United Capital Financial Advisors, Llc

13F Filings History

Latest 13F report
Q2 2025 - Aug 11, 2025
Value $
$12.4B
Signature - Title
Nichole Horton - COMPLIANCE OFFICER
Location
Irving, TX
Summary
This page shows a list of all the recent 13F filings made by United Capital Financial Advisors, Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. United Capital Financial Advisors, Llc reported 1081 stock holdings with total value $12.4B as of Q2 2025. Top holdings included VOO, IVV, IEFA, BSV, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 1,081 $12.4B +$480M -$614M -$134M VOO, IVV, IEFA, BSV, MSFT 13F-HR 8/11/2025, 02:30 PM
Q1 2025 1,054 $11.7B +$553M -$474M +$79.1M VOO, IVV, BSV, IEFA, AAPL 13F-HR 5/13/2025, 03:43 PM
Q4 2024 1,051 $11.8B +$491M -$519M -$28.1M VOO, IVV, BSV, AAPL, IEFA 13F-HR 2/13/2025, 04:51 PM
Q3 2024 1,052 $12.1B +$327M -$406M -$79M VOO, IVV, BSV, AAPL, IEFA 13F-HR 11/12/2024, 10:31 AM
Q2 2024 1,023 $11.6B +$395M -$904M -$509M VOO, IVV, BSV, AAPL, IEFA 13F-HR 8/14/2024, 04:06 PM
Q1 2024 1,069 $12.1B +$492M -$1.14B -$646M VOO, IVV, BSV, IEFA, AAPL 13F-HR 5/15/2024, 01:23 PM
Q4 2023 1,056 $12B +$1.42B -$6.06B -$4.64B VOO, IVV, BSV, AAPL, IEFA 13F-HR 2/14/2024, 01:49 PM
Q3 2023 914 $15.3B +$243M -$2.65B -$2.4B VOO, BSV, IEFA, IVV, AAPL 13F-HR 11/14/2023, 02:01 PM
Q2 2023 1,004 $18.3B +$498M -$820M -$322M VOO, BSV, IEFA, IVV, GOVT 13F-HR 8/14/2023, 06:24 PM
Q1 2023 1,103 $17.9B +$524M -$1.27B -$747M VOO, BSV, IEFA, IVV, GOVT Restatement 8/14/2023, 06:39 PM
Q4 2022 1,033 $17.8B +$733M -$894M -$162M VOO, BSV, IEFA, IVV, GOVT 13F-HR 2/14/2023, 04:40 PM
Q3 2022 1,083 $16.9B +$1.69B -$1.53B +$155M VOO, BSV, IVV, GOVT, IEFA 13F-HR 11/14/2022, 03:56 PM
Q2 2022 1,116 $18.2B +$893M -$440M +$453M VOO, AGG, IVV, GOVT, IEFA 13F-HR 8/11/2022, 04:10 PM
Q1 2022 1,160 $20.6B +$944M -$725M +$219M VOO, AGG, IVV, AAPL, IEFA 13F-HR 5/16/2022, 10:13 AM
Q4 2021 1,194 $21.7B +$856M -$449M +$406M VOO, AGG, IVV, AAPL, GOVT 13F-HR 2/14/2022, 01:30 PM
Q3 2021 1,182 $20B +$781M -$433M +$348M AGG, VOO, GOVT, IVV, IEFA 13F-HR 11/12/2021, 05:35 PM
Q2 2021 1,192 $19.7B +$1.12B -$581M +$540M AGG, VOO, GOVT, IVV, IEFA 13F-HR 8/13/2021, 04:57 PM
Q1 2021 1,177 $18.1B +$1.4B -$546M +$852M AGG, GOVT, IVV, IEFA, VOO 13F-HR 5/14/2021, 03:09 PM
Q4 2020 1,187 $16.6B +$1.15B -$1.23B -$78.6M GOVT, AAPL, AGG, IVV, IEFA 13F-HR 2/16/2021, 07:44 PM
Q3 2020 1,152 $15.3B +$2.01B -$750M +$1.26B GOVT, AAPL, IVV, IEFA, AGG 13F-HR 11/13/2020, 12:09 PM
Q2 2020 1,178 $13.7B +$789M -$917M -$129M GOVT, IVV, AAPL, VUG, IEFA 13F-HR 8/13/2020, 02:20 PM
