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United Capital Financial Advisers

Latest statistics and disclosures from United Capital Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VOO, SPY, AAPL, IEFA, and represent 21.14% of United Capital Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$234M), IVV (+$136M), IUSB (+$48M), CORO (+$44M), IALT (+$40M), IWF (+$35M), GGOV (+$35M), BIV (+$23M), BKNG (+$20M), HONA (+$19M).
Started 128 new stock positions in FMAY, WLTH, SLF, G, GLOB, RHP, VIPS, SHYD, MGA, UCTT.
Reduced shares in these 10 stocks: QUAL (-$53M), EFV (-$50M), IEMG (-$50M), IAGG (-$38M), Honeywell International (-$33M), BINC (-$22M), IVE (-$22M), SPY (-$20M), THRO (-$19M), MTUM (-$16M).
Sold out of its positions in TIC, AEIS, Air Lease Corp, ACI, OKLO, OSG, DCH, AR, AIV, ATR.
United Capital Financial Advisors was a net buyer of stock by $421M.
United Capital Financial Advisors has $18B in assets under management (AUM), dropping by 11.63%.
Central Index Key (CIK): 0001463217

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Portfolio Holdings for United Capital Financial Advisors

United Capital Financial Advisors holds 1610 positions in its portfolio as reported in the June 2026 quarterly 13F filing

United Capital Financial Advisors has 1610 total positions. Only the first 250 positions are shown.

