account_balance
Investment manager · 13F filer · SEC CIK 1463217
United Capital Financial Advisors, LLC
Reported value$18.1Bas of Jun 30, 2026
Positions1,609 127 new, 141 sold out
Top 10 weight30.5%IVV alone is 6%
FiledAug 1748 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
6.4%Added +13%
VOOVanguard Index FDS
6.1%
SPYState STR SPDR S&P 500 ETF T
3.1%Trimmed −3%
AAPLApple Inc
2.8%
IEFAiShares Tr
2.7%
NVDANvidia Corporation
2.4%Added +2%
RGENRepligen Corp
2.1%
VTVVanguard Index FDS
1.7%
BIVVanguard Bd Index FDS
1.7%Added +8%
MSFTMicrosoft Corp
1.6%
VUGVanguard Index FDS
1.6%Added +488%
GOOGLAlphabet Inc
1.5%Trimmed −5%
IVViShares Tr
6.4%Added +13%
VOOVanguard Index FDS
6.1%
SPYState STR SPDR S&P 500 ETF T
3.1%Trimmed −3%
AAPLApple Inc
2.8%
IEFAiShares Tr
2.7%
NVDA2.4%RGEN2.1%VTV1.7%BIV1.7%MSFT1.6%VUG1.6%GOOGL1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 6.4% Added +13%VOO Vanguard Index FDS 6.1% HeldSPY State STR SPDR S&P 500 ETF T 3.1% Trimmed −3%AAPL Apple Inc 2.8% HeldIEFA iShares Tr 2.7% HeldNVDA Nvidia Corporation 2.4% Added +2%RGEN Repligen Corp 2.1% HeldVTV Vanguard Index FDS 1.7% HeldBIV Vanguard Bd Index FDS 1.7% Added +8%MSFT Microsoft Corp 1.6% HeldVUG Vanguard Index FDS 1.6% Added +488%GOOGL Alphabet Inc 1.5% Trimmed −5%
What changed