UNITED CAPITAL FINANCIAL ADVISORS, LLC - Portfolio Stock Holdings
UNITED CAPITAL FINANCIAL ADVISORS, LLC disclosed 1655 stock positions in a recent SEC 13F filing. $15,833,119,231 of stock holdings were filed, with the largest holdings including VOO, IVV, and SPY. This filing represented positions held on March 31, 2026, and was filed on May 15, 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:
March 31, 2026No. of Stocks:
1655Est. Stock Holding Value:
$15,833,119,231Top 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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