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Download the United Capital Financial Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	6.4	$1.2B	+13%	1.5M	748.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.1	$1.1B		1.6M	686.70	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.2	$582M	-3%	779k	747.13	View chart
Apple (AAPL)	2.8	$512M		1.8M	289.36	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.7	$486M		5.0M	96.60	View chart
NVIDIA Corporation (NVDA)	2.4	$441M	+2%	2.2M	200.09	View chart
Repligen Corporation (RGEN)	2.1	$381M		2.8M	136.44	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$308M		1.4M	218.01	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.7	$306M	+8%	4.0M	76.69	View chart
Microsoft Corporation (MSFT)	1.6	$291M		781k	373.02	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$281M	+488%	3.3M	86.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$269M	-4%	752k	357.37	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$250M	-16%	3.0M	83.01	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.3	$237M	+25%	5.1M	46.14	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.3	$231M		10M	22.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$179M		243k	736.44	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$177M		501k	353.33	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$166M	-4%	1.1M	148.26	View chart
Amazon (AMZN)	0.9	$162M		678k	238.34	View chart
Advisor Managed Portfolios Soundwatch Hedgd (SHDG)	0.9	$156M	-3%	4.8M	32.66	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$155M		1.1M	137.66	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.8	$147M	-6%	3.1M	46.94	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$143M	+6%	1.5M	94.58	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$142M	-5%	1.8M	77.89	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.8	$137M	+12%	5.2M	26.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$133M		266k	500.39	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$128M	-14%	565k	227.15	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$125M	+4%	1.8M	68.04	View chart
JPMorgan Chase & Co. (JPM)	0.7	$122M		374k	327.33	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.7	$120M	-4%	2.2M	54.47	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.6	$101M	+4%	1.5M	67.51	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.6	$100M		1.9M	53.14	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$98M		2.9M	33.86	View chart
Broadcom (AVGO)	0.5	$97M	+10%	258k	377.75	View chart
Visa Com Cl A (V)	0.5	$97M		283k	343.09	View chart
Goldman Sachs Etf Tr Core Bond Etf (GBND)	0.5	$96M	+10%	1.9M	50.51	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.5	$93M		47k	1989.44	View chart
Eli Lilly & Co. (LLY)	0.5	$92M	+22%	77k	1199.42	View chart
Meta Platforms Cl A (META)	0.5	$89M		159k	563.29	View chart
Johnson & Johnson (JNJ)	0.5	$88M	-5%	346k	253.97	View chart
Cisco Systems (CSCO)	0.5	$88M	-2%	745k	117.46	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$83M	-39%	377k	219.81	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$81M		319k	252.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$80M	+3%	811k	98.96	View chart
Costco Wholesale Corporation (COST)	0.4	$75M		80k	935.47	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$70M	+6%	655k	107.51	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.4	$67M	-15%	1.3M	52.68	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$66M	+8%	531k	124.20	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.4	$65M	-4%	1.4M	47.94	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$64M		2.3M	27.55	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$64M		617k	103.98	View chart
Abbvie (ABBV)	0.4	$64M		255k	251.64	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$63M	-4%	258k	242.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$61M		1.9M	31.71	View chart
Qualcomm (QCOM)	0.3	$61M	-4%	329k	184.79	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$60M	-5%	1.2M	50.55	View chart
Walt Disney Company (DIS)	0.3	$60M	-2%	621k	96.25	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$57M	-22%	167k	343.15	View chart
Advanced Micro Devices (AMD)	0.3	$57M	+2%	98k	580.91	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$56M	-3%	584k	96.42	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$56M	+37%	1.2M	45.56	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$56M		1.6M	34.83	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$55M	+6%	116k	477.57	View chart
Starbucks Corporation (SBUX)	0.3	$54M	-6%	525k	102.19	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$54M	-2%	1.8M	29.44	View chart
Procter & Gamble Company (PG)	0.3	$52M		353k	146.64	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$50M	-4%	136k	365.72	View chart
Novo-nordisk A S Adr (NVO)	0.3	$48M	-4%	1.0M	47.94	View chart
Home Depot (HD)	0.3	$48M	-4%	135k	352.68	View chart
Tesla Motors (TSLA)	0.3	$48M		113k	420.60	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.3	$47M	+8%	937k	50.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$47M	+294%	379k	124.25	View chart
Caterpillar (CAT)	0.3	$47M		44k	1064.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$47M		126k	370.13	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$46M	-20%	457k	100.29	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.2	$44M	NEW	1.2M	36.66	View chart
American Express Company (AXP)	0.2	$44M	+2%	131k	338.25	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$44M	+2%	1.9M	22.89	View chart
Micron Technology (MU)	0.2	$44M	-2%	38k	1154.30	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.2	$42M	+8%	733k	57.64	View chart
Medtronic SHS (MDT)	0.2	$41M		528k	78.23	View chart
Chevron Corporation (CVX)	0.2	$41M	-3%	248k	165.76	View chart
Exxon Mobil Corporation (XOM)	0.2	$41M		300k	136.72	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.2	$41M	+20%	1.3M	31.74	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$41M		526k	77.06	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.2	$40M	NEW	1.4M	27.92	View chart
Intuitive Surgical Com New (ISRG)	0.2	$40M	+25%	100k	397.68	View chart
Goldman Sachs Etf Tr Corporate Bd Etf (GIGL)	0.2	$40M	+15%	786k	50.55	View chart
Raytheon Technologies Corp (RTX)	0.2	$40M		209k	189.73	View chart
Ge Vernova (GEV)	0.2	$38M	-11%	33k	1174.86	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$38M	+18%	202k	188.43	View chart
Goldman Sachs (GS)	0.2	$38M		37k	1011.36	View chart
Unilever Spon Adr New (UL)	0.2	$37M		616k	60.12	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$37M		56k	655.89	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$37M	-57%	480k	76.51	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$37M		436k	83.72	View chart
Pepsi (PEP)	0.2	$36M	-2%	264k	135.40	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.2	$36M	-34%	824k	43.14	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.2	$35M	+16%	524k	67.57	View chart
Wal-Mart Stores (WMT)	0.2	$35M		312k	113.26	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$35M		575k	61.26	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$35M		566k	62.20	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.2	$35M	NEW	698k	50.28	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$35M	+5%	1.6M	22.36	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$35M		116k	302.88	View chart
Ge Aerospace Com New (GE)	0.2	$35M		93k	373.73	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.2	$35M	+14%	713k	48.84	View chart
Eaton Corp SHS (ETN)	0.2	$34M	+14%	79k	426.12	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$33M	+16%	643k	52.00	View chart
Amgen (AMGN)	0.2	$33M		91k	362.12	View chart
Deere & Company (DE)	0.2	$33M		52k	634.33	View chart
Lowe's Companies (LOW)	0.2	$33M	-2%	149k	220.49	View chart
S&p Global (SPGI)	0.2	$33M	+3%	80k	407.26	View chart
Oracle Corporation (ORCL)	0.2	$33M	+3%	223k	146.55	View chart
Palo Alto Networks (PANW)	0.2	$33M	-5%	96k	341.02	View chart
Lam Research Corp Com New (LRCX)	0.2	$32M		75k	433.33	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$32M	-4%	718k	44.80	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$31M		164k	190.53	View chart
General Dynamics Corporation (GD)	0.2	$31M		87k	354.24	View chart
Mastercard Incorporated Cl A (MA)	0.2	$30M	-8%	59k	513.60	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.2	$30M	+7%	296k	100.67	View chart
Amphenol Corp Cl A (APH)	0.2	$30M	-16%	169k	176.32	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$29M	+2%	95k	303.21	View chart
