Universe · entity
UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional manager (13F) · CIK 1463217
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $9.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $962M | 1,608,662 |
| 2 | ISHARES TR | $888M | 1,359,535 |
| 3 | STATE STR SPDR S&P 500 ETF T | $497M | 764,294 |
| 4 | ISHARES TR | $457M | 5,062,078 |
| 5 | APPLE INC | $447M | 1,762,553 |
| 6 | NVIDIA CORPORATION | $374M | 2,141,958 |
| 7 | REPLIGEN CORP | $327M | 2,773,980 |
| 8 | MICROSOFT CORP | $287M | 774,509 |
| 9 | VANGUARD BD INDEX FDS | $285M | 3,697,194 |
| 10 | VANGUARD INDEX FDS | $281M | 1,433,905 |
| 11 | ISHARES INC | $252M | 3,609,503 |
| 12 | VANGUARD INDEX FDS | $242M | 554,536 |
| 13 | ALPHABET INC | $227M | 791,050 |
| 14 | ISHARES TR | $227M | 9,932,883 |
| 15 | ISHARES TR | $189M | 4,101,187 |
| 16 | ADVISOR MANAGED PORTFOLIOS | $152M | 4,957,240 |
| 17 | VANGUARD BD INDEX FDS | $151M | 1,922,954 |
| 18 | ALPHABET INC | $146M | 508,570 |
| 19 | ISHARES TR | $145M | 1,166,626 |
| 20 | ISHARES TR | $142M | 3,344,417 |
| 21 | AMAZON COM INC | $140M | 670,394 |
| 22 | ISHARES TR | $140M | 660,573 |
| 23 | ISHARES TR | $135M | 1,422,567 |
| 24 | INVESCO QQQ TR | $135M | 233,511 |
| 25 | BERKSHIRE HATHAWAY INC DEL | $128M | 267,985 |
| 26 | ISHARES TR | $125M | 1,105,695 |
| 27 | PIMCO ETF TR | $120M | 4,591,369 |
| 28 | ISHARES TR | $119M | 619,423 |
| 29 | DBX ETF TR | $113M | 2,292,868 |
| 30 | JPMORGAN CHASE & CO | $109M | 370,760 |
| 31 | BLACKROCK ETF TRUST | $102M | 1,752,856 |
| 32 | ISHARES TR | $99M | 1,865,467 |
| 33 | JOHNSON & JOHNSON | $90M | 366,322 |
| 34 | META PLATFORMS INC | $89M | 155,967 |
| 35 | GOLDMAN SACHS ETF TR | $87M | 1,732,174 |
| 36 | SPDR SERIES TRUST | $85M | 1,434,068 |
| 37 | SCHWAB STRATEGIC TR | $85M | 2,907,132 |
| 38 | VISA INC | $85M | 279,914 |
| 39 | ISHARES TR | $84M | 1,137,189 |
| 40 | COSTCO WHOLESALE CORPORATION | $80M | 80,677 |
| 41 | ISHARES TR | $78M | 786,743 |
| 42 | BROADCOM INC | $72M | 233,277 |
| 43 | SPDR SERIES TRUST | $68M | 1,419,516 |
| 44 | ISHARES TR | $65M | 613,660 |
| 45 | J P MORGAN EXCHANGE TRADED F | $63M | 1,249,816 |
| 46 | ASML HLDG NV | $63M | 47,608 |
| 47 | DISNEY WALT CO | $62M | 638,550 |
| 48 | VANECK ETF TRUST | $59M | 611,351 |
| 49 | CISCO SYS INC | $59M | 762,038 |
| 50 | SCHWAB STRATEGIC TR | $59M | 2,381,566 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.