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UNITED CAPITAL FINANCIAL ADVISORS, LLC

Q4 2025 13F Holdings

  • Location
    irving, TX
  • Num holdings

    1,370

  • Value ($000)

    $16,608,371

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001463217
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD S&P 500 ETF

EXCHANGE TRADED FUND
922908363
$1B
6 %

1,595,889

I
IVV

ISHARES CORE S&P 500 ETF

EXCHANGE TRADED FUND
464287200
$871.21M
5 %

1,271,953

S
SPY

SPDR S&P 500 ETF TRUST

EXCHANGE TRADED FUND
78462F103
$520.3M
3 %

762,991

A
AAPL

APPLE INC.

COMMON STOCK
037833100
$485.43M
3 %

1,785,601

R
RGEN

REPLIGEN CORPORATION

COMMON STOCK
759916109
$454.03M
3 %

2,770,862

I
IEFA

ISHARES CORE MSCI EAFE ETF

EXCHANGE TRADED FUND
46432F842
$444.5M
3 %

4,968,670

N
NVDA

NVIDIA CORPORATION

COMMON STOCK
67066G104
$366.45M
2 %

1,964,878

M
MSFT

MICROSOFT CORPORATION

COMMON STOCK
594918104
$365.44M
2 %

755,628

V
VTV

VANGUARD VALUE ETF

EXCHANGE TRADED FUND
922908744
$277.23M
2 %

1,451,534

B
BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

EXCHANGE TRADED FUND
921937819
$275.55M
2 %

3,538,190

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