UNITED CAPITAL FINANCIAL ADVISORS, LLC

Q3 2025 13F-HR Holdings

Location
Irving, TX
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
1,203
Total value ($000)
$13,934,969
Net value change ($000)
+1,532,754 (12.4%)
New positions
142
Sold out positions
30
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/11/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RGEN 368,387 NEW
AAPL 93,376 31.0%
NVDA 88,544 35.3%
GOOGL 65,620 53.2%
PYLD 54,796 NEW
VOO 54,376 6.1%
OEF 46,133 95.6%
IVV 40,060 7.5%
GOOGL 35,289 37.9%
BAI 33,000 204.8%
Top Reduces (Value $000, Stocks/ETFs)
EFG -39,947 -88.6%
BSV -37,588 -10.9%
IYW -30,733 -56.3%
IUSB -18,825 -9.3%
QUAL -13,607 -11.9%
JNK -12,573 -13.8%
EFV -11,269 -10.9%
ACN -10,445 -21.0%
INTU -9,108 -25.2%
ISRG -8,808 -19.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 35,934 (0.3% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type