UNITED CAPITAL FINANCIAL ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Irving, TX
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
1,632
Total value ($000)
$16,260,099
Net value change ($000)
-348,272 (-2.1%)
New positions
307
Sold out positions
48
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
EFG 53,053 3338.8%
GOVT 52,480 30.0%
PYLD 47,914 66.0%
BLCR 35,486 NEW
IDEF 34,885 NEW
GSIE 29,515 325.5%
IVV 17,036 2.0%
XOM 15,995 46.4%
GTIP 14,911 95.0%
CVX 14,163 36.1%
Top Reduces (Value $000, Stocks/ETFs)
BSV -218,264 -100.0%
RGEN -127,203 -28.0%
OEF -91,561 -91.0%
MSFT -78,737 -21.5%
GBND -47,480 -100.0%
JNK -46,156 -87.6%
VOO -39,059 -3.9%
AAPL -38,116 -7.9%
GOOGL -36,410 -13.8%
ORCL -32,487 -50.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 40,873 (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