United Capital Financial Advisors, LLC

United Capital Financial Advisors, LLC reported 1,622 holdings worth US$18.2B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 17, 2026

United Capital Financial Advisors, LLC reported 1,622 holdings worth US$18.2B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Aug 17, 2026 (Form 13F).

Holdings
1,622
Value as reported
US$18.2B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc1.75MUS$508M2.8%
Alphabet Inc (google) Class C1.25MUS$446M2.5%
Nvidia Corporation2.19MUS$439M2.4%
Repligen Corporation2.79MUS$381M2.1%
Microsoft Corp.779KUS$291M1.6%
Amazon.com, Inc.678KUS$162M0.89%
Berkshire Hathaway Inc.278KUS$139M0.77%
Jp Morgan Chase & Co.374KUS$122M0.67%
Visa Inc.283KUS$97.1M0.53%
Broadcom Inc.255KUS$96.4M0.53%
Asml Holding Nv46,773US$93.1M0.51%
Eli Lilly And Company74,694US$89.6M0.49%
Meta Platforms, Inc.157KUS$88.6M0.49%
Johnson & Johnson346KUS$87.8M0.48%
Cisco Systems, Inc.745KUS$87.5M0.48%
Costco Wholesale Corporation79,741US$74.6M0.41%
Abbvie Inc.255KUS$64.1M0.35%
Qualcomm Incorporated329KUS$60.8M0.33%
Walt Disney Company (the)621KUS$59.7M0.33%
Advanced Micro Devices Inc98,358US$57.1M0.31%
Taiwan Semiconductor Manufacturing Co., Ltd.116KUS$55.4M0.31%
Starbucks Corporation525KUS$53.6M0.30%
Procter & Gamble Company (the)353KUS$51.7M0.28%
Novo Nordisk A/s Class B1MUS$48M0.26%
Home Depot, Inc. (the)135KUS$47.7M0.26%
Tesla, Inc.113KUS$47.5M0.26%
Caterpillar, Inc.44,175US$47M0.26%
American Express Company131KUS$44.2M0.24%
Micron Technology, Inc.37,830US$43.7M0.24%
Chevron Corporation248KUS$41.1M0.23%
Exxon Mobil Corporation300KUS$41M0.23%
Intuitive Surgical, Inc.100KUS$39.8M0.22%
Rtx Corporation209KUS$39.6M0.22%
Ge Vernova Inc.32,593US$38.3M0.21%
Goldman Sachs Group, Inc. (the)37,373US$37.8M0.21%
Unilever Plc616KUS$37.1M0.20%
Pepsico, Inc.264KUS$35.7M0.20%
Walmart Inc.312KUS$35.4M0.19%
Ge Aerospace93,374US$34.9M0.19%
Amgen Inc.90,846US$32.9M0.18%
Deere & Company51,708US$32.8M0.18%
Lowe's Companies, Inc.149KUS$32.8M0.18%
S&p Global Inc.80,336US$32.7M0.18%
Oracle Corporation223KUS$32.7M0.18%
Palo Alto Networks, Inc.95,488US$32.6M0.18%
Lam Research Corporation74,789US$32.4M0.18%
General Dynamics Corporation86,894US$30.8M0.17%
Mastercard Incorporated58,613US$30.1M0.17%
Amphenol Corporation169KUS$29.7M0.16%
Parker-hannifin Corporation29,094US$28.5M0.16%
Servicenow, Inc.286KUS$28.4M0.16%
Intel Corporation195KUS$27.3M0.15%
Applied Materials, Inc.37,339US$27M0.15%
Netflix, Inc.359KUS$25.6M0.14%
Thermo Fisher Scientific Inc48,493US$24.3M0.13%
Illinois Tool Works Inc.84,715US$22.9M0.13%
Kkr & Co. Inc.243KUS$22.3M0.12%
Iron Mountain Incorporated (delaware)172KUS$21.8M0.12%
Emerson Electric Company143KUS$20.4M0.11%
Booking Holdings Inc. Common Stock114KUS$20.4M0.11%
F5, Inc.47,670US$19.8M0.11%
Westinghouse Air Brake Technologies Corporation72,971US$19.7M0.11%
Navan, Inc.830KUS$19M0.10%
Kla Corporation62,064US$18.7M0.10%
Merck & Company, Inc.142KUS$18.3M0.10%
Danaher Corporation95,386US$18.2M0.10%
T-mobile Us, Inc.108KUS$18.1M0.10%
Snowflake Inc.70,211US$17.9M0.10%
Abbott Laboratories191KUS$17.3M0.10%
International Business Machines Corporation61,140US$17.2M0.09%
C.h. Robinson Worldwide, Inc.87,932US$16.6M0.09%
Jacobs Solutions Inc.130KUS$16.4M0.09%
American Tower Corporation (reit)99,063US$16.2M0.09%
Colgate-palmolive Company172KUS$15.8M0.09%
Wells Fargo & Company191KUS$15.8M0.09%
Bank Of America Corporation276KUS$15.7M0.09%
Unitedhealth Group Incorporated36,707US$15.3M0.08%
Lamar Advertising Company92,700US$14.5M0.08%
Texas Instruments Incorporated48,053US$14.3M0.08%
Analog Devices, Inc.35,975US$14.3M0.08%
Crowdstrike Holdings, Inc.18,546US$14.2M0.08%
Novartis Ag89,770US$14.1M0.08%
Coca-cola Company (the)173KUS$14.1M0.08%
Kimberly-clark Corporation128KUS$14M0.08%
Gilead Sciences, Inc.108KUS$13.7M0.08%
Charles Schwab Corporation (the)147KUS$13.6M0.07%
Uber Technologies, Inc.187KUS$13.5M0.07%
Arthur J. Gallagher & Co.57,766US$13.3M0.07%
Philip Morris International Inc73,275US$13.3M0.07%
Nextera Energy, Inc.151KUS$13.2M0.07%
Nasdaq, Inc.167KUS$13.1M0.07%
Metlife, Inc.148KUS$12.5M0.07%
Salesforce, Inc.79,316US$12.4M0.07%
Broadstone Net Lease, Inc.596KUS$12.3M0.07%
Union Pacific Corporation45,170US$12.3M0.07%
Ferguson Enterprises Inc.50,396US$12M0.07%
Ares Management Corporation106KUS$11.8M0.07%
Copart, Inc.414KUS$11.7M0.06%
Verizon Communications Inc.275KUS$11.6M0.06%
At&t Inc.553KUS$11.5M0.06%

Every holding of United Capital Financial Advisors, LLC

Source

View original at SEC

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