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United Financial Planning Group LLC
hedge fundUpdated 38 days agoManaged by United Financial Planning Group Llc • Latest filing Q2 2026
Portfolio value
$196.9M
Q2 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
15.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $158.9M |
| Q4 2025 | $164.8M |
| Q1 2026 | $169.2M |
| Q2 2026 | $196.9M |
Top holdings
465 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD VALUE INDEX | $35.3M | 161.6K | 17.92% | — |
| 2 | V VGES VANGUARD GROWTH INDEX | $33.2M | 385.2K | 16.87% | — |
| 3 | V VGES VANGUARD FTSE DEVELOPED | $32.1M | 450.6K | 16.31% | — |
| 4 | E ETHA ISHARES CORE S&P MID-CAP | $10.3M | 133.0K | 5.21% | — |
| 5 | E ETHA ISHARES CORE S&P | $8.9M | 60.2K | 4.54% | — |
| 6 | E ETHA ISHARES CORE MSCI | $8.6M | 103.4K | 4.35% | — |
| 7 | V VGES VANGUARD REAL ESTATE | $6.9M | 71.1K | 3.48% | — |
| 8 | V VGES VANGUARD TOTAL | $6.2M | 127.4K | 3.13% | — |
| 9 | V VGES VANGUARD SHORT-TERM BOND | $4.8M | 62.1K | 2.46% | — |
| 10 | V VGES VANGUARD MID-CAP INDEX | $4.2M | 51.8K | 2.12% | — |
| 11 | A ABBV ABBVIE INC | $2.9M | 11.4K | 1.46% | — |
| 12 | V VGES VANGUARD TOTAL STOCK | $2.6M | 7.1K | 1.33% | — |
| 13 | E ETHA ISHARES 1-5 YEAR | $2.4M | 45.0K | 1.20% | — |
| 14 | A AAPL APPLE INC | $2.2M | 7.6K | 1.12% | — |
| 15 | V VGES VANGUARD SMALL-CAP INDEX | $2.2M | 7.2K | 1.12% | — |
| 16 | E ETHA ISHARES CORE MSCI | $2.1M | 23.4K | 1.06% | — |
| 17 | V VGES VANGUARD TOTAL | $1.7M | 20.4K | 0.89% | — |
| 18 | V VGES VANGUARD FTSE EMERGING | $1.7M | 27.8K | 0.84% | — |
| 19 | V VGES VANGUARD | $1.5M | 19.8K | 0.77% | — |
| 20 | G GLD SPDR GOLD SHARES | $1.5M | 4.0K | 0.76% | — |