United Financial Planning Group LLC
Sector Allocation
- Other85.3%$167.9M
- Technology6.5%$12.9M
- Financials2.9%$5.6M
- Healthcare1.8%$3.5M
- Utilities0.8%$1.5M
- Consumer Staples0.7%$1.3M
- Materials0.7%$1.3M
- Consumer Discretionary0.6%$1.2M
- Industrials0.5%$968,322
- Energy0.2%$426,904
AUM History
13fpro.ai/research/fund/united-financial-planning-group-llc-2088337
Conviction and streaks
Stable · top 10 = 76.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$35.3M
- VANGUARD$33.2M
- VANGUARD$32.1M
- ISHARES$10.3M
- ISHARES$8.9M
- ISHARES$8.6M
- VANGUARD$6.9M
- VANGUARD$6.2M
META
$4.8M- VANGUARD$4.2M
ABBV
$2.9M- VANGUARD$2.6M
- ISHARES$2.4M
AAPL
$2.2M- VANGUARD$2.2M
- ISHARES$2.1M
- VANGUARD$1.7M
- VANGUARD$1.7M
- VANGUARD$1.5M
GLD
$1.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/united-financial-planning-group-llc-2088337
United Financial Planning Group LLC 13F holdings — Q2 2026
$196.9M portfolio (+16.4% QoQ) · 465 holdings · Q2 2026 13F · top 10 are 76% of the stock portfolio
- 1
VANGUARD VALUE INDEX - ETF
$35.3M
17.9% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD GROWTH INDEX - ETF
$33.2M
16.9% of stocks
+515%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD FTSE DEVELOPED - ETF
$32.1M
16.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES CORE S&P MID-CAP - ETF
$10.3M
5.2% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES CORE S&P - ETF
$8.9M
4.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES CORE MSCI - ETF
$8.6M
4.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD REAL ESTATE - ETF
$6.9M
3.5% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD TOTAL - ETF
$6.2M
3.1% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— $4.8M
2.5% of stocks
+11%This quarter+6.9%Since filed4+ qtrsHeld- 10
VANGUARD MID-CAP INDEX - ETF
$4.2M
2.1% of stocks
+296%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD VALUE INDEX - ETF | $35.3M | 17.9% | +4% | — | — | — | — | |
| 2 | VANGUARD GROWTH INDEX - ETF | $33.2M | 16.9% | +515% | — | — | — | — | |
| 3 | VANGUARD FTSE DEVELOPED - ETF | $32.1M | 16.3% | +3% | — | — | — | — | |
| 4 | ISHARES CORE S&P MID-CAP - ETF | $10.3M | 5.2% | +4% | — | — | — | — | |
| 5 | ISHARES CORE S&P - ETF | $8.9M | 4.5% | +2% | — | — | — | — | |
| 6 | ISHARES CORE MSCI - ETF | $8.6M | 4.3% | +3% | — | — | — | — | |
| 7 | VANGUARD REAL ESTATE - ETF | $6.9M | 3.5% | +3% | — | — | — | — | |
| 8 | VANGUARD TOTAL - ETF | $6.2M | 3.1% | +7% | — | — | — | — | |
| 9 | $4.8M | 2.5% | +11% | +6.9% | 4+ qtrsAdded 2 qtrs in a row | 78.0#57 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | VANGUARD MID-CAP INDEX - ETF | $4.2M | 2.1% | +296% | — | — | — | — |
All holdings — United Financial Planning Group LLC (Q2 2026)
465 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AbbVie Inc. | Healthcare | $2.9M | 1.5% | 11K | -0.5% | 4+ qtrs | 72.6 | 13F | |
| 12 | — | VANGUARD TOTAL STOCK - ETFetf/fund | — | $2.6M | 1.3% | 7,078 | -2% | — | — | 13F |
| 13 | — | ISHARES 1-5 YEAR - ETFetf/fund | — | $2.4M | 1.2% | 45K | +4% | — | — | 13F |
| 14 | Apple Inc. | Technology | $2.2M | 1.1% | 7,621 | -4% | 4+ qtrs | 75.7 | 13F | |
| 15 | — | VANGUARD SMALL-CAP INDEX - ETFetf/fund | — | $2.2M | 1.1% | 7,245 | -3% | — | — | 13F |
