United Capital Financial Advisors, LLC

13F filer · CIK 0001463217

Reported Aug 17, 2026

Net seller this quarter

13F portfolio value$18.2BU.S. long equity reported on 13F

Positions1,14493 new · 126 closed

Net flow last quarter-$75.4MBuys minus sells

Top 10 positions weight17.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 17, 20261,144 positions
SPYSPDR S&P 500 ETF Trust	$553M	3.05%	Not reported	-3.1%	Q2 2013
AAPLApple Inc.	$508M	2.80%	0.01%	-0.5%	Q2 2013
NVDANvidia Corp	$439M	2.42%	0.01%	+2.4%	Q1 2014
RGENRepligen Corp	$381M	2.10%	4.95%	+0.6%	Q2 2023
MSFTMicrosoft Corp	$291M	1.60%	0.01%	+0.6%	Q2 2013
GOOGLAlphabet Inc.	$269M	1.48%	0.01%	-4.9%	Q4 2015
GOOGAlphabet Inc.	$177M	0.97%	Not reported	-1.6%	Q4 2015
QQQInvesco QQQ Trust, Series 1	$175M	0.96%	Not reported	+1.7%	Q2 2018
AMZNAmazon Com Inc	$162M	0.89%	0.01%	+1.1%	Q2 2013
BSVNBank7 Corp.	$142M	0.78%	19.15%	-5.2%	Q2 2013
BRK.BBerkshire Hathaway Inc	$133M	0.73%	Not reported	-0.7%	Q2 2013
JPMJPMorgan Chase & Co	$122M	0.67%	0.01%	+0.8%	Q2 2013
SPMDSupermedia Inc.	$101M	0.55%	Not reported	+4.1%	Q1 2019
VVisa Inc.	$97.1M	0.53%	0.02%	+1.1%	Q2 2013
AVGOBroadcom Inc.	$96.4M	0.53%	0.01%	+9.4%	Q1 2016
ASMLAsml Holding NV	$93.1M	0.51%	0.01%	-1.8%	Q3 2015
LLYELI LILLY & Co	$89.6M	0.49%	0.01%	+23.3%	Q2 2013
METAMeta Platforms, Inc.	$88.6M	0.49%	Not reported	+0.9%	Q2 2013
JNJJohnson & Johnson	$87.8M	0.48%	0.01%	-5.7%	Q2 2013
CSCOCisco Systems, Inc.	$87.5M	0.48%	0.02%	-2.2%	Q2 2013
COSTCostco Wholesale Corp	$74.6M	0.41%	0.02%	-1.2%	Q2 2013
ABBVAbbVie Inc.	$64.1M	0.35%	0.01%	-0.2%	Q2 2013
