United Financial Planning Group LLC — 13F Holdings

2026 Q3  ·  510 Positions

2026 Q3 Portfolio Activity

In 2026 Q3, United Financial Planning Group LLC maintained a portfolio of 510 distinct positions. The most significant new addition was INVESCO EXCH TRADED FD TR II, now representing 0.03% of the total fund value. They heavily accumulated shares in AGNICO EAGLE MINES LTD, increasing the position by 14.9%.
Position History hover any row below to update
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United Financial Planning Group LLC AUM $198M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
510
Quarter
2026 Q3
Top Holding
VUG (17.9%)
Top 10 Concentration
76.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 510
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VUG
VANGUARD INDEX ...
Warrant 17.92% 16.87% #1 1
Prev: #2
6.5
—
11,347 2.9%
P
S
396,579 $35,676,929
$85.03 -1.7%
$90.11 -7.2%
2025 Q3 13F Filing 2026-09-30 2026-11-04
VTV
VANGUARD INDEX ...
ETF 17.89% 17.92% #2 1
Prev: #1
6.0
—
3,442 2.1%
P
S
165,029 $35,616,181
$189.88 +19.8%
$216.08 +5.3%
2025 Q3 13F Filing 2026-09-30 2026-11-04
VEA
VANGUARD TAX-MA...
ETF 16.61% 16.31% #3
Prev: #3
5.5
—
16,410 3.6%
P
S
467,050 $33,078,290
$62.54 +10.8%
$70.61 -1.9%
2025 Q4 13F Filing 2026-09-30 2026-11-04
IJH
ISHARES TR
ETF 5.08% 5.21% #4
Prev: #4
4.5
—
7,453 5.6%
P
S
140,473 $10,118,291 2025 Q3 13F Filing 2026-09-30 2026-11-04
IJR
ISHARES TR
ETF 4.23% 4.54% #5
Prev: #5
2.7
—
1,601 2.7%
P
S
61,792 $8,419,730 2025 Q3 13F Filing 2026-09-30 2026-11-04
IEMG
ISHARES INC
ETF 4.21% 4.35% #6
Prev: #6
2.2
—
-257 -0.2%
P
S
103,097 $8,379,452 2025 Q3 13F Filing 2026-09-30 2026-11-04
VNQ
VANGUARD INDEX ...
ETF 3.29% 3.48% #7
Prev: #7
1.8
—
2,081 2.9%
P
S
73,145 $6,557,515 2025 Q3 13F Filing 2026-09-30 2026-11-04
BNDX
VANGUARD CHARLO...
Bond/Debt 3.11% 3.13% #8
Prev: #8
1.7
—
4,937 3.9%
P
S
132,324 $6,202,003 2025 Q3 13F Filing 2026-09-30 2026-11-04
BSV
VANGUARD BD IND...
Bond/Debt 2.31% 2.46% #9
Prev: #9
1.4
—
-2,623 -4.2%
P
S
59,442 $4,606,377 2025 Q3 13F Filing 2026-09-30 2026-11-04
VO
VANGUARD INDEX ...
ETF 2.03% 2.12% #10
Prev: #10
1.3
—
-382 -0.7%
P
S
51,438 $4,033,755 2025 Q4 13F Filing 2026-09-30 2026-11-04
ABBV
ABBVIE INC
Healthcare 1.50% 1.46% #11
Prev: #11
1.1
—
5 0.0%
P
S
11,417 $2,986,596 2025 Q3 13F Filing 2026-09-30 2026-11-04
VTI
VANGUARD INDEX ...
ETF 1.32% 1.33% #12
Prev: #12
1.0
—
-36 -0.5%
P
S
7,042 $2,635,397 2025 Q3 13F Filing 2026-09-30 2026-11-04
AAPL
APPLE INC
Technology 1.27% 1.12% #13 1
Prev: #14
1.0
—
-6 -0.1%
P
S
7,615 $2,535,800 2025 Q3 13F Filing 2026-09-30 2026-11-04
IGSB
ISHARES TR
ETF 1.18% 1.20% #14 1
Prev: #13
1.0
—
996 2.2%
P
S
45,975 $2,355,291 2025 Q3 13F Filing 2026-09-30 2026-11-04
IDEV
ISHARES TR
Bond/Debt 1.05% 1.06% #15 1
Prev: #16
0.9
—
-107 -0.5%
P
S
23,270 $2,082,242 2025 Q3 13F Filing 2026-09-30 2026-11-04
VB
VANGUARD INDEX ...
