United Financial Planning Group Llc Portfolio Stock Holdings
United Financial Planning Group Llc disclosed 462 stock positions valued at approximately $169.2 million in its latest SEC 13F filing. The largest holdings include VANGUARD VALUE INDEX, VANGUARD FTSE DEVELOPED, and VANGUARD GROWTH INDEX. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 462
- Portfolio Value
- $169.2M
Holdings by Sector
United Financial Planning Group Llc Portfolio Holdings in Q1 2026
453 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX | VTV | Other | 17.96% | 154,900 | -269 | -0.17% | $30,391,350 |
| VANGUARD FTSE DEVELOPED | VEA | Other | 16.51% | 435,762 | +17,809 | +4.26% | $27,923,636 |
| VANGUARD GROWTH INDEX | VUG | Other | 16.18% | 62,649 | +4,457 | +7.66% | $27,364,442 |
| ISHARES CORE S&P MID-CAP | IJH | Other | 5.13% | 128,495 | +1,786 | +1.41% | $8,677,298 |
| ISHARES CORE S&P | IJR | Other | 4.33% | 58,924 | +2,207 | +3.89% | $7,324,823 |
| ISHARES CORE MSCI | IEMG | Other | 4.13% | 100,070 | -738 | -0.73% | $6,979,874 |
| VANGUARD REAL ESTATE | VNQ | Other | 3.61% | 68,853 | +6,846 | +11.04% | $6,107,290 |
| VANGUARD TOTAL INT BOND | BNDX | Other | 3.38% | 118,846 | +17,317 | +17.06% | $5,710,569 |
| VANGUARD SHORT-TERM BOND | BSV | Other | 2.58% | 55,691 | +7,250 | +14.97% | $4,366,754 |
| VANGUARD MID-CAP INDEX | VO | Other | 2.22% | 13,077 | -223 | -1.68% | $3,755,483 |
| ABBVIE INC | ABBV | Healthcare | 1.47% | 11,471 | +10,388 | +959.19% | $2,494,900 |
| VANGUARD TOTAL STOCK | VTI | Other | 1.36% | 7,186 | +453 | +6.73% | $2,305,483 |
| ISHARES 1-5 YEAR | IGSB | Other | 1.34% | 43,253 | +1,085 | +2.57% | $2,273,395 |
| APPLE INC | AAPL | Technology | 1.19% | 7,915 | +98 | +1.25% | $2,008,809 |
| VANGUARD SMALL-CAP INDEX | VB | Other | 1.15% | 7,456 | -303 | -3.91% | $1,952,924 |
| ISHARES CORE MSCI | IDEV | Other | 1.14% | 23,076 | -829 | -3.47% | $1,928,480 |
| SPDR GOLD SHARES | GLD | Other | 1.00% | 3,920 | +1,226 | +45.51% | $1,686,737 |
| VANGUARD TOTAL INT STOCK | VXUS | Other | 0.93% | 20,402 | -6,714 | -24.76% | $1,573,167 |
| VANGUARD FTSE EMERGING | VWO | Other | 0.90% | 28,297 | -1,397 | -4.70% | $1,529,442 |
| ISHARES SILVER TRUST | SLV | Other | 0.81% | 20,068 | +3,921 | +24.28% | $1,367,434 |
| WALMART INC | WMT | Consumer Defensive | 0.69% | 9,398 | +144 | +1.56% | $1,168,006 |
| VANGUARD INT TERM BOND | BIV | Other | 0.68% | 14,940 | +268 | +1.83% | $1,153,055 |
| NVIDIA CORP | NVDA | Technology | 0.60% | 5,820 | +753 | +14.86% | $1,015,050 |
| CONSOLIDATED EDISON INC | ED | Utilities | 0.54% | 8,115 | +34 | +0.42% | $918,485 |
| STATE STREET SPDR S&P | SPY | Other | 0.51% | 1,330 | -362 | -21.39% | $865,258 |
| VANGUARD S&P 500 ETF | VOO | Other | 0.50% | 1,402 | +117 | +9.11% | $837,587 |
| MICROSOFT CORP | MSFT | Technology | 0.43% | 1,945 | +260 | +15.43% | $719,981 |
| NEWMONT CORP | NEM | Basic Materials | 0.31% | 4,913 | -2,528 | -33.97% | $531,796 |
