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
501	A4SAMERIPRISE FINANCIAL, INC.	4,669	$2.0M	0.01%
502	TMTOYOTA MOTOR CORP. SPONSORED ADR	10,985	$2.0M	0.01%
503	VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF	25,759	$2.0M	0.01%
504	SAPSAP SE SPONSORED ADR	11,260	$2.0M	0.01%
505	8CWCROWN CASTLE INC.	24,741	$2.0M	0.01%
506	ADSKAUTODESK, INC.	8,500	$2.0M	0.01%
507	AIGAMERICAN INTERNATIONAL GROUP, INC.	26,769	$2.0M	0.01%
508	DDOMINION ENERGY INC	37,207	$2.0M	0.01%
509	WDCWESTERN DIGITAL CORPORATION	12,327	$2.0M	0.01%
510	WATWATERS CORPORATION	6,415	$2.0M	0.01%
511	MPWRMONOLITHIC POWER SYSTEMS, INC.	2,491	$2.0M	0.01%
512	SILGLOBAL X SILVER MINERS ETF	34,450	$2.0M	0.01%
513	ROSTROSS STORES, INC.	15,343	$2.0M	0.01%
514	OKEONEOK, INC.	30,429	$2.0M	0.01%
515	USXFISHARES ESG ADVANCED MSCI USA ETF	41,375	$2.0M	0.01%
516	JPMALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044	92,000	$2.0M	0.01%
517	SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF	53,957	$2.0M	0.01%
518	MRSHMARSH & MCLENNAN COMPANIES, INC.	14,229	$2.0M	0.01%
519	GISGENERAL MILLS, INC.	57,037	$2.0M	0.01%
520	GSSTGOLDMAN SACHS ULTRA SHORT BOND ETF	40,391	$2.0M	0.01%
521	ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF	22,940	$2.0M	0.01%
522	VOTVANGUARD MID-CAP GROWTH ETF	9,140	$2.0M	0.01%
523	FITBFIFTH THIRD BANCORP	47,594	$2.0M	0.01%
524	TSPAT. ROWE PRICE US EQUITY RESEARCH ETF	55,955	$2.0M	0.01%
525	MGCVANGUARD MEGA CAP ETF	10,639	$2.0M	0.01%
526	AZNASTRAZENECA PLC SPONSORED ADR	30,829	$2.0M	0.01%
527	RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF	33,923	$2.0M	0.01%
528	URIUNITED RENTALS, INC.	2,674	$2.0M	0.01%
529	SPYXSPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF	30,322	$1.0M	0.01%
530	STTSTATE STREET CORPORATION	10,940	$1.0M	0.01%
531	AMEAMETEK, INC.	5,938	$1.0M	0.01%
532	YUMYUM! BRANDS, INC.	10,503	$1.0M	0.01%
533	MUFGMITSUBISHI UFJ FINANCIAL GROUP, INC. SPONSORED ADR	110,744	$1.0M	0.01%
534	EUSBISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF	31,384	$1.0M	0.01%
535	AGQPROSHARES DJ BROOKFIELD GLOBAL INFRAS	26,837	$1.0M	0.01%
536	FNFFIDELITY NATIONAL FINANCIAL, INC. - FNF GROUP	34,223	$1.0M	0.01%
537	VICIVICI PROPERTIES INC	42,240	$1.0M	0.01%
538	FIXTTCW CORE PLUS BOND ETF	44,124	$1.0M	0.01%
539	SMFGSUMITOMO MITSUI FINANCIAL GROUP INC SPONSORED ADR	86,244	$1.0M	0.01%
540	ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF	12,804	$1.0M	0.01%
541	MDBMONGODB, INC. CLASS A	3,769	$1.0M	0.01%
542	HIIHUNTINGTON INGALLS INDUSTRIES, INC.	3,316	$1.0M	0.01%
543	FISVFISERV, INC.	29,564	$1.0M	0.01%
544	WMBWILLIAMS COMPANIES, INC.	22,690	$1.0M	0.01%
545	TPSCTIMOTHY PLAN US SMALL CAP CORE ETF	26,318	$1.0M	0.01%
546	APOAPOLLO GLOBAL MANAGEMENT INC	7,817	$1.0M	0.01%
547	TFISPDR NUVEEN ICE MUNICIPAL BOND ETF	40,709	$1.0M	0.01%
548	RCI/BROGERS COMMUNICATIONS INC. CLASS B	52,421	$1.0M	0.01%
