $35.5M
Top Position Liquidated / Trimmed
AZNN
前期市值: $2.8M
During Q1 2026, United Capital Financial Advisors, LLC's top holdings by market value included VOO (5.9%)、IVV (5.5%)、SPY (3.2%). The largest single position, VOO, represented 5.9% of total portfolio value.
In Q1 2026, United Capital Financial Advisors, LLC made 200 total portfolio adjustments, initiating 7 new buys, adding to 97 positions, trimming 94 holdings, and fully liquidating 2 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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