Parker-Hannifin Corporation (PH)	0.2	$29M		29k	978.12	View chart
Servicenow (NOW)	0.2	$28M	+39%	286k	99.28	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.2	$28M	+7%	1.3M	22.13	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.2	$28M	+6%	1.3M	21.64	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$28M		80k	344.11	View chart
Intel Corporation (INTC)	0.2	$27M	+8%	196k	139.63	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$27M	+223%	206k	132.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$27M	-3%	382k	71.28	View chart
Applied Materials (AMAT)	0.1	$27M	+2%	37k	722.99	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$27M		176k	152.21	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$27M		161k	164.39	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.1	$26M	+8%	1.3M	19.52	View chart
Netflix (NFLX)	0.1	$26M		359k	71.40	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$25M	-47%	468k	52.36	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$24M		101k	242.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$24M	+2%	81k	300.35	View chart
Thermo Fisher Scientific (TMO)	0.1	$24M		49k	501.36	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$23M	+15%	904k	25.85	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$23M	-3%	308k	75.81	View chart
Illinois Tool Works (ITW)	0.1	$23M		85k	270.47	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$23M	-2%	779k	28.98	View chart
Kkr & Co (KKR)	0.1	$22M		243k	91.78	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$22M	-3%	124k	178.61	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$22M	-4%	159k	136.71	View chart
Iron Mountain (IRM)	0.1	$22M		172k	126.31	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$21M		415k	51.02	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$21M	+25%	424k	49.53	View chart
Emerson Electric (EMR)	0.1	$20M	+37%	143k	143.15	View chart
Booking Holdings (BKNG)	0.1	$20M	+2566%	114k	178.24	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$20M	+16%	183k	110.19	View chart
F5 Networks (FFIV)	0.1	$20M	-2%	48k	415.96	View chart
Wabtec Corporation (WAB)	0.1	$20M	-5%	73k	269.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$20M		268k	73.39	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$20M		123k	158.73	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$20M	+21%	347k	56.50	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$20M	+27%	213k	91.65	View chart
Honeywell Aerospace Com A (HONA)	0.1	$19M	NEW	86k	221.08	View chart
Navan Cl A (NAVN)	0.1	$19M	+34%	830k	22.87	View chart
Honeywell Intl Com A (HON)	0.1	$19M	NEW	85k	223.90	View chart
Kla Corp Com New (KLAC)	0.1	$19M	+1093%	62k	301.71	View chart
Merck & Co (MRK)	0.1	$18M	-2%	142k	128.50	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$18M		189k	96.43	View chart
Danaher Corporation (DHR)	0.1	$18M	-3%	95k	190.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$18M	-4%	77k	236.72	View chart
Metropcs Communications (TMUS)	0.1	$18M		108k	167.73	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$18M	+19%	684k	26.22	View chart
Snowflake Com Shs (SNOW)	0.1	$18M		70k	254.50	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$18M		42k	426.58	View chart
International Business Machines (IBM)	0.1	$18M	+13%	63k	281.21	View chart
Abbott Laboratories (ABT)	0.1	$17M	-2%	191k	90.74	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$17M	-3%	109k	156.92	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$17M	-36%	327k	52.39	View chart
C H Robinson Worldwide In Com New (CHRW)	0.1	$17M		88k	188.34	View chart
Jacobs Engineering Group (J)	0.1	$16M		130k	126.00	View chart
American Tower Reit (AMT)	0.1	$16M		99k	163.57	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$16M	+2%	55k	290.98	View chart
Colgate-Palmolive Company (CL)	0.1	$16M		172k	91.68	View chart
Wells Fargo & Company (WFC)	0.1	$16M	-5%	191k	82.64	View chart
Bank of America Corporation (BAC)	0.1	$16M	+3%	276k	56.98	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.1	$16M		259k	59.89	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$16M		98k	158.07	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$15M	+18%	250k	61.48	View chart
UnitedHealth (UNH)	0.1	$15M	+6%	37k	415.63	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$15M	+2%	20k	763.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$15M	-2%	253k	59.57	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$15M	NEW	384k	38.64	View chart
Calamos Etf Tr Nasdaq Autocalll (CAIQ)	0.1	$15M	+6%	549k	26.71	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.1	$15M	+6%	538k	27.17	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.1	$15M	+6%	282k	51.44	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$15M	-3%	144k	100.78	View chart
Lamar Advertising Cl A (LAMR)	0.1	$15M		93k	155.98	View chart
Texas Instruments Incorporated (TXN)	0.1	$14M	-5%	48k	298.07	View chart
Analog Devices (ADI)	0.1	$14M	+35%	36k	397.17	View chart
Novartis Sponsored Adr (NVS)	0.1	$14M	-2%	90k	156.72	View chart
Coca-Cola Company (KO)	0.1	$14M	+3%	173k	81.27	View chart
Kimberly-Clark Corporation (KMB)	0.1	$14M		128k	109.77	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$14M	NEW	306k	45.73	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$14M		186k	74.97	View chart
Gilead Sciences (GILD)	0.1	$14M	-25%	108k	126.34	View chart
Charles Schwab Corporation (SCHW)	0.1	$14M		147k	92.27	View chart
Uber Technologies (UBER)	0.1	$14M		187k	72.16	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$13M	-20%	58k	229.57	View chart
Philip Morris International (PM)	0.1	$13M		73k	180.91	View chart
Nextera Energy (NEE)	0.1	$13M		151k	87.77	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$13M	-4%	62k	212.83	View chart
Vaneck Etf Trust Morn Smid Mo Etf (SMOT)	0.1	$13M		339k	38.88	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$13M		123k	107.21	View chart
Nasdaq Omx (NDAQ)	0.1	$13M	-20%	167k	78.82	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.1	$13M	+2%	122k	107.36	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$13M	-15%	246k	53.21	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$13M	+91%	231k	56.18	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.1	$13M	+13%	45k	286.35	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$13M	+3%	124k	103.87	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$13M	-7%	542k	23.14	View chart
MetLife (MET)	0.1	$13M	+3%	148k	84.61	View chart
salesforce (CRM)	0.1	$12M	-38%	79k	156.66	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$12M	+25%	212k	58.20	View chart
Broadstone Net Lease (BNL)	0.1	$12M		596k	20.67	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.1	$12M	+25%	163k	75.68	View chart
Union Pacific Corporation (UNP)	0.1	$12M	+3%	45k	272.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$12M		162k	75.72	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$12M		155k	78.99	View chart
Janus Detroit Str Tr Hend Eq Li Mode A	0.1	$12M	NEW	487k	25.07	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$12M	+747%	102k	119.57	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$12M		50k	237.33	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$12M	-19%	106k	111.31	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$12M		244k	48.17	View chart
Copart (CPRT)	0.1	$12M	-2%	414k	28.19	View chart
Verizon Communications (VZ)	0.1	$12M	-9%	275k	42.34	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$12M		122k	95.41	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.1	$12M	-2%	258k	45.09	View chart
At&t (T)	0.1	$12M	+4%	553k	20.70	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$11M	-9%	96k	117.43	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$11M		72k	156.93	View chart
Diageo Spon Adr New (DEO)	0.1	$11M	-2%	139k	80.38	View chart
Boeing Company (BA)	0.1	$11M	+2%	51k	216.47	View chart
Ball Corporation (BALL)	0.1	$11M		176k	62.40	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$11M	+18%	442k	24.24	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$11M	+3%	182k	58.96	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$11M		188k	56.33	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$11M	+2%	90k	117.67	View chart
Msci (MSCI)	0.1	$11M		19k	560.04	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$11M	-36%	128k	82.09	View chart
Morgan Stanley Com New (MS)	0.1	$10M	+2%	49k	209.04	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$10M	-42%	83k	124.44	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$10M	+10%	178k	57.88	View chart
Bristol Myers Squibb (BMY)	0.1	$10M	+3%	177k	57.62	View chart

