United Capital Financial Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), United Capital Financial Advisors, LLC reported 1,622 stock positions worth $16.2 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 5.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.5%) and SS SPDR S&P 500 ETF Trust-US (SPY, 3.1%). Compared with Q4 2025, it opened 305 new positions, sold out of 42, added to 820 and reduced 449. The biggest buy was iShares US Treasury Bond ETF (GOVT, shares +31%) and the biggest sale iShares S&P 100 ETF (OEF, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- IRVING, TX
- CIK
- 0001463217
- Portfolio Value
- $16.2B (Q1 2026)
- SEC Filing
- 0001463217-26-000002 ↗ filed May 15, 2026
Holdings Value
Holdings 1,622 stocks · $16.2B
| VOO Vanguard S&P 500 ETF | 5.93% | 1,608,662 | $961.8M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 5.48% | 1,359,535 | $888.2M | Add +6.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.06% | 764,294 | $497.1M | Add +0.2% |
| IEFA iShares Core MSCI Eafe ETF | 2.82% | 5,062,078 | $456.8M | Add +1.9% |
| AAPL Apple Inc. | 2.76% | 1,762,553 | $447.3M | Reduce -1.3% |
| NVDA Nvidia Corp. | 2.30% | 2,141,958 | $373.6M | Add +9.0% |
| RGEN Repligen Corp. | 2.02% | 2,773,980 | $326.8M | Add +0.1% |
| MSFT Microsoft Corp. | 1.77% | 774,509 | $286.7M | Add +2.5% |
| BIV Vanguard Intermediate-Term B | 1.76% | 3,697,194 | $285.1M | Add +4.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.73% | 1,433,905 | $281.4M | Reduce -1.2% |
| IEMG iShares Core MSCI Emerging | 1.55% | 3,609,503 | $251.8M | Reduce -5.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.49% | 554,536 | $242.2M | Add +2.3% |
| GOOGL Alphabet Inc. Class A | 1.40% | 791,050 | $227.5M | Reduce -6.2% |
| GOVT iShares US Treasury Bond ETF | 1.40% | 9,932,883 | $227.5M | Add +30.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.17% | 4,101,187 | $189.5M | Add +2.7% |
| SHDG Soundwatch Hedged Equity ETF filed as ADVISOR MANAGED PORTFOLIOS | 0.94% | 4,957,240 | $152.3M | Reduce -0.6% |
| BSV Vanguard Short-Term Bond ETF | 0.93% | 1,922,954 | $150.7M | Reduce -30.6% |
| GOOG Alphabet Inc. Class C | 0.90% | 508,570 | $145.9M | Reduce -4.2% |
| IJR iShares Core S&P Small-Cap E | 0.89% | 1,166,626 | $145.0M | Reduce -2.4% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.88% | 3,344,417 | $142.3M | Reduce -5.1% |
| AMZN Amazon.com Inc. | 0.86% | 670,394 | $139.6M | Add +0.7% |
| IVE iShares S&P 500 Value ETF | 0.86% | 660,573 | $139.5M | Reduce -9.7% |
| MBB iShares MBS ETF | 0.83% | 1,422,567 | $135.2M | Add +4.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.83% | 233,511 | $134.8M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.79% | 267,985 | $128.4M | Add +1.2% |
| IVW iShares S&P 500 Growth ETF | 0.77% | 1,105,695 | $125.1M | Add +2.0% |
| PYLD PIMCO Multisector Bond Actv | 0.74% | 4,591,369 | $120.5M | Add +68.8% |
| QUAL iShares MSCI USA Quality Fac | 0.73% | 619,423 | $118.8M | Add +6.7% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.70% | 2,292,868 | $113.3M | Reduce -3.1% |
| JPM JPMorgan Chase & Co. | 0.67% | 370,760 | $109.1M | Reduce -1.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.63% | 1,752,856 | $102.0M | Reduce -17.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.61% | 1,865,467 | $99.1M | Reduce -1.1% |
