United Financial Planning Group LLC Top Holdings and 13F Report (2026) About United Financial Planning Group LLCInvestment ActivityUnited Financial Planning Group LLC has $196.94 million in total holdings as of June 30, 2026.United Financial Planning Group LLC owns shares of 465 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 20.53% of the portfolio was purchased this quarter.About 0.87% of the portfolio was sold this quarter.This quarter, United Financial Planning Group LLC has purchased 462 new stocks and bought additional shares in 58 stocks.United Financial Planning Group LLC sold shares of 46 stocks and completely divested from 83 stocks this quarter.Largest Holdings Vanguard Value ETF $35,295,612Vanguard Growth ETF $33,222,463Vanguard FTSE Developed Markets ETF $32,128,727iShares Core S&P Mid-Cap ETF $10,263,893iShares Core S&P Small-Cap ETF $8,934,250 Largest New Holdings this Quarter 06849F108 - BARRICK MNG CORP F $434,479 Holding155123102 - CENTRAL SECURITIES CORPO $262,709 Holding456837103 - ING Group $219,503 HoldingG7997R103 - Seagate Technology $182,385 Holding008474108 - Agnico Eagle Mines $156,681 Holding Largest Purchases this Quarter Vanguard Growth ETF 322,583 shares (about $27.82M)Vanguard Mid-Cap ETF 38,743 shares (about $3.12M)Vanguard Value ETF 6,687 shares (about $1.46M)Vanguard FTSE Developed Markets ETF 14,878 shares (about $1.06M)Vanguard Short-Term Bond ETF 6,374 shares (about $497.06K) Largest Sales this Quarter Vanguard Small-Cap Value ETF 816 shares (about $198.32K)Apple 294 shares (about $85.08K)Vanguard Small-Cap ETF 211 shares (about $63.96K)Vanguard Total Stock Market ETF 108 shares (about $39.96K)Vanguard FTSE Emerging Markets ETF 510 shares (about $30.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUnited Financial Planning Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$35,295,612$1,460,648 â–²4.3%161,58717.9%ETFVUGVanguard Growth ETF$33,222,463$27,819,604 â–²514.9%385,23216.9%ETFVEAVanguard FTSE Developed Markets ETF$32,128,727$1,060,739 â–²3.4%450,64016.3%ETFIJHiShares Core S&P Mid-Cap ETF$10,263,893$349,151 â–²3.5%133,0205.2%ETFIJRiShares Core S&P Small-Cap ETF$8,934,250$188,063 â–²2.2%60,1914.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$8,568,092$272,245 â–²3.3%103,3544.4%ETFVNQVanguard Real Estate ETF$6,856,009$213,310 â–²3.2%71,0643.5%ETFBNDXVanguard Total International Bond ETF$6,170,721$413,732 â–²7.2%127,3873.1%ETFBSVVanguard Short-Term Bond ETF$4,839,990$497,061 â–²11.4%62,0652.5%ETFVOVanguard Mid-Cap ETF$4,175,109$3,121,502 â–²296.3%51,8202.1%ETFABBVAbbVie$2,871,752$14,847 â–¼-0.5%11,4121.5%HealthcareVTIVanguard Total Stock Market ETF$2,618,966$39,962 â–¼-1.5%7,0781.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,359,180$90,530 â–²4.0%44,9791.2%ETFAAPLApple$2,205,332$85,076 â–¼-3.7%7,6211.1%TechnologyVBVanguard Small-Cap ETF$2,196,123$63,959 â–¼-2.8%7,2451.1%ETFIDEViShares Core MSCI International Developed Markets ETF$2,080,779$26,792 â–²1.3%23,3771.1%ETFVXUSVanguard Total International Stock ETF$1,744,225$85 â–²0.0%20,4030.9%ETFVWOVanguard FTSE Emerging Markets ETF$1,658,597$30,442 â–¼-1.8%27,7870.8%ETFBIVVanguard Intermediate-Term Bond ETF$1,521,992$374,912 â–²32.7%19,8230.8%ETFGLDSPDR Gold Shares$1,490,834$46,784 â–²3.2%4,0470.8%ETFNVDANVIDIA$1,164,4980.0%5,8200.6%TechnologySLViShares Silver Trust$1,099,931$26,895 â–²2.5%20,5710.6%ETFWALMART INC$1,064,4380.0%9,3980.5%COMSPYSPDR S&P 500 ETF Trust$993,688$747 â–²0.1%1,3310.5%ETFVOOVanguard S&P 500 ETF$964,541$1,374 â–²0.1%1,4040.5%ETFEDConsolidated Edison$901,811$4,093 â–²0.5%8,1520.5%UtilitiesMSFTMicrosoft$725,5240.0%1,9450.4%TechnologyAVGOBroadcom$603,550$390,532 â–²183.3%1,5980.3%TechnologyGOOGLAlphabet$585,9050.0%1,6390.3%Communication ServicesIWDiShares Russell 1000 Value ETF$484,860$480,011 â–²9,900.0%2,0000.2%ETFNEMNewmont$479,642$20,736 â–²4.5%5,1350.2%MaterialsBRK.BBerkshire Hathaway$476,3710.0%9520.2%FinanceVYMVanguard