CIK: 0002088337
Total reported value
$169.2M
Reporting period: 2026-03-31 · Number of holdings: 462
United Financial Planning Group LLC disclosed 462 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $169.2M and a quarterly turnover rate of 12.6%.
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United Financial Planning Group LLC's disclosed holdings carry a Herfindahl concentration index of 0.097 — mathematically equivalent to about 10 equally-sized positions, well below its 462 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 6.63), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 10% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add ABBV
+959.2% $2.2M
Trim VUG
+7.7% -$1.0M
Add VEA
+4.3% $1.8M
Add BNDX
+17.1% $804.7K
Trim BND
-83.1% -$627.1K
Add GLD
+45.5% $619.1K
Showing top 200 holdings (of 462 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 17.96% | -0.02% | -0.17% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 16.51% | +0.67% | +4.26% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 16.18% | -1.04% | +7.66% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.13% | +0.06% | +1.41% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.33% | +0.19% | +3.89% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.13% | +0.02% | -0.73% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.61% | +0.28% | +11.04% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.38% | +0.40% | +17.06% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.58% | +0.26% | +14.97% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.22% | -0.12% | -1.68% | |
| 11 | ABBV | Abbvie INC | Stock-Healthcare | 1.47% | +1.32% | +959.19% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.36% | — | +6.73% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.34% | — | +2.57% | |
| 14 | AAPL | Apple INC | Stock-Tech | 1.19% | -0.10% | +1.25% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.15% | — | -3.91% | |
| 16 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.14% | — | -3.47% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.00% | +0.35% | +45.51% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.93% | -0.31% | -24.76% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.90% | -0.07% | -4.70% | |
| 20 | SLV | Ishares Silver Trust | ETF-Commodities | 0.81% | +0.18% | +24.28% | |
| 21 | WMT | Walmart INC | Stock-Consumer Staples | 0.69% | +0.06% | +1.56% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.68% | — | +1.83% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | +0.03% | +14.86% | |
| 24 | ED | Consolidated Edison INC | Stock-Utilities | 0.54% | +0.05% | +0.42% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | -0.19% | -21.39% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | — | +9.11% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.06% | +15.43% | |
| 28 | NEM | Newmont CORP | Stock-Materials | 0.31% | -0.14% | -33.97% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | — | +22.77% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | — | +5.08% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.26% | -0.06% | -17.94% | |
| 32 | XLE | Ss Energy Select Sector | ETF-Other | 0.24% | +0.06% | +0.62% | |
| 33 | MCO | Moody's CORP | Stock-Financials | 0.23% | — | +4.90% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.22% | — | +3.64% | |
| 35 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.21% | — | +6.97% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | — | -15.39% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | — | +16.88% | |
| 38 | VPU | Vanguard Utilities ETF | ETF-Other | 0.20% | — | — | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | — | +40.92% | |
| 40 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.18% | — | +0.56% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.17% | — | -12.73% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | +7.32% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | — | — | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.16% | +0.15% | +2138.89% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.15% | — | +3.07% | |
