UNIVEST FINANCIAL Corp
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), UNIVEST FINANCIAL Corp reported 260 stock positions worth $1.8 billion. Its top holding was Vanguard Total Intl Stock (VXUS) at 8.6% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 7.7%) and Apple (AAPL, 5.3%). Compared with Q2 2025, it opened 6 new positions, sold out of 12, added to 102 and reduced 111. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +9%) and the biggest sale Microsoft (MSFT, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- SOUDERTON, PA
- CIK
- 0000102212
- Portfolio Value
- $1.8B (Q3 2025)
- SEC Filing
- 0000102212-25-000029 ↗ filed Oct 30, 2025
Holdings Value
Holdings 260 stocks · $1.8B
| VXUS Vanguard Total Intl Stock | 8.58% | 2,086,750 | $153.3M | Add +8.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.71% | 1,759,947 | $137.9M | Reduce -2.9% |
| AAPL Apple Inc. | 5.33% | 374,223 | $95.3M | Reduce -2.0% |
| MSFT Microsoft Corp. | 4.51% | 155,552 | $80.6M | Reduce -7.0% |
| SPAB SS SPDR P Agg Bond ETF | 4.46% | 3,080,742 | $79.6M | Add +4.0% |
| GOOGL Alphabet Inc. Class A | 3.81% | 280,074 | $68.1M | Reduce -4.2% |
| AMZN Amazon.com Inc. | 2.98% | 242,298 | $53.2M | Add +0.2% |
| NVDA Nvidia Corp. | 2.90% | 278,008 | $51.9M | Reduce -13.5% |
| META Meta Platforms Inc. Class A | 2.52% | 61,323 | $45.0M | Reduce -4.2% |
| AVGO Broadcom Inc. | 2.46% | 133,153 | $43.9M | Reduce -14.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.18% | 832,918 | $38.9M | Add +13.6% |
| NEE Nextera Energy Inc. | 1.51% | 358,259 | $27.0M | Add +2.4% |
| XLE SS Energy Select Sector | 1.49% | 298,162 | $26.6M | Reduce -2.9% |
| LLY Eli Lilly & Co. | 1.46% | 34,297 | $26.2M | Add +24.2% |
| VOO Vanguard S&P 500 ETF | 1.37% | 39,991 | $24.5M | Reduce -7.9% |
| V Visa Inc. Class A | 1.27% | 66,421 | $22.7M | Add +1.7% |
| BLK BlackRock Inc. | 1.15% | 17,657 | $20.6M | Reduce -12.3% |
| SPGI S&P Global Inc. | 0.97% | 35,578 | $17.3M | Reduce -5.3% |
| TMO Thermo Fisher Scientific Inc. | 0.96% | 35,515 | $17.2M | Add +12.9% |
| COST Costco Wholesale Corp. | 0.96% | 18,576 | $17.2M | Add +3.1% |
| UNH Unitedhealth Group Inc. | 0.93% | 48,250 | $16.7M | Add +41.0% |
| MU Micron Technology Inc. | 0.91% | 97,450 | $16.3M | Add +11.0% |
| LHX L3HARRIS Technologies Inc. | 0.86% | 50,157 | $15.3M | Reduce -10.9% |
| UVSP Univest Financial Corp. | 0.85% | 505,323 | $15.2M | Add +0.5% |
| TEL Te Connectivity PLC | 0.83% | 67,810 | $14.9M | Reduce -11.7% |
| MUB iShares National Muni Bond E | 0.82% | 137,443 | $14.6M | Add +2.2% |
| AXP American Express Co. | 0.79% | 42,309 | $14.1M | Reduce -0.3% |
| CRM Salesforce Inc. | 0.79% | 59,247 | $14.0M | Add +16.0% |
| URI United Rentals Inc. | 0.77% | 14,463 | $13.8M | Reduce -6.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.77% | 95,212 | $13.8M | Add +1.8% |
| PM Philip Morris International | 0.76% | 83,243 | $13.5M | Add +5.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.73% | 281,060 | $13.0M | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.72% | 69,722 | $12.9M | Reduce -1.4% |
| SSNC Ss&c Technologies Holdings | 0.70% | 140,405 | $12.5M | Add +0.8% |
| SHW The Sherwin-Williams Co. | 0.70% | 35,930 | $12.4M | Add +4.4% |
| AMAT Applied Materials Inc. | 0.68% | 59,499 | $12.2M | Reduce -30.4% |
| JPM JPMorgan Chase & Co. | 0.66% | 37,427 | $11.8M | Reduce -2.0% |
| AMT American Tower Corp. | 0.65% | 59,955 | $11.5M | Reduce -1.7% |
| REGN Regeneron Pharmaceuticals | 0.64% | 20,323 | $11.4M | Reduce -1.1% |
| SCHW Schwab (charles) Corp. | 0.63% | 118,699 | $11.3M | Reduce -6.6% |
