UNITED CAPITAL FINANCIAL ADVISORS, LLC - Portfolio Stock Holdings
UNITED CAPITAL FINANCIAL ADVISORS, LLC disclosed 1738 stock positions in a recent SEC 13F filing. $18,046,877,389 of stock holdings were filed, with the largest holdings including IVV, VOO, and SPY. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.We estimate the fund has a total AUM of $24,646,765,344 and has 289 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
1738Est. Stock Holding Value:
$18,046,877,389Top Stock Holdings By Sector
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Portfolio Stock Holdings - UNITED CAPITAL FINANCIAL ADVISORS, LLC
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Portfolio Options Holdings - UNITED CAPITAL FINANCIAL ADVISORS, LLC
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