| ALPHABET INC | GOOGL | Communication Services | 0.28% | 1,639 | +304 | +22.77% | $471,361 |
| BERKSHIRE HATHAWAY | BRK-B | Financial Services | 0.27% | 952 | +46 | +5.08% | $456,198 |
| VANGUARD HIGH DIVIDEND | VYM | Other | 0.26% | 2,983 | -652 | -17.94% | $441,782 |
| STATE STREET ENERGY | XLE | Other | 0.24% | 6,667 | +41 | +0.62% | $408,437 |
| MOODYS CORP | MCO | Financial Services | 0.23% | 877 | +41 | +4.90% | $382,591 |
| VISA INC | V | Financial Services | 0.22% | 1,223 | +43 | +3.64% | $369,693 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 0.21% | 1,718 | +112 | +6.97% | $357,808 |
| EXXON MOBIL CORP | XOM | Energy | 0.20% | 2,040 | -371 | -15.39% | $346,106 |
| ALPHABET INC | GOOG | Communication Services | 0.20% | 1,198 | +173 | +16.88% | $343,708 |
| VANGUARD UTILITIES INDEX | VPU | Other | 0.20% | 1,691 | - | - | $335,055 |
| META PLATFORMS INC | META | Communication Services | 0.19% | 551 | +160 | +40.92% | $315,244 |
| VANGUARD LONG-TERM BOND | BLV | Other | 0.18% | 4,314 | +24 | +0.56% | $296,743 |
| VANGUARD DIVIDEND | VIG | Other | 0.17% | 1,316 | -192 | -12.73% | $283,026 |
| ISHARES CORE S&P 500 | IVV | Other | 0.16% | 425 | +29 | +7.32% | $277,307 |
| INVESCO QQQ TR | QQQ | Other | 0.16% | 467 | - | - | $269,543 |
| VANGUARD SMALL-CAP VALUE | VBR | Other | 0.16% | 1,209 | +1,155 | +2138.89% | $262,674 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.15% | 839 | +25 | +3.07% | $260,750 |
| FEDEX CORP | FDX | Industrials | 0.14% | 664 | +30 | +4.73% | $236,598 |
| ISHARES IBOXX $ | LQD | Other | 0.14% | 2,155 | +208 | +10.68% | $234,889 |
| ORACLE CORP | ORCL | Technology | 0.13% | 1,511 | -909 | -37.56% | $222,283 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.13% | 738 | -337 | -31.35% | $216,966 |
| TESLA INC | TSLA | Consumer Cyclical | 0.13% | 577 | +59 | +11.39% | $214,500 |
| SCHWAB SHORT-TERM U.S. | SCHO | Other | 0.12% | 8,646 | +8,499 | +5781.63% | $209,838 |
| SCHWAB LONG-TERM U.S. | SCHQ | Other | 0.11% | 5,718 | +5,718 | +100.00% | $179,717 |
| VANGUARD SHORT TERM COR | VCSH | Other | 0.10% | 2,212 | -573 | -20.57% | $175,351 |
| BROADCOM INC | AVGO | Technology | 0.10% | 564 | -954 | -62.85% | $174,433 |
| ISHARES CORE MSCI EAFE | IEFA | Other | 0.08% | 1,555 | -114 | -6.83% | $140,774 |
| IBM CORP | IBM | Technology | 0.08% | 571 | -77 | -11.88% | $138,405 |
| VANGUARD LARGE-CAP INDEX | VV | Other | 0.08% | 461 | - | - | $137,770 |
| VANGUARD TOTAL BOND | BND | Other | 0.07% | 1,714 | -8,457 | -83.15% | $126,196 |
| BOEING CO | BA | Industrials | 0.07% | 627 | +15 | +2.45% | $124,760 |
| ISHARES MSCI GLOBAL | PICK | Other | 0.07% | 2,143 | +86 | +4.18% | $121,293 |
| FIDELITY WISE ORIGIN | FBTC | Other | 0.07% | 1,995 | -79 | -3.81% | $117,765 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.06% | 244 | -249 | -50.51% | $105,889 |
| MORGAN STANLEY | MS | Financial Services | 0.06% | 610 | +22 | +3.74% | $100,388 |
| CATERPILLAR INC | CAT | Industrials | 0.06% | 134 | +12 | +9.84% | $95,219 |