| JNJ Johnson & Johnson | 0.55% | 366,322 | $89.5M | Reduce -2.6% |
| META Meta Platforms Inc. Class A | 0.55% | 155,967 | $89.2M | Reduce -0.5% |
| GBND Goldman Sachs Core Bond ETF | 0.54% | 1,732,174 | $87.5M | Add +85.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.52% | 1,434,068 | $84.9M | Add +12.3% |
| SCHG Schwab US Large-Cap Growth | 0.52% | 2,907,132 | $84.7M | Add +2.1% |
| V Visa Inc. Class A | 0.52% | 279,914 | $84.6M | Add +6.2% |
| EFV iShares MSCI Eafe Value ETF | 0.52% | 1,137,189 | $84.4M | Reduce -3.1% |
| COST Costco Wholesale Corp. | 0.50% | 80,677 | $80.4M | Reduce -3.2% |
| AGG iShares Core U.S. Aggregate | 0.48% | 786,743 | $78.1M | Reduce -0.5% |
| AVGO Broadcom Inc. | 0.45% | 233,277 | $72.2M | Add +16.2% |
| SHM SS SPDR N Ice St Muni ETF | 0.42% | 1,419,516 | $67.9M | Reduce -21.9% |
| MUB iShares National Muni Bond E | 0.40% | 613,660 | $65.1M | Add +4.4% |
| JPST JPMorgan Ultra-Short Income | 0.39% | 1,249,816 | $63.2M | Reduce -9.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.39% | 47,608 | $62.9M | Reduce -10.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.38% | 638,550 | $61.5M | Add +3.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.36% | 611,351 | $59.1M | Add +2.5% |
| CSCO Cisco Systems Inc. | 0.36% | 762,038 | $59.1M | Reduce -1.4% |
| SCHF Schwab Intl Equity ETF | 0.36% | 2,381,566 | $58.9M | Reduce -1.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.36% | 271,341 | $58.9M | Reduce -12.0% |
| SCHD Schwab US DVD Equity ETF | 0.36% | 1,912,047 | $58.6M | Add +3.0% |
| IYW iShares Ustechnology ETF | 0.36% | 319,444 | $58.0M | Add +0.2% |
| TLH iShares 10-20 Year Treasury | 0.36% | 574,363 | $57.8M | Reduce -1.4% |
| LLY Eli Lilly & Co. | 0.34% | 60,590 | $55.7M | Add +0.4% |
| ABBV Abbvie Inc. | 0.34% | 255,395 | $55.5M | Add +1.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.34% | 490,483 | $54.6M | Add +3416.0% |
| VNQ Vanguard Real Estate ETF | 0.33% | 605,036 | $53.7M | Reduce -11.0% |
| CVX Chevron Corp. | 0.33% | 258,043 | $53.4M | Add +0.3% |
| MTUM iShares MSCI USA Momentum Fa | 0.32% | 214,260 | $51.5M | Add +1.0% |
| PG The Procter & Gamble Co. | 0.32% | 355,010 | $51.3M | Add +24.1% |
| XOM Exxon Mobil Corp. | 0.31% | 297,404 | $50.5M | Add +3.9% |
| SBUX Starbucks Corp. | 0.31% | 561,518 | $50.3M | Reduce -5.4% |
| BAI Ishrs AI in and Tech Act ETF | 0.31% | 1,516,138 | $49.7M | Add +1.6% |
| SCHV Schwab US Large-Cap Value | 0.31% | 1,625,488 | $49.6M | Reduce -2.3% |
| SCHX Schwab US Large-Cap ETF | 0.29% | 1,861,938 | $47.8M | Reduce -2.2% |
| HD Home Depot Inc. | 0.29% | 141,165 | $46.4M | Reduce -4.3% |
| IAGG iShares Intl Aggregate Bond | 0.28% | 922,432 | $46.0M | Add +6.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.28% | 884,009 | $45.9M | Reduce -11.2% |
| THRO iShares U.S. Thematic Rotati | 0.28% | 1,258,967 | $45.6M | Add +0.6% |
| MDT Medtronic PLC | 0.28% | 522,544 | $45.3M | Add +3.5% |
| QCOM Qualcomm Inc. | 0.27% | 345,188 | $44.5M | Reduce -3.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.27% | 142,837 | $43.2M | Reduce -4.0% |
| IBTG iShares Ibonds Dec 2026 Term | 0.26% | 1,859,979 | $42.6M | Add +10.3% |
| PEP Pepsico Inc. | 0.26% | 271,146 | $42.1M | Reduce -0.6% |
| TSLA Tesla Inc. | 0.26% | 112,543 | $41.8M | Reduce -1.0% |
