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
601	EVUSISHARES TR	51,291	$1.0M	0.01%
602	AESAES CORPORATION	107,931	$1.0M	0.01%
603	KMXCARMAX, INC.	32,357	$1.0M	0.01%
604	GPCGENUINE PARTS COMPANY	10,435	$1.0M	0.01%
605	ISMDINSPIRE SMALL/MID CAP ETF	27,647	$1.0M	0.01%
606	IDXXIDEXX LABORATORIES, INC.	2,662	$1.0M	0.01%
607	TIPISHARES TIPS BOND ETF	10,040	$1.0M	0.01%
608	CMACOMERICA INCORPORATED	13,783	$1.0M	0.01%
609	ARCCARES CAPITAL CORPORATION	79,216	$1.0M	0.01%
610	SRESEMPRA	16,347	$1.0M	0.01%
611	ALSALLSTATE CORPORATION	8,085	$1.0M	0.01%
612	CRCRANE COMPANY	5,865	$1.0M	0.01%
613	EFGISHARES MSCI EAFE GROWTH ETF	13,950	$1.0M	0.01%
614	EVRGEVERGY, INC.	18,216	$1.0M	0.01%
615	TPYPTORTOISE NORTH AMERICAN PIPELINE	36,960	$1.0M	0.01%
616	LHLABCORP HOLDINGS INC.	7,826	$1.0M	0.01%
617	XELXCEL ENERGY INC.	16,746	$1.0M	0.01%
618	AORISHARES CORE 60/40 BALANCED ALLOCATION ETF	21,211	$1.0M	0.01%
619	SGDMSPROTT GOLD MINERS ETF	21,793	$1.0M	0.01%
620	IBTOISHARES IBONDS DEC 2033 TERM TREASURY ETF	80,085	$1.0M	0.01%
621	ABNBAIRBNB, INC. CLASS A	10,303	$1.0M	0.01%
622	HALOHALOZYME THERAPEUTICS, INC.	16,059	$1.0M	0.01%
623	AONAON PLC CLASS A	4,932	$1.0M	0.01%
624	ESEVERSOURCE ENERGY	16,869	$1.0M	0.01%
625	PHMPULTEGROUP, INC.	10,584	$1.0M	0.01%
626	CFGCITIZENS FINANCIAL GROUP, INC.	21,693	$1.0M	0.01%
627	DGDOLLAR GENERAL CORPORATION	10,880	$1.0M	0.01%
628	CYBRCYBERARK SOFTWARE LTD.	2,506	$1.0M	0.01%
629	KEYSKEYSIGHT TECHNOLOGIES INC	5,139	$1.0M	0.01%
630	IBDWISHARES IBONDS DEC 2031 TERM CORPORATE ETF	83,979	$1.0M	0.01%
631	PRUPRUDENTIAL FINANCIAL, INC.	17,160	$1.0M	0.01%
632	PYPLPAYPAL HOLDINGS, INC.	25,406	$1.0M	0.01%
633	VHTVANGUARD HEALTH CARE ETF	3,963	$1.0M	0.01%
634	HUMHUMANA INC.	5,518	$1.0M	0.01%
635	SYFSYNCHRONY FINANCIAL	17,857	$1.0M	0.01%
636	CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ETF	12,425	$1.0M	0.01%
637	BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND	13,047	$1.0M	0.01%
638	UBSUBS GROUP AG	22,405	$1.0M	0.01%
639	SLBSCHLUMBERGER LIMITED	43,920	$1.0M	0.01%
640	HALHALLIBURTON COMPANY	62,539	$1.0M	0.01%
641	RMERESMED INC.	4,985	$1.0M	0.01%
642	ON1OLD NATIONAL BANCORP	73,754	$1.0M	0.01%
643	IQVIQVIA HOLDINGS INC	8,049	$1.0M	0.01%
644	HBC2HSBC HOLDINGS PLC SPONSORED ADR	22,840	$1.0M	0.01%
645	IBDYISHARES IBONDS DEC 2033 TERM CORPORATE ETF	52,781	$1.0M	0.01%
646	CMFISHARES CALIFORNIA MUNI BOND ETF	20,054	$1.0M	0.01%
647	SCZISHARES MSCI EAFE SMALL-CAP ETF	14,650	$1.0M	0.01%
648	DBDEUTSCHE BANK AKTIENGESELLSCHAFT	29,155	$1.0M	0.01%
649	APTVAPTIV PLC	22,950	$1.0M	0.01%
650	CARRCARRIER GLOBAL CORP.	32,204	$1.0M	0.01%
651	GRMNGARMIN LTD.	5,930	$1.0M	0.01%
