Filed: 8/7/2026ACC: 0000102212-26-000038
📋 What this filing means
UNIVEST FINANCIAL CORP filed this quarterly 13F‑HR report disclosing 275 equity positions with a total reported market value of $2.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
275
Positions
$2.04B
Total AUM (reported)
15.97M
Total Shares
Allocation by class
COM$1.09B53.6%
VG TL INTL STK F$183.97M9.0%
ST STR P500ETF$161.13M7.9%
CAP STK CL A$86.30M4.2%
ST STR AGGRE ETF$59.99M2.9%
CL A$59.74M2.9%
CORE UNIVRSL USD$59.02M2.9%
Portfolio Concentration
Top 3$448.54M22.0%
4–10$475.77M23.4%
11–25$404.58M19.9%
Rest$708.21M34.8%
Top 3 weight
22.0%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 15.97M
Sole
Full voting authority
3.50M
shares
% of voting shares21.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
12.47M
shares
% of voting shares78.1%
Investment Discretion (by position count)
Sole0
Shared0
Other275
Dominant voting typeNone · 78.1% of voting shares
Institutional Holdings275
Rows:
VANGUARD STAR FDS
DFNDShares2.15M
TypeSH
Market value$183.97M
9.03%
Sole
750.01K
Shared
0.00
None
1.40M
SPDR SERIES TRUST
DFNDShares1.83M
TypeSH
Market value$161.13M
7.91%
Sole
383.13K
Shared
0.00
None
1.45M
APPLE INC
DFNDShares357.45K
TypeSH
Market value$103.43M
5.08%
Sole
61.94K
Shared
0.00
None
295.51K
ALPHABET INC
OTRShares241.49K
TypeSH
Market value$86.30M
4.24%
Sole
65.83K
Shared
0.00
None
175.66K
MICRON TECHNOLOGY INC
DFNDShares62.21K
TypeSH
Market value$71.80M
3.52%
Sole
17.07K
Shared
0.00
None
45.14K
MICROSOFT CORP
DFNDShares183.29K
TypeSH
Market value$68.37M
3.36%
Sole
45.74K
Shared
0.00
None
137.55K
NVIDIA CORPORATION
DFNDShares330.31K
TypeSH
Market value$66.09M
3.24%
Sole
83.15K
Shared
0.00
None
247.16K
AMAZON COM INC
OTRShares269.38K
TypeSH
Market value$64.20M
3.15%
Sole
73.29K
Shared
0.00
None
196.09K
SPDR SERIES TRUST
DFNDShares2.35M
TypeSH
Market value$59.99M
2.94%
Sole
441.57K
Shared
0.00
None
1.91M
ISHARES TR
DFNDShares1.28M
TypeSH
Market value$59.02M
2.90%
Sole
7.17K
Shared
0.00
None
1.27M
BROADCOM INC
DFNDShares140.27K
TypeSH
Market value$52.99M
2.60%
Sole
36.49K
Shared
0.00
None
103.79K
ELI LILLY & CO
DFNDShares33.82K
TypeSH
Market value$40.56M
1.99%
Sole
9.56K
Shared
0.00
None
24.26K
META PLATFORMS INC
DFNDShares63.73K
TypeSH
Market value$35.90M
1.76%
Sole
17.08K
Shared
0.00
None
46.65K
NEXTERA ENERGY INC
DFNDShares344.77K
TypeSH
Market value$30.26M
1.49%
Sole
91.56K
Shared
0.00
None
253.22K
SELECT SECTOR SPDR TR
DFNDShares560.45K
TypeSH
Market value$29.77M
1.46%
Sole
159.64K
Shared
0.00
None
400.81K
APPLIED MATLS INC
OTRShares37.61K
TypeSH
Market value$27.20M
1.33%
Sole
7.41K
Shared
0.00
None
30.21K
VISA INC
DFNDShares76.95K
TypeSH
Market value$26.40M
1.30%
Sole
21.05K
Shared
0.00
None
55.90K
VANGUARD INDEX FDS
DFNDShares37.71K
TypeSH
Market value$25.90M
1.27%
Sole
35.29K
Shared
0.00
None
2.43K
UNIVEST FINANCIAL CORPORATIO
DFNDShares503.43K
TypeSH
Market value$22.03M
1.08%
Sole
199.18K
Shared
0.00
None
304.26K
