United Financial Planning Group LLC — 13F Holdings & Portfolio
CIK 2088337 · latest 13F-HR filed 2026-05-08
United Financial Planning Group LLC manages $169.2M in 13F-reported U.S. long-equity assets across 462 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VTV (17.96%), VEA (16.51%), VUG (16.18%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 174 new positions, exited 199, added to 138, and trimmed 91.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$169.2M
Long-equity book
462
Distinct positions
2026-03-31
Filed 2026-05-08
+174 / −199 / ↑138 / ↓91
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ABBVIE INC$2.2M +908.1%
- VANGUARD FTSE DEVELOPED$1.8M +6.9%
- VANGUARD TOTAL INT BOND$804.7K +16.4%
- VANGUARD REAL ESTATE$620.3K +11.3%
- SPDR GOLD SHARES$619.1K +58.0%
Top Trims
- VANGUARD TOTAL BOND-$627.1K -83.2%
- VANGUARD TOTAL INT STOCK-$472.4K -23.1%
- ISHARES RUSSELL 1000-$365.3K -98.8%
- BROADCOM INC-$351.1K -66.8%
- STATE STREET SPDR S&P-$288.3K -25.0%
New Positions
- SCHWAB LONG-TERM U.S.$179.7K
- MSC INCOME FD INC$101.9K
- INVESCO OPTIMUM YIELD$84.1K
- INVESCO S&P GLOBAL WATER$67.8K
- ISHARES CORE S&P TOTAL$66.1K
Exited Positions
- BARRICK MNG CORP F$798.0K
- ING GROEP N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS$177.2K
- AGNICO EAGLE MINES LTD F$171.2K
- CALAMOS CONVERTIBLE AND$113.1K
- SCHWAB US LARGE CAP GROWTH ETF$69.2K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD VALUE INDEX | VTV | 922908744 | $30.4M | 17.96% | 154,900 | SH |
| 2 | VANGUARD FTSE DEVELOPED | VEA | 921943858 | $27.9M | 16.51% | 435,762 | SH |
| 3 | VANGUARD GROWTH INDEX | VUG | 922908736 | $27.4M | 16.18% | 62,649 | SH |
| 4 | ISHARES CORE S&P MID-CAP | IJH | 464287507 | $8.7M | 5.13% | 128,495 | SH |
| 5 | ISHARES CORE S&P | IJR | 464287804 | $7.3M | 4.33% | 58,924 | SH |
| 6 | ISHARES CORE MSCI | IEMG | 46434G103 | $7.0M | 4.13% | 100,070 | SH |
| 7 | VANGUARD REAL ESTATE | VNQ | 922908553 | $6.1M | 3.61% | 68,853 | SH |
| 8 | VANGUARD TOTAL INT BOND | BNDX | 92203J407 | $5.7M | 3.38% | 118,846 | SH |
| 9 | VANGUARD SHORT-TERM BOND | BSV | 921937827 | $4.4M | 2.58% | 55,691 | SH |
| 10 | VANGUARD MID-CAP INDEX | VO | 922908629 | $3.8M | 2.22% | 13,077 | SH |
| 11 | ABBVIE INC | ABBV | 00287Y109 | $2.5M | 1.47% | 11,471 | SH |
| 12 | VANGUARD TOTAL STOCK | VTI | 922908769 | $2.3M | 1.36% | 7,186 | SH |
| 13 | ISHARES 1-5 YEAR | IGSB | 464288646 | $2.3M | 1.34% | 43,253 | SH |
| 14 | APPLE INC | AAPL | 037833100 | $2.0M | 1.19% | 7,915 | SH |
| 15 | VANGUARD SMALL-CAP INDEX | VB | 922908751 | $2.0M | 1.15% | 7,456 | SH |
| 16 | ISHARES CORE MSCI | IDEV | 46435G326 | $1.9M | 1.14% | 23,076 | SH |