QCOMQualcomm Inc	$60.8M	0.33%	0.03%	-4.7%	Q2 2013
DISWalt Disney Co	$59.7M	0.33%	0.04%	-2.8%	Q2 2013
AMDAdvanced Micro Devices Inc	$57.1M	0.31%	0.01%	+2.6%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$55.4M	0.31%	0.00%	+6.1%	Q2 2013
SBUXStarbucks Corp	$53.6M	0.30%	0.05%	-6.6%	Q2 2013
PGPROCTER & GAMBLE Co	$51.7M	0.28%	0.02%	-0.6%	Q2 2013
NVONovo Nordisk A S	$48M	0.26%	Not reported	-4.9%	Q2 2013
HDHome Depot, Inc.	$47.7M	0.26%	0.01%	-4.2%	Q2 2013
TSLATesla, Inc.	$47.5M	0.26%	0.00%	+0.3%	Q3 2013
CATCaterpillar Inc	$47M	0.26%	0.01%	-0.4%	Q2 2013
AXPAmerican Express Co	$44.2M	0.24%	0.02%	+2.2%	Q2 2013
IBTGInternational Building Technologies Group, Inc.	$43.7M	0.24%	Not reported	+2.6%	Q1 2024
MUMicron Technology Inc	$43.7M	0.24%	0.00%	-2.4%	Q1 2014
MDTMedtronic plc	$41.3M	0.23%	0.04%	+1.0%	Q2 2013
CVXChevron Corp	$41.1M	0.23%	0.01%	-4.0%	Q2 2013
XOMExxonMobil Holdings Corp	$41M	0.23%	0.01%	+1.0%	Q2 2013
ISRGIntuitive Surgical Inc	$39.8M	0.22%	0.03%	+25.8%	Q2 2013
GIGLGiggles N' Hugs, Inc.	$39.7M	0.22%	0.46%	+15.4%	Q4 2025
RTXRTX Corp	$39.6M	0.22%	0.02%	-0.8%	Q2 2020
GEVGE Vernova Inc.	$38.3M	0.21%	0.01%	-11.4%	Q2 2024
GSGoldman Sachs Group Inc	$37.8M	0.21%	0.01%	+2.0%	Q2 2013
ULUnilever PLC	$37.1M	0.20%	0.03%	-0.2%	Q2 2013
SMHMarket Vectors ETF Trust	$37M	0.20%	Not reported	+1.4%	Q3 2014
PEPPepsico Inc	$35.7M	0.20%	0.02%	-2.7%	Q2 2013
THROTheron Resource Group	$35.5M	0.20%	10.43%	-34.6%	Q2 2025
WMTWalmart Inc.	$35.4M	0.19%	0.00%	-0.5%	Q2 2013
GEGeneral Electric Co	$34.9M	0.19%	0.01%	-0.6%	Q3 2021
ETNEaton Corp plc	$33.6M	0.19%	0.02%	+14.2%	Q2 2013

