United Financial Planning Group LLC Top Holdings and 13F Report (2026)

About United Financial Planning Group LLC

Investment Activity

United Financial Planning Group LLC has $169.18 million in total holdings as of March 31, 2026.
United Financial Planning Group LLC owns shares of 462 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
Approximately 7.37% of the portfolio was purchased this quarter.
About 4.04% of the portfolio was sold this quarter.
This quarter, United Financial Planning Group LLC has purchased 486 new stocks and bought additional shares in 144 stocks.
United Financial Planning Group LLC sold shares of 66 stocks and completely divested from 199 stocks this quarter.

Largest Holdings

Vanguard Value ETF: $30,391,350
Vanguard FTSE Developed Markets ETF: $27,923,636
Vanguard Growth ETF: $27,364,442
iShares Core S&P Mid-Cap ETF: $8,677,298
iShares Core S&P Small-Cap ETF: $7,324,823

Largest New Holdings this Quarter

808524680 - Schwab Long-Term U.S. Treasury ETF: $179,717 Holding
55374X208 - MSC INCOME FD INC: $101,861 Holding
46090F100 - Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF: $84,071 Holding
46138E651 - Invesco Global Water ETF: $67,776 Holding
464287150 - iShares Core S&P Total U.S. Stock Market ETF: $66,087 Holding

Largest Purchases this Quarter

AbbVie: 10,388 shares (about $2.26M)
Vanguard Growth ETF: 4,457 shares (about $1.95M)
Vanguard FTSE Developed Markets ETF: 17,809 shares (about $1.14M)
Vanguard Total International Bond ETF: 17,317 shares (about $832.08K)
Vanguard Real Estate ETF: 6,846 shares (about $607.24K)

