Q2 2026 13F · SEC CIK 2088337

United Financial Planning Group LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $196.9M
Reported positions: 465
Holdings vs S&P 500, 3 yrs: —
Assets under management: $347.5M

United Financial Planning Group LLC is a wealth manager that reported 465 positions worth $196.9M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Vanguard Value ETF (VTV, 17.9%), Vanguard Indx Fd (VUG, 16.9%), Vanguard Tax-Managed Fds (VEA, 16.3%).

United Financial Planning Group LLC holdings largest 50 of 465 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

United Financial Planning Group LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTVVanguard Value ETF	17.9%	18.0%	161,587	+4.3%	$35.3M
VUGVanguard Indx Fd	16.9%	16.2%	385,232	+514.9%	$33.2M
VEAVanguard Tax-Managed Fds	16.3%	16.5%	450,640	+3.4%	$32.1M
IJHIshares Tr	5.2%	5.1%	133,020	+3.5%	$10.3M
IJRIshares Core S&p Small Cap ETF	4.5%	4.3%	60,191	+2.2%	$8.9M
IEMGIshares	4.4%	4.1%	103,354	+3.3%	$8.6M
VNQVanguard Real Estate ETF	3.5%	3.6%	71,064	+3.2%	$6.9M
BNDXVanguard Charlotte Fds	3.1%	3.4%	127,387	+7.2%	$6.2M
BSVVanguard Bd Index Fds Vanguard Short Ter	2.5%	2.6%	62,065	+11.4%	$4.8M
VOVanguard Index Fds	2.1%	2.2%	51,820	+296.3%	$4.2M
ABBVAbbvie Inc	1.5%	1.5%	11,412	-0.5%	$2.9M
VTIVanguard Index Fds	1.3%	1.4%	7,078	-1.5%	$2.6M
IGSBIshares 1-3 Yr Credit Bond ETF	1.2%	1.3%	44,979	+4.0%	$2.4M
AAPLApple Inc	1.1%	1.2%	7,621	-3.7%	$2.2M
VBVanguard Indx Fd	1.1%	1.2%	7,245	-2.8%	$2.2M
IDEVIshares Tr	1.1%	1.1%	23,377	+1.3%	$2.1M
VXUSVanguard Star Fds Vanguard Total Intl St	0.9%	0.9%	20,403	+0.0%	$1.7M
VWOVanguard Intl Equity Index F	0.8%	0.9%	27,787	-1.8%	$1.7M
BIVVanguard Bd Index Fds	0.8%	0.7%	19,823	+32.7%	$1.5M
GLDSpdr Gold Shares	0.8%	1.0%	4,047	+3.2%	$1.5M
NVDANvidia Corporation Com	0.6%	0.6%	5,820	+0.0%	$1.2M
SLVIshares Silver Tr	0.6%	0.8%	20,571	+2.5%	$1.1M
WMTWalmart Inc	0.5%	0.7%	9,398	+0.0%	$1.1M
SPYSpdr S&p 500 ETF Tr	0.5%	0.5%	1,331	+0.1%	$994K
VOOVanguard S&p 500 ETF	0.5%	0.5%	1,404	+0.1%	$965K
EDConsolidated Edison Inc	0.5%	0.5%	8,152	+0.5%	$902K
MSFTMicrosoft Corp	0.4%	0.4%	1,945	+0.0%	$726K
AVGOBroadcom Inc	0.3%	—	1,598	—	$604K
GOOGLAlphabet Inc	0.3%	0.3%	1,639	+0.0%	$586K
IWDIshares Russell 1000 Value ETF	0.2%	—	2,000	—	$485K
NEMNewmont Corp	0.2%	0.3%	5,135	+4.5%	$480K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.3%	952	+0.0%	$476K
VYMVym	0.2%	0.3%	2,983	+0.0%	$471K
BBarrick Mng Corp	0.2%	—	11,829	—	$434K
GOOGAlphabet Inc	0.2%	0.2%	1,198	+0.0%	$423K
VVisa Inc Com Cl A	0.2%	0.2%	1,224	+0.1%	$420K
AMZNAmazon Com Inc Com	0.2%	0.2%	1,718	+0.0%	$409K
MCOMoodys Corp	0.2%	0.2%	877	+0.0%	$397K
XLEState Street Energy Select Sector Spdr E	0.2%	0.2%	6,667	+0.0%	$354K
QQQInvesco Qqq Tr	0.2%	0.2%	467	+0.0%	$344K
BLVVanguard Bd Index Fds	0.2%	0.2%	4,988	+15.6%	$344K
METAMeta Platforms Inc Class A	0.2%	0.2%	588	+6.7%	$331K
VPUVanguard World Fd	0.2%	0.2%	1,691	+0.0%	$331K
IVVIshares Core S&p 500 ETF	0.2%	0.2%	426	+0.2%	$319K
VIGVanguard Dividend Appreciation ETF	0.2%	0.2%	1,317	+0.1%	$312K
XOMExxon Mobil Corp	0.1%	0.2%	2,040	+0.0%	$279K
CETCentral Secs Corp	0.1%	—	5,009	—	$263K
CEGConstellation Energy Corp	0.1%	—	1,011	—	$251K
TSLATesla Inc Com	0.1%	0.1%	577	+0.0%	$243K
JPMJpmorgan Chase & Co	0.1%	0.1%	738	+0.0%	$242K

