UNITED CAPITAL FINANCIAL ADVISORS, LLC
•CIK: 1463217•Filing: Q4 2025
United Capital Financial Advisors, LLC, managed by renowned investor Ken Fisher, maintains a diversified portfolio with a focus on large-cap growth and value stocks, as well as ETFs, currently holding significant positions in VOO, IVV, and AAPL. Recently, the fund has made notable moves by adding high-growth ETFs VYLD and PEG, while exiting positions in FITBM and RYLBF, reflecting a strategic shift towards sectors with strong growth potential.
Total AUM
$15.4B
+ $26.3M in options
QoQ Performance
+13.4%
Positions
1,344
+ 5 options
Top 10 Concentration
35.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
IVV
VOO6.5%
IVV5.6%
AAPL3.1%
RGEN2.9%
IEFA2.9%
NVDA2.4%
VTV1.8%
BIV1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.0%
ETF14.4%
Technology13.0%
Consumer3.8%
Financial3.0%
Healthcare3.0%
Industrial1.1%
Communication1.0%
🚪 Exited Positionssold since Q3 2025
—
ISHARES IBONDS DEC 2025 TERM TR ETF
SOLD
$23.4M
+1005 more exited positions
Changes from Q3 2025
NEW16 new positions
↑122 increased
↓62 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023