Q1 2026Reported May 15, 20261,175 positions
SPYSPDR S&P 500 ETF Trust	$497M	3.06%	Not reported	+0.2%	Q2 2013
AAPLApple Inc.	$447M	2.75%	0.01%	-1.3%	Q2 2013
NVDANvidia Corp	$374M	2.30%	0.01%	+9.0%	Q1 2014
RGENRepligen Corp	$327M	2.01%	4.92%	+0.1%	Q2 2023
MSFTMicrosoft Corp	$287M	1.76%	0.01%	+2.5%	Q2 2013
GOOGLAlphabet Inc.	$227M	1.40%	0.01%	-6.2%	Q4 2015
BSVNBank7 Corp.	$151M	0.93%	20.20%	-30.6%	Q2 2013
GOOGAlphabet Inc.	$146M	0.90%	Not reported	-4.2%	Q4 2015
AMZNAmazon Com Inc	$140M	0.86%	0.01%	+0.7%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$135M	0.83%	Not reported	-0.4%	Q2 2018
BRK.BBerkshire Hathaway Inc	$128M	0.79%	Not reported	+1.2%	Q2 2013
JPMJPMorgan Chase & Co	$109M	0.67%	0.01%	-1.5%	Q2 2013
JNJJohnson & Johnson	$89.5M	0.55%	0.02%	-2.6%	Q2 2013
METAMeta Platforms, Inc.	$89.2M	0.55%	Not reported	-0.5%	Q2 2013
SPMDSupermedia Inc.	$84.9M	0.52%	Not reported	+12.4%	Q1 2019
VVisa Inc.	$84.6M	0.52%	0.01%	+6.2%	Q2 2013
COSTCostco Wholesale Corp	$80.4M	0.49%	0.02%	-3.2%	Q2 2013
AVGOBroadcom Inc.	$72.2M	0.44%	0.00%	+16.2%	Q1 2016
ASMLAsml Holding NV	$62.9M	0.39%	0.01%	-10.3%	Q3 2015
DISWalt Disney Co	$61.5M	0.38%	0.04%	+3.6%	Q2 2013
CSCOCisco Systems, Inc.	$59.1M	0.36%	0.02%	-1.4%	Q2 2013
LLYELI LILLY & Co	$55.7M	0.34%	0.01%	+0.4%	Q2 2013
ABBVAbbVie Inc.	$55.5M	0.34%	0.01%	+1.1%	Q2 2013
CVXChevron Corp	$53.4M	0.33%	0.01%	+0.3%	Q2 2013
PGPROCTER & GAMBLE Co	$51.3M	0.32%	0.02%	+24.1%	Q2 2013
XOMExxonMobil Holdings Corp	$50.5M	0.31%	0.01%	+3.9%	Q2 2013
SBUXStarbucks Corp	$50.3M	0.31%	0.05%	-5.4%	Q2 2013
HDHome Depot, Inc.	$46.4M	0.29%	0.01%	-4.3%	Q2 2013
THROTheron Resource Group	$45.6M	0.28%	15.94%	+0.6%	Q2 2025
MDTMedtronic plc	$45.3M	0.28%	0.04%	+3.5%	Q2 2013
QCOMQualcomm Inc	$44.5M	0.27%	0.03%	-3.5%	Q2 2013
IBTGInternational Building Technologies Group, Inc.	$42.6M	0.26%	Not reported	+10.3%	Q1 2024
PEPPepsico Inc	$42.1M	0.26%	0.02%	-0.6%	Q2 2013
TSLATesla, Inc.	$41.8M	0.26%	0.00%	-1.0%	Q3 2013
RTXRTX Corp	$40.6M	0.25%	0.02%	-8.9%	Q2 2020
WMTWalmart Inc.	$39M	0.24%	0.00%	-21.0%	Q2 2013
NVONovo Nordisk A S	$38.7M	0.24%	Not reported	+62.4%	Q2 2013
AXPAmerican Express Co	$38.6M	0.24%	0.02%	-2.3%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$37M	0.23%	0.00%	-3.5%	Q2 2013
ISRGIntuitive Surgical Inc	$36.7M	0.23%	0.02%	+2.3%	Q2 2013
LOWLowes Companies Inc	$35.9M	0.22%	0.03%	-1.2%	Q2 2013
ULUnilever PLC	$35.2M	0.22%	0.03%	+10.8%	Q2 2013
NFLXNetflix Inc	$35M	0.22%	0.01%	+57.1%	Q4 2014
GIGLGiggles N' Hugs, Inc.	$34.2M	0.21%	0.40%	+88.6%	Q4 2025
HONHoneywell International Inc	$33.5M	0.21%	0.02%	+14.0%	Q2 2013
SPGIS&P Global Inc.	$33.1M	0.20%	0.03%	-12.0%	Q4 2016
MAMastercard Inc	$32.1M	0.20%	0.01%	-7.8%	Q2 2013
GEVGE Vernova Inc.	$32.1M	0.20%	0.01%	-4.3%	Q2 2024
ORCLOracle Corp	$31.7M	0.19%	0.01%	-34.6%	Q2 2013
AMGNAmgen Inc	$31.6M	0.19%	0.02%	-1.1%	Q2 2013