Largest Sales this Quarter

Vanguard Total Bond Market ETF: 8,457 shares (about $622.66K)
Vanguard Total International Stock ETF: 6,714 shares (about $517.71K)
iShares Russell 1000 Value ETF: 1,737 shares (about $371.11K)
Broadcom: 954 shares (about $295.05K)
Newmont: 2,528 shares (about $273.64K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTV Vanguard Value ETF	$30,391,350	$52,778 â–¼	-0.2%	154,900	18.0%	ETF
VEA Vanguard FTSE Developed Markets ETF	$27,923,636	$1,141,201 â–²	4.3%	435,762	16.5%	ETF
VUG Vanguard Growth ETF	$27,364,442	$1,946,772 â–²	7.7%	62,649	16.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$8,677,298	$120,609 â–²	1.4%	128,495	5.1%	ETF
IJR iShares Core S&P Small-Cap ETF	$7,324,823	$274,351 â–²	3.9%	58,924	4.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$6,979,874	$51,475 â–¼	-0.7%	100,070	4.1%	ETF
VNQ Vanguard Real Estate ETF	$6,107,290	$607,243 â–²	11.0%	68,853	3.6%	ETF
BNDX Vanguard Total International Bond ETF	$5,710,569	$832,085 â–²	17.1%	118,846	3.4%	ETF
BSV Vanguard Short-Term Bond ETF	$4,366,754	$568,475 â–²	15.0%	55,691	2.6%	ETF
VO Vanguard Mid-Cap ETF	$3,755,483	$64,042 â–¼	-1.7%	13,077	2.2%	ETF
ABBV AbbVie	$2,494,900	$2,259,352 â–²	959.2%	11,471	1.5%	Medical
VTI Vanguard Total Stock Market ETF	$2,305,483	$145,336 â–²	6.7%	7,186	1.4%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$2,273,395	$57,028 â–²	2.6%	43,253	1.3%	Manufacturing
AAPL Apple	$2,008,809	$24,872 â–²	1.3%	7,915	1.2%	Computer and Technology
VB Vanguard Small-Cap ETF	$1,952,924	$79,364 â–¼	-3.9%	7,456	1.2%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$1,928,480	$69,280 â–¼	-3.5%	23,076	1.1%	ETF
GLD SPDR Gold Shares	$1,686,737	$527,536 â–²	45.5%	3,920	1.0%	Finance
VXUS Vanguard Total International Stock ETF	$1,573,167	$517,706 â–¼	-24.8%	20,402	0.9%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,529,442	$75,507 â–¼	-4.7%	28,297	0.9%	ETF
SLV iShares Silver Trust	$1,367,434	$267,177 â–²	24.3%	20,068	0.8%	ETF
WALMART INC	$1,168,006	$17,897 â–²	1.6%	9,398	0.7%	COM
BIV Vanguard Intermediate-Term Bond ETF	$1,153,055	$20,684 â–²	1.8%	14,940	0.7%	ETF
NVDA NVIDIA	$1,015,050	$131,329 â–²	14.9%	5,820	0.6%	Computer and Technology
ED Consolidated Edison	$918,485	$3,848 â–²	0.4%	8,115	0.5%	Utilities
SPY SPDR S&P 500 ETF Trust	$865,258	$235,506 â–¼	-21.4%	1,330	0.5%	Finance
VOO Vanguard S&P 500 ETF	$837,587	$69,898 â–²	9.1%	1,402	0.5%	ETF
MSFT Microsoft	$719,981	$96,244 â–²	15.4%	1,945	0.4%	Computer and Technology
NEM Newmont	$531,796	$273,637 â–¼	-34.0%	4,913	0.3%	Basic Materials
GOOGL Alphabet	$471,361	$87,428 â–²	22.8%	1,639	0.3%	Computer and Technology
BRK.B Berkshire Hathaway	$456,198	$22,043 â–²	5.1%	952	0.3%	Finance
VYM Vanguard High Dividend Yield ETF	$441,782	$96,561 â–¼	-17.9%	2,983	0.3%	Financial Services
XLE Energy Select Sector SPDR Fund	$408,437	$2,512 â–²	0.6%	6,667	0.2%	ETF
MCO Moody's	$382,591	$17,886 â–²	4.9%	877	0.2%	Finance
V Visa	$369,693	$12,998 â–²	3.6%	1,223	0.2%	Business Services
AMZN Amazon.com	$357,808	$23,326 â–²	7.0%	1,718	0.2%	Retail/Wholesale
XOM ExxonMobil	$346,106	$62,944 â–¼	-15.4%	2,040	0.2%	Energy
GOOG Alphabet	$343,708	$49,634 â–²	16.9%	1,198	0.2%	Computer and Technology
VPU Vanguard Utilities ETF	$335,055		0.0%	1,691	0.2%	ETF
META Meta Platforms	$315,244	$91,541 â–²	40.9%	551	0.2%	Computer and Technology
BLV Vanguard Long-Term Bond ETF	$296,743	$1,651 â–²	0.6%	4,314	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$283,026	$41,293 â–¼	-12.7%	1,316	0.2%	ETF
IVV iShares Core S&P 500 ETF	$277,307	$18,922 â–²	7.3%	425	0.2%	ETF
QQQ Invesco QQQ	$269,543		0.0%	467	0.2%	Finance
VBR Vanguard Small-Cap Value ETF	$262,674	$250,942 â–²	2,138.9%	1,209	0.2%	ETF
MCD McDonald's	$260,750	$7,770 â–²	3.1%	839	0.2%	Retail/Wholesale
FDX FedEx	$236,598	$10,690 â–²	4.7%	664	0.1%	Transportation
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$234,889	$22,671 â–²	10.7%	2,155	0.1%	Finance
ORCL Oracle	$222,283	$133,723 â–¼	-37.6%	1,511	0.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$216,966	$99,075 â–¼	-31.3%	738	0.1%	Finance
TSLA Tesla	$214,500	$21,933 â–²	11.4%	577	0.1%	Auto/Tires/Trucks
