UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$13.9T
Holdings
1,194
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,194 positions)
| Stock | Value |
|---|---|
VOOVANGUARD S&P 500 ETF | $949.3M |
IVVISHARES CORE S&P 500 ETF | $571.7M |
AQLTISHARES CORE MSCI EAFE ETF | $431.4M |
AAPLAPPLE INC | $398.1M |
RGENREPLIGEN CORP | $368.4M |
MSFTMICROSOFT CORP | $361.6M |
NVDANVIDIA CORP | $339.1M |
BSVVANGUARD SHORT-TERM BOND ETF | $308.1M |
BIVVANGUARD INTERM-TERM BOND ETF | $264.7M |
VTVVANGUARD VALUE ETF | $264.6M |
VUGVANGUARD GROWTH ETF | $255.9M |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $231.0M |
GOOGLALPHABET INC CLASS A | $188.9M |
IUSBISHARES CORE UNIVERSAL USD BOND ETF | $182.8M |
AQLTISHARES US TREASURY BOND ETF | $182.4M |
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF | $151.7M |
AMZNAMAZON.COM INC | $133.8M |
IJRISHARES CORE S&P SMALL-CAP ETF | $129.3M |
IVWISHARES S&P 500 GROWTH ETF | $128.6M |
GOOGALPHABET INC CLASS C | $128.4M |
BRK/BBERKSHIRE HATHAWAY INC CLASS B | $125.8M |
MBBISHARES MBS ETF | $123.6M |
DYNFISHARES U.S. EQUITY FAC ROTATION ACT ETF | $121.9M |
METAMETA PLATFORMS INC CLASS A | $113.7M |
DBEFXTRACKERS MSCI EAFE HEDGED EQUITY ETF | $113.1M |
JPMJPMORGAN CHASE & CO | $112.6M |
IVEISHARES S&P 500 VALUE ETF | $110.9M |
IGIBISHARES 5-10 YEAR INVMT GRD CORP BD ETF | $105.6M |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $101.0M |
SHMSTT STRT SPDR NUVEEN ICE S/T MUNCPLETF | $96.2M |
OEFISHARES S&P 100 ETF | $94.4M |
EFVISHARES MSCI EAFE VALUE ETF | $92.0M |
VVISA INC CLASS A | $89.6M |
ORCLORACLE CORP | $88.4M |
SPYSPDR S&P 500 ETF | $79.1M |
JNKSTATE STREET SPDR BLMBG HI YLD BD ETF | $78.7M |
COSTCOSTCO WHOLESALE CORP | $78.0M |
VBRVANGUARD SMALL-CAP VALUE ETF | $73.0M |
AGGISHARES CORE US AGGREGATE BOND ETF | $72.3M |
VNQVANGUARD REAL ESTATE ETF | $68.4M |
JNJJOHNSON & JOHNSON | $63.7M |
AVGOBROADCOM INC | $63.2M |
SCHGSCHWAB US LARGE-CAP GROWTH ETF | $62.6M |
TLHISHARES 10-20 YEAR TREASURY BOND ETF | $62.5M |
SPMDSTATE STREET SPDR PORT S&P 400 MD CPETF | $60.7M |
MUBISHARES NATIONAL MUNI BOND ETF | $60.5M |
QCOMQUALCOMM INC | $59.0M |
DISTHE WALT DISNEY CO | $58.6M |
HDTHE HOME DEPOT INC | $58.5M |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $58.4M |
ABBVABBVIE INC | $56.3M |
SCHFSCHWAB INTERNATIONAL EQUITY ETF | $56.2M |
PYLDPIMCO MULTISECTOR BOND ACTIVE ETF | $54.8M |
CSCOCISCO SYSTEMS INC | $52.8M |
ASMLASML HOLDING NV ADR | $52.0M |
VNQIVANGUARD GLOBAL EX-US REAL EST ETF | $51.8M |
SBUXSTARBUCKS CORP | $51.4M |
SCHXSCHWAB US LARGE-CAP ETF | $51.0M |
BINCISHARES FLEXIBLE INCOME ACTIVE ETF | $49.9M |
SCHVSCHWAB US LARGE-CAP VALUE ETF | $49.2M |
BAIISHARES A.I. INNOVATION AND TECH ACT ETF | $49.1M |
TSLATESLA INC | $48.1M |
MDTMEDTRONIC PLC | $47.5M |
THROISHARES U.S. THEMATIC ROTATION ACTIVEETF | $46.2M |
VBKVANGUARD SMALL-CAP GROWTH ETF | $45.2M |
SPGIS&P GLOBAL INC | $44.2M |
LLYELI LILLY AND CO | $44.2M |
PGPROCTER & GAMBLE CO | $43.3M |
IAGGISHARES CORE INTERNATIONAL AGGT BD ETF | $43.2M |
MAMASTERCARD INC CLASS A | $42.2M |
AXPAMERICAN EXPRESS CO | $41.0M |
WMTWALMART INC | $40.2M |
ACNACCENTURE PLC CLASS A | $39.4M |
PEPPEPSICO INC | $39.1M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $39.1M |
LOWLOWE'S COMPANIES INC | $38.8M |
RTXRTX CORP | $38.0M |
ULUNILEVER PLC ADR | $37.2M |
CVXCHEVRON CORP | $37.0M |
IWFISHARES RUSSELL 1000 GROWTH ETF | $36.4M |
ISRGINTUITIVE SURGICAL INC | $35.6M |
NVONOVO NORDISK AS ADR | $35.4M |
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF | $33.2M |
IJHISHARES CORE S&P MID-CAP ETF | $33.2M |
KKRKKR & CO INC ORDINARY SHARES | $32.3M |
IAU*ISHARES GOLD TRUST | $31.8M |
XOMEXXON MOBIL CORP | $31.2M |
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR | $31.0M |
IBTGISHARES IBONDS DEC 2026 TERM TR ETF | $30.5M |
SGOVISHARES 0-3 MONTH TREASURY BOND ETF | $30.5M |
CRMSALESFORCE INC | $29.9M |
VBVANGUARD SMALL-CAP ETF | $29.9M |
IGSBISHARES 1-5 YEAR INVMT GRD CORP BD ETF | $28.5M |
NFLXNETFLIX INC | $27.9M |
VEUVANGUARD FTSE ALL-WLD EX-US ETF | $27.2M |
APHAMPHENOL CORP CLASS A | $27.2M |
INTUINTUIT INC | $27.1M |
ADBEADOBE INC | $27.1M |
ABTABBOTT LABORATORIES | $27.0M |
HYMBSTT STRT SPDR NUVEEN ICE HY MUNCPL ETF | $27.0M |
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