| IWF iShares Russell 1000 Growth | 0.25% | 96,222 | $41.0M | Reduce -0.6% |
| RTX RTX Corp. | 0.25% | 210,449 | $40.6M | Reduce -8.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 124,054 | $39.8M | Reduce -0.1% |
| WMT Walmart Inc. | 0.24% | 313,778 | $39.0M | Reduce -21.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.24% | 1,052,622 | $38.7M | Add +62.4% |
| AXP American Express Co. | 0.24% | 127,713 | $38.6M | Reduce -2.3% |
| GSIE Goldman Sachs Activebeta Int | 0.24% | 894,547 | $38.6M | Add +323.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.23% | 109,388 | $37.0M | Reduce -3.5% |
| ISRG Intuitive Surgical Inc. | 0.23% | 79,662 | $36.7M | Add +2.3% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 535,062 | $36.1M | Reduce -3.4% |
| LOW Lowe's Cos Inc. | 0.22% | 151,886 | $35.9M | Reduce -1.2% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.22% | 864,341 | $35.5M | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.22% | 562,577 | $35.2M | Add +0.5% |
| UL Unilever PLC-Sponsored ADR | 0.22% | 617,579 | $35.2M | Add +10.8% |
| NFLX Netflix Inc. | 0.22% | 364,105 | $35.0M | Add +57.1% |
| IDEF Ishars Def Ind TC Ac ETF-Ui | 0.22% | 1,070,854 | $34.9M | New |
| GIGL Gldmn SCHS Corp. Bond ETF | 0.21% | 681,103 | $34.2M | Add +88.6% |
| HON Honeywell International Inc. | 0.21% | 148,076 | $33.5M | Add +14.0% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.21% | 752,462 | $33.3M | Reduce -17.5% |
| IBTH iShares Ibonds Dec 2027 Term | 0.20% | 1,481,203 | $33.2M | Add +19.9% |
| SPGI S&P Global Inc. | 0.20% | 77,782 | $33.1M | Reduce -12.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.20% | 677,379 | $32.7M | Add +16.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.20% | 435,838 | $32.7M | Add +2.9% |
| MA Mastercard Inc. Class A | 0.20% | 64,313 | $32.1M | Reduce -7.8% |
Options reported separately and not counted above: SPY puts ($26.5M), QQQ puts ($4.3M), AAPL puts ($4.1M), LLY puts ($1.9M), NVDA puts ($1.7M), MSFT puts ($777K), META puts ($687K), CRWD puts ($547K), TLT calls ($208K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $147K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CORZW Core Scientific Inc. - 27 | *W EXP 01/23/202 | 16,100 | $147K | No change |
Total filed on the 13F, all lines: $16.2B.
Portfolio Sells Q4 2025 → Q1 2026
| OEF iShares S&P 100 ETF | Reduce -90.3% | 0.06% | −0.55 |
| BSV Vanguard Short-Term Bond ETF | Reduce -30.6% | 0.93% | −0.39 |
| JNK SS SPDR BB High Yield Bond | Reduce -87.3% | 0.04% | −0.28 |
| ORCL Oracle Corp. | Reduce -34.6% | 0.20% | −0.19 |
| GOOGL Alphabet Inc. Class A | Reduce -6.2% | 1.40% | −0.19 |
| AAPL Apple Inc. | Reduce -1.3% | 2.76% | −0.17 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -17.0% | 0.63% | −0.15 |
| ITA iShares U.S. Aerospace & Def | Reduce -95.6% | 0.01% | −0.13 |
| IAU iShares Gold Trust | Reduce -62.8% | 0.09% | −0.12 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -21.9% | 0.42% | −0.11 |
| GOOG Alphabet Inc. Class C | Reduce -4.2% | 0.90% | −0.11 |
| QCOM Qualcomm Inc. | Reduce -3.5% | 0.27% | −0.10 |
| EMB iShares JP Morgan Usd Emergi | Reduce -86.8% | 0.01% | −0.09 |
| ADBE Adobe Inc. | Reduce -54.1% | 0.04% | −0.09 |
| IVE iShares S&P 500 Value ETF | Reduce -9.7% | 0.86% | −0.08 |
