UNITED CAPITAL FINANCIAL ADVISORS, LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$16.6B

Total Positions

1,359

New This Quarter

209

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

VOO6.03%

IVV5.25%

SPY3.13%

AAPL2.92%

RGEN2.73%

IEFA2.68%

NVDA2.21%

MSFT2.20%

VTV1.67%

BIV1.66%

Other16.26%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

PH28Q held

Parker-Hannifin Corp

Avg $163.68 · $22.2M est. P&L

Est. P&L

+442.01%

KGC9Q held

KINROSS GOLD CORP

Avg $6.35 · $429,070 est. P&L

Est. P&L

+350.66%

CAT28Q held

Caterpillar Inc

Avg $132.41 · $19.6M est. P&L

Est. P&L

+335.06%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 1359 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VOO VANGUARD INDEX FDS	1.6M	$1B	6.0%	—	$350.77	+80.09%	28 qtrs	Increased 64
IVV ISHARES TR	1.3M	$871.2M	5.2%	—	$450.92	+53.00%	28 qtrs	Increased 85
SPY SPDR S&P 500 ETF TR	762,991	$520.3M	3.1%	—	$644.32	+6.63%	28 qtrs	Increased 93
AAPL Apple Inc	1.8M	$485.4M	2.9%	—	$128.38	+112.52%	28 qtrs	Increased 62
RGEN Repligen Corp	2.8M	$454M	2.7%	—	$124.32	+34.00%	2 qtrs	Increased 54
IEFA ISHARES TR	5M	$444.5M	2.7%	—	$54.92	+63.62%	28 qtrs	Increased 54
NVDA NVIDIA Corp	2M	$366.4M	2.2%	—	$126.54	+48.20%	28 qtrs	Increased 58
MSFT Microsoft Corp	755,628	$365.4M	2.2%	—	$196.81	+147.70%	28 qtrs	Increased 58
VTV VANGUARD INDEX FDS	1.5M	$277.2M	1.7%	—	$99.01	+94.29%	28 qtrs	Increased 50
BIV VANGUARD BD INDEX FDS	3.5M	$275.6M	1.7%	—	$68.27	+14.00%	15 qtrs	Increased 51
VUG VANGUARD INDEX FDS	542,351	$264.6M	1.6%	—	$164.88	+198.22%	28 qtrs	Increased 49
GOOGL Alphabet Inc	843,079	$263.9M	1.6%	—	$134.58	+133.21%	28 qtrs	Increased 53
IEMG ISHARES INC	3.8M	$256.9M	1.5%	—	$50.96	+32.24%	28 qtrs	Increased 53
921937827 VANGUARD BD INDEX FDS	2.8M	$218.3M	1.3%	—	—	—	—	Decreased 0
IUSB ISHARES TR	4M	$185.9M	1.1%	—	$42.57	+9.22%	28 qtrs	Increased 49
GOVT ISHARES TR	7.6M	$175M	1.1%	—	$22.33	+3.06%	28 qtrs	Decreased 0
GOOG Alphabet Inc	530,787	$166.6M	1.0%	—	$97.83	+221.54%	28 qtrs	Increased 48
SHDG SOUNDWATCH HEDGED EQUITY ETF	5M	$160.9M	1.0%	—	$32.54	0.00%	1 qtr	New 59
IVE ISHARES TR	731,518	$155.1M	0.9%	—	$182.12	+17.26%	28 qtrs	Increased 56
AMZN Amazon.com Inc	665,873	$153.7M	0.9%	—	$132.41	+75.61%	28 qtrs	Increased 47
HEFA ISHARES TR	3.5M	$145.8M	0.9%	—	$24.44	+69.93%	28 qtrs	Decreased 0
QQQ INVESCO QQQ TR	234,514	$144.1M	0.9%	—	$540.56	+14.59%	28 qtrs	Increased 69
IJR ISHARES TR	1.2M	$143.7M	0.9%	—	$89.74	+35.60%	28 qtrs	Increased 47
IVW ISHARES TR	1.1M	$133.6M	0.8%	—	$78.06	+59.06%	28 qtrs	Increased 43
BRK/B Berkshire Hathaway Inc	264,725	$133.1M	0.8%	—	—	—	28 qtrs	Increased 46
Showing 25 of 1,359 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

CDNSCadence Design Systems Inc

Q2 2024 → Q4 2025+4,096 shares+$1.3M

DTEDTE Energy Co

Q2 2024 → Q4 2025+2,429 shares+$403,614

GLPGLOBAL PARTNERS LP

Q2 2024 → Q4 2025+1,696 shares+$33,748

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer