United Financial Planning Group LLC
13F Reported Value
ⓘ$196.9M
Holdings
465
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Stable
$GLDSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD VALUE INDEX - ETF
—Quality
$35.3M161,587 shVANGUARD GROWTH INDEX - ETF
—Quality
$33.2M385,232 shVANGUARD FTSE DEVELOPED - ETF
—Quality
$32.1M450,640 shISHARES CORE S&P MID-CAP - ETF
—Quality
$10.3M133,020 shISHARES CORE S&P - ETF
—Quality
$8.9M60,191 shISHARES CORE MSCI - ETF
—Quality
$8.6M103,354 shVANGUARD REAL ESTATE - ETF
—Quality
$6.9M71,064 shVANGUARD TOTAL - ETF
—Quality
$6.2M127,387 sh- 79.6
Quality
$4.8M62,065 sh VANGUARD MID-CAP INDEX - ETF
—Quality
$4.2M51,820 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD VALUE INDEX - ETF | — | $35.3M | 161,587 |
| VANGUARD GROWTH INDEX - ETF | — | $33.2M | 385,232 |
| VANGUARD FTSE DEVELOPED - ETF | — | $32.1M | 450,640 |
| ISHARES CORE S&P MID-CAP - ETF | — | $10.3M | 133,020 |
| ISHARES CORE S&P - ETF | — | $8.9M | 60,191 |
| ISHARES CORE MSCI - ETF | — | $8.6M | 103,354 |
| VANGUARD REAL ESTATE - ETF | — | $6.9M | 71,064 |
| VANGUARD TOTAL - ETF | — | $6.2M | 127,387 |
 Meta Platforms, Inc.$META | 79.6 | $4.8M | 62,065 |
| VANGUARD MID-CAP INDEX - ETF | — | $4.2M | 51,820 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of United Financial Planning Group LLC's 465 positions.
Showing top 10 of 465 holdings.
Sector Allocation
Other
$167.9M
Technology
$12.7M
Financials
$5.6M
Healthcare
$3.5M
Consumer Discretionary
$2.0M
Utilities
$1.5M
Industrials
$1.4M
Materials
$1.3M
Top Holdings — United Financial Planning Group LLC (Q2 2026)
Top 150 of 465 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 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 | $META | Meta Platforms, Inc. | $4.8M | 2.5% | +11% | 79.6 |
| 10 | — | VANGUARD MID-CAP INDEX - ETF | $4.2M | 2.1% | +296% | — |
| 11 |  $ABBV | AbbVie Inc. | $2.9M | 1.5% | -1% | 72.6 |
| 12 | — | VANGUARD TOTAL STOCK - ETF | $2.6M | 1.3% | -2% | — |
| 13 | — | ISHARES 1-5 YEAR - ETF | $2.4M | 1.2% | +4% | — |
| 14 |  $AAPL | Apple Inc. | $2.2M | 1.1% | -4% | 76.4 |
| 15 | — | VANGUARD SMALL-CAP INDEX - ETF | $2.2M | 1.1% | -3% | — |
| 16 | — | ISHARES CORE MSCI - ETF | $2.1M | 1.1% | +1% | — |
| 17 | — | VANGUARD TOTAL - ETF | $1.7M | 0.9% | +0% | — |
| 18 | — | VANGUARD FTSE EMERGING - ETF | $1.7M | 0.8% | -2% | — |
| 19 | — | VANGUARD - ETF | $1.5M | 0.8% | +33% | — |
| 20 | $GLD | SPDR GOLD TRUST | $1.5M | 0.8% | +3% | — |
| 21 |  $NVDA | NVIDIA CORP | $1.2M | 0.6% | +0% | 85.9 |
| 22 |  $SLV | iShares Silver Trust | $1.1M | 0.6% | +3% | — |
| 23 |  $WMT | Walmart Inc. | $1.1M | 0.5% | +0% | 60.2 |
| 24 |  $SPY | SPDR S&P 500 ETF TRUST | $993,688 | 0.5% | +0% | — |
| 25 | — | VANGUARD S&P 500 ETF - ETF | $964,541 | 0.5% | +0% | — |
| 26 |  $ED | CONSOLIDATED EDISON INC | $901,811 | 0.5% | +0% | 67.3 |
| 27 |  $MSFT | MICROSOFT CORP | $725,524 | 0.4% | +0% | 79.8 |
| 28 |  $AVGO | Broadcom Inc. | $603,550 | 0.3% | +183% | 84.5 |
| 29 |  $GOOG | Alphabet Inc. | $585,905 | 0.3% | +0% | 78.2 |