What United Financial Planning Group LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+514.9% shares
VO Vanguard Index Fds+296.3% shares
BIV Vanguard Bd Index Fds+32.7% shares
BLV Vanguard Bd Index Fds+15.6% shares
BSV Vanguard Bd Index Fds Vanguard Short Ter+11.4% shares
BNDX Vanguard Charlotte Fds+7.2% shares
META Meta Platforms Inc Class A+6.7% shares

Reduced

No position shrank by more than 5%.

Left the top 50

VBR Vanguard Small Cap Value ETFwas 0.2%
MCD Mcdonalds Corp Comwas 0.2%
FDX Fedex Corpwas 0.1%
LQD Ishares Trwas 0.1%
ORCL Oracle Corpwas 0.1%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.1% /yr; S&P 500 +22.0%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$196.9M	465
Q1 2026	$169.2M	462
Q4 2025	$164.8M	487
Q3 2025	$158.9M	215

Questions about United Financial Planning Group LLC's portfolio

What stocks does United Financial Planning Group LLC own?

United Financial Planning Group LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 465 positions worth $196.9M. The largest are Vanguard Value ETF (VTV) at 17.9%, Vanguard Indx Fd (VUG) at 16.9%, Vanguard Tax-Managed Fds (VEA) at 16.3%, Ishares Tr (IJH) at 5.2% and Ishares Core S&p Small Cap ETF (IJR) at 4.5%.

What did United Financial Planning Group LLC buy last quarter?

In Q2 2026, United Financial Planning Group LLC added Vanguard Indx Fd (VUG) (+514.9% shares), Vanguard Index Fds (VO) (+296.3% shares) and Vanguard Bd Index Fds (BIV) (+32.7% shares), compared with its Q1 2026 filing.

What did United Financial Planning Group LLC sell last quarter?

In Q2 2026, United Financial Planning Group LLC cut from its top 50 Vanguard Small Cap Value ETF (VBR), cut from its top 50 Mcdonalds Corp Com (MCD), cut from its top 50 Fedex Corp (FDX), cut from its top 50 Ishares Tr (LQD) and cut from its top 50 Oracle Corp (ORCL), compared with its Q1 2026 filing.

When is United Financial Planning Group LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. United Financial Planning Group LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does United Financial Planning Group LLC manage?

United Financial Planning Group LLC reported $347.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $196.9M.