Institutional Fund
United Capital Financial Advisors, LLC
Irving, TXCIK 14632175 filings on record
Portfolio Value
$16.22B
Q1 2026
Holdings
1,623
Reported positions
New Buys
307
Opened this quarter
QoQ Change
-2.1%
from $16.56B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds5.9%
- Ishares Tr5.5%
- Spdr S&P 500 ETF Tr3.1%
- Ishares Tr2.8%
- Apple Inc2.8%
- Nvidia Corporation2.3%
- Other77.7%
Portfolio Holdings
1,623 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 1.61M | $961.77M | 5.9% | +12.8K | Added |
| 2 | Ishares Tr | 1.36M | $888.25M | 5.5% | +87.6K | Added |
| 3 | Spdr S&P 500 ETF Tr | 764.3K | $497.09M | 3.1% | +1.3K | Added |
| 4 | Ishares Tr | 5.06M | $456.80M | 2.8% | +93.4K | Added |
| 5 | Apple Inc | 1.76M | $447.32M | 2.8% | −23.0K | Reduced |
| 6 | Nvidia Corporation | 2.14M | $373.56M | 2.3% | +177.1K | Added |
| 7 | Repligen Corp | 2.77M | $326.83M | 2.0% | +3.1K | Added |
| 8 | Microsoft Corp | 774.5K | $286.70M | 1.8% | +18.9K | Added |
| 9 | Vanguard Bd Index Fds | 3.70M | $285.13M | 1.8% | +159.0K | Added |
| 10 | Vanguard Index Fds | 1.43M | $281.38M | 1.7% | −17.6K | Reduced |
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