| 30 | — | ISHARES RUSSELL 1000 - ETF | $484,860 | 0.3% | +9900% | — |
| 31 |  $NEM | NEWMONT Corp /DE/ | $479,642 | 0.2% | +5% | 86.8 |
| 32 |  $BRK.B | BERKSHIRE HATHAWAY INC | $476,371 | 0.2% | +0% | 73.8 |
| 33 | — | VANGUARD HIGH DIVIDEND - ETF | $471,403 | 0.2% | +0% | — |
| 34 |  $B | BARRICK MINING CORP | $434,479 | 0.2% | NEW | 69.6 |
| 35 |  $GOOGL | Alphabet Inc. | $423,463 | 0.2% | +0% | 78.2 |
| 36 |  $V | VISA INC. | $419,863 | 0.2% | +0% | 82.9 |
| 37 |  $AMZN | AMAZON COM INC | $409,468 | 0.2% | +0% | 68.7 |
| 38 |  $MCO | MOODYS CORP /DE/ | $397,211 | 0.2% | +0% | 79.1 |
| 39 | — | STATE STREET ENERGY - ETF | $354,098 | 0.2% | +0% | — |
| 40 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $343,899 | 0.2% | +0% | — |
| 41 | — | VANGUARD LONG-TERM BOND - ETF | $343,802 | 0.2% | +16% | — |
| 42 | $META | Meta Platforms, Inc. | $331,215 | 0.2% | +7% | 79.6 |
| 43 | — | VANGUARD UTILITIES INDEX - ETF | $330,979 | 0.2% | +0% | — |
| 44 | — | ISHARES CORE S&P 500 - ETF | $318,765 | 0.2% | +0% | — |
| 45 | — | VANGUARD DIVIDEND - ETF | $311,704 | 0.2% | +0% | — |
| 46 |  $XOM.R34088 | EXXON MOBIL CORP | $278,909 | 0.1% | +0% | 57.9 |
| 47 |  $CET | CENTRAL SECURITIES CORP | $262,709 | 0.1% | NEW | — |
| 48 |  $CEG | Constellation Energy Corp | $251,102 | 0.1% | +3788% | 59.4 |
| 49 |  $TSLA | Tesla, Inc. | $242,686 | 0.1% | +0% | 53.9 |
| 50 |  $JPM | JPMORGAN CHASE & CO | $241,727 | 0.1% | +0% | 70.7 |
| 51 | — | ISHARES IBOXX $ - ETF | $237,595 | 0.1% | +1% | — |
| 52 |  $MCD | MCDONALDS CORP | $227,137 | 0.1% | +0% | 69 |
| 53 |  $ING | ING GROEP NV | $219,503 | 0.1% | NEW | — |
| 54 |  $ORCL | ORACLE CORP | $212,791 | 0.1% | -4% | 66.2 |
| 55 |  $FDX | FEDEX CORP | $208,044 | 0.1% | +0% | 60.3 |
| 56 |  $STX | Seagate Technology Holdings plc | $182,385 | 0.1% | NEW | — |
| 57 | — | VANGUARD SHORT TERM COR - ETF | $176,786 | 0.1% | +1% | — |
| 58 | — | VANGUARD LARGE-CAP INDEX - ETF | $158,543 | 0.1% | +0% | — |
| 59 |  $AEM | AGNICO EAGLE MINES LTD | $156,681 | 0.1% | NEW | — |
| 60 | — | ISHARES CORE MSCI EAFE - ETF | $150,182 | 0.1% | +0% | — |
| 61 |  $NI | NISOURCE INC. | $146,216 | 0.1% | NEW | 62.6 |
| 62 |  $CAT | CATERPILLAR INC | $143,125 | 0.1% | +0% | 66.5 |
| 63 |  $EXC | EXELON CORP | $137,762 | 0.1% | +3594% | 59.6 |
| 64 | — | CALAMOS CONVERTIBLE & HI - COM | $136,200 | 0.1% | NEW | — |
| 65 |  $QCOM | QUALCOMM INC/DE | $133,973 | 0.1% | +0% | 70.5 |
| 66 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $132,731 | 0.1% | -17% | 70 |
| 67 |  $SNDK | Sandisk Corp | $131,876 | 0.1% | +0% | 87.7 |
| 68 |  $MS | MORGAN STANLEY | $127,514 | 0.1% | +0% | 75.8 |
| 69 | — | VANGUARD TOTAL BOND - ETF | $127,075 | 0.1% | +1% | — |
| 70 | — | ISHARES MSCI GLOBAL - ETF | $125,703 | 0.1% | +1% | — |
| 71 |  $BA | BOEING CO | $124,219 | 0.1% | -8% | 61.6 |
| 72 |  $MXF | MEXICO FUND INC | $114,927 | 0.1% | NEW | — |
| 73 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $101,845 | 0.1% | +0% | — |
| 74 |  $MSI | Motorola Solutions, Inc. | $101,331 | 0.1% | +0% | 71.8 |
