UNITED CAPITAL FINANCIAL ADVISORS, LLC
All 13F Filings
- Location
- Irving, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 16,608,371
- Description
- Irving Texas based fiduciary portfolio advisory practice with a manager led operating structure and a high accountability and controls oriented investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and model based security selection for planning centered advisory portfolios. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through scenario based allocation review and exposure consistency.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 1,370 | 16,608,371 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| Q3 2025 | 11/14/2025 | 1,203 | 13,934,969 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| Q2 2025 | 8/11/2025 | 1,090 | 12,402,215 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| Q1 2025 | 5/13/2025 | 1,063 | 11,686,820 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| Q4 2024 | 2/13/2025 | 1,059 | 11,845,881 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| Q3 2024 | 11/12/2024 | 1,060 | 12,142,309 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| Q2 2024 | 8/14/2024 | 1,030 | 11,640,962 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| Q1 2024 | 5/15/2024 | 1,077 | 12,137,319 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| Q4 2023 | 2/14/2024 | 1,060 | 12,050,975 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| Q3 2023 | 11/14/2023 | 830 | 15,262,976 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q2 2023 | 8/14/2023 | 886 | 18,341,880 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q1 2023 | 8/15/2023 | 964 | 17,916,445 | 13F-HR/A - RESTATEMENT | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q1 2023 | 5/15/2023 | 966 | 18,219,752 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q4 2022 | 2/15/2023 | 1,033 | 17,830,590 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q3 2022 | 11/14/2022 | 1,083 | 16,932,506 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q2 2022 | 8/11/2022 | 1,119 | 18,215,580 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q1 2022 | 5/16/2022 | 1,160 | 20,580,751 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q4 2021 | 2/14/2022 | 1,199 | 21,715,747 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q3 2021 | 11/15/2021 | 1,196 | 20,006,783 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q2 2021 | 8/13/2021 | 1,214 | 19,854,134 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q1 2021 | 5/14/2021 | 1,181 | 18,071,512 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q4 2020 | 2/17/2021 | 1,188 | 16,596,670 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q3 2020 | 11/13/2020 | 1,153 | 15,324,167 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q2 2020 | 8/13/2020 | 1,186 | 13,748,835 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q1 2020 | 8/11/2020 | 1,182 | 12,104,053 | 13F-HR/A - RESTATEMENT | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q1 2020 | 5/15/2020 | 1,182 | 12,104,053 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q4 2019 | 2/14/2020 | 1,367 | 15,500,435 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q3 2019 | 2/14/2020 | 1,308 | 14,298,927 | 13F-HR/A - RESTATEMENT | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q1 2014 | 5/14/2014 | 925 | 4,693,528 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q4 2013 | 2/20/2014 | 637 | 2,938,140 | 13F-HR/A - RESTATEMENT | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
| Q4 2013 | 2/13/2014 | 637 | 2,938,140 | 13F-HR | UNITED CAPITAL FINANCIAL ADVISERS, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
44.34 K
(0.3% of total reported value)
· QoQ Δ:
+8.406 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.62 M | 40.0% | 527.8 K | 0 | 527.8 K |
| ETFs | 9.944 M | 60.0% | 2.137 M | 0 | 2.137 M |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
16,608,371
Holdings
1370
QoQ value change ($000)
2,673,402
(19.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.