2026 Q1 Portfolio Activity
In 2026 Q1, United Financial Planning Group LLC maintained a portfolio of 660 distinct positions. The most significant new addition was SCHWAB LONG-TERM U.S., now representing 0.11% of the total fund value. They heavily accumulated shares in ABBVIE INC, increasing the position by 959.2%. The fund also reduced its exposure to VANGUARD TOTAL INTERNATIONAL S by 24.8%.
Position History
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Total Positions
660
Quarter
2026 Q1
Top Holding
VTV (18.0%)
Top 10 Concentration
76.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 660
United Financial Planning Group LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTV
VANGUARD VALUE ...
|
ETF | 17.96% | 17.98% |
#1
Prev: #1
|
6.5 |
—
|
-269 | -0.2% |
P
S
|
154,900 | $30,391,350 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 16.51% | 15.84% |
#2
1
Prev: #3
|
6.0 |
—
|
17,809 | 4.3% |
P
S
|
435,762 | $27,923,636 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VUG
VANGUARD GROWTH...
|
ETF | 16.18% | 17.22% |
#3
1
Prev: #2
|
7.0 |
—
|
4,457 | 7.7% |
P
S
|
62,649 | $27,364,442 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IJH
ISHARES CORE S&...
|
ETF | 5.13% | 5.07% |
#4
Prev: #4
|
3.1 |
—
|
1,786 | 1.4% |
P
S
|
128,495 | $8,677,298 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IJR
ISHARES CORE S&...
|
ETF | 4.33% | 4.14% |
#5
Prev: #5
|
2.7 |
—
|
2,207 | 3.9% |
P
S
|
58,924 | $7,324,823 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IEMG
ISHARES CORE MS...
|
ETF | 4.13% | 4.11% |
#6
Prev: #6
|
2.2 |
—
|
-738 | -0.7% |
P
S
|
100,070 | $6,979,874 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VNQ
VANGUARD REAL E...
|
ETF | 3.61% | 3.33% |
#7
Prev: #7
|
3.4 |
—
|
6,846 | 11.0% |
P
S
|
68,853 | $6,107,290 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BNDX
VANGUARD TOTAL ...
|
ETF | 3.38% | 2.98% |
#8
Prev: #8
|
3.4 |
—
|
17,317 | 17.1% |
P
S
|
118,846 | $5,710,569 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BSV
VANGUARD SHORT-...
|
ETF | 2.58% | 2.32% |
#9
1
Prev: #10
|
3.0 |
—
|
7,250 | 15.0% |
P
S
|
55,691 | $4,366,754 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VO
VANGUARD MID-CA...
|
ETF | 2.22% | 2.34% |
#10
1
Prev: #9
|
1.4 |
—
|
-223 | -1.7% |
P
S
|
13,077 | $3,755,483 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 1.47% | 0.15% |
#11
40
Prev: #51
|
3.6 |
—
|
10,388 | 959.2% |
P
S
|
11,471 | $2,494,900 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 1.36% | 1.37% |
#12
1
Prev: #11
|
2.5 |
—
|
453 | 6.7% |
P
S
|
7,186 | $2,305,483 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IGSB
ISHARES 1-5 YEA...
|
ETF | 1.34% | 1.35% |
#13
1
Prev: #12
|
1.0 |
—
|
1,085 | 2.6% |
P
S
|
43,253 | $2,273,395 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AAPL
APPLE INC
|
Technology | 1.19% | 1.29% |
#14
1
Prev: #13
|
1.0 |
—
|
98 | 1.3% |
P
S
|
7,915 | $2,008,809 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VB
VANGUARD SMALL-...
|
ETF | 1.15% | 1.21% |
#15
Prev: #15
|
1.0 |
—
|
-303 | -3.9% |
P
S
|
7,456 | $1,952,924 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IDEV
ISHARES CORE MS...
|
ETF | 1.14% | 1.20% |
#16
Prev: #16
|
1.0 |
—
|
-829 | -3.5% |
P
S
|
23,076 | $1,928,480 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GLD
SPDR GOLD SHARE...
|
ETF | 1.00% | 0.65% |
#17
3
Prev: #20
|
2.9 |
—
|
1,226 | 45.5% |
P
S
|
3,920 | $1,686,737 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VXUS
VANGUARD TOTAL ...
|
ETF | 0.93% | 1.24% |
#18
4
Prev: #14
|
0.4 |
—
|
-6,714 | -24.8% |
P
S
|
20,402 | $1,573,167 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 0.90% | 0.97% |
#19
2
Prev: #17
|
0.9 |
—
|
-1,397 | -4.7% |
P
S
|
28,297 | $1,529,442 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SLV
ISHARES SILVER ...
|
ETF | 0.81% | 0.63% |
#20
1
Prev: #21
|
2.8 |
—
|
3,921 | 24.3% |
P
S
|
20,068 | $1,367,434 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.69% | 0.63% |
#21
1
Prev: #22
|
0.8 |
—
|
144 | 1.6% |
P
S
|
9,398 | $1,168,006 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BIV
VANGUARD INT T...
