UNITED CAPITAL FINANCIAL ADVISORS, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$16.6B

Holdings

1,359

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,359 positions)

#	Stock	Shares	Value	% Portfolio	Type
401	ELVELEVANCE HEALTH, INC.	8,764	$3.0M	0.02%
402	AFLAFLAC INCORPORATED	30,857	$3.0M	0.02%
403	NEMNEWMONT CORPORATION	30,655	$3.0M	0.02%
404	PGRPROGRESSIVE CORPORATION	14,941	$3.0M	0.02%
405	HLTHILTON WORLDWIDE HOLDINGS INC.	13,772	$3.0M	0.02%
406	MGVVANGUARD MEGA CAP VALUE ETF	25,253	$3.0M	0.02%
407	CVSCVS HEALTH CORPORATION	42,665	$3.0M	0.02%
408	IBMOISHARES IBONDS DEC 2026 TERM MUNI BOND ETF	131,474	$3.0M	0.02%
409	EWEDWARDS LIFESCIENCES CORPORATION	40,120	$3.0M	0.02%
410	OBDCBLUE OWL CAPITAL CORPORATION	287,691	$3.0M	0.02%
411	VTEBVANGUARD TAX-EXEMPT BOND ETF	62,297	$3.0M	0.02%
412	IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	39,807	$3.0M	0.02%
413	TPIFTIMOTHY PLAN INTERNATIONAL ETF	103,451	$3.0M	0.02%
414	IBMQISHARES IBONDS DEC 2028 TERM MUNI BOND ETF	132,562	$3.0M	0.02%
415	LMTLOCKHEED MARTIN CORPORATION	7,881	$3.0M	0.02%
416	IBBISHARES BIOTECHNOLOGY ETF	18,221	$3.0M	0.02%
417	IBMSISHARES IBONDS DEC 2030 TERM MUNI BOND ETF	116,641	$3.0M	0.02%
418	BUFRFT VEST LADDERED BUFFER ETF	107,536	$3.0M	0.02%
419	TLTISHARES 20 YEAR TREASURY BOND ETF	43,176	$3.0M	0.02%	Call
420	XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND	47,250	$3.0M	0.02%
421	RJFRAYMOND JAMES FINANCIAL, INC.	19,913	$3.0M	0.02%
422	TTTRANE TECHNOLOGIES PLC	8,166	$3.0M	0.02%
423	VTECVANGUARD CALIFORNIA TAX-EXEMPT BOND ETF	38,241	$3.0M	0.02%
424	EPDENTERPRISE PRODUCTS PARTNERS L.P.	101,759	$3.0M	0.02%
425	IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF	120,555	$3.0M	0.02%
426	TRVTRAVELERS COMPANIES, INC.	10,947	$3.0M	0.02%
427	TFCTRUIST FINANCIAL CORPORATION	63,903	$3.0M	0.02%
428	SCHMSCHWAB U.S. MID-CAP ETF	108,605	$3.0M	0.02%
429	SHELSHELL PLC SPONSORED ADR	41,887	$3.0M	0.02%
430	MCKMCKESSON CORPORATION	3,927	$3.0M	0.02%
431	LVLNSPDR S&P REGIONAL BANKING ETF	69,432	$3.0M	0.02%	Put
432	DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	8,151	$3.0M	0.02%
433	SPOTSPOTIFY TECHNOLOGY SA	6,160	$3.0M	0.02%
434	ICEINTERCONTINENTAL EXCHANGE, INC.	19,956	$3.0M	0.02%
435	MCOMOODY'S CORPORATION	5,874	$3.0M	0.02%
436	XLUUTILITIES SELECT SECTOR SPDR FUND	73,613	$3.0M	0.02%
437	FQIDIGITAL REALTY TRUST, INC.	24,388	$3.0M	0.02%
438	EQIXEQUINIX, INC.	4,585	$3.0M	0.02%
439	HCAHCA HEALTHCARE INC	7,862	$3.0M	0.02%
440	RCLROYAL CARIBBEAN GROUP	12,170	$3.0M	0.02%
441	WMWASTE MANAGEMENT, INC.	15,225	$3.0M	0.02%
442	MARMARRIOTT INTERNATIONAL, INC. CLASS A	11,771	$3.0M	0.02%
443	EAGGISHARES ESG AWARE US AGGREGATE BOND ETF	68,933	$3.0M	0.02%
444	SCHESCHWAB EMERGING MARKETS EQUITY ETF	108,955	$3.0M	0.02%
445	EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF	41,161	$3.0M	0.02%
446	REGNREGENERON PHARMACEUTICALS, INC.	2,982	$2.0M	0.01%