| SPGI S&P Global Inc. | Reduce -12.0% | 0.20% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 0.55% | −0.07 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -94.0% | 0.00% | −0.07 |
| ACN Accenture PLC Class A | Reduce -2.4% | 0.18% | −0.06 |
| CRM Salesforce Inc. | Reduce -2.3% | 0.15% | −0.06 |
| INTU Intuit Inc. | Reduce -6.2% | 0.10% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 0.67% | −0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -40.1% | 0.09% | −0.06 |
| ARES Ares Management Corp. Class A | Reduce -12.0% | 0.09% | −0.06 |
| AKRE Akre Focus ETF | Reduce -24.3% | 0.09% | −0.06 |
| AXP American Express Co. | Reduce -2.3% | 0.24% | −0.05 |
| KKR KKR & Co. Inc. | Reduce -2.4% | 0.14% | −0.05 |
| TSLA Tesla Inc. | Reduce -1.0% | 0.26% | −0.05 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -17.5% | 0.21% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -7.8% | 0.20% | −0.04 |
| WDAY Workday Inc. Class A | Reduce -88.4% | 0.00% | −0.04 |
| BLK BlackRock Inc. | Reduce -40.5% | 0.05% | −0.04 |
| NDAQ Nasdaq Inc. | Reduce -17.6% | 0.11% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.4% | 0.83% | −0.04 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -11.2% | 0.28% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -55.0% | 0.04% | −0.03 |
| SHDG Soundwatch Hedged Equity ETF | Reduce -0.6% | 0.94% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -11.0% | 0.33% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -9.5% | 0.39% | −0.03 |
| HEI Heico Corp. | Reduce -39.0% | 0.04% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -12.0% | 0.36% | −0.03 |
| CRAI Cra International Inc. | Reduce -20.6% | 0.06% | −0.03 |
| AJG Arthur J Gallagher & Co. | Reduce -10.3% | 0.10% | −0.03 |
| MORN Morningstar Inc. | Reduce -93.4% | 0.00% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -0.9% | 0.11% | −0.03 |
| ABT Abbott Laboratories | Reduce -1.8% | 0.12% | −0.03 |
| WMT Walmart Inc. | Reduce -21.0% | 0.24% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -21.8% | 0.10% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -0.6% | 0.25% | −0.02 |
| CHKP Check Point Software Tech | Reduce -86.2% | 0.00% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| GOVT iShares US Treasury Bond ETF | Add +30.7% | 1.40% | +0.35 |
| EFG iShares MSCI Eafe Growth ETF | Add +3416.0% | 0.34% | +0.33 |
| PYLD PIMCO Multisector Bond Actv | Add +68.8% | 0.74% | +0.30 |
| GBND Goldman Sachs Core Bond ETF | Add +85.4% | 0.54% | +0.25 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.22% | +0.22 |
| IVV iShares Core S&P 500 ETF | Add +6.9% | 5.48% | +0.22 |
| IDEF Ishars Def Ind TC Ac ETF-Ui | New | 0.22% | +0.22 |
| GSIE Goldman Sachs Activebeta Int | Add +323.6% | 0.24% | +0.18 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.9% | 2.82% | +0.13 |
| XOM Exxon Mobil Corp. | Add +3.9% | 0.31% | +0.10 |
| GIGL Gldmn SCHS Corp. Bond ETF | Add +88.6% | 0.21% | +0.10 |
| BIV Vanguard Intermediate-Term B | Add +4.5% | 1.76% | +0.09 |
| GTIP Goldman Sachs Access Inflati | Add +94.2% | 0.19% | +0.09 |
| CVX Chevron Corp. | Add +0.3% | 0.33% | +0.09 |
| NVDA Nvidia Corp. | Add +9.0% | 2.30% | +0.09 |
| NFLX Netflix Inc. | Add +57.1% | 0.22% | +0.08 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +12.3% | 0.52% | +0.08 |