| 16 | — | ISHARES CORE MSCI - ETFetf/fund | — | $2.1M | 1.1% | 23K | +1% | — | — | 13F |
| 17 | — | VANGUARD TOTAL - ETFetf/fund | — | $1.7M | 0.9% | 20K | +0.0% | — | — | 13F |
| 18 | — | VANGUARD FTSE EMERGING - ETFetf/fund | — | $1.7M | 0.8% | 28K | -2% | — | — | 13F |
| 19 | — | VANGUARD - ETFetf/fund | — | $1.5M | 0.8% | 20K | +33% | — | — | 13F |
| 20 | SPDR GOLD TRUSTetf/fund | Financials | $1.5M | 0.8% | 4,047 | +3% | 4+ qtrsAdded 3 qtrs in a row | — | 13F | |
| 21 | NVIDIA CORP | Technology | $1.2M | 0.6% | 5,820 | — | 4+ qtrs | 86.0 | 13F | |
| 22 | iShares Silver Trustetf/fund | Financials | $1.1M | 0.6% | 21K | +3% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Walmart Inc. | Consumer Staples | $1.1M | 0.5% | 9,398 | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | SPDR S&P 500 ETF TRUSTetf/fund | — | $994K | 0.5% | 1,331 | +0.1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | VANGUARD S&P 500 ETF - ETFetf/fund | — | $965K | 0.5% | 1,404 | +0.1% | — | — | 13F |
| 26 | $ED | CONSOLIDATED EDISON INC | Utilities | $902K | 0.5% | 8,152 | +0.5% | |||
| 27 | $MSFT | MICROSOFT CORP | Technology | $726K | 0.4% | 1,945 | — | |||
| 28 | $AVGO | Broadcom Inc. | Technology | $604K | 0.3% | 1,598 | +183% | |||
| 29 | $GOOGL | Alphabet Inc. | Technology | $586K | 0.3% | 1,639 | — | |||
| 30 | — | ISHARES RUSSELL 1000 - ETF | — | $485K | 0.3% | 2,000 | +9900% | |||
| 31 | $NEM | NEWMONT Corp /DE/ | Materials | $480K | 0.2% | 5,135 | +5% | |||
| 32 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $476K | 0.2% | 952 | — | |||
| 33 | — | VANGUARD HIGH DIVIDEND - ETF | — | $471K | 0.2% | 2,983 | — | |||
| 34 | $B | BARRICK MINING CORP | Materials | $434K | 0.2% | 12K | New | |||
| 35 | $GOOG | Alphabet Inc. | Technology | $423K | 0.2% | 1,198 | — | |||
| 36 | $V | VISA INC. | Financials | $420K | 0.2% | 1,224 | +0.1% | |||
| 37 | $AMZN | AMAZON COM INC | Consumer Discretionary | $409K | 0.2% | 1,718 | — | |||
| 38 | $MCO | MOODYS CORP /DE/ | Financials | $397K | 0.2% | 877 | — | |||
| 39 | — | STATE STREET ENERGY - ETF | — | $354K | 0.2% | 6,667 | — | |||
| 40 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $344K | 0.2% | 467 | — | |||
| 41 | — | VANGUARD LONG-TERM BOND - ETF | — | $344K | 0.2% | 4,988 | +16% | |||
| 42 | $META | Meta Platforms, Inc. | Technology | $331K | 0.2% | 588 | +7% | |||
| 43 | — | VANGUARD UTILITIES INDEX - ETF | — | $331K | 0.2% | 1,691 | — | |||
| 44 | — | ISHARES CORE S&P 500 - ETF | — | $319K | 0.2% | 426 | +0.2% | |||
| 45 | — | VANGUARD DIVIDEND - ETF | — | $312K | 0.2% | 1,317 | +0.1% | |||
| 46 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $279K | 0.1% | 2,040 | — | |||
| 47 | $CET | CENTRAL SECURITIES CORP | Other | $263K | 0.1% | 5,009 | New | |||
| 48 | $CEG | Constellation Energy Corp | Utilities | $251K | 0.1% | 1,011 | +3788% | |||
| 49 | $TSLA | Tesla, Inc. | Consumer Discretionary | $243K | 0.1% | 577 | — | |||
| 50 | $JPM | JPMORGAN CHASE & CO | Financials | $242K | 0.1% | 738 | — | |||
| 51 | — | ISHARES IBOXX $ - ETF | — | $238K | 0.1% | 2,178 | +1% | |||
| 52 | $MCD | MCDONALDS CORP | Consumer Discretionary | $227K | 0.1% | 840 | +0.1% | |||
| 53 | $ING | ING GROEP NV | Financials | $220K | 0.1% | 6,995 | New | |||
