UNITED CAPITAL FINANCIAL ADVISORS, LLC
Q4 2025 13F-HR Holdings
Net value change ($000)
+2,673,402
(19.2%)
New positions
209
Sold out positions
43
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q3 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)
| SPY | 464,933 | 839.7% |
| IVV | 299,539 | 52.4% |
| SHDG | 160,900 | NEW |
| QQQ | 117,427 | 440.8% |
| AAPL | 90,773 | 23.0% |
| RGEN | 85,646 | 23.2% |
| GOOGL | 74,969 | 39.7% |
| MOAT | 61,751 | NEW |
| VOO | 51,579 | 5.4% |
| GBND | 47,480 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| BSV | -89,847 | -29.2% |
| Unilever PLC | -37,191 | -100.0% |
| JNK | -25,999 | -33.0% |
| ORCL | -24,202 | -27.4% |
| iSHARES TRUST | -23,404 | -100.0% |
| BSJP | -12,415 | -100.0% |
| STIP | -11,520 | -88.2% |
| VNQI | -10,007 | -19.3% |
| META | -9,126 | -8.1% |
| SHM | -8,957 | -9.3% |
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000):
44,340
(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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|