652	HOODROBINHOOD MARKETS, INC. CLASS A	13,564	$1.0M	0.01%
653	NWGNATWEST GROUP PLC SPONSORED ADR	64,869	$1.0M	0.01%
654	NTAPNETAPP, INC.	9,801	$1.0M	0.01%
655	ETENERGY TRANSFER LP	109,004	$1.0M	0.01%
656	IWOISHARES RUSSELL 2000 GROWTH ETF	6,094	$1.0M	0.01%
657	GDXVANECK GOLD MINERS ETF	18,750	$1.0M	0.01%
658	VDCVANGUARD CONSUMER STAPLES ETF	6,806	$1.0M	0.01%
659	CVNACARVANA CO. CLASS A	2,478	$1.0M	0.01%
660	RPMRPM INTERNATIONAL INC.	16,321	$1.0M	0.01%
661	FTNTFORTINET, INC.	18,066	$1.0M	0.01%
662	STIPISHARES 0-5 YEAR TIPS BOND ETF	15,029	$1.0M	0.01%
663	MAAMID-AMERICA APARTMENT COMMUNITIES, INC.	7,234	$1.0M	0.01%
664	KEYKEYCORP	79,816	$1.0M	0.01%
665	CWCURTISS-WRIGHT CORPORATION	2,713	$1.0M	0.01%
666	CAHCARDINAL HEALTH, INC.	5,764	$1.0M	0.01%
667	FANGDIAMONDBACK ENERGY, INC.	8,165	$1.0M	0.01%
668	AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF	14,727	$1.0M	0.01%
669	KRKROGER CO.	22,490	$1.0M	0.01%
670	XRLVINVESCO S&P 500 EX-RATE SNSV LOWVOL ETF	19,838	$1.0M	0.01%
671	EDCONSOLIDATED EDISON, INC.	16,931	$1.0M	0.01%
672	IBTAIBOTTA, INC. CLASS A	44,548	$1.0M	0.01%
673	IGMISHARES EXPANDED TECH SECTOR ETF	13,277	$1.0M	0.01%
674	VONVVANGUARD RUSSELL 1000 VALUE ETF	12,660	$1.0M	0.01%
675	WSTWEST PHARMACEUTICAL SERVICES, INC.	3,635	$1.0M	0.01%
676	TOSTTOAST, INC. CLASS A	41,047	$1.0M	0.01%
677	ULTAULTA BEAUTY INC.	2,126	$1.0M	0.01%
678	JKHYJACK HENRY & ASSOCIATES, INC.	6,161	$1.0M	0.01%
679	QQNITY ELECTRONICS INC	17,108	$1.0M	0.01%
680	VGKVANGUARD FTSE EUROPE ETF	16,775	$1.0M	0.01%
681	SYYSYSCO CORPORATION	26,174	$1.0M	0.01%
682	PFFISHARES PREFERRED & INCOME SECURITIES ETF	50,981	$1.0M	0.01%
683	VSTVISTRA CORP.	9,775	$1.0M	0.01%
684	DOWDOW, INC.	55,168	$1.0M	0.01%
685	ENBENBRIDGE INC.	26,547	$1.0M	0.01%
686	FISFIDELITY NATIONAL INFORMATION SERVICES, INC.	28,509	$1.0M	0.01%
687	EIXEDISON INTERNATIONAL	16,946	$1.0M	0.01%
688	RFREGIONS FINANCIAL CORPORATION	67,567	$1.0M	0.01%
689	SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF	39,896	$1.0M	0.01%
690	EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF	20,532	$1.0M	0.01%
691	ESGDISHARES ESG AWARE MSCI EAFE ETF	15,915	$1.0M	0.01%
692	DASHDOORDASH, INC. CLASS A	6,723	$1.0M	0.01%
693	ETHAISHARES ETHEREUM TR	62,230	$1.0M	0.01%
694	BCSBARCLAYS PLC SPONSORED ADR	45,879	$1.0M	0.01%
695	FICOFAIR ISAAC CORPORATION	789	$1.0M	0.01%
696	CASYCASEY'S GENERAL STORES, INC.	2,065	$1.0M	0.01%
697	NVTNVENT ELECTRIC PLC	14,279	$1.0M	0.01%
698	TTETOTALENERGIES SE	17,555	$1.0M	0.01%
699	EQTEQT CORPORATION	22,059	$1.0M	0.01%
700	SDOGALPS SECTOR DIVIDEND DOGS ETF	29,456	$1.0M	0.01%

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