| 54 | $ORCL | ORACLE CORP | Technology | $213K | 0.1% | 1,452 | -4% | |||
| 55 | $FDX | FEDEX CORP | Industrials | $208K | 0.1% | 664 | — | |||
| 56 | $STX | Seagate Technology Holdings plc | Technology | $182K | 0.1% | 189 | New | |||
| 57 | — | VANGUARD SHORT TERM COR - ETF | — | $177K | 0.1% | 2,237 | +1% | |||
| 58 | — | VANGUARD LARGE-CAP INDEX - ETF | — | $159K | 0.1% | 461 | — | |||
| 59 | $AEM | AGNICO EAGLE MINES LTD | Materials | $157K | 0.1% | 1,010 | New | |||
| 60 | — | ISHARES CORE MSCI EAFE - ETF | — | $150K | 0.1% | 1,555 | — | |||
| 61 | $NI | NISOURCE INC. | Utilities | $146K | 0.1% | 3,075 | New | |||
| 62 | $CAT | CATERPILLAR INC | Industrials | $143K | 0.1% | 134 | — | |||
| 63 | $EXC | EXELON CORP | Utilities | $138K | 0.1% | 2,955 | +3594% | |||
| 64 | — | CALAMOS CONVERTIBLE & HI - COM | — | $136K | 0.1% | 10K | New | |||
| 65 | $QCOM | QUALCOMM INC/DE | Technology | $134K | 0.1% | 725 | — | |||
| 66 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $133K | 0.1% | 472 | -17% | |||
| 67 | $SNDK | Sandisk Corp | Technology | $132K | 0.1% | 58 | — | |||
| 68 | $MS | MORGAN STANLEY | Financials | $128K | 0.1% | 610 | — | |||
| 69 | — | VANGUARD TOTAL BOND - ETF | — | $127K | 0.1% | 1,731 | +1.0% | |||
| 70 | — | ISHARES MSCI GLOBAL - ETF | — | $126K | 0.1% | 2,162 | +0.9% | |||
| 71 | $BA | BOEING CO | Industrials | $124K | 0.1% | 574 | -8% | |||
| 72 | $MXF | MEXICO FUND INC | Other | $115K | 0.1% | 5,255 | New | |||
| 73 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $102K | 0.1% | 1,995 | — | |||
| 74 | $MSI | Motorola Solutions, Inc. | Technology | $101K | 0.1% | 244 | — | |||
| 75 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $98K | 0.1% | 279 | — | |||
| 76 | $MSIF | MSC INCOME FUND, INC. | Other | $97K | 0.1% | 8,363 | — | |||
| 77 | — | VANGUARD SMALL-CAP VALUE - ETF | — | $96K | 0.1% | 393 | -67% | |||
| 78 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $92K | 0.1% | 1,607 | — | |||
| 79 | $LLY | ELI LILLY & Co | Healthcare | $89K | 0.1% | 74 | — | |||
| 80 | — | ISHARES MSCI EAFE ETF - ETF | — | $87K | 0.0% | 841 | — | |||
| 81 | — | VANGUARD EXTENDED MARKET - ETF | — | $87K | 0.0% | 353 | — | |||
| 82 | $JNJ | JOHNSON & JOHNSON | Healthcare | $86K | 0.0% | 339 | — | |||
| 83 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $81K | 0.0% | 170 | New | |||
| 84 | $ASX | ASE Technology Holding Co., Ltd. | Technology | $81K | 0.0% | 1,797 | New | |||
| 85 | $GS | GOLDMAN SACHS GROUP INC | Financials | $79K | 0.0% | 78 | — | |||
| 86 | — | SCHWAB U.S. AGGREGATE - ETF | — | $78K | 0.0% | 3,362 | +1% | |||
| 87 | $LIN | LINDE PLC | Materials | $75K | 0.0% | 145 | New | |||
| 88 | $NVS | NOVARTIS AG | Healthcare | $71K | 0.0% | 450 | New | |||
| 89 | $IVZ | Invesco Ltd. | Financials | $70K | 0.0% | 1,060 | New | |||
| 90 | — | ISHARES RUSSELL 2000 - ETF | — | $64K | 0.0% | 213 | — | |||
| 91 | — | ISHARES CORE S&P TOTAL - ETF | — | $64K | 0.0% | 387 | -17% | |||
| 92 | $BX | Blackstone Inc. | Financials | $62K | 0.0% | 530 | -5% | |||
| 93 | $MRK | Merck & Co., Inc. | Healthcare | $60K | 0.0% | 469 | -10% | |||
| 94 | $LRCX | LAM RESEARCH CORP | Technology | $56K | 0.0% | 129 | — | |||
| 95 | $DHI | HORTON D R INC /DE/ | Industrials | $54K | 0.0% | 333 | — | |||
