UNITED CAPITAL FINANCIAL ADVISORS, LLC

Est. AUM

$16.02B

13F long equity, this entity only

Positions

1,614

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$961.8M	1608662	6.00%	DFND
2	ISHARES TR	CORE S&P500 ETF	$888.2M	1359535	5.55%	DFND
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$497.1M	764294	3.10%	DFND
4	ISHARES TR	CORE MSCI EAFE	$456.8M	5062078	2.85%	DFND
5	APPLE INC	COM	$447.3M	1762553	2.79%	DFND
6	NVIDIA CORPORATION	COM	$373.6M	2141958	2.33%	DFND
7	REPLIGEN CORP	COM	$326.8M	2773980	2.04%	DFND
8	MICROSOFT CORP	COM	$286.7M	774509	1.79%	DFND
9	VANGUARD BD INDEX FDS	INTERMED TERM	$285.1M	3697194	1.78%	DFND
10	VANGUARD INDEX FDS	VALUE ETF	$281.4M	1433905	1.76%	DFND
11	ISHARES INC	CORE MSCI EMKT	$251.8M	3609503	1.57%	DFND
12	VANGUARD INDEX FDS	GROWTH ETF	$242.2M	554536	1.51%	DFND
13	ALPHABET INC	CAP STK CL A	$227.5M	791050	1.42%	DFND
14	ISHARES TR	US TREAS BD ETF	$227.5M	9932883	1.42%	DFND
15	ISHARES TR	CORE UNIVRSL USD	$189.5M	4101187	1.18%	DFND
16	ADVISOR MANAGED PORTFOLIOS	SOUNDWATCH HEDGD	$152.3M	4957240	0.95%	DFND
17	VANGUARD BD INDEX FDS	SHORT TRM BOND	$150.7M	1922954	0.94%	DFND
18	ALPHABET INC	CAP STK CL C	$145.9M	508570	0.91%	DFND
19	ISHARES TR	CORE S&P SCP ETF	$145.0M	1166626	0.90%	DFND
20	ISHARES TR	HDG MSCI EAFE	$142.3M	3344417	0.89%	DFND
21	AMAZON COM INC	COM	$139.6M	670394	0.87%	DFND
22	ISHARES TR	S&P 500 VAL ETF	$139.5M	660573	0.87%	DFND
23	ISHARES TR	MBS ETF	$135.2M	1422567	0.84%	DFND
24	INVESCO QQQ TR	UNIT SER 1	$134.8M	233511	0.84%	DFND
25	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$128.4M	267985	0.80%	DFND
26	ISHARES TR	S&P 500 GRWT ETF	$125.1M	1105695	0.78%	DFND
27	PIMCO ETF TR	MULTISECTOR BD	$120.5M	4591369	0.75%	DFND
28	ISHARES TR	MSCI USA QLT FCT	$118.8M	619423	0.74%	DFND
29	DBX ETF TR	XTRACK MSCI EAFE	$113.3M	2292868	0.71%	DFND
30	JPMORGAN CHASE & CO	COM	$109.1M	370760	0.68%	DFND
31	BLACKROCK ETF TRUST	ISHARES US EQUIT	$102.0M	1752856	0.64%	DFND
32	ISHARES TR	ISHS 5-10YR INVT	$99.1M	1865467	0.62%	DFND
33	JOHNSON & JOHNSON	COM	$89.5M	366322	0.56%	DFND
34	META PLATFORMS INC	CL A	$89.2M	155967	0.56%	DFND
35	GOLDMAN SACHS ETF TR	CORE BOND ETF	$87.5M	1732174	0.55%	DFND
36	SPDR SERIES TRUST	STATE STREET SPD	$84.9M	1434068	0.53%	DFND
37	SCHWAB STRATEGIC TR	US LCAP GR ETF	$84.7M	2907132	0.53%	DFND
38	VISA INC	COM CL A	$84.6M	279914	0.53%	DFND
39	ISHARES TR	EAFE VALUE ETF	$84.4M	1137189	0.53%	DFND
40	COSTCO WHOLESALE CORPORATION	COM	$80.4M	80677	0.50%	DFND
41	ISHARES TR	CORE US AGGBD ET	$78.1M	786743	0.49%	DFND
42	BROADCOM INC	COM	$72.2M	233277	0.45%	DFND
43	SPDR SERIES TRUST	STATE STREET SPD	$67.9M	1419516	0.42%	DFND
44	ISHARES TR	NATIONAL MUN ETF	$65.1M	613660	0.41%	DFND
45	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$63.2M	1249816	0.39%	DFND
46	ASML HLDG NV	N Y REGISTRY SHS	$62.9M	47608	0.39%	DFND
47	DISNEY WALT CO	COM	$61.5M	638550	0.38%	DFND
48	VANECK ETF TRUST	MRNGSTR WDE MOAT	$59.1M	611351	0.37%	DFND
49	CISCO SYS INC	COM	$59.1M	762038	0.37%	DFND
50	SCHWAB STRATEGIC TR	INTL EQTY ETF	$58.9M	2381566	0.37%	DFND

1–50 of 1,614

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.