UNITED CAPITAL FINANCIAL ADVISORS, LLC

Q3 2026 13F-HR Holdings

Location
Irving, TX
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
1,664
Total value ($000)
$18,360,828
Net value change ($000)
+209,098 (1.2%)
New positions
122
Sold out positions
78
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
RGEN 155,573 40.9%
MSFT 98,090 33.7%
AAPL 83,078 16.4%
ACWX 60,278 6150.8%
NVDA 59,473 13.6%
XOM 49,423 NEW
SPMD 49,254 48.9%
CORO 37,007 83.7%
IUSB 33,035 13.9%
META 26,866 30.3%
Top Reduces (Value $000, Stocks/ETFs)
MBB -72,755 -51.0%
MTUM -53,063 -92.8%
XOM -41,048 -100.0%
IEMG -40,961 -16.4%
VNQ -33,494 -59.5%
VNQI -28,923 -89.9%
GOVT -23,680 -10.3%
IJR -19,404 -11.7%
EFG -16,796 -25.5%
ASML -14,689 -15.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 49,750 (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