| MDLZ Mondelez International Inc. Class A | 0.63% | 178,875 | $11.2M | Add +0.6% |
| POOL Pool Corp. | 0.60% | 34,335 | $10.6M | Add +11.2% |
| ADBE Adobe Inc. | 0.58% | 29,243 | $10.3M | Add +20.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.57% | 110,994 | $10.2M | Add +4.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.56% | 30,747 | $10.1M | Add +0.7% |
| ULTA Ulta Beauty Inc. | 0.54% | 17,718 | $9.7M | Reduce -9.0% |
| SNPS Synopsys Inc. | 0.53% | 19,311 | $9.5M | Add +133.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.50% | 85,609 | $8.9M | Add +6.4% |
| FDX FedEx Corp. | 0.50% | 37,615 | $8.9M | Add +10.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.49% | 47,192 | $8.8M | Add +7.7% |
| ANET Arista Networks Inc. | 0.47% | 57,578 | $8.4M | Reduce -9.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.43% | 150,062 | $7.7M | Reduce -6.0% |
| HD Home Depot Inc. | 0.43% | 18,786 | $7.6M | Add +1.0% |
| ZTS Zoetis Inc. | 0.40% | 48,257 | $7.1M | Reduce -14.8% |
| ACN Accenture PLC Class A | 0.38% | 27,587 | $6.8M | Add +21.6% |
| GOOG Alphabet Inc. Class C | 0.38% | 27,705 | $6.7M | Reduce -0.4% |
| ROP Roper Technologies Inc. | 0.37% | 13,363 | $6.7M | Add +2.7% |
| EME Emcor Group Inc. | 0.35% | 9,742 | $6.3M | Reduce -14.7% |
| MA Mastercard Inc. Class A | 0.35% | 11,001 | $6.3M | Add +18.1% |
| UBER Uber Technologies Inc. | 0.33% | 59,923 | $5.9M | Reduce -8.0% |
| FISV Fiserv Inc. | 0.33% | 45,362 | $5.8M | Add +3175.2% |
| ECL Ecolab Inc. | 0.32% | 21,051 | $5.8M | Add +2.0% |
| ICE Intercontinental Exchange Inc. | 0.32% | 34,011 | $5.7M | Reduce -8.0% |
| LMT Lockheed Martin Corp. | 0.28% | 10,174 | $5.1M | Add +0.8% |
| CASY Casey's General Stores Inc. | 0.28% | 8,879 | $5.0M | Add +3.8% |
| TD Toronto-Dominion Bank | 0.27% | 60,782 | $4.9M | No change |
| WMT Walmart Inc. | 0.27% | 46,608 | $4.8M | Reduce -6.9% |
| EQIX Equinix Inc. | 0.27% | 6,094 | $4.8M | Add +15.4% |
| MNST Monster Beverage Corp. | 0.26% | 70,044 | $4.7M | Reduce -1.9% |
| PH Parker Hannifin Corp. | 0.26% | 6,013 | $4.6M | Reduce -0.8% |
| FTNT Fortinet Inc. | 0.25% | 53,558 | $4.5M | Add +13.4% |
| TDG Transdigm Group Inc. | 0.25% | 3,407 | $4.5M | Reduce -11.0% |
| IDXX Idexx Laboratories Inc. | 0.25% | 6,880 | $4.4M | Reduce -40.4% |
| EXLS Exlservice Holdings Inc. | 0.24% | 98,265 | $4.3M | Add +18.7% |
| PEP Pepsico Inc. | 0.24% | 30,529 | $4.3M | Add +5.9% |
| XOM Exxon Mobil Corp. | 0.23% | 36,201 | $4.1M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 6,110 | $4.1M | Add +2.2% |
| BX Blackstone Inc. | 0.23% | 23,813 | $4.1M | Reduce -18.1% |
| MCD McDonald's Corp. | 0.23% | 13,284 | $4.0M | Reduce -0.8% |
| ISRG Intuitive Surgical Inc. | 0.22% | 8,784 | $3.9M | Add +13.3% |
| AMGN Amgen Inc. | 0.21% | 13,514 | $3.8M | Add +2.8% |
| PG The Procter & Gamble Co. | 0.21% | 24,479 | $3.8M | Reduce -4.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.21% | 86,199 | $3.7M | Add +11.6% |
| UNP Union Pacific Corp. | 0.20% | 15,212 | $3.6M | Add +5.4% |
| NOW ServiceNow Inc. | 0.20% | 3,895 | $3.6M | Add +8.4% |
| FICO Fair Isaac Corp. | 0.19% | 2,322 | $3.5M | Add +1728.3% |
| MRSH Marsh & McLennan Cos | 0.19% | 17,069 | $3.4M | Add +125.3% |
| NFLX Netflix Inc. | 0.19% | 2,854 | $3.4M | Add +0.1% |
| JNK SS SPDR BB High Yield Bond | 0.19% | 34,832 | $3.4M | Add +10.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.19% | 66,910 | $3.4M | Reduce -13.7% |
| VEEV Veeva Systems Inc. Class A | 0.18% | 10,806 | $3.2M | Reduce -38.4% |
