Holders — by stockHoldings — by fund
United Financial Planning Group LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2088337
$196.9M
disclosed book value
465
positions
17.9%
largest position share
Positions, as of 2026-06-30
top 100 of 465 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VTVVANGUARD VALUE INDEX | 161,587 | $35.3M | 17.9% |
| 2 | VUGVANGUARD GROWTH INDEX | 385,232 | $33.2M | 16.9% |
| 3 | VEAVANGUARD FTSE DEVELOPED | 450,640 | $32.1M | 16.3% |
| 4 | IJHISHARES CORE S&P MID-CAP | 133,020 | $10.3M | 5.2% |
| 5 | IJRISHARES CORE S&P | 60,191 | $8.9M | 4.5% |
| 6 | IEMGISHARES CORE MSCI | 103,354 | $8.6M | 4.4% |
| 7 | VNQVANGUARD REAL ESTATE | 71,064 | $6.9M | 3.5% |
| 8 | BNDXVANGUARD TOTAL | 127,387 | $6.2M | 3.1% |
| 9 | BSVVANGUARD SHORT-TERM BOND | 62,065 | $4.8M | 2.5% |
| 10 | VOVANGUARD MID-CAP INDEX | 51,820 | $4.2M | 2.1% |
| 11 | ABBVABBVIE INC | 11,412 | $2.9M | 1.5% |
| 12 | VTIVANGUARD TOTAL STOCK | 7,078 | $2.6M | 1.3% |
| 13 | IGSBISHARES 1-5 YEAR | 44,979 | $2.4M | 1.2% |
| 14 | AAPLAPPLE INC | 7,621 | $2.2M | 1.1% |
| 15 | VBVANGUARD SMALL-CAP INDEX | 7,245 | $2.2M | 1.1% |
| 16 | IDEVISHARES CORE MSCI | 23,377 | $2.1M | 1.1% |
| 17 | VXUSVANGUARD TOTAL | 20,403 | $1.7M | 0.9% |
| 18 | VWOVANGUARD FTSE EMERGING | 27,787 | $1.7M | 0.8% |
| 19 | BIVVANGUARD | 19,823 | $1.5M | 0.8% |
| 20 | GLDSPDR GOLD SHARES | 4,047 | $1.5M | 0.8% |
| 21 | NVDANVIDIA CORP | 5,820 | $1.2M | 0.6% |
| 22 | SLVISHARES SILVER TRUST | 20,571 | $1.1M | 0.6% |
| 23 | WMTWALMART INC | 9,398 | $1.1M | 0.5% |
| 24 | SPYSTATE STREET SPDR S&P | 1,331 | $993,688 | 0.5% |
| 25 | VOOVANGUARD S&P 500 ETF | 1,404 | $964,541 | 0.5% |
| 26 | EDCONSOLIDATED EDISON INC | 8,152 | $901,811 | 0.5% |
| 27 | MSFTMICROSOFT CORP | 1,945 | $725,524 | 0.4% |
| 28 | AVGOBROADCOM INC | 1,598 | $603,550 | 0.3% |
| 29 | GOOGLALPHABET INC | 1,639 | $585,905 | 0.3% |
| 30 | IWDISHARES RUSSELL 1000 | 2,000 | $484,860 | 0.2% |
| 31 | NEMNEWMONT CORP | 5,135 | $479,642 | 0.2% |
| 32 | BRK/BBERKSHIRE HATHAWAY | 952 | $476,371 | 0.2% |
| 33 | VYMVANGUARD HIGH DIVIDEND | 2,983 | $471,403 | 0.2% |
| 34 | BBARRICK MNG CORP F | 11,829 | $434,479 | 0.2% |
| 35 | GOOGALPHABET INC | 1,198 | $423,463 | 0.2% |
| 36 | VVISA INC | 1,224 | $419,863 | 0.2% |
| 37 | AMZNAMAZON.COM INC | 1,718 | $409,468 | 0.2% |
| 38 | MCOMOODYS CORP | 877 | $397,211 | 0.2% |
| 39 | XLESTATE STREET ENERGY | 6,667 | $354,098 | 0.2% |
| 40 | QQQINVESCO QQQ TR | 467 | $343,899 | 0.2% |
| 41 | BLVVANGUARD LONG-TERM BOND | 4,988 | $343,802 | 0.2% |
| 42 | METAMETA PLATFORMS INC | 588 | $331,215 | 0.2% |
| 43 | VPUVANGUARD UTILITIES INDEX | 1,691 | $330,979 | 0.2% |
| 44 | IVVISHARES CORE S&P 500 | 426 | $318,765 | 0.2% |
| 45 | VIGVANGUARD DIVIDEND | 1,317 | $311,704 | 0.2% |
| 46 | EXMOCEXXON MOBIL CORP | 2,040 | $278,909 | 0.1% |
| 47 | CETCENTRAL SECURITIES CORPO | 5,009 | $262,709 | 0.1% |