447	BMTABRITISH AMERICAN TOBACCO PLC SPONSORED ADR	37,222	$2.0M	0.01%
448	GPIXGOLDMAN SACHS S&P 500 PREMIUM INC ETF	41,769	$2.0M	0.01%
449	CBRECBRE GROUP, INC. CLASS A	14,137	$2.0M	0.01%
450	VLOVALERO ENERGY CORPORATION	13,826	$2.0M	0.01%
451	ESGEISHARES ESG AWARE MSCI EM ETF	58,482	$2.0M	0.01%
452	SPLVINVESCO S&P 500 LOW VOLATILITY ETF	34,527	$2.0M	0.01%
453	SHWSHERWIN-WILLIAMS COMPANY	6,824	$2.0M	0.01%
454	AEPAMERICAN ELECTRIC POWER COMPANY, INC.	23,675	$2.0M	0.01%
455	INDAISHARES MSCI INDIA ETF	41,141	$2.0M	0.01%
456	PNCPNC FINANCIAL SERVICES GROUP, INC.	13,993	$2.0M	0.01%
457	NUENUCOR CORPORATION	13,849	$2.0M	0.01%
458	WBDWARNER BROS. DISCOVERY, INC. SERIES A	84,840	$2.0M	0.01%
459	ZTSZOETIS, INC. CLASS A	17,732	$2.0M	0.01%
460	BBYBEST BUY CO., INC.	32,644	$2.0M	0.01%
461	NSCNORFOLK SOUTHERN CORPORATION	9,208	$2.0M	0.01%
462	ABGCENCORA, INC.	7,268	$2.0M	0.01%
463	SANBANCO SANTANDER S.A. SPONSORED ADR	182,259	$2.0M	0.01%
464	SNYSANOFI SA SPONSORED ADR	54,655	$2.0M	0.01%
465	IBDUISHARES IBONDS DEC 2029 TERM CORPORATE ETF	127,120	$2.0M	0.01%
466	TPLCTIMOTHY PLAN US LARGE/MID CAP CORE ETF	48,744	$2.0M	0.01%
467	FDXFEDEX CORPORATION	8,820	$2.0M	0.01%
468	ECLECOLAB INC.	10,301	$2.0M	0.01%
469	SHVISHARES SHORT TREASURY BOND ETF	24,093	$2.0M	0.01%
470	CTVACORTEVA INC	41,128	$2.0M	0.01%
471	CLOABLACKROCK ETF TRUST II	50,128	$2.0M	0.01%
472	CMCSACOMCAST CORPORATION CLASS A	100,257	$2.0M	0.01%
473	SONYSONY GROUP CORPORATION SPONSORED ADR	89,170	$2.0M	0.01%
474	SPGSIMON PROPERTY GROUP, INC.	13,958	$2.0M	0.01%
475	VPLVANGUARD FTSE PACIFIC ETF	28,920	$2.0M	0.01%
476	AFWALIGN TECHNOLOGY, INC.	14,707	$2.0M	0.01%
477	GBTCGRAYSCALE BITCOIN TRUST ETF	35,561	$2.0M	0.01%
478	GSKGSK PLC SPONSORED ADR	46,662	$2.0M	0.01%
479	ETRENTERGY CORPORATION	23,966	$2.0M	0.01%
480	IBDVISHARES IBONDS DEC 2030 TERM CORPORATE ETF	118,125	$2.0M	0.01%
481	CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A	24,752	$2.0M	0.01%
482	VFHVANGUARD FINANCIALS ETF	20,925	$2.0M	0.01%
483	DDOGDATADOG, INC. CLASS A	19,491	$2.0M	0.01%
484	GSCGOLDMAN SACHS ETF TR	52,249	$2.0M	0.01%
485	BDXBECTON, DICKINSON AND COMPANY	10,565	$2.0M	0.01%
486	TBLLINVESCO SHORT TERM TREASURY ETF	19,822	$2.0M	0.01%
487	MPCMARATHON PETROLEUM CORPORATION	16,012	$2.0M	0.01%
488	HWMHOWMET AEROSPACE INC.	12,784	$2.0M	0.01%
489	LQDHISHARES INTEREST RATE HEDGED CORPORATE BOND ETF	25,463	$2.0M	0.01%
490	CWISPDR MSCI ACWI EX-US ETF	59,896	$2.0M	0.01%
491	EOGEOG RESOURCES, INC.	21,247	$2.0M	0.01%
492	PCARPACCAR INC	21,789	$2.0M	0.01%
493	LHXL3HARRIS TECHNOLOGIES INC	8,873	$2.0M	0.01%
494	DFASDIMENSIONAL U.S. SMALL CAP ETF	33,825	$2.0M	0.01%
495	QLTAISHARES TR	54,030	$2.0M	0.01%
496	MTBM&T BANK CORPORATION	10,636	$2.0M	0.01%
497	DYHTARGET CORPORATION	20,707	$2.0M	0.01%
498	VPUVANGUARD UTILITIES ETF	14,119	$2.0M	0.01%
499	SNPSSYNOPSYS, INC.	6,342	$2.0M	0.01%
500	CMICUMMINS INC.	5,126	$2.0M	0.01%

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