| 46 | FDX | Fedex CORP | Stock-Industrials | 0.14% | — | +4.73% | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.14% | — | +10.68% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.13% | -0.16% | -37.56% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | -0.08% | -31.35% | |
| 50 | TSLA | Tesla INC | Stock-Consumer Disc | 0.13% | — | +11.39% |
Performance for Q3 2026
+2.7%
Performance Last 4 Quarters
+10.5%
United Financial Planning Group LLC's most significant position changes for 2026-03-31: Sold out: Barrick Mining CORP (B); New buy: Schwab Long-term US Treasury (SCHQ); Sold out: Ing Groep N.v.-sponsored Adr (ING); Sold out: Agnico Eagle Mines LTD (AEM); Sold out: Calamos Convert & High INC (XCHYX).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ABBV | Abbvie INC | +1.3% | +959.19% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.7% | +4.26% | Add |
| 3 | BNDX | Vanguard Total Intl Bond ETF | +0.4% | +17.06% | Add |
| 4 | GLD | Spdr Gold Shares | +0.4% | +45.51% | Add |
| 5 | VNQ | Vanguard Real Estate ETF | +0.3% | +11.04% | Add |
| 6 | BSV | Vanguard Short-term Bond ETF | +0.3% | +14.97% | Add |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.2% | +3.89% | Add |
| 8 | SLV | Ishares Silver Trust | +0.2% | +24.28% | Add |
| 9 | VBR | Vanguard Small-cap Value ETF | +0.2% | +2138.89% | Add |
| 10 | SCHO | Schwab Short-term US Treas | +0.1% | +5781.63% | Add |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +1.41% | Add |
| 12 | WMT | Walmart INC | +0.1% | +1.56% | Add |
| 13 | XLE | Ss Energy Select Sector | +0.1% | +0.62% | Add |
| 14 | ED | Consolidated Edison INC | +0.1% | +0.42% | Add |
| 15 | NVDA | Nvidia CORP | 0% | +14.86% | Add |
| 16 | IEMG | Ishares Core Msci Emerging | 0% | -0.73% | Trim |
| 17 | VTV | Vanguard Value ETF | 0% | -0.17% | Trim |
| 18 | PFE | Pfizer INC | 0% | -86.02% | Trim |
| 19 | MSI | Motorola Solutions INC | -0.1% | -50.51% | Trim |
| 20 | HD | Home Depot INC | -0.1% | -40.38% | Trim |
| 21 | MSFT | Microsoft CORP | -0.1% | +15.43% | Add |
| 22 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -17.94% | Trim |
| 23 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -4.70% | Trim |
| 24 | JPM | Jpmorgan Chase & Co | -0.1% | -31.35% | Trim |
| 25 | AAPL | Apple INC | -0.1% | +1.25% | Add |
| 26 | VO | Vanguard Mid-cap ETF | -0.1% | -1.68% | Trim |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | -0.1% | -73.55% | Trim |
| 28 | NEM | Newmont CORP | -0.1% | -33.97% | Trim |
| 29 | ORCL | Oracle CORP | -0.2% | -37.56% | Trim |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -21.39% | Trim |
| 31 | IWD | Ishares Russell 1000 Value E | -0.2% | -98.86% | Trim |
| 32 | AVGO | Broadcom INC | -0.2% | -62.85% | Trim |
| 33 | VXUS | Vanguard Total Intl Stock | -0.3% | -24.76% | Trim |
| 34 | BND | Vanguard Total Bond Market | -0.4% | -83.15% | Trim |
| 35 | VUG | Vanguard Growth ETF | -1% | +7.66% | Add |
| 36 | B | Barrick Mining CORP | — | EXIT | Sold out |
| 37 | SCHQ | Schwab Long-term US Treasury | — | NEW | New buy |
| 38 | ING | Ing Groep N.v.-sponsored Adr | — | EXIT | Sold out |
| 39 | AEM | Agnico Eagle Mines LTD | — | EXIT | Sold out |
| 40 | XCHYX | Calamos Convert & High INC | — | EXIT | Sold out |
| 41 | MSIF | Msc Income Fund INC | — | NEW | New buy |
| 42 | PDBC | Invesco Optimum Yield Divers | — | NEW | New buy |
| 43 | SCHG | Schwab US Large-cap Growth | — | EXIT | Sold out |
| 44 | PIO | Invesco Global Water ETF | — | NEW | New buy |
| 45 | CGW | Invesco S&p Global Water Ind | — | EXIT | Sold out |
| 46 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 47 | LIN | Linde plc | — | EXIT | Sold out |
| 48 | NVS | Novartis Ag-sponsored Adr | — | EXIT | Sold out |
| 49 | STX | Seagate Technology Holdings plc | — | EXIT | Sold out |
| 50 | SCHV | Schwab US Large-cap Value | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-08 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-11 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
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