ETF 1.03% 1.12% #16 1
Prev: #15
0.9
—
-31 -0.4%
P
S
7,214 $2,052,342 2025 Q3 13F Filing 2026-09-30 2026-11-04
VXUS
VANGUARD STAR F...
Bond/Debt 0.87% 0.89% #17
Prev: #17
0.8
—
9 0.0%
P
S
20,412 $1,734,220 2025 Q3 13F Filing 2026-09-30 2026-11-04
VWO
VANGUARD INTL E...
ETF 0.82% 0.84% #18
Prev: #18
0.8
—
-184 -0.7%
P
S
27,603 $1,637,134 2025 Q3 13F Filing 2026-09-30 2026-11-04
GLD
SPDR GOLD TR
ETF 0.78% 0.76% #19 1
Prev: #20
0.8
—
27 0.7%
P
S
4,074 $1,551,369 2025 Q3 13F Filing 2026-09-30 2026-11-04
BIV
VANGUARD BD IND...
Bond/Debt 0.73% 0.77% #20 1
Prev: #19
0.8
—
257 1.3%
P
S
20,080 $1,463,046 2025 Q4 13F Filing 2026-09-30 2026-11-04
SLV
ISHARES SILVER ...
ETF 0.59% 0.56% #21 1
Prev: #22
0.7
—
916 4.5%
P
S
21,487 $1,173,130 2025 Q3 13F Filing 2026-09-30 2026-11-04
NVDA
NVIDIA CORPORAT...
Technology 0.56% 0.59% #22 1
Prev: #21
0.7
—
-969 -16.6%
P
S
4,851 $1,107,768 2025 Q3 13F Filing 2026-09-30 2026-11-04
SPY
STATE STR SPDR ...
ETF 0.51% 0.50% #23 1
Prev: #24
1.2
—
no change no change
P
S
1,331 $1,014,931 2025 Q3 13F Filing 2026-09-30 2026-11-04
VOO
VANGUARD INDEX ...
ETF 0.51% 0.49% #24 1
Prev: #25
0.7
—
44 3.1%
P
S
1,448 $1,014,704 2025 Q3 13F Filing 2026-09-30 2026-11-04
WMT
WALMART INC
Consumer Defensive 0.49% 0.54% #25 2
Prev: #23
0.7
—
50 0.5%
P
S
9,448 $981,855 2025 Q3 13F Filing 2026-09-30 2026-11-04
MSFT
MICROSOFT CORP
Technology 0.49% 0.37% #26 1
Prev: #27
0.7
—
-47 -2.4%
P
S
1,898 $973,711 2025 Q3 13F Filing 2026-09-30 2026-11-04
ED
CONSOLIDATED ED...
Utilities 0.42% 0.46% #27 1
Prev: #26
0.7
—
37 0.5%
P
S
8,189 $837,005 2025 Q3 13F Filing 2026-09-30 2026-11-04
GOOGL
ALPHABET INC
Communication Services 0.28% 0.30% #28 1
Prev: #29
0.6
—
-2 -0.1%
P
S
1,637 $563,200 2025 Q3 13F Filing 2026-09-30 2026-11-04
AVGO
BROADCOM INC
Technology 0.28% 0.31% #29 1
Prev: #28
0.6
—
-24 -1.5%
P
S
1,574 $552,750 2025 Q3 13F Filing 2026-09-30 2026-11-04
IWD
ISHARES TR
ETF 0.25% 0.25% #30
Prev: #30
1.1
—
no change no change
P
S
2,000 $495,860 2025 Q4 13F Filing 2026-09-30 2026-11-04
BRK/B
BERKSHIRE HATHA...
Financial Services 0.24% 0.24% #31 1
Prev: #32
1.1
—
no change no change
P
S
952 $474,048 2025 Q4 13F Filing 2026-09-30 2026-11-04
VYM
VANGUARD WHITEH...