| 17 | SPDR GOLD SHARES | GLD | 78463V107 | $1.7M | 1.00% | 3,920 | SH |
| 18 | VANGUARD TOTAL INT STOCK | VXUS | 921909768 | $1.6M | 0.93% | 20,402 | SH |
| 19 | VANGUARD FTSE EMERGING | VWO | 922042858 | $1.5M | 0.90% | 28,297 | SH |
| 20 | ISHARES SILVER TRUST | SLV | 46428Q109 | $1.4M | 0.81% | 20,068 | SH |
| 21 | WALMART INC | WMT | 931142103 | $1.2M | 0.69% | 9,398 | SH |
| 22 | VANGUARD INT TERM BOND | BIV | 921937819 | $1.2M | 0.68% | 14,940 | SH |
| 23 | NVIDIA CORP | NVDA | 67066G104 | $1.0M | 0.60% | 5,820 | SH |
| 24 | CONSOLIDATED EDISON INC | ED | 209115104 | $918.5K | 0.54% | 8,115 | SH |
| 25 | STATE STREET SPDR S&P | SPY | 78462F103 | $865.3K | 0.51% | 1,330 | SH |
| 26 | VANGUARD S&P 500 ETF | VOO | 922908363 | $837.6K | 0.50% | 1,402 | SH |
| 27 | MICROSOFT CORP | MSFT | 594918104 | $720.0K | 0.43% | 1,945 | SH |
| 28 | NEWMONT CORP | NEM | 651639106 | $531.8K | 0.31% | 4,913 | SH |
| 29 | ALPHABET INC | GOOGL | 02079K305 | $471.4K | 0.28% | 1,639 | SH |
| 30 | BERKSHIRE HATHAWAY | BRK.B | 084670702 | $456.2K | 0.27% | 952 | SH |
| 31 | VANGUARD HIGH DIVIDEND | VYM | 921946406 | $441.8K | 0.26% | 2,983 | SH |
| 32 | STATE STREET ENERGY | XLE | 81369Y506 | $408.4K | 0.24% | 6,667 | SH |
| 33 | MOODYS CORP | MCO | 615369105 | $382.6K | 0.23% | 877 | SH |
| 34 | VISA INC | V | 92826C839 | $369.7K | 0.22% | 1,223 | SH |
| 35 | AMAZON.COM INC | AMZN | 023135106 | $357.8K | 0.21% | 1,718 | SH |
| 36 | EXXON MOBIL CORP | XOM | 30231G102 | $346.1K | 0.20% | 2,040 | SH |
| 37 | ALPHABET INC | GOOG | 02079K107 | $343.7K | 0.20% | 1,198 | SH |
| 38 | VANGUARD UTILITIES INDEX | VPU | 92204A876 | $335.1K | 0.20% | 1,691 | SH |
| 39 | META PLATFORMS INC | META | 30303M102 | $315.2K | 0.19% | 551 | SH |
| 40 | VANGUARD LONG-TERM BOND | BLV | 921937793 | $296.7K | 0.18% | 4,314 | SH |
| 41 | VANGUARD DIVIDEND | VIG | 921908844 | $283.0K | 0.17% | 1,316 | SH |
| 42 | ISHARES CORE S&P 500 | IVV | 464287200 | $277.3K | 0.16% | 425 | SH |
| 43 | INVESCO QQQ TR | QQQ | 46090E103 | $269.5K | 0.16% | 467 | SH |
| 44 | VANGUARD SMALL-CAP VALUE | VBR | 922908611 | $262.7K | 0.16% | 1,209 | SH |
| 45 | MCDONALDS CORP | MCD | 580135101 | $260.8K | 0.15% | 839 | SH |
| 46 | FEDEX CORP | FDX | 31428X106 | $236.6K | 0.14% | 664 | SH |
| 47 | ISHARES IBOXX $ | LQD | 464287242 | $234.9K | 0.14% | 2,155 | SH |
| 48 | ORACLE CORP | ORCL | 68389X105 | $222.3K | 0.13% | 1,511 | SH |
| 49 | JPMORGAN CHASE & CO | JPM | 46625H100 | $217.0K | 0.13% | 738 | SH |
| 50 | TESLA INC | TSLA | 88160R101 | $214.5K | 0.13% | 577 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $169.2M | 462 | 0002088337-26-000004 |
| 2025-12-31 | 2026-02-11 | $164.8M | 487 | 0002088337-26-000002 |