United Capital Financial Advisors
United Capital Financial Advisors reported 1,609 stocks worth $18.1B in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are IVV (6.4%), VOO (6.1%) and SPY (3.1%). Compared with Q1 2026, the fund opened new positions in CORO and IALT, added to IVV, NVDA and RGEN, trimmed VOO, SPY and AAPL and sold out of DD, USIG and HYDB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $1.2B | 6.4% | 1.5M | +182K (+13%) | 8 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $1.1B | 6.1% | 1.6M | −1,917 (−0%) | 8 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $553M | 3.1% | 740K | −24K (−3%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $508M | 2.8% | 1.8M | −8,319 (−0%) | 8 of 8 | |
| 5 |  IEFA Ishares TR | $486M | 2.7% | 5M | −33K (−1%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $439M | 2.4% | 2.2M | +51K (+2%) | 8 of 8 | |
| 7 |  RGEN Repligen Corp | $381M | 2.1% | 2.8M | +17K (+1%) | 4 of 8 | |
| 8 |  VTV Vanguard Index Fds | $308M | 1.7% | 1.4M | −19K (−1%) | 8 of 8 | |
| 9 |  BIV Vanguard Intermediate | $306M | 1.7% | 4M | +298K (+8%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $291M | 1.6% | 779K | +4,699 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
THOMSON REUTERS CORP | $4.7M | 52K |
 DD Dupont DE Nemours Inc | $1.9M | 42K |
 USIG Ishares TR | $1.3M | 25K |
CARNIVAL CORP COMMON PAIRED STOCK | $951K | 37K |
 HYDB Ishares TR | $842K | 18K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
SPY Spdr S&P 500 ETF TR | Put | $28.8M | 39K | −2,200 |
 KRE Spdr Series Trust | Put | $4.6M | 61K | +61,300 |
AAPL Apple Inc | Put | $4.3M | 15K | −1,400 |
 QQQ Invesco Qqq TR | Put | $3.7M | 5,000 | −2,500 |
NVDA Nvidia Corporation | Put | $2.6M | 13K | +2,900 |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 17, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →United Capital Financial Advisors 13F FAQ
What does United Capital Financial Advisors own?
United Capital Financial Advisors reported 1,609 stocks worth $18.1B in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are IVV (6.4%), VOO (6.1%) and SPY (3.1%). The table above lists every position in the filing (the top 10 without an account).
What did United Capital Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 127 new positions, 647 added to, 749 trimmed and 141 sold out. New positions include CORO and IALT. It sold all of DD, USIG and HYDB.
When will United Capital Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is United Capital Financial Advisors's portfolio worth?
The Q2 2026 filing reports $18.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.