SCHO Schwab Short-Term U.S. Treasury ETF	$209,838	$206,270 â–²	5,781.6%	8,646	0.1%	ETF
SCHQ Schwab Long-Term U.S. Treasury ETF	$179,717	$179,717 â–²	New Holding	5,718	0.1%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$175,351	$45,423 â–¼	-20.6%	2,212	0.1%	ETF
AVGO Broadcom	$174,433	$295,052 â–¼	-62.8%	564	0.1%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$140,774	$10,320 â–¼	-6.8%	1,555	0.1%	ETF
IBM International Business Machines	$138,405	$18,664 â–¼	-11.9%	571	0.1%	Computer and Technology
VV Vanguard Large-Cap ETF	$137,770		0.0%	461	0.1%	ETF
BND Vanguard Total Bond Market ETF	$126,196	$622,660 â–¼	-83.1%	1,714	0.1%	ETF
BA Boeing	$124,760	$2,985 â–²	2.5%	627	0.1%	Aerospace
PICK iShares MSCI Global Metals & Mining Producers ETF	$121,293	$4,868 â–²	4.2%	2,143	0.1%	ETF
FIDELITY WISE ORIGIN	$117,765	$4,663 â–¼	-3.8%	1,995	0.1%	ETF
MSI Motorola Solutions	$105,889	$108,059 â–¼	-50.5%	244	0.1%	Computer and Technology
MSC INCOME FD INC	$101,861	$101,861 â–²	New Holding	8,363	0.1%	COM
MS Morgan Stanley	$100,388	$3,621 â–²	3.7%	610	0.1%	Finance
CAT Caterpillar	$95,219	$8,527 â–²	9.8%	134	0.1%	Industrials
IBB iShares Biotechnology ETF	$94,218		0.0%	558	0.1%	Finance
QCOM Qualcomm	$93,366	$5,795 â–²	6.6%	725	0.1%	Computer and Technology
HD Home Depot	$91,760	$62,160 â–¼	-40.4%	279	0.1%	Retail/Wholesale
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$84,071	$84,071 â–²	New Holding	4,854	0.0%	Manufacturing
JNJ Johnson & Johnson	$82,865	$26,644 â–²	47.4%	339	0.0%	Medical
EFA iShares MSCI EAFE ETF	$81,686		0.0%	841	0.0%	Finance
BAC Bank of America	$78,341	$16,039 â–²	25.7%	1,607	0.0%	Finance
SCHZ Schwab U.S. Aggregate Bond ETF	$77,275	$214,851 â–¼	-73.5%	3,328	0.0%	ETF
VXF Vanguard Extended Market ETF	$72,647		0.0%	353	0.0%	ETF
LLY Eli Lilly and Company	$68,063	$32,192 â–²	89.7%	74	0.0%	Medical
PIO Invesco Global Water ETF	$67,776	$67,776 â–²	New Holding	1,060	0.0%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$66,087	$66,087 â–²	New Holding	464	0.0%	ETF
GS The Goldman Sachs Group	$65,987	$32,994 â–¼	-33.3%	78	0.0%	Finance
BX Blackstone	$64,394		0.0%	560	0.0%	Finance
MRK Merck & Co., Inc.	$62,431	$11,668 â–²	23.0%	519	0.0%	Medical
PEP PepsiCo	$60,718	$1,398 â–²	2.4%	391	0.0%	Consumer Staples
IWM iShares Russell 2000 ETF	$52,824		0.0%	213	0.0%	Finance
NFLX Netflix	$51,921	$18,269 â–²	54.3%	540	0.0%	Consumer Discretionary
SDY SPDR S&P Dividend ETF	$51,809	$37,215 â–²	255.0%	355	0.0%	ETF
DIS Walt Disney	$48,672	$5,397 â–²	12.5%	505	0.0%	Consumer Discretionary
DHI D.R. Horton	$45,694		0.0%	333	0.0%	Construction
VNQI Vanguard Global ex-U.S. Real Estate ETF	$44,458		0.0%	1,000	0.0%	ETF
LMT Lockheed Martin	$43,516	$6,648 â–²	18.0%	72	0.0%	Aerospace
CMCSA Comcast	$42,877	$5,054 â–²	13.4%	1,493	0.0%	Consumer Discretionary
USB U.S. Bancorp	$40,776	$3,693 â–²	10.0%	784	0.0%	Finance
VEGI iShares MSCI Agriculture Producers ETF	$40,577		0.0%	897	0.0%	ETF
SMARTSTOP SELF STORAGE R	$40,484		0.0%	1,337	0.0%	COM
ADI Analog Devices	$40,404	$16,543 â–²	69.3%	127	0.0%	Computer and Technology
MA Mastercard	$38,973	$22,484 â–²	136.4%	78	0.0%	Business Services
AMGN Amgen	$38,822	$12,352 â–²	46.7%	110	0.0%	Medical
LOW Lowe's Companies	$38,514	$9,688 â–²	33.6%	163	0.0%	Retail/Wholesale
VGT Vanguard Information Technology ETF	$38,375		0.0%	55	0.0%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$38,305	$141 â–²	0.4%	271	0.0%	Manufacturing
IXUS iShares Core MSCI Total International Stock ETF	$37,302	$11,857 â–²	46.6%	431	0.0%	Manufacturing
SANDISK CORP	$36,850	$36,850 â–²	New Holding	58	0.0%	COM

Showing largest 100 holdings. View all holdings.

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United Financial Planning Group LLC Top Holdings and 13F Report (2026)

About United Financial Planning Group LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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United Financial Planning Group LLC Top Holdings and 13F Report (2026)

About United Financial Planning Group LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofUnited Financial Planning Group LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools