United Capital Financial Advisors, LLC ETF holdings
Irving, TX
Reported $11.1B in 514 ETFs in its Form 13F for June 30, 2026.
ETF value
$11.1B
ETFs held
514
Change from prior quarter
+11.9%
With price moves
ETFs as a share of its 13F
61.3%
of $18.1B
Top 10 of 514 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $1.2B | 1,541,045 | +181,510 shares |
| VOO | Vanguard S&P 500 ETF | $1.1B | 1,606,745 | −1,917 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $553.1M | 740,299 | −23,995 shares |
| IEFA | iShares Core MSCI EAFE ETF | $485.9M | 5,029,440 | −32,638 shares |
| VTV | Vanguard Morningstar Value ETF | $308.4M | 1,414,717 | −19,188 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $306.4M | 3,995,262 | +298,068 shares |
| VUG | Vanguard Morningstar Growth ETF | $281.4M | 3,261,088 | +2,706,552 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $250.0M | 3,012,189 | −597,314 shares |
| IUSB | iShares Core Universal USD Bond ETF | $236.8M | 5,132,935 | +1,031,748 shares |
| GOVT | iShares U.S. Treasury Bond ETF | $230.6M | 10,130,922 | +198,039 shares |
504 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001463217. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does United Capital Financial Advisors, LLC own?
United Capital Financial Advisors, LLC reported 514 ETF positions worth $11.1B in its Form 13F for June 30, 2026. The largest was IVV, at $1.2B.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.