Q4 2025Reported Feb 17, 2026939 positions
SPYSPDR S&P 500 ETF Trust	$520M	3.13%	Not reported	+818.1%	Q2 2013
AAPLApple Inc.	$485M	2.92%	0.01%	+15.2%	Q2 2013
RGENRepligen Corp	$454M	2.73%	4.92%	+0.5%	Q2 2023
NVDANvidia Corp	$366M	2.21%	0.01%	+8.1%	Q1 2014
MSFTMicrosoft Corp	$365M	2.20%	0.01%	+8.6%	Q2 2013
GOOGLAlphabet Inc.	$264M	1.59%	0.01%	+8.5%	Q4 2015
BSVNBank7 Corp.	$218M	1.31%	29.27%	-29.1%	Q2 2013
GOOGAlphabet Inc.	$167M	1.00%	Not reported	+0.7%	Q4 2015
AMZNAmazon Com Inc	$154M	0.93%	0.01%	+9.3%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$144M	0.87%	Not reported	+428.5%	Q2 2018
BRK.BBerkshire Hathaway Inc	$133M	0.80%	Not reported	+6.9%	Q2 2013
JPMJPMorgan Chase & Co	$121M	0.73%	0.01%	+5.4%	Q2 2013
METAMeta Platforms, Inc.	$103M	0.62%	Not reported	+2.2%	Q2 2013
VVisa Inc.	$92.4M	0.56%	0.01%	+0.4%	Q2 2013
JNJJohnson & Johnson	$77.8M	0.47%	0.02%	+9.5%	Q2 2013
SPMDSupermedia Inc.	$73.9M	0.45%	Not reported	+20.3%	Q1 2019
COSTCostco Wholesale Corp	$71.9M	0.43%	0.02%	-1.1%	Q2 2013
DISWalt Disney Co	$70.1M	0.42%	0.03%	+20.4%	Q2 2013
AVGOBroadcom Inc.	$69.5M	0.42%	0.00%	+4.7%	Q1 2016
LLYELI LILLY & Co	$64.8M	0.39%	0.01%	+5.7%	Q2 2013
ORCLOracle Corp	$64.2M	0.39%	0.01%	+4.8%	Q2 2013
QCOMQualcomm Inc	$61.2M	0.37%	0.03%	+0.8%	Q2 2013
CSCOCisco Systems, Inc.	$59.5M	0.36%	0.02%	+0.1%	Q2 2013
ABBVAbbVie Inc.	$57.7M	0.35%	0.01%	+3.8%	Q2 2013
ASMLAsml Holding NV	$56.8M	0.34%	0.01%	-1.2%	Q3 2015
TSLATesla, Inc.	$51.1M	0.31%	0.00%	+5.1%	Q3 2013
HDHome Depot, Inc.	$50.8M	0.31%	0.01%	+2.2%	Q2 2013
SBUXStarbucks Corp	$50M	0.30%	0.05%	-2.3%	Q2 2013
MDTMedtronic plc	$48.5M	0.29%	0.04%	+1.2%	Q2 2013
AXPAmerican Express Co	$48.3M	0.29%	0.02%	+5.9%	Q2 2013
THROTheron Resource Group	$48.2M	0.29%	15.84%	+2.5%	Q2 2025
SPGIS&P Global Inc.	$46.2M	0.28%	0.03%	-2.7%	Q4 2016
WMTWalmart Inc.	$44.3M	0.27%	0.01%	+2.0%	Q2 2013
ISRGIntuitive Surgical Inc	$44.1M	0.27%	0.02%	-2.2%	Q2 2013
RTXRTX Corp	$42.4M	0.26%	0.02%	+1.7%	Q2 2020
PGPROCTER & GAMBLE Co	$41M	0.25%	0.01%	+1.4%	Q2 2013
MAMastercard Inc	$39.8M	0.24%	0.01%	-6.1%	Q2 2013
ACNAccenture plc	$39.7M	0.24%	0.02%	-7.2%	Q2 2013
CVXChevron Corp	$39.2M	0.24%	0.01%	+8.1%	Q2 2013
PEPPepsico Inc	$39.1M	0.24%	0.02%	-2.2%	Q2 2013
IBTGInternational Building Technologies Group, Inc.	$38.6M	0.23%	Not reported	+26.7%	Q1 2024
LOWLowes Companies Inc	$37.1M	0.22%	0.03%	-0.4%	Q2 2013
ULUnilever PLC	$36.5M	0.22%	0.03%	0.0%	Q2 2013
CRMSalesforce, Inc.	$35.1M	0.21%	0.01%	+4.8%	Q3 2014
IAUIshares Gold Trust	$34.7M	0.21%	0.05%	-2.0%	Q2 2013
XOMExxonMobil Holdings Corp	$34.5M	0.21%	0.01%	+3.4%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$34.5M	0.21%	0.00%	+2.3%	Q2 2013
NVONovo Nordisk A S	$33M	0.20%	Not reported	+1.7%	Q2 2013
KKRKKR & Co. Inc.	$31.5M	0.19%	0.03%	-0.4%	Q2 2013
GSGoldman Sachs Group Inc	$31.1M	0.19%	0.01%	+49.1%	Q2 2013