SPDR SERIES TRUST
DFNDShares172.59K
TypeSH
Market value$20.54M
1.01%
Sole
45.72K
Shared
0.00
None
126.87K
S&P GLOBAL INC
OTRShares50.22K
TypeSH
Market value$20.45M
1.00%
Sole
15.32K
Shared
0.00
None
34.89K
UNITEDHEALTH GROUP INC
OTRShares48.03K
TypeSH
Market value$19.96M
0.98%
Sole
14.23K
Shared
0.00
None
33.80K
BLACKROCK INC
OTRShares18.50K
TypeSH
Market value$17.79M
0.87%
Sole
4.29K
Shared
0.00
None
14.21K
JOHNSON & JOHNSON
DFNDShares69.50K
TypeSH
Market value$17.65M
0.87%
Sole
50.62K
Shared
0.00
None
18.87K
VANGUARD WORLD FD
DFNDShares195.56K
TypeSH
Market value$17.19M
0.84%
Sole
2.63K
Shared
0.00
None
192.93K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD STAR FDSDFND | VG TL INTL STK F | 2.15M | SH | $183.97M 9.03% | 750.01K | 0.00 | 1.40M |
SPDR SERIES TRUSTDFND | ST STR P500ETF | 1.83M | SH | $161.13M 7.91% | 383.13K | 0.00 | 1.45M |
APPLE INCDFND | COM | 357.45K | SH | $103.43M 5.08% | 61.94K | 0.00 | 295.51K |
ALPHABET INCOTR | CAP STK CL A | 241.49K | SH | $86.30M 4.24% | 65.83K | 0.00 | 175.66K |
MICRON TECHNOLOGY INCDFND | COM | 62.21K | SH | $71.80M 3.52% | 17.07K | 0.00 | 45.14K |
MICROSOFT CORPDFND | COM | 183.29K | SH | $68.37M 3.36% | 45.74K | 0.00 | 137.55K |
NVIDIA CORPORATIONDFND | COM | 330.31K | SH | $66.09M 3.24% | 83.15K | 0.00 | 247.16K |
AMAZON COM INCOTR | COM | 269.38K | SH | $64.20M 3.15% | 73.29K | 0.00 | 196.09K |
SPDR SERIES TRUSTDFND | ST STR AGGRE ETF | 2.35M | SH | $59.99M 2.94% | 441.57K | 0.00 | 1.91M |
ISHARES TRDFND | CORE UNIVRSL USD | 1.28M | SH | $59.02M 2.90% | 7.17K | 0.00 | 1.27M |
BROADCOM INCDFND | COM | 140.27K | SH | $52.99M 2.60% | 36.49K | 0.00 | 103.79K |
ELI LILLY & CODFND | COM | 33.82K | SH | $40.56M 1.99% | 9.56K | 0.00 | 24.26K |
META PLATFORMS INCDFND | CL A | 63.73K | SH | $35.90M 1.76% | 17.08K | 0.00 | 46.65K |
NEXTERA ENERGY INCDFND | COM | 344.77K | SH | $30.26M 1.49% | 91.56K | 0.00 | 253.22K |
SELECT SECTOR SPDR TRDFND | ST STR ENERG ETF | 560.45K | SH | $29.77M 1.46% | 159.64K | 0.00 | 400.81K |
APPLIED MATLS INCOTR | COM | 37.61K | SH | $27.20M 1.33% | 7.41K | 0.00 | 30.21K |
VISA INCDFND | COM CL A | 76.95K | SH | $26.40M 1.30% | 21.05K | 0.00 | 55.90K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 37.71K | SH | $25.90M 1.27% | 35.29K | 0.00 | 2.43K |
UNIVEST FINANCIAL CORPORATIODFND | COM | 503.43K | SH | $22.03M 1.08% | 199.18K | 0.00 | 304.26K |
SPDR SERIES TRUSTDFND | ST STR P500GRW | 172.59K | SH | $20.54M 1.01% | 45.72K | 0.00 | 126.87K |
S&P GLOBAL INCOTR | COM | 50.22K | SH | $20.45M 1.00% | 15.32K | 0.00 | 34.89K |
UNITEDHEALTH GROUP INCOTR | COM | 48.03K | SH | $19.96M 0.98% | 14.23K | 0.00 | 33.80K |
BLACKROCK INCOTR | COM | 18.50K | SH | $17.79M 0.87% | 4.29K | 0.00 | 14.21K |
JOHNSON & JOHNSONDFND | COM | 69.50K | SH | $17.65M 0.87% | 50.62K | 0.00 | 18.87K |
VANGUARD WORLD FDDFND | MEGA GRWTH IND | 195.56K | SH | $17.19M 0.84% | 2.63K | 0.00 | 192.93K |
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