Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Value IndexETF | ETF | $35.3M | 17.9% |
| Vanguard Growth IndexETF | ETF | $33.2M | 16.9% |
| Vanguard FTSE DevelopedETF | ETF | $32.1M | 16.3% |
| iShares Core S&P Mid-capETF | ETF | $10.3M | 5.2% |
| iShares Core S&PETF | ETF | $8.93M | 4.5% |
| iShares Core MSCIETF | ETF | $8.57M | 4.4% |
| Vanguard Real EstateETF | ETF | $6.86M | 3.5% |
| Vanguard TotalETF | ETF | $6.17M | 3.1% |
| Vanguard Short-term BondETF | ETF | $4.84M | 2.5% |
| Vanguard Mid-cap IndexETF | ETF | $4.18M | 2.1% |
| Abbvie Inc.COM | COM | $2.87M | 1.5% |
| Vanguard Total StockETF | ETF | $2.62M | 1.3% |
| iShares 1-5 YearETF | ETF | $2.36M | 1.2% |
| Apple Inc.COM | COM | $2.21M | 1.1% |
| Vanguard Small-cap IndexETF | ETF | $2.2M | 1.1% |
| iShares Core MSCIETF | ETF | $2.08M | 1.1% |
| Vanguard TotalETF | ETF | $1.74M | 0.9% |
| Vanguard FTSE EmergingETF | ETF | $1.66M | 0.8% |
| VanguardETF | ETF | $1.52M | 0.8% |
| SPDR Gold SharesETF | ETF | $1.49M | 0.8% |
| Nvidia Corp.COM | COM | $1.16M | 0.6% |
| iShares Silver TrustETF | ETF | $1.1M | 0.6% |
| Walmart Inc.COM | COM | $1.06M | 0.5% |
| State Street SPDR S&PETF | ETF | $994K | 0.5% |
| Vanguard S&P 500 ETFETF | ETF | $965K | 0.5% |
| Consolidated Edison Inc.COM | COM | $902K | 0.5% |
| Microsoft Corp.COM | COM | $726K | 0.4% |
| Broadcom Inc.COM | COM | $604K | 0.3% |
| Alphabet Inc.COM | COM | $586K | 0.3% |
| iShares Russell 1000ETF | ETF | $485K | 0.2% |
| Newmont Corp.COM | COM | $480K | 0.2% |
| Berkshire HathawayCOM | COM | $476K | 0.2% |
| Vanguard High DividendETF | ETF | $471K | 0.2% |
| Barrick Mng Corp. FCOM | COM | $434K | 0.2% |
| Alphabet Inc.COM | COM | $423K | 0.2% |
| Visa Inc.COM | COM | $420K | 0.2% |
| Amazon.com Inc.COM | COM | $409K | 0.2% |
| Moodys Corp.COM | COM | $397K | 0.2% |
| State Street EnergyETF | ETF | $354K | 0.2% |
| Invesco Qqq TRETF | ETF | $344K | 0.2% |
| Vanguard Long-term BondETF | ETF | $344K | 0.2% |
| Meta Platforms Inc.COM | COM | $331K | 0.2% |
| Vanguard Utilities IndexETF | ETF | $331K | 0.2% |
| iShares Core S&P 500ETF | ETF | $319K | 0.2% |
| Vanguard DividendETF | ETF | $312K | 0.2% |
| Exxon Mobil Corp.COM | COM | $279K | 0.1% |
| Central Securities CorpoCOM | COM | $263K | 0.1% |
| Constellation Energy CorCOM | COM | $251K | 0.1% |
| Tesla Inc.COM | COM | $243K | 0.1% |
| JPMORGAN Chase & COCOM | COM | $242K | 0.1% |
- Class
- ETF
- Share
- 17.9%
- Class
- ETF
- Share
- 16.9%
- Class
- ETF
- Share
- 16.3%
- Class
- ETF
- Share
- 5.2%
- Class
- ETF
- Share
- 4.5%
- Class
- ETF
- Share
- 4.4%
- Class
- ETF
- Share
- 3.5%
- Class
- ETF
- Share
- 3.1%
- Class
- ETF
- Share
- 2.5%
- Class
- ETF
- Share
- 2.1%
- Class
- COM
- Share
- 1.5%
- Class
- ETF
- Share
- 1.3%
- Class
- ETF
- Share
- 1.2%
- Class
- COM
- Share
- 1.1%
- Class
- ETF
- Share
- 1.1%
- Class
- ETF
- Share
- 1.1%
- Class
- ETF
- Share
- 0.9%
- Class
- ETF
- Share
- 0.8%
- Class
- ETF
- Share
- 0.8%
- Class
- ETF
- Share
- 0.8%
- Class
- COM
- Share
- 0.6%
- Class
- ETF
- Share
- 0.6%
- Class
- COM
- Share
- 0.5%
- Class
- ETF
- Share
- 0.5%
- Class
- ETF
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.3%
- Class
- COM
- Share
- 0.3%
- Class
- ETF
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- ETF
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- ETF
- Share
- 0.2%
- Class
- ETF
- Share
- 0.2%
- Class
- ETF
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- ETF
- Share
- 0.2%
- Class
- ETF
- Share
- 0.2%
- Class
- ETF
- Share
- 0.2%
- Class
- COM
- Share
- 0.1%
- Class
- COM
- Share
- 0.1%
- Class
- COM
- Share
- 0.1%
- Class
- COM
- Share
- 0.1%
- Class
- COM
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 465 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2088337
- File number
- 028-25851
- Options
- 0 call, 0 put
- In the 25 largest
- 89.6%
- Prior quarter
- $169M at 31 March 2026
- Positions opened
- 86
- Positions closed
- 83
Common questions
What are United Financial Planning Group’s 13F holdings worth?
$197 million across 465 positions for the quarter ended 30 June 2026.
What is United Financial Planning Group’s largest 13F holding?
VANGUARD VALUE INDEX (ETF) was the largest position at $35.3 million, or 17.9% of reported 13F value, as of 30 June 2026.
How concentrated is United Financial Planning Group’s 13F portfolio?
The ten largest positions accounted for 76.4% of reported value and the twenty-five largest for 89.6%, across 465 positions as of 30 June 2026.
Does Form 13F show everything United Financial Planning Group manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does United Financial Planning Group file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.