| CSCO Cisco Systems Inc. | 0.18% | 46,904 | $3.2M | Add +6.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 6,638 | $3.2M | Reduce -0.3% |
| ABT Abbott Laboratories | 0.17% | 23,236 | $3.1M | Add +8.4% |
| MBB iShares MBS ETF | 0.17% | 32,422 | $3.1M | Add +14.5% |
| ABNB Airbnb Inc. Class A | 0.17% | 25,360 | $3.1M | Add +6.0% |
| TSLA Tesla Inc. | 0.17% | 6,758 | $3.0M | Reduce -1.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.16% | 7,364 | $2.9M | Add +23.2% |
| WM Waste Management Inc. | 0.16% | 12,784 | $2.8M | Add +2.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 5,601 | $2.8M | Add +1.3% |
Portfolio Sells Q2 2025 → Q3 2025
| MSFT Microsoft Corp. | Reduce -7.0% | 4.51% | −0.48 |
| META Meta Platforms Inc. Class A | Reduce -4.2% | 2.52% | −0.31 |
| AMAT Applied Materials Inc. | Reduce -30.4% | 0.68% | −0.26 |
| SPGI S&P Global Inc. | Reduce -5.3% | 0.97% | −0.22 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.9% | 7.71% | −0.19 |
| AMT American Tower Corp. | Reduce -1.7% | 0.65% | −0.16 |
| NVDA Nvidia Corp. | Reduce -13.5% | 2.90% | −0.14 |
| ZTS Zoetis Inc. | Reduce -14.8% | 0.40% | −0.14 |
| IDXX Idexx Laboratories Inc. | Reduce -40.4% | 0.25% | −0.13 |
| VEEV Veeva Systems Inc. Class A | Reduce -38.4% | 0.18% | −0.12 |
| AVGO Broadcom Inc. | Reduce -14.5% | 2.46% | −0.12 |
| BLK BlackRock Inc. | Reduce -12.3% | 1.15% | −0.12 |
| VOO Vanguard S&P 500 ETF | Reduce -7.9% | 1.37% | −0.11 |
| TDG Transdigm Group Inc. | Reduce -11.0% | 0.25% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -40.2% | 0.13% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -37.8% | 0.14% | −0.09 |
| ICE Intercontinental Exchange Inc. | Reduce -8.0% | 0.32% | −0.09 |
| XLE SS Energy Select Sector | Reduce -2.9% | 1.49% | −0.07 |
| SCHW Schwab (charles) Corp. | Reduce -6.6% | 0.63% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -48.5% | 0.05% | −0.05 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.04 |
| CME Cme Group Inc. | Reduce -17.3% | 0.13% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -13.7% | 0.19% | −0.04 |
| COP Conocophillips | Reduce -33.7% | 0.07% | −0.04 |
| UBER Uber Technologies Inc. | Reduce -8.0% | 0.33% | −0.04 |
| INTU Intuit Inc. | Reduce -2.8% | 0.12% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -4.1% | 0.21% | −0.03 |
| BX Blackstone Inc. | Reduce -18.1% | 0.23% | −0.03 |
| WSO Watsco Inc. | Reduce -5.3% | 0.11% | −0.03 |
| AXP American Express Co. | Reduce -0.3% | 0.79% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -58.1% | 0.02% | −0.03 |
| WMT Walmart Inc. | Reduce -6.9% | 0.27% | −0.03 |
| DFAX Dimensional World Ex US Core | Sold out | 0.00% | −0.02 |
| IQLT iShares MSCI International Q | Sold out | 0.00% | −0.02 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.02 |
| KO The Coca-Cola Co. | Reduce -18.6% | 0.06% | −0.02 |
| HON Honeywell International Inc. | Reduce -16.6% | 0.05% | −0.02 |
| ADI Analog Devices Inc. | Reduce -13.8% | 0.10% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -10.3% | 0.15% | −0.02 |
| BAC Bank of America Corp. | Reduce -6.0% | 0.43% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -40.9% | 0.02% | −0.02 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.01 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.01 |
| CDW CDW Corp. | Sold out | 0.00% | −0.01 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -38.1% | 0.02% | −0.01 |
| ARCC Ares Capital Corp. | Sold out | 0.00% | −0.01 |
| EME Emcor Group Inc. | Reduce -14.7% | 0.35% | −0.01 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.01 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| VXUS Vanguard Total Intl Stock | Add +8.5% | 8.58% | +0.61 |
