Funds › United Capital Financial Advisors, LLC
United Capital Financial Advisors, LLC
13F for Q3 2026, filed Nov 12, 2026. 1,653 positions worth $18.4B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 12, 2026
Reported value
$18.4B
+$209.1M (1.2%) vs Q2 2026
Positions
1,653
1,609 in Q2 2026
Top 10 share
32.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | iShares Tr Core S&P500 Etf | 1.52M | $1.2B | 6.3% | -1.4% | 13F ↗ |
| 2 | Vanguard Index Fds S&P 500 Etf Shs | 1.60M | $1.1B | 6.1% | -0.6% | 13F ↗ |
| 3 | AAPL Apple Inc. | 1.77M | $590.7M | 3.2% | +1.1% | 13F ↗ |
| 4 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 739,539 | $563.7M | 3.1% | -0.1% | 13F ↗ |
| 5 | RGEN Repligen Corporation | 2.79M | $536.3M | 2.9% | Unchanged | 13F ↗ |
| 6 | NVDA NVIDIA Corporation | 2.18M | $498.2M | 2.7% | -0.5% | 13F ↗ |
| 7 | iShares Tr Core Msci Eafe | 4.92M | $476.2M | 2.6% | -2.2% | 13F ↗ |
| 8 | MSFT Microsoft Corporation | 757,946 | $388.8M | 2.1% | -2.7% | 13F ↗ |
| 9 | Vanguard Bd Index Fds Intermed Term | 4.09M | $298.1M | 1.6% | +2.4% | 13F ↗ |
| 10 | Vanguard Index Fds Mrngstr Val Etf | 1.36M | $293.9M | 1.6% | -3.8% | 13F ↗ |
| 11 | Vanguard Index Fds Mrngstr Grwt Etf | 3.16M | $284.5M | 1.5% | -3.1% | 13F ↗ |
| 12 | iShares Tr Core Univrsl Usd | 6.12M | $269.9M | 1.5% | +19.3% | 13F ↗ |
| 13 | GOOGL Alphabet Inc. Class A | 743,537 | $255.8M | 1.4% | -1.2% | 13F ↗ |
| 14 | iShares Inc Core Msci Emkt | 2.57M | $209.1M | 1.1% | -14.6% | 13F ↗ |
| 15 | iShares Tr Us Treas Bd Etf | 9.46M | $206.9M | 1.1% | -6.6% | 13F ↗ |
| 16 | Invesco Qqq Tr | 253,672 | $187.6M | 1.0% | +6.8% | 13F ↗ |
| 17 | AMZN Amazon.com, Inc. | 685,199 | $170.7M | 0.9% | +1.1% | 13F ↗ |
| 18 | GOOG Alphabet Inc. Class C | 483,669 | $164.8M | 0.9% | -3.4% | 13F ↗ |
| 19 | iShares Tr S&P 500 Grwt Etf | 1.10M | $155.8M | 0.8% | -2.5% | 13F ↗ |
| 20 | Advisor Managed Portfolios Soundwatch Hedgd | 4.50M | $150.2M | 0.8% | -6.0% | 13F ↗ |
| 21 | Spdr Series Trust St Str P400MID | 2.38M | $150.0M | 0.8% | +59.5% | 13F ↗ |
| 22 | iShares Tr Core S&P Scp Etf | 1.08M | $146.6M | 0.8% | -3.7% | 13F ↗ |
| 23 | Pimco ETF Tr Multisector Bd | 5.55M | $140.8M | 0.8% | +7.6% | 13F ↗ |
| 24 | iShares Tr Hdg Msci Eafe | 2.95M | $137.2M | 0.7% | -5.5% | 13F ↗ |
