UNITED CAPITAL FINANCIAL ADVISORS, LLC

Q3 2025 13F Holdings

  • Location
    irving, TX
  • Num holdings

    1,203

  • Value ($000)

    $13,934,969

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001463217
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD S&P 500 ETF

EXCHANGE TRADED FUND
922908363
$949.25 M
7 %

1,550,102

IVV
IVV

ISHARES CORE S&P 500 ETF

EXCHANGE TRADED FUND
464287200
$571.67 M
4 %

854,136

IEFA
IEFA

ISHARES CORE MSCI EAFE ETF

EXCHANGE TRADED FUND
46432F842
$431.40 M
3 %

4,940,967

AAPL
AAPL

APPLE INC

COMMON STOCK
037833100
$394.66 M
3 %

1,549,938

RGEN
RGEN

REPLIGEN CORP

COMMON STOCK
759916109
$368.39 M
3 %

2,755,943

MSFT
MSFT

MICROSOFT CORP

COMMON STOCK
594918104
$360.37 M
3 %

695,753

NVDA
NVDA

NVIDIA CORP

COMMON STOCK
67066G104
$339.09 M
2 %

1,817,380

BSV
BSV

VANGUARD SHORT-TERM BOND ETF

EXCHANGE TRADED FUND
921937827
$308.11 M
2 %

3,904,585

BIV
BIV

VANGUARD INTERM-TERM BOND ETF

EXCHANGE TRADED FUND
921937819
$264.67 M
2 %

3,389,339

VTV
VTV

VANGUARD VALUE ETF

EXCHANGE TRADED FUND
922908744
$264.57 M
2 %

1,418,692

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