account_balance
Investment manager · 13F filer · SEC CIK 1463217
United Capital Financial Advisors, LLC
Reported value$18.3Bas of Sep 30, 2026
Positions1,653 119 new, 75 sold out
Top 10 weight32.4%IVV alone is 6%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
6.4%
VOOVanguard Index FDS
6.1%
AAPLApple Inc
3.2%
SPYState STR SPDR S&P 500 ETF T
3.1%
RGENRepligen Corp
2.9%
NVDANvidia Corporation
2.7%
IEFAiShares Tr
2.6%Trimmed −2%
MSFTMicrosoft Corp
2.1%Trimmed −3%
BIVVanguard Bd Index FDS
1.6%Added +2%
VTVVanguard Index FDS
1.6%Trimmed −4%
VUGVanguard Index FDS
1.6%Trimmed −3%
IUSBiShares Tr
1.5%Added +19%
IVViShares Tr
6.4%
VOOVanguard Index FDS
6.1%
AAPLApple Inc
3.2%
SPYState STR SPDR S&P 500 ETF T
3.1%
RGENRepligen Corp
2.9%
NVDA2.7%IEFA2.6%
MSFT2.1%BIV1.6%
VTV1.6%
VUG1.6%
IUSB1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 6.4% Held
VOO Vanguard Index FDS 6.1% Held
AAPL Apple Inc 3.2% HeldSPY State STR SPDR S&P 500 ETF T 3.1% HeldRGEN Repligen Corp 2.9% HeldNVDA Nvidia Corporation 2.7% HeldIEFA iShares Tr 2.6% Trimmed −2%
MSFT Microsoft Corp 2.1% Trimmed −3%BIV Vanguard Bd Index FDS 1.6% Added +2%
VTV Vanguard Index FDS 1.6% Trimmed −4%
VUG Vanguard Index FDS 1.6% Trimmed −3%
IUSB iShares Tr 1.5% Added +19%
What changed