Q3 2025Reported Nov 14, 2025852 positions
AAPLApple Inc.	$395M	2.83%	0.01%	+5.6%	Q2 2013
RGENRepligen Corp	$368M	2.64%	4.90%	Not reported	Q2 2023
MSFTMicrosoft Corp	$360M	2.59%	0.01%	+5.5%	Q2 2013
NVDANvidia Corp	$339M	2.43%	0.01%	+14.6%	Q1 2014
BSVNBank7 Corp.	$308M	2.21%	41.31%	-11.1%	Q2 2013
GOOGLAlphabet Inc.	$189M	1.36%	0.01%	+11.1%	Q4 2015
AMZNAmazon Com Inc	$134M	0.96%	0.01%	+9.9%	Q2 2013
GOOGAlphabet Inc.	$128M	0.92%	Not reported	+0.4%	Q4 2015
BRK.BBerkshire Hathaway Inc	$124M	0.89%	Not reported	+12.1%	Q2 2013
JPMJPMorgan Chase & Co	$113M	0.81%	0.01%	-2.0%	Q2 2013
METAMeta Platforms, Inc.	$113M	0.81%	Not reported	+0.3%	Q2 2013
VVisa Inc.	$89.6M	0.64%	0.01%	-2.0%	Q2 2013
ORCLOracle Corp	$88.4M	0.63%	0.01%	+8.3%	Q2 2013
COSTCostco Wholesale Corp	$78M	0.56%	0.02%	-1.4%	Q2 2013
JNJJohnson & Johnson	$63.7M	0.46%	0.01%	+14.0%	Q2 2013
AVGOBroadcom Inc.	$63.2M	0.45%	0.00%	-10.7%	Q1 2016
SPMDSupermedia Inc.	$60.7M	0.44%	Not reported	+29.9%	Q1 2019
QCOMQualcomm Inc	$59M	0.42%	0.03%	+11.9%	Q2 2013
DISWalt Disney Co	$58.6M	0.42%	0.03%	-4.3%	Q2 2013
HDHome Depot, Inc.	$58.5M	0.42%	0.01%	-7.5%	Q2 2013
ABBVAbbVie Inc.	$56.3M	0.40%	0.01%	+24.2%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$55.4M	0.40%	Not reported	+3.7%	Q2 2013
CSCOCisco Systems, Inc.	$52.8M	0.38%	0.02%	+2.1%	Q2 2013
ASMLAsml Holding NV	$52M	0.37%	0.01%	+0.2%	Q3 2015
SBUXStarbucks Corp	$51.4M	0.37%	0.05%	+9.1%	Q2 2013
TSLATesla, Inc.	$48.1M	0.35%	0.00%	+19.6%	Q3 2013
MDTMedtronic plc	$47.5M	0.34%	0.04%	+1.6%	Q2 2013
THROTheron Resource Group	$46.2M	0.33%	15.45%	+2.0%	Q2 2025
SPGIS&P Global Inc.	$44.2M	0.32%	0.03%	-2.4%	Q4 2016
LLYELI LILLY & Co	$43.5M	0.31%	0.01%	+7.4%	Q2 2013
PGPROCTER & GAMBLE Co	$43.3M	0.31%	0.01%	+16.3%	Q2 2013
MAMastercard Inc	$42.2M	0.30%	0.01%	-7.3%	Q2 2013
AXPAmerican Express Co	$41M	0.29%	0.02%	+26.8%	Q2 2013
WMTWalmart Inc.	$40.2M	0.29%	0.00%	-2.0%	Q2 2013
ACNAccenture plc	$39.4M	0.28%	0.03%	-4.2%	Q2 2013
PEPPepsico Inc	$39.1M	0.28%	0.02%	+2.6%	Q2 2013
LOWLowes Companies Inc	$38.8M	0.28%	0.03%	+0.7%	Q2 2013
RTXRTX Corp	$38M	0.27%	0.02%	-11.2%	Q2 2020
ULUnilever PLC	$37.2M	0.27%	0.02%	+0.3%	Q2 2013
CVXChevron Corp	$37M	0.27%	0.01%	-0.4%	Q2 2013
ISRGIntuitive Surgical Inc	$35.6M	0.26%	0.02%	-2.6%	Q2 2013
NVONovo Nordisk A S	$35.4M	0.25%	Not reported	+15.4%	Q2 2013
KKRKKR & Co. Inc.	$32.3M	0.23%	0.03%	-3.7%	Q2 2013
IAUIshares Gold Trust	$31.8M	0.23%	0.06%	+54.3%	Q2 2013
XOMExxonMobil Holdings Corp	$31.2M	0.22%	0.01%	+0.2%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$31M	0.22%	0.00%	+18.4%	Q2 2013
IBTGInternational Building Technologies Group, Inc.	$30.5M	0.22%	Not reported	+97.3%	Q1 2024
CRMSalesforce, Inc.	$29.9M	0.21%	0.01%	+15.0%	Q3 2014
NFLXNetflix Inc	$27.9M	0.20%	0.01%	-1.4%	Q4 2014
APHAmphenol Corp	$27.2M	0.19%	0.02%	-2.9%	Q2 2016

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