Past Filings by United Capital Financial Advisors

SEC 13F filings are viewable for United Capital Financial Advisors going back to 2010

United Capital Financial Advisors 2026 Q2 filed Aug. 17, 2026
United Capital Financial Advisors 2026 Q1 filed May 15, 2026
United Capital Financial Advisors 2025 Q4 filed Feb. 17, 2026
United Capital Financial Advisors 2025 Q3 filed Nov. 14, 2025
United Capital Financial Advisors 2025 Q2 filed Aug. 11, 2025
United Capital Financial Advisors 2025 Q1 filed May 13, 2025
United Capital Financial Advisors 2024 Q4 filed Feb. 13, 2025
United Capital Financial Advisors 2024 Q3 filed Nov. 12, 2024
United Capital Financial Advisors 2024 Q2 filed Aug. 14, 2024
United Capital Financial Advisors 2024 Q1 filed May 15, 2024
United Capital Financial Advisors 2023 Q4 filed Feb. 14, 2024
United Capital Financial Advisers 2023 Q3 filed Nov. 14, 2023
United Capital Financial Advisers 2023 Q1 restated filed Aug. 15, 2023
United Capital Financial Advisers 2023 Q2 filed Aug. 14, 2023
United Capital Financial Advisers 2023 Q1 filed May 15, 2023
United Capital Financial Advisers 2022 Q4 filed Feb. 15, 2023

View all past filings

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