| 96 | — | STATE STREET SPDR S&P - ETF | — | $54K | 0.0% | 355 | — | |||
| 97 | — | VANGUARD INFORMATION - ETF | — | $53K | 0.0% | 440 | +700% | |||
| 98 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $51K | 0.0% | 297 | New | |||
| 99 | $ADI | ANALOG DEVICES INC | Technology | $50K | 0.0% | 127 | — | |||
| 100 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $50K | 0.0% | 332 | New | |||
| 101 | $PEP | PEPSICO INC | Consumer Staples | $46K | 0.0% | 339 | -13% | |||
| 102 | — | VANGUARD GLOBAL EX-U.S. - ETF | — | $45K | 0.0% | 1,000 | — | |||
| 103 | — | ISHARES ESG AWARE MSCI - ETF | — | $44K | 0.0% | 271 | — | |||
| 104 | $CSCO | CISCO SYSTEMS, INC. | Technology | $44K | 0.0% | 376 | — | |||
| 105 | $DIS | Walt Disney Co | Communication Services | $44K | 0.0% | 453 | -10% | |||
| 106 | $SMA | SmartStop Self Storage REIT, Inc. | Real Estate | $43K | 0.0% | 1,337 | — | |||
| 107 | $USB | US BANCORP DE | Financials | $43K | 0.0% | 713 | -9% | |||
| 108 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $42K | 0.0% | 58 | — | |||
| 109 | $SILA | Sila Realty Trust, Inc. | Real Estate | $42K | 0.0% | 1,380 | New | |||
| 110 | — | ISHARES CORE MSCI TOTAL - ETF | — | $42K | 0.0% | 436 | +1% | |||
| 111 | $MU | MICRON TECHNOLOGY INC | Technology | $42K | 0.0% | 36 | — | |||
| 112 | $FSSL | FS Specialty Lending Fund | Other | $41K | 0.0% | 3,651 | New | |||
| 113 | $AMGN | AMGEN INC | Healthcare | $40K | 0.0% | 111 | +0.9% | |||
| 114 | $MA | Mastercard Inc | Financials | $40K | 0.0% | 78 | — | |||
| 115 | — | ISHARES MSCI AGRICULTURE - ETF | — | $40K | 0.0% | 904 | +0.8% | |||
| 116 | — | ISHARES FUTURE - ETF | — | $40K | 0.0% | 480 | — | |||
| 117 | $NFLX | NETFLIX INC | Communication Services | $39K | 0.0% | 540 | — | |||
| 118 | $CIEN | CIENA CORP | Technology | $38K | 0.0% | 78 | — | |||
| 119 | $ASG | LIBERTY ALL STAR GROWTH FUND INC. | Other | $38K | 0.0% | 6,941 | New | |||
| 120 | $CCZ | COMCAST CORP | Communication Services | $37K | 0.0% | 1,493 | — | |||
| 121 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $36K | 0.0% | 163 | — | |||
| 122 | $TY | TRI-CONTINENTAL Corp | Other | $36K | 0.0% | 1,043 | New | |||
| 123 | — | STATE STREET UTILITIES - ETF | — | $36K | 0.0% | 790 | — | |||
| 124 | — | VANGUARD FTSE ALL-WORLD - ETF | — | $35K | 0.0% | 229 | +0.4% | |||
| 125 | $IVZ | Invesco Ltd. | Financials | $35K | 0.0% | 1,481 | +13% | |||
| 126 | $PHM | PULTEGROUP INC/MI/ | Industrials | $34K | 0.0% | 249 | — | |||
| 127 | — | VANGUARD - ETF | — | $34K | 0.0% | 412 | +0.5% | |||
| 128 | — | ISHARES U.S. TREASURY - ETF | — | $34K | 0.0% | 1,478 | +1.0% | |||
| 129 | $BCS | BARCLAYS PLC | Financials | $33K | 0.0% | 1,232 | New | |||
| 130 | $JOF | JAPAN SMALLER CAPITALIZATION FUND INC | Other | $33K | 0.0% | 2,800 | New | |||
| 131 | $COHR | COHERENT CORP. | Technology | $32K | 0.0% | 81 | — | |||
| 132 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $32K | 0.0% | 216 | -2% | |||
| 133 | $IBIT | iShares Bitcoin Trust ETF | Financials | $31K | 0.0% | 927 | +30% | |||
| 134 | $ASML | ASML HOLDING NV | Technology | $30K | 0.0% | 15 | New | |||
| 135 | — | STATE STREET SPDR - ETF | — | $30K | 0.0% | 1,373 | +0.6% | |||
| 136 | $SPGI | S&P Global Inc. | Financials | $30K | 0.0% | 73 | — | |||
