13F filer

Univest Financial

As of Jun 30, 2026 Filed Aug 7, 2026 CIK 102212 SEC filings ↗

13F Value

$2.04B

Positions

275

Top Position

VXUS9.0%

Top 5

29.8%

Latest filing changes

vs Mar 31, 2026

1 IUSB iShares Core Universal USD Bond ETF +16.1%+$8.2M

2 NVDA NVIDIA +4.5%+$2.8M

3 MSFT Microsoft +4.1%+$2.7M

4 FICO Fair Isaac +19.3%+$2.7M

5 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +1.4%+$2.2M

Holdings275

#
1	VXUS Vanguard Total International Stock Index Fund — ETF Shares	9.0%	$184.0M	+1.1%	2.15M	9.2%	ETF
2	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	7.9%	$161.1M	+1.4%	1.83M	7.8%	ETF
3	AAPL Apple	5.1%	$103.4M	+0.1%	357.5K	5.1%	Common Stock
4	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 241,488 reported quantity $86,300,469 reported value	4.2%	$86.3M	+1.4%	241.5K	3.8%	Common Stock
5	MU Micron Technology	3.5%	$71.8M	-4.4%	62.2K	1.2%	Common Stock
6	MSFT Microsoft	3.4%	$68.4M	+4.1%	183.3K	3.7%	Common Stock
7	NVDA NVIDIA	3.2%	$66.1M	+4.5%	330.3K	3.1%	Common Stock
8	AMZN Amazon	3.2%	$64.2M	+2.2%	269.4K	3.1%	Common Stock
9	SPAB State Street SPDR Portfolio Aggregate Bond ETF	2.9%	$60.0M	-2.7%	2.35M	3.5%	ETF
10	IUSB iShares Core Universal USD Bond ETF	2.9%	$59.0M	+16.1%	1.28M	2.9%	ETF
11	AVGO Broadcom	2.6%	$53.0M	+0.6%	140.3K	2.4%	Common Stock
12	LLY Eli Lilly	2.0%	$40.6M	+4.2%	33.8K	1.7%	Common Stock
13	META Meta Platforms	1.8%	$35.9M	+2.1%	63.7K	2.0%	Common Stock
14	NEE NextEra Energy	1.5%	$30.3M	+2.2%	344.8K	1.8%	Common Stock
15	XLE State Street(R) Energy Select Sector SPDR(R) ETF	1.5%	$29.8M	+2.0%	560.5K	1.9%	ETF
16	AMAT Applied Materials	1.3%	$27.2M	-8.2%	37.6K	0.8%	Common Stock
17	V Visa	1.3%	$26.4M	-1.5%	76.9K	1.3%	Common Stock
18	VOO Vanguard 500 Index Fund — ETF Shares	1.3%	$25.9M	-6.9%	37.7K	1.4%	ETF
19	UVSP Univest Financial Corporatio	1.1%	$22.0M	+0.3%	503.4K	1.0%	Common Stock
20	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	1.0%	$20.5M	+8.3%	172.6K	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 Filing5

#	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.