| 48 | CEGCONSTELLATION ENERGY COR | 1,011 | $251,102 | 0.1% |
| 49 | TSLATESLA INC | 577 | $242,686 | 0.1% |
| 50 | JPMJPMORGAN CHASE & CO | 738 | $241,727 | 0.1% |
| 51 | LQDISHARES IBOXX $ | 2,178 | $237,595 | 0.1% |
| 52 | MCDMCDONALDS CORP | 840 | $227,137 | 0.1% |
| 53 | INGING GROEP N V F | 6,995 | $219,503 | 0.1% |
| 54 | ORCLORACLE CORP | 1,452 | $212,791 | 0.1% |
| 55 | FDXFEDEX CORP | 664 | $208,044 | 0.1% |
| 56 | SEAGATE TECHNOLOGY H F | 189 | $182,385 | 0.1% |
| 57 | VCSHVANGUARD SHORT TERM COR | 2,237 | $176,786 | 0.1% |
| 58 | VVVANGUARD LARGE-CAP INDEX | 461 | $158,543 | 0.1% |
| 59 | AEMAGNICO EAGLE MINES LTD F | 1,010 | $156,681 | 0.1% |
| 60 | IEFAISHARES CORE MSCI EAFE | 1,555 | $150,182 | 0.1% |
| 61 | NINISOURCE INC | 3,075 | $146,216 | 0.1% |
| 62 | CATCATERPILLAR INC | 134 | $143,125 | 0.1% |
| 63 | EXCEXELON CORP | 2,955 | $137,762 | 0.1% |
| 64 | XCHYXCALAMOS CONVERTIBLE & HI | 10,000 | $136,200 | 0.1% |
| 65 | QCOMQUALCOMM INC | 725 | $133,973 | 0.1% |
| 66 | IBMIBM CORP | 472 | $132,731 | 0.1% |
| 67 | SNDKSANDISK CORP | 58 | $131,876 | 0.1% |
| 68 | MSMORGAN STANLEY | 610 | $127,514 | 0.1% |
| 69 | BNDVANGUARD TOTAL BOND | 1,731 | $127,075 | 0.1% |
| 70 | PICKISHARES MSCI GLOBAL | 2,162 | $125,703 | 0.1% |
| 71 | BABOEING CO | 574 | $124,219 | 0.1% |
| 72 | MXFMEXICO FUND INC | 5,255 | $114,927 | 0.1% |
| 73 | FBTCFIDELITY WISE ORIGIN | 1,995 | $101,845 | 0.1% |
| 74 | MSIMOTOROLA SOLUTIONS INC | 244 | $101,331 | 0.1% |
| 75 | HDHOME DEPOT INC | 279 | $98,398 | 0% |
| 76 | MSIFMSC INCOME FD INC | 8,363 | $96,760 | 0% |
| 77 | VBRVANGUARD SMALL-CAP VALUE | 393 | $95,516 | 0% |
| 78 | BACBANK OF AMERICA CORP | 1,607 | $91,567 | 0% |
| 79 | LLYELI LILLY AND CO | 74 | $88,758 | 0% |
| 80 | EFAISHARES MSCI EAFE ETF | 841 | $87,363 | 0% |
| 81 | VXFVANGUARD EXTENDED MARKET | 353 | $86,912 | 0% |
| 82 | JNJJOHNSON & JOHNSON | 339 | $86,096 | 0% |
| 83 | TSMTAIWAN SEMICONDUCTOR M F | 170 | $81,187 | 0% |
| 84 | ASXASE TECHNOLOGY HLDG CO F | 1,797 | $81,081 | 0% |
| 85 | GSGOLDMAN SACHS GROUP INC | 78 | $78,887 | 0% |
| 86 | SCHZSCHWAB U.S. AGGREGATE | 3,362 | $77,770 | 0% |
| 87 | LINDE PLC F | 145 | $75,246 | 0% |
| 88 | NVSNOVARTIS AG F | 450 | $70,524 | 0% |
| 89 | PHOINVESCO S&P GLOBAL WATER | 1,060 | $69,690 | 0% |
| 90 | IWMISHARES RUSSELL 2000 | 213 | $63,996 | 0% |
| 91 | ITOTISHARES CORE S&P TOTAL | 387 | $63,571 | 0% |
| 92 | BXBLACKSTONE INC | 530 | $62,365 | 0% |
| 93 | MRKMERCK & CO. INC. | 469 | $60,267 | 0% |
| 94 | LRCXLAM RESH CORP | 129 | $55,900 | 0% |
| 95 | DHID R HORTON INC | 333 | $54,239 | 0% |
| 96 | SDYSTATE STREET SPDR S&P | 355 | $54,024 | 0% |
| 97 | VGTVANGUARD INFORMATION | 440 | $52,589 | 0% |
| 98 | SPCXSPACE EX TECH SPACEX | 297 | $50,745 | 0% |
| 99 | ADIANALOG DEVICES INC | 127 | $50,441 | 0% |
| 100 | FDXFFEDEX FGHT HLDG CO INC | 332 | $50,132 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.