United Financial Planning Group LLC
Q2 2026 13F filing
Updated 38 days ago465 disclosed positions worth $196.9M
Full holdings
Every line item disclosed in 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% | — |
| 21 | N NVDA NVIDIA CORP | $1.2M | 5.8K | 0.59% | — |
| 22 | S SLV ISHARES SILVER TRUST | $1.1M | 20.6K | 0.56% | — |
| 23 | W WMT WALMART INC | $1.1M | 9.4K | 0.54% | — |
| 24 | S SPY STATE STREET SPDR S&P | $994K | 1.3K | 0.50% | — |
| 25 | V VGES VANGUARD S&P 500 ETF | $965K | 1.4K | 0.49% | — |
| 26 | E ED CONSOLIDATED EDISON INC | $902K | 8.2K | 0.46% | — |
| 27 | M MSFT MICROSOFT CORP | $726K | 1.9K | 0.37% | — |
| 28 | A AVGO BROADCOM INC | $604K | 1.6K | 0.31% | — |
| 29 | G GOOGN ALPHABET INC | $586K | 1.6K | 0.30% | — |
| 30 | E ETHA ISHARES RUSSELL 1000 | $485K | 2.0K | 0.25% | — |
| 31 | N NEMCL NEWMONT CORP | $480K | 5.1K | 0.24% | — |
| 32 | B BRK-A BERKSHIRE HATHAWAY | $476K | 952 | 0.24% | — |
| 33 | V VGES VANGUARD HIGH DIVIDEND | $471K | 3.0K | 0.24% | — |
| 34 | B B BARRICK MNG CORP F | $434K | 11.8K | 0.22% | — |
| 35 | G GOOGN ALPHABET INC | $423K | 1.2K | 0.21% | — |
| 36 | V V VISA INC | $420K | 1.2K | 0.21% | — |
| 37 | A AMZN AMAZON.COM INC | $409K | 1.7K | 0.21% | — |
| 38 | M MCO MOODYS CORP | $397K | 877 | 0.20% | — |
| 39 | S STT-PG STATE STREET ENERGY | $354K | 6.7K | 0.18% | — |
| 40 | Q QQQ INVESCO QQQ TR | $344K | 467 | 0.17% | — |
| 41 | V VGES VANGUARD LONG-TERM BOND | $344K | 5.0K | 0.17% | — |
| 42 | M META META PLATFORMS INC | $331K | 588 | 0.17% | — |
| 43 | V VGES VANGUARD UTILITIES INDEX | $331K | 1.7K | 0.17% | — |
| 44 | E ETHA ISHARES CORE S&P 500 | $319K | 426 | 0.16% | — |
| 45 | B BX VANGUARD DIVIDEND | $312K | 1.3K | 0.16% | — |
| 46 | X XOM EXXON MOBIL CORP | $279K | 2.0K | 0.14% | — |
| 47 | C CET CENTRAL SECURITIES CORPO | $263K | 5.0K | 0.13% | — |
| 48 | C CEG CONSTELLATION ENERGY COR | $251K | 1.0K | 0.13% | — |
| 49 | T TSLA TESLA INC | $243K | 577 | 0.12% | — |
| 50 | J JPM-PM JPMORGAN CHASE & CO | $242K | 738 | 0.12% | — |