UNITED CAPITAL FINANCIAL ADVISORS, LLC
1,626 holdingsFiling period: 2026-03-31Current AUM: $18.08Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 1.61M | $961.8M | $1.11B | 6.11% | +12.8K | 2026-03-31 |
| 2 | IVV | ISHARES TR | 1.36M | $888.2M | $1.02B | 5.64% | +87.6K | 2026-03-31 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 805.1K | $523.6M | $601.5M | 3.33% | +6.0K | 2026-03-31 |
| 4 | IEFA | ISHARES TR | 5.06M | $456.8M | $495.8M | 2.74% | +93.4K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 1.78M | $451.4M | $549.5M | 3.04% | -22,848 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 2.15M | $375.3M | $432.0M | 2.39% | +187.1K | 2026-03-31 |
| 7 | RGEN | REPLIGEN CORP | 2.77M | $326.8M | $391.2M | 2.16% | +3.1K | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 776.6K | $287.5M | $360.9M | 2.00% | +18.7K | 2026-03-31 |
| 9 | BIV | VANGUARD BD INDEX FDS | 3.70M | $285.1M | $279.1M | 1.54% | +159.0K | 2026-03-31 |
| 10 | VTV | VANGUARD INDEX FDS | 1.43M | $281.4M | $315.4M | 1.74% | -17,629 | 2026-03-31 |
| 11 | IEMG | ISHARES INC | 3.61M | $251.8M | $280.1M | 1.55% | -211,677 | 2026-03-31 |
| 12 | VUG | VANGUARD INDEX FDS | 554.5K | $242.2M | $283.5M | 1.57% | +12.2K | 2026-03-31 |
| 13 | GOOGL | ALPHABET INC | 791.0K | $227.5M | $281.7M | 1.56% | -52,029 | 2026-03-31 |
| 14 | GOVT | ISHARES TR | 9.93M | $227.5M | $222.9M | 1.23% | +2.33M | 2026-03-31 |
| 15 | IUSB | ISHARES TR | 4.10M | $189.5M | $186.4M | 1.03% | +107.2K | 2026-03-31 |
| 16 | SHDG | ADVISOR MANAGED PORTFOLIOS | 4.96M | $152.3M | $162.3M | 0.90% | -27,882 | 2026-03-31 |
| 17 | BSV | VANGUARD BD INDEX FDS | 1.92M | $150.7M | $149.1M | 0.82% | -846,537 | 2026-03-31 |
| 18 | GOOG | ALPHABET INC | 508.6K | $145.9M | $181.4M | 1.00% | -22,217 | 2026-03-31 |
| 19 | IJR | ISHARES TR | 1.17M | $145.0M | $169.6M | 0.94% | -28,913 | 2026-03-31 |
| 20 | HEFA | ISHARES TR | 3.34M | $142.3M | $155.5M | 0.86% | -179,821 | 2026-03-31 |
| 21 | AMZN | AMAZON COM INC | 670.4K | $139.6M | $182.1M | 1.01% | +4.5K | 2026-03-31 |
| 22 | IVE | ISHARES TR | 660.6K | $139.5M | $153.1M | 0.85% | -70,945 | 2026-03-31 |
| 23 | QQQ | INVESCO QQQ TR | 241.0K | $139.2M | $165.9M | 0.92% | -1,003 | 2026-03-31 |
| 24 | MBB | ISHARES TR | 1.42M | $135.2M | $132.3M | 0.73% | +66.9K | 2026-03-31 |
| 25 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 268.0K | $128.4M | $128.4M | 0.71% | +660 | 2026-03-31 |
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