UNITED CAPITAL FINANCIAL ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Irving, TX
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
1,622
Total value ($000)
$18,151,730
Net value change ($000)
+1,891,631 (11.6%)
New positions
128
Sold out positions
140
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 265,825 29.9%
VOO 141,581 14.7%
NVDA 65,204 17.5%
AAPL 60,287 13.5%
SPY 56,008 11.3%
RGEN 53,926 16.5%
IUSB 47,349 25.0%
CORO 44,217 NEW
GOOGL 41,356 18.2%
IALT 40,089 NEW
Top Reduces (Value $000, Stocks/ETFs)
EFV -47,651 -56.5%
IAGG -37,515 -81.6%
QUAL -36,067 -30.3%
HON -33,084 -98.8%
BINC -21,410 -46.6%
ACN -18,348 -64.0%
HYMB -14,172 -66.0%
CVX -12,319 -23.1%
TLH -12,005 -20.8%
CRM -11,715 -48.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 50,319 (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