549	APAAPA CORPORATION	42,294	$1.0M	0.01%
550	IBDXISHARES IBONDS DEC 2032 TERM CORPORATE ETF	65,560	$1.0M	0.01%
551	CMGCHIPOTLE MEXICAN GRILL, INC.	36,906	$1.0M	0.01%
552	SLYVSPDR S&P 600 SMALL CAP VALUE ETF	12,208	$1.0M	0.01%
553	DVNDEVON ENERGY CORPORATION	41,876	$1.0M	0.01%
554	PSTGPURE STORAGE, INC. CLASS A	25,594	$1.0M	0.01%
555	FLEXFLEX LTD	24,929	$1.0M	0.01%
556	EBAEBAY INC.	16,524	$1.0M	0.01%
557	COINCOINBASE GLOBAL, INC. CLASS A	6,819	$1.0M	0.01%
558	INGING GROEP N.V. SPONSORED ADR	66,368	$1.0M	0.01%
559	MCHPMICROCHIP TECHNOLOGY INCORPORATED	29,365	$1.0M	0.01%
560	HDVISHARES CORE HIGH DIVIDEND ETF	14,540	$1.0M	0.01%
561	XLBMATERIALS SELECT SECTOR SPDR FUND	24,249	$1.0M	0.01%
562	TPRTAPESTRY, INC.	15,261	$1.0M	0.01%
563	CNCCENTENE CORPORATION	36,840	$1.0M	0.01%
564	CHDCHURCH & DWIGHT CO., INC.	19,153	$1.0M	0.01%
565	TEVATEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR	34,411	$1.0M	0.01%
566	MRVLMARVELL TECHNOLOGY, INC.	14,512	$1.0M	0.01%
567	MLB1MERCADOLIBRE, INC.	616	$1.0M	0.01%
568	BXPBXP INC	18,084	$1.0M	0.01%
569	OMCOMNICOM GROUP INC	12,997	$1.0M	0.01%
570	AMPLAMPLITUDE INC CLASS A	110,382	$1.0M	0.01%
571	DXJWISDOMTREE JAPAN HEDGED EQUITY FUND	10,323	$1.0M	0.01%
572	VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF	16,924	$1.0M	0.01%
573	USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF	26,043	$1.0M	0.01%
574	NETCLOUDFLARE INC CLASS A	8,941	$1.0M	0.01%
575	STXSEAGATE TECHNOLOGY HOLDINGS PLC	6,749	$1.0M	0.01%
576	VIKVIKING HOLDINGS LTD	14,668	$1.0M	0.01%
577	IWSISHARES RUSSELL MID-CAP VALUE ETF	8,384	$1.0M	0.01%
578	ETHEGRAYSCALE ETHEREUM TRUST ETF	42,527	$1.0M	0.01%
579	MLMMARTIN MARIETTA MATERIALS, INC.	1,797	$1.0M	0.01%
580	BBNBLACKROCK TAX MUNICPAL BD TR	61,885	$1.0M	0.01%
581	FFORD MOTOR COMPANY	149,006	$1.0M	0.01%
582	RELXRELX PLC SPONSORED ADR	41,980	$1.0M	0.01%
583	BROBROWN & BROWN, INC.	14,635	$1.0M	0.01%
584	BKRBAKER HUGHES COMPANY CLASS A	22,671	$1.0M	0.01%
585	IBTPISHARES IBONDS DEC 2034 TERM TREASURY ETF	76,340	$1.0M	0.01%
586	HIGHARTFORD INSURANCE GROUP, INC.	11,332	$1.0M	0.01%
587	OREALTY INCOME CORPORATION	27,167	$1.0M	0.01%
588	GLWCORNING INC	19,898	$1.0M	0.01%
589	PODDINSULET CORPORATION	6,654	$1.0M	0.01%
590	BPBP PLC SPONSORED ADR	34,788	$1.0M	0.01%
591	DDDUPONT DE NEMOURS, INC.	38,050	$1.0M	0.01%
592	UALUNITED AIRLINES HOLDINGS, INC.	11,927	$1.0M	0.01%
593	BNBROOKFIELD CORPORATION	23,903	$1.0M	0.01%
594	IBTQISHARES TR	60,782	$1.0M	0.01%
595	ROKROCKWELL AUTOMATION, INC.	4,180	$1.0M	0.01%
596	DELLDELL TECHNOLOGIES, INC. CLASS C	13,032	$1.0M	0.01%
597	DTEDTE ENERGY COMPANY	7,791	$1.0M	0.01%
598	XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND	12,063	$1.0M	0.01%
599	ATMUATMUS FILTRATION TECHNOLOGIES, INC.	21,133	$1.0M	0.01%
600	MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR	144,437	$1.0M	0.01%

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