| 75 |  $HD | HOME DEPOT, INC. | $98,398 | 0.1% | +0% | 60.3 |
| 76 |  $MSIF | MSC INCOME FUND, INC. | $96,760 | 0.1% | +0% | — |
| 77 | — | VANGUARD SMALL-CAP VALUE - ETF | $95,516 | 0.1% | -67% | — |
| 78 |  $BAC | BANK OF AMERICA CORP /DE/ | $91,567 | 0.1% | +0% | 67.6 |
| 79 |  $LLY | ELI LILLY & Co | $88,758 | 0.1% | +0% | 87.5 |
| 80 | — | ISHARES MSCI EAFE ETF - ETF | $87,363 | 0.0% | +0% | — |
| 81 | — | VANGUARD EXTENDED MARKET - ETF | $86,912 | 0.0% | +0% | — |
| 82 |  $JNJ | JOHNSON & JOHNSON | $86,096 | 0.0% | +0% | 69 |
| 83 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $81,187 | 0.0% | NEW | — |
| 84 |  $ASX | ASE Technology Holding Co., Ltd. | $81,081 | 0.0% | NEW | — |
| 85 |  $GS | GOLDMAN SACHS GROUP INC | $78,887 | 0.0% | +0% | 73.5 |
| 86 | — | SCHWAB U.S. AGGREGATE - ETF | $77,770 | 0.0% | +1% | — |
| 87 |  $LIN | LINDE PLC | $75,246 | 0.0% | NEW | — |
| 88 |  $NVS | NOVARTIS AG | $70,524 | 0.0% | NEW | — |
| 89 |  $IVZ | Invesco Ltd. | $69,690 | 0.0% | NEW | — |
| 90 | — | ISHARES RUSSELL 2000 - ETF | $63,996 | 0.0% | +0% | — |
| 91 | — | ISHARES CORE S&P TOTAL - ETF | $63,571 | 0.0% | -17% | — |
| 92 |  $BX | Blackstone Inc. | $62,365 | 0.0% | -5% | 74.4 |
| 93 |  $MRK | Merck & Co., Inc. | $60,267 | 0.0% | -10% | 59.9 |
| 94 |  $LRCX | LAM RESEARCH CORP | $55,900 | 0.0% | +0% | 79.4 |
| 95 |  $DHI | HORTON D R INC /DE/ | $54,239 | 0.0% | +0% | 53.6 |
| 96 | — | STATE STREET SPDR S&P - ETF | $54,024 | 0.0% | +0% | — |
| 97 | — | VANGUARD INFORMATION - ETF | $52,589 | 0.0% | +700% | — |
| 98 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $50,745 | 0.0% | NEW | — |
| 99 |  $ADI | ANALOG DEVICES INC | $50,441 | 0.0% | +0% | 79.2 |
| 100 |  $FDXF | FedEx Freight Holding Company, Inc. | $50,132 | 0.0% | NEW | — |
| 101 |  $PEP | PEPSICO INC | $45,901 | 0.0% | -13% | 63.4 |
| 102 | — | VANGUARD GLOBAL EX-U.S. - ETF | $44,858 | 0.0% | +0% | — |
| 103 | — | ISHARES ESG AWARE MSCI - ETF | $44,425 | 0.0% | +0% | — |
| 104 |  $CSCO | CISCO SYSTEMS, INC. | $44,165 | 0.0% | +0% | 70.3 |
| 105 |  $DIS | Walt Disney Co | $43,601 | 0.0% | -10% | 60.1 |
| 106 |  $SMA | SmartStop Self Storage REIT, Inc. | $43,453 | 0.0% | +0% | 60.9 |
| 107 |  $USB | US BANCORP \DE\ | $43,065 | 0.0% | -9% | 65.3 |
| 108 |  $AMAT | APPLIED MATERIALS INC /DE | $41,934 | 0.0% | +0% | 72.3 |
| 109 |  $SILA | Sila Realty Trust, Inc. | $41,897 | 0.0% | NEW | 57.4 |
| 110 | — | ISHARES CORE MSCI TOTAL - ETF | $41,614 | 0.0% | +1% | — |
| 111 |  $MU | MICRON TECHNOLOGY INC | $41,554 | 0.0% | +0% | 86.2 |
| 112 |  $FSSL | FS Specialty Lending Fund | $40,709 | 0.0% | NEW | — |
| 113 |  $AMGN | AMGEN INC | $40,139 | 0.0% | +1% | 79.2 |
| 114 |  $MA | Mastercard Inc | $40,061 | 0.0% | +0% | 85.1 |
| 115 | — | ISHARES MSCI AGRICULTURE - ETF | $39,895 | 0.0% | +1% | — |
| 116 | — | ISHARES FUTURE - ETF | $39,662 | 0.0% | +0% | — |
| 117 |  $NFLX | NETFLIX INC | $38,556 | 0.0% | +0% | 78.8 |
| 118 |  $CIEN | CIENA CORP | $38,264 | 0.0% | +0% | 72.9 |