| ISHARES BIOTECHNOLOGY | IBB | Other | 0.06% | 558 | - | - | $94,218 |
| QUALCOMM INC | QCOM | Technology | 0.06% | 725 | +45 | +6.62% | $93,366 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.05% | 279 | -189 | -40.38% | $91,760 |
| INVESCO OPTIMUM YIELD | PDBC | Other | 0.05% | 4,854 | +4,854 | +100.00% | $84,071 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.05% | 339 | +109 | +47.39% | $82,865 |
| ISHARES MSCI EAFE ETF | EFA | Other | 0.05% | 841 | - | - | $81,686 |
| BANK OF AMERICA CORP | BAC | Financial Services | 0.05% | 1,607 | +329 | +25.74% | $78,341 |
| SCHWAB U.S. AGGREGATE | SCHZ | Other | 0.05% | 3,328 | -9,253 | -73.55% | $77,275 |
| VANGUARD EXTENDED MARKET | VXF | Other | 0.04% | 353 | - | - | $72,647 |
| ELI LILLY AND CO | LLY | Healthcare | 0.04% | 74 | +35 | +89.74% | $68,063 |
| INVESCO S&P GLOBAL WATER | PIO | Other | 0.04% | 1,060 | +1,060 | +100.00% | $67,776 |
| ISHARES CORE S&P TOTAL | ITOT | Other | 0.04% | 464 | +464 | +100.00% | $66,087 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.04% | 78 | -39 | -33.33% | $65,987 |
| BLACKSTONE INC | BX | Financial Services | 0.04% | 560 | - | - | $64,394 |
| MERCK & CO. INC. | MRK | Healthcare | 0.04% | 519 | +97 | +22.99% | $62,431 |
| PEPSICO INC | PEP | Consumer Defensive | 0.04% | 391 | +9 | +2.36% | $60,718 |
| ISHARES RUSSELL 2000 | IWM | Other | 0.03% | 213 | - | - | $52,824 |
| NETFLIX INC | NFLX | Communication Services | 0.03% | 540 | +190 | +54.29% | $51,921 |
| STATE STREET SPDR S&P | SDY | Other | 0.03% | 355 | +255 | +255.00% | $51,809 |
| DISNEY WALT CO | DIS | Communication Services | 0.03% | 505 | +56 | +12.47% | $48,672 |
| D R HORTON INC | DHI | Consumer Cyclical | 0.03% | 333 | - | - | $45,694 |
| VANGUARD GLOBAL EX-U.S. | VNQI | Other | 0.03% | 1,000 | - | - | $44,458 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.03% | 72 | +11 | +18.03% | $43,516 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.03% | 1,493 | +176 | +13.36% | $42,877 |
| US BANCORP DEL | USB | Financial Services | 0.02% | 784 | +71 | +9.96% | $40,776 |
| ISHARES MSCI AGRICULTURE | VEGI | Other | 0.02% | 897 | - | - | $40,577 |
| ANALOG DEVICES INC | ADI | Technology | 0.02% | 127 | +52 | +69.33% | $40,404 |
| MASTERCARD INC | MA | Financial Services | 0.02% | 78 | +45 | +136.36% | $38,973 |
| AMGEN INC | AMGN | Healthcare | 0.02% | 110 | +35 | +46.67% | $38,822 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.02% | 163 | +41 | +33.61% | $38,514 |
| VANGUARD INFORMATION | VGT | Other | 0.02% | 55 | - | - | $38,375 |
| ISHARES ESG AWARE MSCI | ESGU | Other | 0.02% | 271 | +1 | +0.37% | $38,305 |
| ISHARES CORE MSCI TOTAL | IXUS | Other | 0.02% | 431 | +137 | +46.60% | $37,302 |
| SANDISK CORP | SNDK | Other | 0.02% | 58 | +58 | +100.00% | $36,850 |
| STATE STREET UTILITIES | XLU | Other | 0.02% | 790 | +790 | +100.00% | $36,253 |
| VANGUARD INT TERM CORE | VCIT | Other | 0.02% | 410 | -54 | -11.64% | $33,925 |