| 137 | — | STATE STREET TECHNOLOGY - ETF | — | $28K | 0.0% | 149 | — | |||
| 138 | $WDC | WESTERN DIGITAL CORP | Technology | $28K | 0.0% | 44 | — | |||
| 139 | $VRT | Vertiv Holdings Co | Technology | $28K | 0.0% | 83 | — | |||
| 140 | $GE | GENERAL ELECTRIC CO | Industrials | $27K | 0.0% | 73 | -12% | |||
| 141 | $FLEX | FLEX LTD. | Technology | $27K | 0.0% | 168 | New | |||
| 142 | — | ISHARES S&P SMALL-CAP - ETF | — | $27K | 0.0% | 199 | — | |||
| 143 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $27K | 0.0% | 114 | — | |||
| 144 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $27K | 0.0% | 46 | — | |||
| 145 | $C | CITIGROUP INC | Financials | $26K | 0.0% | 186 | — | |||
| 146 | $PLTR | Palantir Technologies Inc. | Technology | $26K | 0.0% | 221 | — | |||
| 147 | $MSB | MESABI TRUST | Financials | $25K | 0.0% | 1,000 | New | |||
| 148 | $PBT | PERMIAN BASIN ROYALTY TRUST | Financials | $25K | 0.0% | 1,000 | New | |||
| 149 | $STRL | STERLING INFRASTRUCTURE, INC. | Industrials | $24K | 0.0% | 29 | — | |||
| 150 | — | ISHARES BROAD USD - ETF | — | $24K | 0.0% | 471 | +1% |
What changed in Q2 2026
Against the previous quarter's 13F: 82 new, 58 added to, 48 trimmed, 79 sold out. Share-count changes; largest moves by dollar size first.
New positions (82)
$BBARRICK MINING CORP$434K
first bought this quarter
$CETCENTRAL SECURITIES CORP$263K
first bought this quarter
$INGING GROEP NV$220K
first bought this quarter
$STXSeagate Technology Holdings plc$182K
first bought this quarter
$AEMAGNICO EAGLE MINES LTD$157K
first bought this quarter
$NINISOURCE INC.$146K
first bought this quarter
+76 more in the Excel export
Added to (58)
- VANGUARD GROWTH INDEX - ETF+515%
now $33.2M
- VANGUARD MID-CAP INDEX - ETF+296%
now $4.2M
- VANGUARD VALUE INDEX - ETF+4%
now $35.3M
- VANGUARD FTSE DEVELOPED - ETF+3%
now $32.1M
now $4.8M · held 4+ qtrs, 2 adds in a row
- ISHARES RUSSELL 1000 - ETF+9900%
now $485K
+52 more in the Excel export
Trimmed (48)
- VANGUARD SMALL-CAP VALUE - ETF-67%
now $96K
now $2.2M · held 4+ qtrs
- VANGUARD SMALL-CAP INDEX - ETF-3%
now $2.2M
- VANGUARD TOTAL STOCK - ETF-2%
now $2.6M
- VANGUARD FTSE EMERGING - ETF-2%
now $1.7M
$IBMINTERNATIONAL BUSINESS MACHINES CORP-17%
now $133K · held 4+ qtrs, 2 trims in a row
+42 more in the Excel export
Holdings by quarter
Every 13F United Financial Planning Group LLC has filed, 3 earlier quarters. Pick one to see what it held then.
Is it too late to follow United Financial Planning Group?
Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of United Financial Planning Group's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+5.8%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter
Top 10 weight
76%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
80%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
United Financial Planning Group LLC disclosed 465 positions worth $196.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 82 new positions and exited 79 — including a new stake in $B. The portfolio is most concentrated in Other (85.3% of disclosed assets). All figures are sourced directly from United Financial Planning Group LLC’s Form 13F-HR filing with the SEC under CIK 2088337.
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