United Financial Planning Group Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$169.2M
Q ending 2026-03-31
Prior quarter
$164.8M
Q ending 2025-12-31
Change
+2.6% QoQ
Positions
462
reported holdings
Largest positions
Top 100 of 462 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Value Index | VTV | Shares | $30.4M | 155K |
| Vanguard Ftse Developed | VEA | Shares | $27.9M | 436K |
| Vanguard Growth Index | VUG | Shares | $27.4M | 63K |
| Ishares Core S&P Mid-Cap | IJH | Shares | $8.7M | 128K |
| Ishares Core S&P | IJR | Shares | $7.3M | 59K |
| Ishares Core Msci | IEMG | Shares | $7.0M | 100K |
| Vanguard Real Estate | VNQ | Shares | $6.1M | 69K |
| Vanguard Total Int Bond | BNDX | Shares | $5.7M | 119K |
| Vanguard Short-Term Bond | BSV | Shares | $4.4M | 56K |
| Vanguard Mid-Cap Index | VO | Shares | $3.8M | 13K |
| Abbvie Inc | ABBV | Shares | $2.5M | 11K |
| Vanguard Total Stock | VTI | Shares | $2.3M | 7K |
| Ishares 1-5 Year | IGSB | Shares | $2.3M | 43K |
| Apple Inc | AAPL | Shares | $2.0M | 8K |
| Vanguard Small-Cap Index | VB | Shares | $2.0M | 7K |
| Ishares Core Msci | IDEV | Shares | $1.9M | 23K |
| Spdr Gold Shares | GLD | Shares | $1.7M | 4K |
| Vanguard Total Int Stock | VXUS | Shares | $1.6M | 20K |
| Vanguard Ftse Emerging | VWO | Shares | $1.5M | 28K |
| Ishares Silver Trust | SLV | Shares | $1.4M | 20K |
| Walmart Inc | WMT | Shares | $1.2M | 9K |
| Vanguard Int Term Bond | BIV | Shares | $1.2M | 15K |
| Nvidia Corp | NVDA | Shares | $1.0M | 6K |
| Consolidated Edison Inc | ED | Shares | $918K | 8K |
| State Street Spdr S&P | SPY | Shares | $865K | 1K |
| Vanguard S&P 500 Etf | VOO | Shares | $838K | 1K |
| Microsoft Corp | MSFT | Shares | $720K | 2K |
| Newmont Corp | NEM | Shares | $532K | 5K |
| Alphabet Inc | GOOGL | Shares | $471K | 2K |
| Berkshire Hathaway | BRK/B | Shares | $456K | 952 |
| Vanguard High Dividend | VYM | Shares | $442K | 3K |
| State Street Energy | XLE | Shares | $408K | 7K |
| Moodys Corp | MCO | Shares | $383K | 877 |
| Visa Inc | V | Shares | $370K | 1K |
| Amazon.Com Inc | AMZN | Shares | $358K | 2K |
| Exxon Mobil Corp | XOM | Shares | $346K | 2K |
| Alphabet Inc | GOOG | Shares | $344K | 1K |
| Vanguard Utilities Index | VPU | Shares | $335K | 2K |
| Meta Platforms Inc | META | Shares | $315K | 551 |
| Vanguard Long-Term Bond | BLV | Shares | $297K | 4K |
| Vanguard Dividend | VIG | Shares | $283K | 1K |
| Ishares Core S&P 500 | IVV | Shares | $277K | 425 |
| Invesco Qqq Tr | QQQ | Shares | $270K | 467 |
| Vanguard Small-Cap Value | VBR | Shares | $263K | 1K |
| Mcdonalds Corp | MCD | Shares | $261K | 839 |
| Fedex Corp | FDX | Shares | $237K | 664 |
| Ishares Iboxx $ | LQD | Shares | $235K | 2K |
| Oracle Corp | ORCL | Shares | $222K | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $217K | 738 |
| Tesla Inc | TSLA | Shares | $215K | 577 |
| Schwab Short-Term U.S. | SCHO | Shares | $210K | 9K |
| Schwab Long-Term U.S. | SCHQ | Shares | $180K | 6K |
| Vanguard Short Term Cor | VCSH | Shares | $175K | 2K |
| Broadcom Inc | AVGO | Shares | $174K | 564 |
| Ishares Core Msci Eafe | IEFA | Shares | $141K | 2K |
| Ibm Corp | IBM | Shares | $138K | 571 |
| Vanguard Large-Cap Index | VV | Shares | $138K | 461 |
| Vanguard Total Bond | BND | Shares | $126K | 2K |
| Boeing Co | BA | Shares | $125K | 627 |
| Ishares Msci Global | PICK | Shares | $121K | 2K |
| Fidelity Wise Origin | FBTC | Shares | $118K | 2K |
| Motorola Solutions Inc | MSI | Shares | $106K | 244 |
| Msc Income Fd Inc | MSIF | Shares | $102K | 8K |
| Morgan Stanley | MS | Shares | $100K | 610 |
| Caterpillar Inc | CAT | Shares | $95K | 134 |
| Ishares Biotechnology | IBB | Shares | $94K | 558 |
| Qualcomm Inc | QCOM | Shares | $93K | 725 |
| Home Depot Inc | HD | Shares | $92K | 279 |
| Invesco Optimum Yield | PDBC | Shares | $84K | 5K |
| Johnson & Johnson | JNJ | Shares | $83K | 339 |
| Ishares Msci Eafe Etf | EFA | Shares | $82K | 841 |
| Bank Of America Corp | BAC | Shares | $78K | 2K |
| Schwab U.S. Aggregate | SCHZ | Shares | $77K | 3K |
| Vanguard Extended Market | VXF | Shares | $73K | 353 |
| Eli Lilly And Co | LLY | Shares | $68K | 74 |
| Invesco S&P Global Water | PIO | Shares | $68K | 1K |
| Ishares Core S&P Total | ITOT | Shares | $66K | 464 |
| Goldman Sachs Group Inc | GS | Shares | $66K | 78 |
| Blackstone Inc | BX | Shares | $64K | 560 |
| Merck & Co. Inc. | MRK | Shares | $62K | 519 |
| Pepsico Inc | PEP | Shares | $61K | 391 |
| Ishares Russell 2000 | IWM | Shares | $53K | 213 |
| Netflix Inc | NFLX | Shares | $52K | 540 |
| State Street Spdr S&P | SDY | Shares | $52K | 355 |
| Disney Walt Co | DIS | Shares | $49K | 505 |
| D R Horton Inc | DHI | Shares | $46K | 333 |
| Vanguard Global Ex-U.S. | VNQI | Shares | $44K | 1K |
| Lockheed Martin Corp | LMT | Shares | $44K | 72 |
| Comcast Corp New | CMCSA | Shares | $43K | 1K |
| Us Bancorp Del | USB | Shares | $41K | 784 |
| Ishares Msci Agriculture | VEGI | Shares | $41K | 897 |
| Smartstop Self Storage R | SMA | Shares | $40K | 1K |
| Analog Devices Inc | ADI | Shares | $40K | 127 |
| Mastercard Inc | MA | Shares | $39K | 78 |
| Amgen Inc | AMGN | Shares | $39K | 110 |
| Lowes Cos Inc | LOW | Shares | $39K | 163 |
| Vanguard Information | VGT | Shares | $38K | 55 |
| Ishares Esg Aware Msci | ESGU | Shares | $38K | 271 |
| Ishares Core Msci Total | IXUS | Shares | $37K | 431 |
| Sandisk Corp | SNDK | Shares | $37K | 58 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.