| 25 | Vanguard Bd Index Fds Short Trm Bond | 1.71M | $130.9M | 0.7% | -6.0% | 13F ↗ |
| 26 | BRK-B Berkshire Hathaway Inc. Class B | 262,226 | $130.6M | 0.7% | -1.5% | 13F ↗ |
| 27 | iShares Tr S&P 500 Val Etf | 555,370 | $126.7M | 0.7% | -1.8% | 13F ↗ |
| 28 | BlackRock ETF Trust Ishares Us Equit | 1.76M | $121.6M | 0.7% | -4.0% | 13F ↗ |
| 29 | JPM JPMorgan Chase & Co. | 363,978 | $120.4M | 0.7% | -2.6% | 13F ↗ |
| 30 | META Meta Platforms, Inc. | 159,280 | $115.5M | 0.6% | +1.2% | 13F ↗ |
| 31 | Dbx ETF Tr Xtrack Msci Eafe | 2.01M | $110.6M | 0.6% | -8.5% | 13F ↗ |
| 32 | Schwab Strategic Tr Us Lcap Gr Etf | 2.82M | $101.3M | 0.6% | -2.7% | 13F ↗ |
| 33 | V Visa Inc. | 276,015 | $99.2M | 0.5% | -2.5% | 13F ↗ |
| 34 | Goldman Sachs ETF Tr Core Bond Etf | 2.05M | $98.3M | 0.5% | +7.2% | 13F ↗ |
| 35 | LLY Eli Lilly and Company | 81,160 | $93.9M | 0.5% | +8.7% | 13F ↗ |
| 36 | JNJ Johnson & Johnson | 346,734 | $91.8M | 0.5% | +0.4% | 13F ↗ |
| 37 | AVGO Broadcom Inc. | 258,544 | $90.8M | 0.5% | +1.3% | 13F ↗ |
| 38 | iShares Tr Ishs 5-10YR Invt | 1.76M | $88.7M | 0.5% | -6.3% | 13F ↗ |
| 39 | iShares Tr Msci Usa Qlt Fct | 394,558 | $87.7M | 0.5% | +4.8% | 13F ↗ |
| 40 | iShares Tr U.S. Tech Etf | 308,713 | $81.7M | 0.4% | -3.3% | 13F ↗ |
| 41 | BlackRock ETF Trust Isha In Ctry Etf | 2.24M | $81.2M | 0.4% | +85.5% | 13F ↗ |
| 42 | ASML ASML Holding N.V. · Equities | 43,254 | $78.4M | 0.4% | -7.5% | 13F ↗ |
| 43 | iShares Tr National Mun Etf | 765,298 | $77.1M | 0.4% | +16.8% | 13F ↗ |
| 44 | iShares Tr Core Us Aggbd Et | 806,959 | $76.3M | 0.4% | -0.5% | 13F ↗ |
| 45 | CSCO Cisco Systems, Inc. | 688,429 | $74.1M | 0.4% | -7.6% | 13F ↗ |
| 46 | iShares Tr Mbs Etf | 781,366 | $70.0M | 0.4% | -48.2% | 13F ↗ |
| 47 | COST Costco Wholesale Corporation | 75,909 | $69.1M | 0.4% | -4.8% | 13F ↗ |
| 48 | Goldman Sachs ETF Tr Activebeta Int | 1.48M | $68.1M | 0.4% | +20.0% | 13F ↗ |
| 49 | ABBV AbbVie Inc. | 256,660 | $67.1M | 0.4% | +0.7% | 13F ↗ |
| 50 | Vaneck ETF Trust Mrngstr Wde Moat | 627,237 | $66.3M | 0.4% | +1.7% | 13F ↗ |
Showing the top 50 of 1,653 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
122 new, 868 added to, 592 trimmed, 78 exited, 71 unchanged. By estimated dollars.
