UNITED CAPITAL FINANCIAL ADVISORS, LLC 13F Holdings
CIK 0001463217
As of Sep 30, 2025, UNITED CAPITAL FINANCIAL ADVISORS, LLC reported 1,203 positions worth
CIK 0001463217
As of Sep 30, 2025, UNITED CAPITAL FINANCIAL ADVISORS, LLC reported 1,203 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 1,550,102 | $949.3M | 7.82% |
| ISHARES CORE S&P 500 ETF | IVV | — | 854,136 | $571.7M | 4.71% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 4,940,967 | $431.4M | 3.55% |
| APPLE INC | AAPL | Technology | 1,549,938 | $394.7M | 3.25% |
| REPLIGEN CORP | RGEN | Healthcare | 2,755,943 | $368.4M | 3.03% |
| MICROSOFT CORP | MSFT | Technology | 695,753 | $360.4M | 2.97% |
| NVIDIA CORP | NVDA | Technology | 1,817,380 | $339.1M | 2.79% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 3,904,585 | $308.1M | 2.54% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 3,389,339 | $264.7M | 2.18% |
| VANGUARD VALUE INDEX FUND | VTV | — | 1,418,692 | $264.6M | 2.18% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 533,498 | $255.9M | 2.11% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 3,504,248 | $231.0M | 1.90% |
| ALPHABET INC | GOOGL | Equity | 777,107 | 88.9M | 1.56% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 3,912,545 | 82.8M | 1.51% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 7,889,842 | 82.4M | 1.50% |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | HEFA | — | 3,829,421 | 51.7M | 1.25% |
| AMAZON.COM INC | AMZN | Equity | 609,279 | 33.8M | 1.10% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 1,087,820 | 29.3M | 1.06% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 1,065,257 | 28.6M | 1.06% |
| ALPHABET INC | GOOG | Equity | 527,271 | 28.4M | 1.06% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 247,569 | 24.5M | 1.03% |
| ISHARES MBS ETF | MBB | — | 1,299,050 | 23.6M | 1.02% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 2,059,852 | 21.9M | 1.00% |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | DBEF | — | 2,436,818 | 13.1M | 0.93% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 356,996 | 12.6M | 0.93% |