Q1 2020 1,165 $12.1B +$1.21B -$1.43B -$223M GOVT, IVV, AAPL, VUG, IEFA Restatement 8/11/2020, 11:20 AM
Q4 2019 1,347 $15.5B +$1.17B -$664M +$505M GOVT, IVV, AAPL, VUG, VTV 13F-HR 2/14/2020, 01:17 PM
Q3 2019 1,303 $14.3B +$832M -$6.04B -$5.2B GOVT, IVV, VUG, VTV, AAPL Restatement 2/14/2020, 02:06 PM
Q2 2019 1,456 $15.3B +$1.51B -$728M +$787M GOVT, IVV, IEFA, VUG, IGIB 13F-HR 8/13/2019, 03:42 PM
Q1 2019 1,350 $14.2B +$1.45B -$1B +$447M GOVT, IVV, IEFA, VUG, VTV 13F-HR 5/14/2019, 03:40 PM
Q4 2018 1,279 $12.6B +$1.21B -$986M +$221M GOVT, SHY, IVV, IEFA, VTV 13F-HR 2/14/2019, 11:44 AM
Q3 2018 1,325 $14.2B +$1.65B -$1.13B +$522M GOVT, IVV, AAPL, VUG, IEFA 13F-HR 11/14/2018, 01:48 PM
Q2 2018 1,300 $13.4B +$1.19B -$627M +$562M GOVT, IVV, IEFA, NEAR, VUG 13F-HR 8/14/2018, 10:47 AM
Q1 2018 1,301 $13.1B +$1.39B -$534M +$859M GOVT, IEFA, IVV, VUG, AAPL 13F-HR 5/15/2018, 12:35 PM
Q4 2017 1,304 $12.7B +$1.01B -$432M +$573M GOVT, IVV, IEFA, VTV, VUG 13F-HR 2/13/2018, 02:41 PM
Q3 2017 1,305 $11.8B +$840M -$426M +$415M GOVT, IVV, IEFA, IGIB, VUG 13F-HR 11/14/2017, 11:07 AM
Q2 2017 1,232 $11.1B +$920M -$610M +$310M GOVT, IVV, IEFA, IGIB, VUG 13F-HR 8/11/2017, 07:08 PM
Q1 2017 1,234 $10.7B +$916M -$708M +$208M GOVT, IVV, IEFA, AAPL, IGIB 13F-HR 5/12/2017, 04:12 PM
Q4 2016 1,238 $10.3B +$1.29B -$968M +$324M IVV, GOVT, NEAR, IEFA, IGIB 13F-HR 2/14/2017, 05:49 PM
Q3 2016 1,249 $10.3B +$1.88B -$1.2B +$681M IVV, GOVT, IEFA, IGIB, NEAR 13F-HR 11/14/2016, 09:49 AM
Q2 2016 1,223 $9.48B +$1.2B -$720M +$477M NEAR, IVV, IEFA, AGG, VTV 13F-HR 8/15/2016, 03:12 PM
Q1 2016 1,196 $9.06B +$1.13B -$694M +$434M NEAR, SHYG, IVV, IEFA, AAPL 13F-HR 5/11/2016, 03:29 PM
Q4 2015 1,199 $8.68B +$1.37B -$960M +$411M NEAR, SHYG, IVV, AAPL, IEFA 13F-HR 2/11/2016, 03:07 PM
Q3 2015 1,211 $8.32B +$1.55B -$1.01B +$533M NEAR, IGSB, SHYG, AAPL, BILXXXX 13F-HR 11/12/2015, 04:53 PM
Q2 2015 1,213 $8.61B +$1.32B -$534M +$787M IGSB, NEAR, AAPL, IVV, IEFA 13F-HR 8/11/2015, 02:45 PM
Q1 2015 1,177 $8.08B +$1.86B -$413M +$1.45B AAPL, IGSB, BSJF, IEFA, IVV 13F-HR 5/14/2015, 02:52 PM
Q4 2014 1,132 $6.64B AAPL, BSJF, IVV, MINT, IEFA New Holdings 3/18/2015, 03:19 PM
Q4 2014 1,132 $6.64B +$1.49B -$522M +$964M AAPL, BSJF, IVV, MINT, IEFA 13F-HR 2/13/2015, 01:59 PM
Q3 2014 1,078 $5.71B +$977M -$414M +$563M AAPL, BSJF, IVV, VTI, BSJE 13F-HR 11/12/2014, 05:29 PM
Q2 2014 774 $5.36B +$1.23B -$444M +$782M AAPL, EFA, IVW, IVV, IVE 13F-HR 8/12/2014, 06:59 PM
Q1 2014 919 $4.66B +$1.95B -$144M +$1.81B AAPL, XLF, IYW, IYE, XLB 13F-HR 5/14/2014, 03:47 PM
Q4 2013 612 $2.88B AAPL, SCHB, IVV, IYW, IYJ Restatement 2/20/2014, 02:58 PM