New positions (122)
| XOM ExxonMobil Holdings Corporation | 303,673 | New | $49.4M |
| Ea Series Trust Alpha Architect | 194,475 | New | $10.0M |
| BlackRock ETF Trust II Ishar Backe Etf | 178,442 | New | $8.4M |
| OKE ONEOK, Inc. | 33,907 | New | $2.9M |
| SKHY SK hynix Inc. · American Deposit | 9,989 | New | $1.8M |
| BFST Business First Bancshares, Inc. · Commonstock | 49,298 | New | $1.5M |
| TEVA Teva Pharmaceutical Industries Limited | 32,626 | New | $1.3M |
| QMLS QumulusAI, Inc. | 184,420 | New | $1.2M |
| MBGL Mobility Global Inc. | 60,709 | New | $1.0M |
| Goldman Sachs ETF Tr Income Etf | 13,843 | New | $672.6K |
Added to (868)
| iShares Tr Msci Acwi Ex Us | 811,743 | +6199% | $60.3M |
| Spdr Series Trust St Str P400MID | 2.38M | +59.5% | $56.0M |
| iShares Tr Core Univrsl Usd | 6.12M | +19.3% | $43.6M |
| BlackRock ETF Trust Isha In Ctry Etf | 2.24M | +85.5% | $37.4M |
| BlackRock ETF Trust Isha La Core Etf | 1.28M | +36.5% | $16.7M |
| SPCX Space Exploration Technologies Corp. | 110,882 | +426% | $13.5M |
| Invesco Qqq Tr | 253,672 | +6.8% | $12.0M |
| Goldman Sachs ETF Tr Activebeta Int | 1.48M | +20.0% | $11.3M |
| iShares Tr National Mun Etf | 765,298 | +16.8% | $11.1M |
| Pimco ETF Tr Multisector Bd | 5.55M | +7.6% | $9.9M |
Trimmed (592)
| iShares Tr Mbs Etf | 781,366 | -48.2% | -$65.2M |
| iShares Tr Msci Usa Mmentm | 12,931 | -92.2% | -$48.7M |
| iShares Inc Core Msci Emkt | 2.57M | -14.6% | -$35.9M |
| Vanguard Index Fds Real Estate Etf | 254,786 | -56.4% | -$29.5M |
| Vanguard International Equity Index F Glb Ex Us Etf | 75,646 | -89.5% | -$27.4M |
| iShares Tr Core S&P500 Etf | 1.52M | -1.4% | -$16.9M |
| iShares Tr Us Treas Bd Etf | 9.46M | -6.6% | -$14.6M |
| iShares Tr Eafe Grwth Etf | 410,387 | -22.7% | -$14.4M |
| Spdr Series Trust St Nuve Term Etf | 1.09M | -19.6% | -$12.4M |
| Vanguard Index Fds Mrngstr Val Etf | 1.36M | -3.8% | -$11.7M |
Exited (78)
| Exxon Mobil Corp | 300,236 | Exited | -$41.0M |
| Oneok Inc | 33,979 | Exited | -$3.0M |
| HDB HDFC Bank Limited · ADR | 80,347 | Exited | -$2.1M |
| Teva Pharmaceutical Industries Ltd ADR | 32,054 | Exited | -$1.1M |
| iShares Tr Bond Etf | 22,690 | Exited | -$1.1M |
| Electronic Arts Inc | 5,052 | Exited | -$1.0M |
| Janus Henderson Group plc | 18,130 | Exited | -$941.9K |
| ZSQR Z Squared Inc. | 86,062 | Exited | -$910.5K |
| Avalonbay Communities Inc Reit | 4,424 | Exited | -$834.8K |
| J P Morgan Exchange Traded F Etf | 10,134 | Exited | -$813.7K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 1,664 | $18.4B | Current | SEC ↗ |
| Q2 2026 | Aug 17, 2026 | 13F-HR | 1,622 | $18.2B | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 1,632 | $16.3B | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 1,370 | $16.6B | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 1,203 | $13.9B | Current | SEC ↗ |
| Q2 2025 | Aug 11, 2025 | 13F-HR | 1,090 | $12.4B | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 1,063 | $11.7B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer