UNIVEST FINANCIAL Corp - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, UNIVEST FINANCIAL Corp held in its portfolio 246 assets valued at $1,886,198,403 (i.e. $1.89B).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($290.89M), VANGUARD STAR FDS ($158.63M), and APPLE INC ($101.33M).
The chart below shows the top 10 valuable assets, and the table below shows the top 246 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
UNIVEST FINANCIAL Corp - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 5717881 | 290886270 | STATE STREET SPD |
| VANGUARD STAR FDS | 2102710 | 158628373 | VG TL INTL STK F |
| APPLE INC | 372716 | 101326638 | COM |
| ALPHABET INC | 266266 | 83341330 | CAP STK CL A |
| MICROSOFT CORP | 155389 | 75149394 | COM |
| AMAZON COM INC | 241584 | 55762419 | COM |
| NVIDIA CORPORATION | 291726 | 54406921 | COM |
| ISHARES TR | 996771 | 46389701 | CORE UNIVRSL USD |
| BROADCOM INC | 133283 | 46129377 | COM |
| META PLATFORMS INC | 62118 | 41003468 | CL A |
| ELI LILLY & CO | 33395 | 35889213 | COM |
| NEXTERA ENERGY INC | 355896 | 28571303 | COM |
| SELECT SECTOR SPDR TR | 591160 | 26430768 | STATE STREET ENE |
| MICRON TECHNOLOGY INC | 89618 | 25577787 | COM |
| VANGUARD INDEX FDS | 39592 | 24829330 | S&P 500 ETF SHS |
| VISA INC | 65625 | 23015216 | COM CL A |
| UNIVEST FINANCIAL CORPORATIO | 617526 | 20217790 | COM |
| THERMO FISHER SCIENTIFIC INC | 34403 | 19935018 | COM |
| S&P GLOBAL INC | 35602 | 18605236 | COM |
| BLACKROCK INC | 17296 | 18512812 | COM |
| COSTCO WHSL CORP NEW | 18508 | 15959842 | COM |
| SELECT SECTOR SPDR TR | 109493 | 15763647 | STATE STREET TEC |
| AMERICAN EXPRESS CO | 41280 | 15271571 | COM |
| TE CONNECTIVITY PLC | 66025 | 15021328 | ORD SHS |
| REGENERON PHARMACEUTICALS | 19400 | 14974093 | COM |
| ISHARES TR | 137139 | 14688989 | NATIONAL MUN ETF |
| L3HARRIS TECHNOLOGIES INC | 49267 | 14463250 | COM |
| TJX COS INC NEW | 93297 | 14331306 | COM |
| JOHNSON & JOHNSON | 68962 | 14271694 | COM |
| APPLIED MATLS INC | 55185 | 14182043 | COM |
| PHILIP MORRIS INTL INC | 82126 | 13173020 | COM |
| SS&C TECHNOLOGIES HLDGS INC | 139915 | 12231328 | COM |
| SALESFORCE INC | 45476 | 12047108 | COM |
| JPMORGAN CHASE & CO. | 36774 | 11849351 | COM |
| UNITED RENTALS INC | 14581 | 11801021 | COM |
| SCHWAB CHARLES CORP | 116750 | 11664460 | COM |
| SHERWIN WILLIAMS CO | 35686 | 11563226 | COM |
| UNITEDHEALTH GROUP INC | 33834 | 11168936 | COM |
| SELECT SECTOR SPDR TR | 120057 | 11128515 | STATE STREET CON |
| FEDEX CORP | 36859 | 10647191 | COM |
| ULTA BEAUTY INC | 17156 | 10379552 | COM |
| VANGUARD INDEX FDS | 53999 | 10313316 | VALUE ETF |
| VANGUARD INDEX FDS | 28845 | 9670741 | TOTAL STK MKT |
| SELECT SECTOR SPDR TR | 58063 | 8988149 | STATE STREET HEA |
| ALPHABET INC | 26601 | 8347540 | CAP STK CL C |
| BANK AMERICA CORP | 149265 | 8209557 | COM |
| FAIR ISAAC CORP | 4657 | 7872786 | COM |
| AMERICAN TOWER CORP NEW | 44558 | 7823022 | COM |
| ARISTA NETWORKS INC | 58459 | 7659883 | COM SHS |
| SYNOPSYS INC | 14725 | 6916627 | COM |
| MONDELEZ INTL INC | 126271 | 6797158 | CL A |
| MASTERCARD INCORPORATED | 11297 | 6449449 | CL A |
| HOME DEPOT INC | 18202 | 6263440 | COM |
| EMCOR GROUP INC | 9613 | 5881440 | COM |
| TORONTO DOMINION BK ONT | 60782 | 5725696 | COM NEW |
| ECOLAB INC | 21200 | 5565362 | COM |
| INTERCONTINENTAL EXCHANGE IN | 34080 | 5519651 | COM |
| ROPER TECHNOLOGIES INC | 12148 | 5407297 | COM |
| MONSTER BEVERAGE CORP NEW | 68967 | 5287700 | COM |
| UBER TECHNOLOGIES INC | 63960 | 5226172 | COM |
| CASEYS GEN STORES INC | 9256 | 5115879 | COM |
| PARKER-HANNIFIN CORP | 5813 | 5109394 | COM |
| WALMART INC | 45233 | 5039461 | COM |
| ACCENTURE PLC IRELAND | 18749 | 5030479 | SHS CLASS A |
| INTUITIVE SURGICAL INC | 8542 | 4837847 | COM NEW |
| LOCKHEED MARTIN CORP | 9989 | 4831561 | COM |
| POOL CORP | 20623 | 4717538 | COM |
| TRANSDIGM GROUP INC | 3384 | 4500310 | COM |
| IDEXX LABS INC | 6464 | 4373090 | COM |
| EXXON MOBIL CORP | 35943 | 4325361 | COM |
| AMGEN INC | 13182 | 4314747 | COM |
| FORTINET INC | 54163 | 4301084 | COM |
| VANGUARD MUN BD FDS | 85077 | 4278522 | TAX EXEMPT BD |
| PEPSICO INC | 29746 | 4269172 | COM |
| EXLSERVICE HOLDINGS INC | 99001 | 4201603 | COM |
| ADOBE INC | 12002 | 4200580 | COM |
| SPDR S&P 500 ETF TR | 6035 | 4115654 | TR UNIT |
| VANGUARD INDEX FDS | 45922 | 4063638 | REAL ESTATE ETF |
| MCDONALDS CORP | 13236 | 4045269 | COM |
| EQUINIX INC | 5079 | 3891174 | COM |
| ZOETIS INC | 30384 | 3822958 | CL A |
| BLACKSTONE INC | 23885 | 3681674 | COM |
| VANGUARD WORLD FD | 8850 | 3652829 | MEGA GRWTH IND |
| ISHARES TR | 37788 | 3598180 | MBS ETF |
| CISCO SYS INC | 46396 | 3573876 | COM |
| SPDR INDEX SHS FDS | 79792 | 3543543 | PORTFOLIO DEVLPD |
| PROCTER AND GAMBLE CO | 23661 | 3390821 | COM |
| VANGUARD INDEX FDS | 6721 | 3278783 | GROWTH ETF |
| UNION PAC CORP | 13883 | 3211344 | COM |
| SERVICENOW INC | 19953 | 3056601 | COM |
| WASTE MGMT INC DEL | 13669 | 3003234 | COM |
| ISHARES TR | 4335 | 2969215 | CORE S&P500 ETF |
| ABBOTT LABS | 23534 | 2948517 | COM |
| TESLA INC | 6517 | 2930825 | COM |
| CRH PLC | 23244 | 2900852 | ORD |
| DARLING INGREDIENTS INC | 78951 | 2842236 | COM |
| VANGUARD CHARLOTTE FDS | 58677 | 2835258 | TOTAL INT BD ETF |
| MERCK & CO INC | 26425 | 2781484 | COM |
| VERTEX PHARMACEUTICALS INC | 6097 | 2764136 | COM |
| AIRBNB INC | 20217 | 2743851 | COM CL A |
| MARSH & MCLENNAN COS INC | 14668 | 2721127 | COM |
| ISHARES TR | 41120 | 2713904 | CORE S&P MCP ETF |
| BERKSHIRE HATHAWAY INC DEL | 5390 | 2709282 | CL B NEW |
| SELECT SECTOR SPDR TR | 48090 | 2633862 | STATE STREET FIN |
| ISHARES TR | 21598 | 2595648 | CORE S&P SCP ETF |
| NETFLIX INC | 27187 | 2549053 | COM |
| CORNING INC | 28454 | 2491399 | COM |
| VANGUARD INDEX FDS | 13953 | 2474841 | MCAP VL IDXVIP |
| SELECT SECTOR SPDR TR | 20963 | 2467765 | STATE STREET COM |
| METLIFE INC | 30040 | 2371333 | COM |
| CATERPILLAR INC | 4137 | 2369736 | COM |
| CME GROUP INC | 8651 | 2362520 | COM |
| INVESCO QQQ TR | 3820 | 2346387 | UNIT SER 1 |
| ANALOG DEVICES INC | 8405 | 2279523 | COM |
| VEEVA SYS INC | 10188 | 2274268 | CL A COM |
| RESMED INC | 9118 | 2196252 | COM |
| INTUIT | 3268 | 2164716 | COM |
| PROLOGIS INC. | 16567 | 2114943 | COM |
| ISHARES TR | 26002 | 1856812 | EAFE VALUE ETF |
| BRISTOL-MYERS SQUIBB CO | 34153 | 1842213 | COM |
| SELECT SECTOR SPDR TR | 10559 | 1637874 | STATE STREET IND |
| ABBVIE INC | 7160 | 1635976 | COM |
| ISHARES TR | 17776 | 1590241 | CORE MSCI EAFE |
| CINCINNATI FINL CORP | 9420 | 1538474 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| WATSCO INC | 4361 | 1469446 | COM |
| DIMENSIONAL ETF TRUST | 36795 | 1456714 | US CORE EQUITY 2 |
| ENTERGY CORP NEW | 14817 | 1369565 | COM |
| ORACLE CORP | 6702 | 1306191 | COM |
| NORFOLK SOUTHN CORP | 4494 | 1297508 | COM |
| AGILENT TECHNOLOGIES INC | 9223 | 1254985 | COM |
| CHEVRON CORP NEW | 8191 | 1248414 | COM |
| SNAP ON INC | 3556 | 1225398 | COM |
| DYNATRACE INC | 27966 | 1212046 | COM NEW |
| WEC ENERGY GROUP INC | 11451 | 1207570 | COM |
| CONOCOPHILLIPS | 12396 | 1160402 | COM |
| INGREDION INC | 10340 | 1140126 | COM |
| EQUIFAX INC | 5250 | 1139145 | COM |
| COCA COLA CO | 15707 | 1098082 | COM |
| FASTENAL CO | 27051 | 1085569 | COM |
| CONSTELLATION ENERGY CORP | 3046 | 1076060 | COM |
| EATON CORP PLC | 3259 | 1038024 | SHS |
| ISHARES TR | 5191 | 1036539 | U.S. TECH ETF |
| LOWES COS INC | 4277 | 1031441 | COM |
| ISHARES TR | 10213 | 983173 | RUS MID CAP ETF |
| VANGUARD TAX-MANAGED FDS | 15566 | 972415 | VAN FTSE DEV MKT |
| KINDER MORGAN INC DEL | 35168 | 966765 | COM |
| VERIZON COMMUNICATIONS INC | 23266 | 947642 | COM |
| ROSS STORES INC | 5229 | 941952 | COM |
| RTX CORPORATION | 4857 | 890845 | COM |
| ISHARES TR | 10971 | 884592 | IBOXX HI YD ETF |
| SPDR INDEX SHS FDS | 18897 | 884583 | PORTFOLIO EMG MK |
| QUANTA SVCS INC | 2090 | 882105 | COM |
| GE AEROSPACE | 2744 | 845234 | COM NEW |
| COMCAST CORP NEW | 26636 | 796157 | CL A |
| VANGUARD INTL EQUITY INDEX F | 10523 | 774072 | ALLWRLD EX US |
| INTERNATIONAL BUSINESS MACHS | 2608 | 772556 | COM |
| ISHARES TR | 10967 | 761361 | CORE DIV GRWTH |
| VANGUARD WORLD FD | 991 | 746996 | INF TECH ETF |
| DISNEY WALT CO | 6555 | 745733 | COM |
| D R HORTON INC | 5148 | 741527 | COM |
| ISHARES TR | 1549 | 733142 | RUS 1000 GRW ETF |
| VANGUARD BD INDEX FDS | 9804 | 726182 | TOTAL BND MRKT |
| SPDR GOLD TR | 1832 | 726040 | GOLD SHS |
| PNC FINL SVCS GROUP INC | 3433 | 716570 | COM |
| CINTAS CORP | 3774 | 709816 | COM |
| HONEYWELL INTL INC | 3634 | 708892 | COM |
| ISHARES TR | 5070 | 694273 | RUS MD CP GR ETF |
| ISHARES TR | 6091 | 693943 | EAFE GRWTH ETF |
| PPL CORP | 19709 | 690197 | COM |
| STRYKER CORPORATION | 1857 | 652697 | COM |
| ISHARES TR | 4386 | 652080 | CORE S&P TTL STK |
| VANGUARD WORLD FD | 5158 | 649495 | ENERGY ETF |
| WSFS FINL CORP | 11616 | 641668 | COM |
| VANGUARD SCOTTSDALE FDS | 10880 | 638982 | SHORT TERM TREAS |
| LINDE PLC | 1471 | 627220 | SHS |
| ALTRIA GROUP INC | 10351 | 596835 | COM |
| OREILLY AUTOMOTIVE INC | 6294 | 574076 | COM |
| CAPITAL ONE FINL CORP | 2363 | 572697 | COM |
| VANGUARD INDEX FDS | 2641 | 559394 | SM CP VAL ETF |
| STARBUCKS CORP | 6635 | 558740 | COM |
| CARDINAL HEALTH INC | 2706 | 556083 | COM |
| WELLS FARGO CO NEW | 5703 | 531538 | COM |
| VANGUARD INDEX FDS | 2047 | 528075 | SMALL CP ETF |
| ISHARES TR | 1614 | 521299 | RUS 2000 GRW ETF |
| MCKESSON CORP | 610 | 500377 | COM |
| ISHARES TR | 5867 | 496615 | CORE MSCI TOTAL |
| HERSHEY CO | 2722 | 495350 | COM |
| BOEING CO | 2238 | 485813 | COM |
| VANGUARD INDEX FDS | 1662 | 463938 | MCAP GR IDXVIP |
| SCHWAB STRATEGIC TR | 19621 | 458543 | US AGGREGATE B |
| TRAVELERS COMPANIES INC | 1570 | 455265 | COM |
| CHUBB LIMITED | 1452 | 453198 | COM |
| MORGAN STANLEY | 2487 | 441442 | COM NEW |
| ISHARES TR | 3534 | 435618 | S&P 500 GRWT ETF |
| GENERAL DYNAMICS CORP | 1275 | 429242 | COM |
| VANGUARD SCOTTSDALE FDS | 5123 | 429080 | INT-TERM CORP |
| DIMENSIONAL ETF TRUST | 11222 | 427670 | INTL CORE EQT MK |
| MARRIOTT INTL INC NEW | 1330 | 412619 | CL A |
| AT&T INC | 16509 | 410086 | COM |
| VANGUARD SPECIALIZED FUNDS | 1863 | 409450 | DIV APP ETF |
| GE VERNOVA INC | 625 | 408481 | COM |
| ISHARES TR | 8093 | 404731 | CORE INTL AGGR |
| PHILLIPS 66 | 3077 | 396994 | COM |
| ISHARES INC | 5786 | 388908 | CORE MSCI EMKT |
| ILLINOIS TOOL WKS INC | 1563 | 384967 | COM |
| VANGUARD INDEX FDS | 1203 | 378704 | LARGE CAP ETF |
| INVESCO EXCH TRADED FD TR II | 7859 | 377232 | S&P500 HDL VOL |
| SOUTHERN CO | 4162 | 362926 | COM |
| PPG INDS INC | 3486 | 357176 | COM |
| SHOPIFY INC | 2150 | 346086 | CL A SUB VTG SHS |
| VANGUARD INDEX FDS | 1173 | 340450 | MID CAP ETF |
| QUALCOMM INC | 1965 | 336028 | COM |
| SELECT SECTOR SPDR TR | 7830 | 334269 | STATE STREET UTI |
| ISHARES GOLD TR | 4099 | 332716 | ISHARES NEW |
| NUCOR CORP | 2036 | 332109 | COM |
| INTEL CORP | 8869 | 327271 | COM |
| EMERSON ELEC CO | 2397 | 318130 | COM |
| ALLSTATE CORP | 1509 | 314061 | COM |
| DUKE ENERGY CORP NEW | 2602 | 304980 | COM NEW |
| AMERICAN CENTY ETF TR | 2951 | 300943 | US SML CP VALU |
| LAM RESEARCH CORP | 1747 | 299051 | COM NEW |
| DEERE & CO | 628 | 292378 | COM |
| SCHWAB STRATEGIC TR | 10493 | 287811 | US DIVIDEND EQ |
| BECTON DICKINSON & CO | 1480 | 287224 | COM |
| TRANE TECHNOLOGIES PLC | 722 | 280810 | SHS |
| ADVANCED MICRO DEVICES INC | 1291 | 276481 | COM |
| PALANTIR TECHNOLOGIES INC | 1521 | 270358 | CL A |
| 3M CO | 1688 | 270268 | COM |
| CENCORA INC | 778 | 262770 | COM |
| AUTOZONE INC | 75 | 254363 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 3138 | 251981 | COM |
| GOLDMAN SACHS GROUP INC | 286 | 251394 | COM |
| DIMENSIONAL ETF TRUST | 7579 | 246841 | EMGR CRE EQT MNG |
| PAYCHEX INC | 2121 | 237934 | COM |
| CACI INTL INC | 435 | 231772 | CL A |
| ISHARES TR | 608 | 227052 | RUS 1000 ETF |
| YUM BRANDS INC | 1414 | 213910 | COM |
| EXELON CORP | 4845 | 211194 | COM |
| SCHWAB STRATEGIC TR | 7683 | 206745 | US LRG CAP ETF |
| SPDR DOW JONES INDL AVERAGE | 424 | 203762 | UT SER 1 |
| ISHARES TR | 1419 | 200278 | SELECT DIVID ETF |
| METALLUS INC | 10000 | 171600 | COM |
| LINKBANCORP INC | 18972 | 156706 | COM |
| ENCORE ENERGY CORP | 15204 | 37706 | COM NEW |
| HYPERFINE INC | 10752 | 10529 | COM CL A |
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