13F filer

United Capital Financial Advisors

As of Jun 30, 2026 Filed Aug 17, 2026 CIK 1463217 SEC filings ↗

13F Value

$18.15B

Positions

1,621

Top Position

IVV6.4%

Top 5

21.0%

Latest filing changes

vs Mar 31, 2026

1 IVV iShares Core S&P 500 ETF +13.4%+$135.9M

2 IUSB iShares Core Universal USD Bond ETF +25.2%+$47.6M

3 BIV Vanguard Intermediate-Term Bond Index Fund — ETF Shares +8.1%+$22.9M

4 BKNG Booking Holdings >999%+$19.6M

5 ESGV Vanguard ESG U.S. Stock ETF — ETF Shares +223.5%+$18.8M

Holdings1,621

#							Trend (4Q)
1	IVV iShares Core S&P 500 ETF	6.4%	$1.15B	+13.4%	1.54M	5.5%		ETF
2	VOO Vanguard 500 Index Fund — ETF Shares	6.1%	$1.10B	-0.1%	1.61M	5.9%		ETF
3	SPY State Str SPDR S&P 500 ETF T — Tr Unit	3.0%	$553.1M	-3.1%	740.3K	3.1%		ETF
4	AAPL Apple	2.8%	$507.6M	-0.5%	1.75M	2.8%		Common Stock
5	IEFA iShares Core MSCI EAFE ETF	2.7%	$485.9M	-0.6%	5.03M	2.8%		ETF
6	NVDA NVIDIA	2.4%	$438.8M	+2.4%	2.19M	2.3%		Common Stock
7	RGEN Repligen	2.1%	$380.8M	+0.6%	2.79M	2.0%		Common Stock
8	VTV Vanguard Morningstar Value Index Fund — ETF Shares	1.7%	$308.4M	-1.3%	1.41M	1.7%		ETF
9	BIV Vanguard Intermediate-Term Bond Index Fund — ETF Shares	1.7%	$306.4M	+8.1%	4.00M	1.8%		ETF
10	MSFT Microsoft	1.6%	$290.7M	+0.6%	779.2K	1.8%		Common Stock
11	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	1.6%	$281.4M	—	3.26M	1.5%	—	ETF
12	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 752,247 reported quantity $268,830,383 reported value	1.5%	$268.8M	-4.9%	752.2K	1.4%		Common Stock
13	IEMG iShares Core MSCI Emerging Markets ETF	1.4%	$250.0M	-16.5%	3.01M	1.5%		ETF
14	IUSB iShares Core Universal USD Bond ETF	1.3%	$236.8M	+25.2%	5.13M	1.2%		ETF
15	GOVT iShares U.S. Treasury Bond ETF	1.3%	$230.6M	+2.0%	10.13M	1.4%		ETF
16	GOOG Alphabet Class C	1.0%	$176.9M	-1.6%	500.6K	0.9%		Common Stock
17	QQQ Invesco QQQ Trust, Series 1	1.0%	$174.9M	+1.7%	237.5K	0.8%		ETF
18	IJR iShares Core S&P Small-Cap ETF	0.9%	$166.0M	-4.0%	1.12M	0.9%		ETF
19	AMZN Amazon	0.9%	$161.5M	+1.1%	677.8K	0.9%		Common Stock
20	SHDG Soundwatch Hedged Equity ETF	0.9%	$156.4M	-3.4%	4.79M	0.9%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing137

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.