ETF 0.23% 0.24% #32 1
Prev: #33
0.6
—
-74 -2.5%
P
S
2,909 $451,477 2025 Q4 13F Filing 2026-09-30 2026-11-04
V
VISA INC
Financial Services 0.22% 0.21% #33 3
Prev: #36
1.1
—
no change no change
P
S
1,224 $439,919 2025 Q3 13F Filing 2026-09-30 2026-11-04
META
META PLATFORMS ...
Communication Services 0.22% 0.17% #34 8
Prev: #42
0.6
—
17 2.9%
P
S
605 $438,734 2025 Q3 13F Filing 2026-09-30 2026-11-04
AMZN
AMAZON COM INC
Consumer Cyclical 0.22% 0.21% #35 2
Prev: #37
0.6
—
24 1.4%
P
S
1,742 $434,019 2025 Q3 13F Filing 2026-09-30 2026-11-04
XLE
SELECT SECTOR S...
ETF 0.21% 0.18% #36 3
Prev: #39
0.6
—
41 0.6%
P
S
6,708 $412,535 2025 Q3 13F Filing 2026-09-30 2026-11-04
GOOG
ALPHABET INC
Communication Services 0.21% 0.22% #37 2
Prev: #35
0.6
—
1 0.1%
P
S
1,199 $408,490 2025 Q3 13F Filing 2026-09-30 2026-11-04
MCO
MOODYS CORP
Financial Services 0.20% 0.20% #38
Prev: #38
1.1
—
no change no change
P
S
877 $398,272 2025 Q3 13F Filing 2026-09-30 2026-11-04
NEM
NEWMONT CORP
Basic Materials 0.18% 0.24% #39 8
Prev: #31
0.1
—
-2,111 -41.1%
P
S
3,024 $348,767 2025 Q3 13F Filing 2026-09-30 2026-11-04
QQQ
INVESCO QQQ TR
ETF 0.17% 0.17% #40
Prev: #40
1.1
—
no change no change
P
S
467 $345,473 2025 Q3 13F Filing 2026-09-30 2026-11-04
IVV
ISHARES TR
ETF 0.17% 0.16% #41 3
Prev: #44
0.6
—
21 4.9%
P
S
447 $342,234 2025 Q3 13F Filing 2026-09-30 2026-11-04
XOM
EXXONMOBIL HOLD...
Energy 0.17% 0.14% #42 4
Prev: #46
1.1
—
no change no change
P
S
2,040 $332,010 2025 Q3 13F Filing 2026-09-30 2026-11-04
VIG
VANGUARD SPECIA...
ETF 0.16% 0.16% #43 2
Prev: #45
0.6
—
44 3.3%
P
S
1,361 $317,425 2025 Q4 13F Filing 2026-09-30 2026-11-04
BLV
VANGUARD BD IND...
Bond/Debt 0.16% 0.17% #44 3
Prev: #41
0.6
—
61 1.2%
P
S
5,049 $316,706 2025 Q3 13F Filing 2026-09-30 2026-11-04
VPU
VANGUARD WORLD ...
ETF 0.15% 0.17% #45 2
Prev: #43
1.1
—
no change no change
P
S
1,691 $289,161 2025 Q3 13F Filing 2026-09-30 2026-11-04
CET
CENTRAL SECS CO...
Financial Services 0.14% 0.13% #46 1
Prev: #47
1.1
—
no change no change
P
S
5,009 $278,036 2026 Q2 13F Filing 2026-09-30 2026-11-04
CEG
CONSTELLATION E...
Utilities 0.13% 0.13% #47 1
Prev: #48
1.1
—
no change no change
P
S
1,011 $256,814 2026 Q1 13F Filing 2026-09-30 2026-11-04
ING
ING GROEP N.V.
Financial Services 0.12% 0.11% #48 5
Prev: #53
1.0
—
no change no change
P
S
6,995 $248,323 2025 Q3 13F Filing 2026-09-30 2026-11-04
JPM
JPMORGAN CHASE ...
Financial Services 0.12% 0.12% #49 1
Prev: #50
0.5
—
1 0.1%
P
S
739 $244,580 2025 Q3 13F Filing 2026-09-30 2026-11-04
LQD
ISHARES TR
ETF 0.11% 0.12% #50 1
Prev: #51
0.5
—
24 1.1%
P
S
2,202 $225,035 2025 Q3 13F Filing 2026-09-30 2026-11-04
Showing 1-50 of 510 holdings

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