High Dividend Yield ETF$471,4030.0%2,9830.2%ETFBARRICK MNG CORP F$434,479$434,479 â–²New Holding11,8290.2%COMGOOGAlphabet$423,4630.0%1,1980.2%Communication ServicesVVisa$419,863$343 â–²0.1%1,2240.2%FinanceAMZNAmazon.com$409,4680.0%1,7180.2%Consumer DiscretionaryMCOMoody's$397,2110.0%8770.2%FinanceXLEEnergy Select Sector SPDR Fund$354,0980.0%6,6670.2%ETFQQQInvesco QQQ$343,8990.0%4670.2%ETFBLVVanguard Long-Term Bond ETF$343,802$46,456 â–²15.6%4,9880.2%ETFMETAMeta Platforms$331,215$20,842 â–²6.7%5880.2%Communication ServicesVPUVanguard Utilities ETF$330,9790.0%1,6910.2%ETFIVViShares Core S&P 500 ETF$318,765$748 â–²0.2%4260.2%ETFVIGVanguard Dividend Appreciation ETF$311,704$237 â–²0.1%1,3170.2%ETFXOMExxonMobil$278,9090.0%2,0400.1%EnergyCENTRAL SECURITIES CORPO$262,709$262,709 â–²New Holding5,0090.1%COMCEGConstellation Energy$251,102$244,644 â–²3,788.5%1,0110.1%UtilitiesTSLATesla$242,6860.0%5770.1%Consumer DiscretionaryJPMJPMorgan Chase & Co.$241,7270.0%7380.1%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$237,595$2,509 â–²1.1%2,1780.1%ETFMCDMcDonald's$227,137$270 â–²0.1%8400.1%Consumer DiscretionaryINGING Group$219,503$219,503 â–²New Holding6,9950.1%FinanceORCLOracle$212,791$8,646 â–¼-3.9%1,4520.1%TechnologyFDXFedEx$208,0440.0%6640.1%IndustrialsSTXSeagate Technology$182,385$182,385 â–²New Holding1890.1%TechnologyVCSHVanguard Short-Term Corporate Bond ETF$176,786$1,976 â–²1.1%2,2370.1%ETFVVVanguard Large-Cap ETF$158,5430.0%4610.1%ETFAEMAgnico Eagle Mines$156,681$156,681 â–²New Holding1,0100.1%MaterialsIEFAiShares Core MSCI EAFE ETF$150,1820.0%1,5550.1%ETFNINiSource$146,216$146,216 â–²New Holding3,0750.1%UtilitiesCATCaterpillar$143,1250.0%1340.1%IndustrialsEXCExelon$137,762$134,032 â–²3,593.8%2,9550.1%UtilitiesCHYCalamos Convertible and High Income Fund$136,200$136,200 â–²New Holding10,0000.1%FinanceQCOMQualcomm$133,9730.0%7250.1%TechnologyIBMInternational Business Machines$132,731$27,840 â–¼-17.3%4720.1%TechnologySANDISK CORP$131,8760.0%580.1%COMMSMorgan Stanley$127,5140.0%6100.1%FinanceBNDVanguard Total Bond Market ETF$127,075$1,248 â–²1.0%1,7310.1%ETFPICKiShares MSCI Global Metals & Mining Producers ETF$125,703$1,105 â–²0.9%2,1620.1%ETFBABoeing$124,219$11,470 â–¼-8.5%5740.1%IndustrialsMXFMexico Fund$114,927$114,927 â–²New Holding5,2550.1%FinanceFIDELITY WISE ORIGIN$101,8450.0%1,9950.1%ETFMSIMotorola Solutions$101,3310.0%2440.1%TechnologyHDHome Depot$98,3980.0%2790.0%Consumer DiscretionaryMSC INCOME FD INC$96,7600.0%8,3630.0%COMVBRVanguard Small-Cap Value ETF$95,516$198,323 â–¼-67.5%3930.0%ETFBACBank of America$91,5670.0%1,6070.0%FinanceLLYEli Lilly and Company$88,7580.0%740.0%HealthcareEFAiShares MSCI EAFE ETF$87,3630.0%8410.0%ETFVXFVanguard Extended Market ETF$86,9120.0%3530.0%ETFJNJJohnson & Johnson$86,0960.0%3390.0%HealthcareTSMTaiwan Semiconductor Manufacturing$81,187$81,187 â–²New Holding1700.0%TechnologyASXASE Technology$81,081$81,081 â–²New Holding1,7970.0%TechnologyGSThe Goldman Sachs Group$78,8870.0%780.0%FinanceSCHZSchwab U.S. Aggregate Bond ETF$77,770$786 â–²1.0%3,3620.0%ETFLINDE PLC F$75,246$75,246 â–²New Holding1450.0%COMNVSNovartis$70,524$70,524 â–²New Holding4500.0%HealthcarePHOInvesco Water Resources ETF$69,690$69,690 â–²New Holding1,0600.0%ETFIWMiShares Russell 2000 ETF$63,9960.0%2130.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$63,571$12,648 â–¼-16.6%3870.0%ETFBXBlackstone$62,365$3,530 â–¼-5.4%5300.0%FinanceMRKMerck & Co., Inc.$60,267$6,425 â–¼-9.6%4690.0%HealthcareLAM RESH CORP$55,9000.0%1290.0%COMDHID.R. Horton$54,2390.0%3330.0%Consumer DiscretionarySDYSPDR S&P Dividend ETF$54,0240.0%3550.0%ETFVGTVanguard Information Technology ETF$52,589$46,015 â–²700.0%4400.0%ETFSPACE EX TECH SPACEX$50,745$50,745 â–²New Holding2970.0%COMADIAnalog Devices$50,4410.0%1270.0%TechnologyFEDEX FGHT HLDG CO INC$50,132$50,132 â–²New Holding3320.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. 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