UNITED CAPITAL FINANCIAL ADVISORS, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$16.6T
Holdings
1,359
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,359 positions)
| Stock | Value |
|---|---|
VBVANGUARD SMALL-CAP ETF | $30.0M |
AMGNAMGEN INC. | $29.0M |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $29.0M |
TMOTHERMO FISHER SCIENTIFIC INC. | $28.0M |
HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $27.0M |
SGOVISHARES 0-3 MONTH TREASURY BOND ETF | $27.0M |
IBTHISHARES IBONDS DEC 2027 TERM TREASURY ETF | $27.0M |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $27.0M |
PHPARKER-HANNIFIN CORPORATION | $27.0M |
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | $27.0M |
APHAMPHENOL CORPORATION CLASS A | $27.0M |
GEGE AEROSPACE | $27.0M |
GDGENERAL DYNAMICS CORPORATION | $27.0M |
INTUINTUIT INC. | $26.0M |
CATCATERPILLAR INC. | $25.0M |
VVVANGUARD LARGE-CAP ETF | $25.0M |
AKREPROFESIONALLY MANAGED PORTFO | $25.0M |
GEVGE VERNOVA INC. | $25.0M |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $25.0M |
SDYSPDR S&P DIVIDEND ETF | $25.0M |
HONHONEYWELL INTERNATIONAL INC. | $25.0M |
ARESARES MANAGEMENT CORPORATION | $24.0M |
NDAQNASDAQ, INC. | $24.0M |
ABTABBOTT LABORATORIES | $24.0M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $24.0M |
HYMBSPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $24.0M |
BKNGBOOKING HOLDINGS INC. | $23.0M |
IBMSISHARES IBONDS DEC 2029 TERM TREASURY ETF | $23.0M |
IBTIISHARES IBONDS DEC 2028 TERM TREASURY ETF | $23.0M |
DEDEERE & COMPANY | $23.0M |
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | $22.0M |
TMUST-MOBILE US, INC. | $22.0M |
DHRDANAHER CORPORATION | $22.0M |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $22.0M |
FLOTISHARES FLOATING RATE BOND ETF | $21.0M |
ADBEADOBE INC. | $21.0M |
SHYISHARES 1-3 YEAR TREASURY BOND ETF | $21.0M |
SCHBSCHWAB U.S. BROAD MARKET ETF | $21.0M |
NFLXNETFLIX, INC. | $21.0M |
DGROISHARES CORE DIVIDEND GROWTH ETF | $21.0M |
QQQMINVESCO NASDAQ 100 ETF | $21.0M |
ETNEATON CORP. PLC | $21.0M |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $20.0M |
AMDADVANCED MICRO DEVICES, INC. | $20.0M |
AJGARTHUR J. GALLAGHER & CO. | $20.0M |
IWDISHARES RUSSELL 1000 VALUE ETF | $20.0M |
SMHVANECK SEMICONDUCTOR ETF | $20.0M |
GILDGILEAD SCIENCES, INC. | $20.0M |
IWMISHARES RUSSELL 2000 ETF | $19.0M |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $19.0M |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $19.0M |
ITWILLINOIS TOOL WORKS INC. | $19.0M |
IBTKISHARES IBONDS DEC 2030 TERM TREASURY ETF | $18.0M |
BNDVANGUARD TOTAL BOND MARKET ETF | $18.0M |
GIGLGOLDMAN SACHS ETF TR | $18.0M |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $18.0M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $18.0M |
CHRWC.H. ROBINSON WORLDWIDE, INC. | $18.0M |
AMTAMERICAN TOWER CORPORATION | $18.0M |
WFCWELLS FARGO & COMPANY | $18.0M |
PANWPALO ALTO NETWORKS, INC. | $17.0M |
JJACOBS SOLUTIONS INC. | $17.0M |
WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION | $17.0M |
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $17.0M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $16.0M |
SCMBSCHWAB MUNICIPAL BOND ETF | $16.0M |
CPRTCOPART, INC. | $16.0M |
NOWSERVICENOW, INC. | $16.0M |
IWVISHARES RUSSELL 3000 ETF | $16.0M |
CMECME GROUP INC. CLASS A | $16.0M |
IBMINTERNATIONAL BUSINESS MACHINES CORPORATION | $16.0M |
ACWIISHARES MSCI ACWI ETF | $15.0M |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $15.0M |
MRKMERCK & CO., INC. | $15.0M |
BLKBLACKROCK, INC. | $15.0M |
UBERUBER TECHNOLOGIES, INC. | $15.0M |
GTIPGOLDMAN SACHS ACCESS INFLATION PROTECTED USD BOND ETF | $15.0M |
IWYISHARES RUSSELL TOP 200 GROWTH ETF | $15.0M |
CRAICRA INTERNATIONAL, INC. | $14.0M |
SCHWCHARLES SCHWAB CORP | $14.0M |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $14.0M |
BACBANK OF AMERICA CORP | $14.0M |
IRMIRON MOUNTAIN, INC. | $14.0M |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $14.0M |
DSTLDISTILLATE US FDMTL STBLTY & VAL ETF | $14.0M |
IGEBISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $14.0M |
EMREMERSON ELECTRIC CO. | $14.0M |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $13.0M |
LRCXLAM RESEARCH CORPORATION | $13.0M |
BXBLACKSTONE INC. | $13.0M |
IUSVISHARES CORE S&P US VALUE ETF | $13.0M |
SCHZSCHWAB US AGGREGATE BOND ETF | $13.0M |
IEURISHARES CORE MSCI EUROPE ETF | $13.0M |
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $13.0M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $13.0M |
TAT&T INC | $13.0M |
PULSPGIM ULTRA SHORT BOND ETF | $13.0M |
UNHUNITEDHEALTH GROUP INCORPORATED | $12.0M |
ADPAUTOMATIC DATA PROCESSING, INC. | $12.0M |
SNOWSNOWFLAKE, INC. | $12.0M |