United Financial Planning Group Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, United Financial Planning Group Llc disclosed 448 stock positions valued at approximately $196.94M as of quarter-end June 30, 2026. The largest holdings include VANGUARD VALUE INDEX, VANGUARD GROWTH INDEX, and VANGUARD FTSE DEVELOPED.
- Report Period
- June 30, 2026
- No. of Stocks
- 448
- Portfolio Value
- $196.94M
Holdings by Sector
United Financial Planning Group Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX | VTV | Other | 17.92% | 161,587 | +6,687 | +4.32% | $35,295,612 |
| VANGUARD GROWTH INDEX | VUG | Other | 16.87% | 385,232 | +322,583 | +514.91% | $33,222,463 |
| VANGUARD FTSE DEVELOPED | VEA | Other | 16.31% | 450,640 | +14,878 | +3.41% | $32,128,727 |
| ISHARES CORE S&P MID-CAP | IJH | Other | 5.21% | 133,020 | +4,525 | +3.52% | $10,263,893 |
| ISHARES CORE S&P | IJR | Other | 4.54% | 60,191 | +1,267 | +2.15% | $8,934,250 |
| ISHARES CORE MSCI | IEMG | Other | 4.35% | 103,354 | +3,284 | +3.28% | $8,568,092 |
| VANGUARD REAL ESTATE | VNQ | Other | 3.48% | 71,064 | +2,211 | +3.21% | $6,856,009 |
| VANGUARD TOTAL | BNDX | Other | 3.13% | 127,387 | +8,541 | +7.19% | $6,170,721 |
| VANGUARD SHORT-TERM BOND | BSV | Other | 2.46% | 62,065 | +6,374 | +11.45% | $4,839,990 |
| VANGUARD MID-CAP INDEX | VO | Other | 2.12% | 51,820 | +38,743 | +296.27% | $4,175,109 |
| ABBVIE INC | ABBV | Healthcare | 1.46% | 11,412 | -59 | -0.51% | $2,871,752 |
| VANGUARD TOTAL STOCK | VTI | Other | 1.33% | 7,078 | -108 | -1.50% | $2,618,966 |
| ISHARES 1-5 YEAR | IGSB | Other | 1.20% | 44,979 | +1,726 | +3.99% | $2,359,180 |
| APPLE INC | AAPL | Technology | 1.12% | 7,621 | -294 | -3.71% | $2,205,332 |
| VANGUARD SMALL-CAP INDEX | VB | Other | 1.12% | 7,245 | -211 | -2.83% | $2,196,123 |
| ISHARES CORE MSCI | IDEV | Other | 1.06% | 23,377 | +301 | +1.30% | $2,080,779 |
| VANGUARD TOTAL | VXUS | Other | 0.89% | 20,403 | +1 | +0.00% | $1,744,225 |
| VANGUARD FTSE EMERGING | VWO | Other | 0.84% | 27,787 | -510 | -1.80% | $1,658,597 |
| VANGUARD | BIV | Other | 0.77% | 19,823 | +4,883 | +32.68% | $1,521,992 |
| SPDR GOLD SHARES | GLD | Other | 0.76% | 4,047 | +127 | +3.24% | $1,490,834 |
| NVIDIA CORP | NVDA | Technology | 0.59% | 5,820 | - | - | $1,164,498 |
| ISHARES SILVER TRUST | SLV | Other | 0.56% | 20,571 | +503 | +2.51% | $1,099,931 |
| WALMART INC | WMT | Consumer Defensive | 0.54% | 9,398 | - | - | $1,064,438 |
| STATE STREET SPDR S&P | SPY | Other | 0.50% | 1,331 | +1 | +0.08% | $993,688 |
| VANGUARD S&P 500 ETF | VOO | Other | 0.49% | 1,404 | +2 | +0.14% | $964,541 |
| CONSOLIDATED EDISON INC | ED | Utilities | 0.46% | 8,152 | +37 | +0.46% | $901,811 |
| MICROSOFT CORP | MSFT | Technology | 0.37% | 1,945 | - | - | $725,524 |
| BROADCOM INC | AVGO | Technology | 0.31% | 1,598 | +1,034 | +183.33% | $603,550 |
| ALPHABET INC | GOOGL | Communication Services | 0.30% | 1,639 | - | - | $585,905 |
| ISHARES RUSSELL 1000 | IWD | Other | 0.25% | 2,000 | +1,980 | +9900.00% | $484,860 |
Showing 30 of 448 holdings in the latest reporting period.