UNITED CAPITAL FINANCIAL ADVISORS, LLC: 13F holdings
CIK 14632172026Q2
| Positions | 1,610 |
|---|
| Reported value | $18.2bn |
|---|
| Filed | 2026-08-17 |
|---|
Change since last quarter
| Positions | 1,610 (-13 vs prior quarter) |
|---|
| Reported value | $18.2bn (+11.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 1,541,045 | $1.2bn | 6.4% |
| VOO VANGUARD INDEX FDS | 1,606,745 | $1.1bn | 6.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 740,299 | $553.1m | 3.0% |
| AAPL APPLE INC | 1,754,234 | $507.6m | 2.8% |
| IEFA ISHARES TR | 5,029,440 | $485.9m | 2.7% |
| NVDA NVIDIA CORPORATION | 2,192,820 | $438.8m | 2.4% |
| RGEN REPLIGEN CORP | 2,790,650 | $380.8m | 2.1% |
| VTV VANGUARD INDEX FDS | 1,414,717 | $308.4m | 1.7% |
| BIV VANGUARD BD INDEX FDS | 3,995,262 | $306.4m | 1.7% |
| MSFT MICROSOFT CORP | 779,208 | $290.7m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1463217")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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