| GEM Goldman Sachs Activebeta Em | Add +90.3% | 0.15% | +0.07 |
| PG The Procter & Gamble Co. | Add +24.1% | 0.32% | +0.07 |
| MBB iShares MBS ETF | Add +4.9% | 0.83% | +0.05 |
| SCHD Schwab US DVD Equity ETF | Add +3.0% | 0.36% | +0.05 |
| HON Honeywell International Inc. | Add +14.0% | 0.21% | +0.05 |
| GMUB GS Municipal Income ETF | Add +168.9% | 0.08% | +0.05 |
| NAVN Navan Inc. Class A | New | 0.05% | +0.05 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +99.0% | 0.09% | +0.05 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +2.7% | 1.17% | +0.05 |
| IUSG iShares Core S&P U.S. Growth | Add +44.4% | 0.16% | +0.04 |
| CAT Caterpillar Inc. | Add +0.4% | 0.19% | +0.04 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +33.8% | 0.15% | +0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +62.4% | 0.24% | +0.04 |
| IBTH iShares Ibonds Dec 2027 Term | Add +19.9% | 0.20% | +0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +16.2% | 0.20% | +0.04 |
| DE Deere & Co. | Add +2.2% | 0.18% | +0.04 |
| QUAL iShares MSCI USA Quality Fac | Add +6.7% | 0.73% | +0.04 |
| NOW ServiceNow Inc. | Add +95.9% | 0.13% | +0.04 |
| BOND PIMCO Active Bond Exchange-T | Add +431.3% | 0.04% | +0.03 |
| IBTG iShares Ibonds Dec 2026 Term | Add +10.3% | 0.26% | +0.03 |
| BSY Bentley Systems Inc. Class B | New | 0.03% | +0.03 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Add +176.8% | 0.04% | +0.03 |
| AER Aercap Holdings NV | Add +1464.9% | 0.03% | +0.03 |
| AVGO Broadcom Inc. | Add +16.2% | 0.45% | +0.03 |
| DPZ Domino's Pizza Inc. | New | 0.03% | +0.03 |
| CAIE Calamos Autocallable Inc. ETF | Add +51.1% | 0.08% | +0.02 |
| IRM Iron Mountain Inc. | Add +1.6% | 0.11% | +0.02 |
| BBY Best Buy Co. Inc. | Add +186.8% | 0.04% | +0.02 |
| VZ Verizon Communications Inc. | Add +4.5% | 0.09% | +0.02 |
| PULS Pgim Ultra Short Bond ETF | Add +25.8% | 0.10% | +0.02 |
| IAGG iShares Intl Aggregate Bond | Add +6.6% | 0.28% | +0.02 |
| E Eni SPA-Sponsored ADR | Add +24.0% | 0.05% | +0.02 |
| SCMB Schwab Municipal Bond ETF | Add +20.6% | 0.12% | +0.02 |
Options Activity Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | put | Add +23.3% | 40,800 | $26.5M |
| AAPL Apple Inc. | put | Add +1.3% | 16,200 | $4.1M |
| KRE SS SPDR S&P Regional Bank | put | Sold out | 61,000 | $4.0Mbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | call | Sold out | 3,000 | $2.0Mbefore exit |
| LLY Eli Lilly & Co. | put | Reduce -8.7% | 2,100 | $1.9M |
| NVDA Nvidia Corp. | put | New | 10,000 | $1.7M |
| BRK.B Berkshire Hathaway Inc. Class B | put | Sold out | 2,600 | $1.3Mbefore exit |
| MSFT Microsoft Corp. | put | Reduce -8.7% | 2,100 | $777K |
| META Meta Platforms Inc. Class A | put | Reduce -25.0% | 1,200 | $687K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,609 | $18.1B | IVV, VOO, SPY, AAPL, IEFA |
| Q1 2026 | 1,622 | $16.2B | VOO, IVV, SPY, IEFA, AAPL |
| Q4 2025 | 1,358 | $16.6B | VOO, IVV, SPY, AAPL, RGEN |
| Q3 2025 | 1,192 | $13.9B | VOO, IVV, IEFA, AAPL, RGEN |
| Q2 2025 | 1,080 | $12.4B | VOO, IVV, IEFA, BSV, MSFT |
| Q1 2025 | 1,053 | $11.7B | VOO, IVV, BSV, IEFA, AAPL |
| Q4 2024 | 1,050 | $11.8B | VOO, IVV, BSV, AAPL, IEFA |
| Q3 2024 | 1,051 | $12.1B | VOO, IVV, BSV, AAPL, IEFA |
| Q2 2024 | 1,021 | $11.6B | VOO, IVV, BSV, AAPL, IEFA |
| Q1 2024 | 1,066 | $12.1B | VOO, IVV, BSV, IEFA, AAPL |