| FISV Fiserv Inc. | Add +3175.2% | 0.33% | +0.31 |
| UNH Unitedhealth Group Inc. | Add +41.0% | 0.93% | +0.29 |
| SNPS Synopsys Inc. | Add +133.8% | 0.53% | +0.28 |
| MU Micron Technology Inc. | Add +11.0% | 0.91% | +0.26 |
| TMO Thermo Fisher Scientific Inc. | Add +12.9% | 0.96% | +0.20 |
| FICO Fair Isaac Corp. | Add +1728.3% | 0.19% | +0.18 |
| LLY Eli Lilly & Co. | Add +24.2% | 1.46% | +0.17 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +13.6% | 2.18% | +0.14 |
| MRSH Marsh & McLennan Cos | Add +125.3% | 0.19% | +0.09 |
| TJX TJX Companies Inc. | Add +1.8% | 0.77% | +0.08 |
| NEE Nextera Energy Inc. | Add +2.4% | 1.51% | +0.06 |
| POOL Pool Corp. | Add +11.2% | 0.60% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +49.1% | 0.14% | +0.05 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +6.4% | 0.50% | +0.04 |
| MA Mastercard Inc. Class A | Add +18.1% | 0.35% | +0.04 |
| FDX FedEx Corp. | Add +10.5% | 0.50% | +0.03 |
| CRH CRH PLC | Add +3.6% | 0.15% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +7.7% | 0.49% | +0.03 |
| MDYG SS SPDR S&P 400 MC GR ETF | Add +25.4% | 0.14% | +0.03 |
| EXLS Exlservice Holdings Inc. | Add +18.7% | 0.24% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +26.0% | 0.10% | +0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.02% | +0.02 |
| CASY Casey's General Stores Inc. | Add +3.8% | 0.28% | +0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +11.6% | 0.21% | +0.02 |
| A Agilent Technologies Inc. | Add +35.3% | 0.07% | +0.02 |
| HD Home Depot Inc. | Add +1.0% | 0.43% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +21.3% | 0.08% | +0.02 |
| EQIX Equinix Inc. | Add +15.4% | 0.27% | +0.02 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +11.6% | 0.10% | +0.01 |
| MBB iShares MBS ETF | Add +14.5% | 0.17% | +0.01 |
| LRCX Lam Research Corp. | New | 0.01% | +0.01 |
| ADBE Adobe Inc. | Add +20.2% | 0.58% | +0.01 |
| WTRG Essential Utilities Inc. | New | 0.01% | +0.01 |
| AMD Advanced Micro Devices | New | 0.01% | +0.01 |
| PEP Pepsico Inc. | Add +5.9% | 0.24% | +0.01 |
| DVY iShares Select Dividend ETF | New | 0.01% | +0.01 |
| VONV Vanguard Russell 1000 Value | New | 0.01% | +0.01 |
| PLD Prologis Inc. | Add +10.8% | 0.09% | +0.01 |
| MCK McKesson Corp. | Add +62.8% | 0.03% | +0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +9.3% | 0.11% | +0.01 |
| GLD SPDR Gold Shares | Add +36.3% | 0.03% | +0.01 |
| WEC WEC Energy Group Inc. | Add +7.5% | 0.09% | +0.01 |
| SPEM State Street SP PTF Em ETF | Add +19.6% | 0.05% | +0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +11.6% | 0.09% | +0.01 |
| XLV SS Health Care Select Sector | Add +16.4% | 0.07% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.7% | 0.56% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +12.9% | 0.15% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.2% | 0.23% | +0.01 |
| JNK SS SPDR BB High Yield Bond | Add +10.0% | 0.19% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 275 | $2.0B | VXUS, SPYM, AAPL, GOOGL, MU |
| Q1 2026 | 254 | $1.8B | VXUS, SPYM, AAPL, GOOGL, MSFT |
| Q4 2025 | 256 | $1.9B | VXUS, SPYM, AAPL, GOOGL, SPAB |
| Q3 2025 | 260 | $1.8B | VXUS, SPYM, AAPL, MSFT, SPAB |
| Q2 2025 | 266 | $1.7B | VXUS, SPYM, MSFT, AAPL, SPAB |
| Q1 2025 | 275 | $1.5B | VXUS, SPYM, AAPL, SPAB, MSFT |
| Q4 2024 | 272 | $1.6B | VXUS, SPYM, AAPL, MSFT, SPAB |
| Q3 2024 | 280 | $1.5B | VXUS, AAPL, SPYM, MSFT, SPAB |
| Q2 2024 | 133 | $360.0M | VXUS, VOO, AAPL, MSFT, GOOGL |
| Q1 2024 | 131 | $355.3M | VXUS, VOO, MSFT, AAPL, AMZN |