EdgeMarket › What United Capital Financial Advisors, Llc reported owning
What United Capital Financial Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
16.3BPositions
1,632Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 961.8M | 5.9% | 1.6M | 703.71 | +20.0% |
| IVV iShares Core S&P 500 ETF | 888.2M | 5.5% | 1.4M | 769.31 | +20.0% |
| SPY SPDR S&P 500 ETF TRUST | 497.1M | 3.1% | 764.3K | 765.72 | +20.0% |
| IEFA iShares Core MSCI EAFE ETF | 456.8M | 2.8% | 5.1M | 100.85 | +16.8% |
| AAPL Apple Inc. | 447.3M | 2.8% | 1.8M | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 373.6M | 2.3% | 2.1M | 214.72 | +22.4% |
| RGEN REPLIGEN CORP | 326.8M | 2.0% | 2.8M | 181.13 | +49.0% |
| MSFT MICROSOFT CORP | 286.7M | 1.8% | 774.5K | 483.24 | -4.4% |
| BIV Vanguard Intermediate-Term Bond ETF | 285.1M | 1.8% | 3.7M | 75.43 | -2.5% |
| VTV Vanguard Morningstar Value ETF | 281.4M | 1.7% | 1.4M | 226.40 | +24.6% |
| IEMG iShares Core MSCI Emerging Markets ETF | 251.8M | 1.5% | 3.6M | 81.57 | +31.9% |
| VUG Vanguard Morningstar Growth ETF | 242.2M | 1.5% | 554.5K | 87.50 | +15.9% |
| GOOGL Alphabet Inc. | 227.5M | 1.4% | 791.0K | 344.82 | +73.0% |
| GOVT iShares U.S. Treasury Bond ETF | 227.5M | 1.4% | 9.9M | 22.45 | -2.0% |
| IUSB iShares Core Universal USD Bond ETF | 189.5M | 1.2% | 4.1M | 45.43 | -1.7% |
| SHDG Soundwatch Hedged Equity ETF | 152.3M | 0.9% | 5.0M | 33.40 | +8.9% |
| BSV Vanguard Short-Term Bond ETF | 150.7M | 0.9% | 1.9M | 77.57 | -1.4% |
| GOOG Alphabet Inc. | 145.9M | 0.9% | 508.6K | 341.75 | +70.7% |
| IJR iShares Core S&P Small-Cap ETF | 145.0M | 0.9% | 1.2M | 147.31 | +29.0% |
| HEFA iShares Currency Hedged MSCI EAFE ETF | 142.3M | 0.9% | 3.3M | 47.25 | +20.3% |
| AMZN AMAZON COM INC | 139.6M | 0.9% | 670.4K | 258.63 | +15.6% |
| IVE iShares S&P 500 Value ETF | 139.5M | 0.9% | 660.6K | 237.24 | +17.6% |
| MBB iShares MBS ETF | 135.2M | 0.8% | 1.4M | 93.12 | -0.6% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 134.8M | 0.8% | 233.5K | 713.44 | +26.1% |
| unmapped CUSIP 084670702 | 128.4M | 0.8% | 268.0K | — | — |
| IVW iShares S&P 500 Growth ETF | 125.1M | 0.8% | 1.1M | 138.83 | +22.2% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 120.5M | 0.7% | 4.6M | 26.16 | -1.4% |
| QUAL iShares MSCI USA Quality Factor ETF | 118.8M | 0.7% | 619.4K | 223.22 | +19.3% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 113.3M | 0.7% | 2.3M | 55.82 | +21.1% |
| JPM JPMORGAN CHASE & CO | 109.1M | 0.7% | 370.8K | 351.58 | +20.3% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 102.0M | 0.6% | 1.8M | 69.08 | +22.3% |
| IGIB iShares 5-10 Year Investment Grade Corporate B | 99.1M | 0.6% | 1.9M | 52.14 | -2.5% |
| JNJ JOHNSON & JOHNSON | 89.5M | 0.6% | 366.3K | 270.24 | +51.1% |
| META Meta Platforms, Inc. | 89.2M | 0.5% | 156.0K | 549.90 | -26.5% |
| GBND Goldman Sachs Core Bond ETF | 87.5M | 0.5% | 1.7M | 49.69 | -1.3% |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ET | 84.9M | 0.5% | 1.4M | 67.27 | +20.8% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 84.7M | 0.5% | 2.9M | 35.32 | +17.3% |
| V VISA INC. | 84.6M | 0.5% | 279.9K | 371.04 | +7.9% |
| EFV iShares MSCI EAFE Value ETF | 84.4M | 0.5% | 1.1M | 82.23 | +21.4% |
| COST COSTCO WHOLESALE CORP /NEW | 80.4M | 0.5% | 80.7K | 947.74 | -4.7% |
| AGG iShares Core U.S. Aggregate Bond ETF | 78.1M | 0.5% | 786.7K | 97.35 | -1.7% |
| AVGO Broadcom Inc. | 72.2M | 0.4% | 233.3K | 368.45 | +26.5% |
| SHM State Street SPDR Nuveen ICE Short Term Munici | 67.9M | 0.4% | 1.4M | 47.76 | -0.9% |
| MUB iShares National Muni Bond ETF | 65.1M | 0.4% | 613.7K | 105.34 | +1.2% |
| JPST JPMorgan Ultra-Short Income ETF | 63.2M | 0.4% | 1.2M | 50.53 | -0.3% |
| ASML ASML HOLDING NV | 62.9M | 0.4% | 47.6K | 1,763.76 | +135.3% |
| DIS Walt Disney Co | 61.5M | 0.4% | 638.5K | 107.78 | -7.9% |
| MOAT VanEck Morningstar Wide Moat ETF | 59.1M | 0.4% | 611.4K | 114.42 | +17.5% |
| CSCO CISCO SYSTEMS, INC. | 59.1M | 0.4% | 762.0K | 111.04 | +65.5% |
| SCHF Schwab International Equity ETF | 58.9M | 0.4% | 2.4M | 28.46 | +24.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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