| 119 |  $ASG | LIBERTY ALL STAR GROWTH FUND INC. | $37,966 | 0.0% | NEW | — |
| 120 |  $CCZ | COMCAST CORP | $36,664 | 0.0% | +0% | 59.5 |
| 121 |  $LOW | LOWES COMPANIES INC | $35,940 | 0.0% | +0% | 60.8 |
| 122 |  $TY | TRI-CONTINENTAL Corp | $35,909 | 0.0% | NEW | — |
| 123 | — | STATE STREET UTILITIES - ETF | $35,819 | 0.0% | +0% | — |
| 124 | — | VANGUARD FTSE ALL-WORLD - ETF | $35,266 | 0.0% | +0% | — |
| 125 | $IVZ | Invesco Ltd. | $34,837 | 0.0% | +13% | — |
| 126 |  $PHM | PULTEGROUP INC/MI/ | $34,165 | 0.0% | +0% | 55.3 |
| 127 | — | VANGUARD - ETF | $34,047 | 0.0% | +0% | — |
| 128 | — | ISHARES U.S. TREASURY - ETF | $33,665 | 0.0% | +1% | — |
| 129 |  $BCS | BARCLAYS PLC | $33,092 | 0.0% | NEW | — |
| 130 |  $JOF | JAPAN SMALLER CAPITALIZATION FUND INC | $32,984 | 0.0% | NEW | — |
| 131 |  $COHR | COHERENT CORP. | $31,952 | 0.0% | +0% | 58.5 |
| 132 |  $PG | PROCTER & GAMBLE Co | $31,674 | 0.0% | -2% | 64.6 |
| 133 |  $IBIT | iShares Bitcoin Trust ETF | $30,860 | 0.0% | +30% | — |
| 134 |  $ASML | ASML HOLDING NV | $29,842 | 0.0% | NEW | — |
| 135 | — | STATE STREET SPDR - ETF | $29,768 | 0.0% | +1% | — |
| 136 |  $SPGI | S&P Global Inc. | $29,730 | 0.0% | +0% | 76.1 |
| 137 | — | STATE STREET TECHNOLOGY - ETF | $28,298 | 0.0% | +0% | — |
| 138 |  $WDC | WESTERN DIGITAL CORP | $28,104 | 0.0% | +0% | 80.7 |
| 139 |  $VRT | Vertiv Holdings Co | $27,790 | 0.0% | +0% | 81 |
| 140 |  $GE | GENERAL ELECTRIC CO | $27,333 | 0.0% | -12% | 73.8 |
| 141 |  $FLEX | FLEX LTD. | $27,228 | 0.0% | NEW | — |
| 142 | — | ISHARES S&P SMALL-CAP - ETF | $27,199 | 0.0% | +0% | — |
| 143 |  $CAH | CARDINAL HEALTH INC | $27,082 | 0.0% | +0% | 62.4 |
| 144 |  $AMD | ADVANCED MICRO DEVICES INC | $26,722 | 0.0% | +0% | 79.8 |
| 145 |  $C | CITIGROUP INC | $26,033 | 0.0% | +0% | 65 |
| 146 |  $PLTR | Palantir Technologies Inc. | $25,784 | 0.0% | +0% | 84.6 |
| 147 |  $MSB | MESABI TRUST | $25,300 | 0.0% | NEW | 50.2 |
| 148 |  $PBT | PERMIAN BASIN ROYALTY TRUST | $25,040 | 0.0% | NEW | — |
| 149 |  $STRL | STERLING INFRASTRUCTURE, INC. | $24,341 | 0.0% | +0% | 70.6 |
| 150 | — | ISHARES BROAD USD - ETF | $24,172 | 0.0% | +1% | — |
New Positions (82)
$B BARRICK MINING CORP$434,479$CET CENTRAL SECURITIES CORP$262,709$ING ING GROEP NV$219,503$STX Seagate Technology Holdings plc$182,385$AEM AGNICO EAGLE MINES LTD$156,681$NI NISOURCE INC.$146,216$MXF MEXICO FUND INC$114,927$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$81,187$ASX ASE Technology Holding Co., Ltd.$81,081$LIN LINDE PLC$75,246$NVS NOVARTIS AG$70,524$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$50,745$FDXF FedEx Freight Holding Company, Inc.$50,132$SILA Sila Realty Trust, Inc.$41,897Exited Positions (79)
$FFIC FLUSHING FINANCIAL CORP
$HCC WARRIOR MET COAL, INC.
$EEX Emerald Holding, Inc.
$DE DEERE & CO
$ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
$ACM AECOM
$ACAD ACADIA PHARMACEUTICALS INC
$VLTO Veralto Corp
$NFG NATIONAL FUEL GAS COBrowse Top Institutional Investors
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