|
ETF | 0.68% | 0.69% |
#22
3
Prev: #19
|
0.8 |
—
|
268 | 1.8% |
P
S
|
14,940 | $1,153,055 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
NVDA
NVIDIA CORP
|
Technology | 0.60% | 0.57% |
#23
Prev: #23
|
2.2 |
—
|
753 | 14.9% |
P
S
|
5,820 | $1,015,050 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ED
CONSOLIDATED ED...
|
Utilities | 0.54% | 0.49% |
#24
2
Prev: #26
|
0.7 |
—
|
34 | 0.4% |
P
S
|
8,115 | $918,485 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SPY
STATE STREET SP...
|
ETF | 0.51% | 0.70% |
#25
7
Prev: #18
|
0.2 |
—
|
-362 | -21.4% |
P
S
|
1,330 | $865,258 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 0.50% | 0.49% |
#26
1
Prev: #25
|
2.2 |
—
|
117 | 9.1% |
P
S
|
1,402 | $837,587 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.43% | 0.49% |
#27
3
Prev: #24
|
2.2 |
—
|
260 | 15.4% |
P
S
|
1,945 | $719,981 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
NEM
NEWMONT CORP
|
Basic Materials | 0.31% | 0.45% |
#28
1
Prev: #29
|
0.1 |
—
|
-2,528 | -34.0% |
P
S
|
4,913 | $531,796 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.28% | 0.25% |
#29
6
Prev: #35
|
2.6 |
—
|
304 | 22.8% |
P
S
|
1,639 | $471,361 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.27% | 0.28% |
#30
3
Prev: #33
|
2.1 |
—
|
46 | 5.1% |
P
S
|
952 | $456,198 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VYM
VANGUARD HIGH D...
|
ETF | 0.26% | 0.32% |
#31
Prev: #31
|
0.6 |
—
|
-652 | -17.9% |
P
S
|
2,983 | $441,782 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
XLE
STATE STREET EN...
|
ETF | 0.24% | 0.18% |
#32
12
Prev: #44
|
0.6 |
—
|
41 | 0.6% |
P
S
|
6,667 | $408,437 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MCO
MOODYS CORP
|
Financial Services | 0.23% | 0.26% |
#33
1
Prev: #34
|
0.6 |
—
|
41 | 4.9% |
P
S
|
877 | $382,591 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
V
VISA INC
|
Financial Services | 0.22% | 0.25% |
#34
2
Prev: #36
|
0.6 |
—
|
43 | 3.6% |
P
S
|
1,223 | $369,693 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 0.21% | 0.22% |
#35
2
Prev: #37
|
2.1 |
—
|
112 | 7.0% |
P
S
|
1,718 | $357,808 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.20% | 0.18% |
#36
10
Prev: #46
|
0.6 |
—
|
-371 | -15.4% |
P
S
|
2,040 | $346,106 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.20% | 0.20% |
#37
4
Prev: #41
|
2.1 |
—
|
173 | 16.9% |
P
S
|
1,198 | $343,708 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VPU
VANGUARD UTILIT...
|
ETF | 0.20% | 0.19% |
#38
4
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
1,691 | $335,055 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.19% | 0.16% |
#39
10
Prev: #49
|
2.6 |
—
|
160 | 40.9% |
P
S
|
551 | $315,244 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BLV
VANGUARD LONG-T...
|
ETF | 0.18% | 0.18% |
#40
3
Prev: #43
|
0.6 |
—
|
24 | 0.6% |
P
S
|
4,314 | $296,743 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VIG
VANGUARD DIVIDE...
|
ETF | 0.17% | 0.20% |
#41
1
Prev: #40
|
0.6 |
—
|
-192 | -12.7% |
P
S
|
1,316 | $283,026 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 0.16% | 0.16% |
#42
6
Prev: #48
|
2.1 |
—
|
29 | 7.3% |
P
S
|
425 | $277,307 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.16% | 0.17% |
#43
4
Prev: #47
|
1.1 |
—
|
no change | no change |
P
S
|
467 | $269,543 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VBR
VANGUARD SMALL-...
|
ETF | 0.16% | 0.01% |
#44
142
Prev: #186
|
3.1 |
—
|
1,155 | 2138.9% |
P
S
|
1,209 | $262,674 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.15% | 0.15% |
#45
5
Prev: #50
|
0.6 |
—
|
25 | 3.1% |
P
S
|
839 | $260,750 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
FDX
FEDEX CORP
|
Industrials | 0.14% | 0.11% |
#46
11
Prev: #57
|
0.6 |
—
|
30 | 4.7% |
P
S
|
664 | $236,598 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
LQD
ISHARES IBOXX $
|
ETF | 0.14% | 0.13% |
#47
7
Prev: #54
|
2.1 |
—
|
208 | 10.7% |
P
S
|
2,155 | $234,889 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.13% | 0.29% |
#48
16
Prev: #32
|
0.1 |
—
|
-909 | -37.6% |
P
S
|
1,511 | $222,283 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.13% | 0.21% |
#49
10
Prev: #39
|
0.1 |
—
|
-337 | -31.3% |
P
S
|
738 | $216,966 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.13% | 0.14% |
#50
2
Prev: #52
|
2.1 |
—
|
59 | 11.4% |
P
S
|
577 | $214,500 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 |
Showing 1-50 of 660 holdings