Filed: 11/13/2025ACC: 0002088337-25-000002
📋 What this filing means
UNITED FINANCIAL PLANNING GROUP LLC filed this quarterly 13F‑HR report disclosing 215 equity positions with a total reported market value of $158.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
215
Positions
$158.86M
Total AUM (reported)
1.53M
Total Shares
Allocation by class
ETF$145.76M91.8%
COM$13.10M8.2%
Portfolio Concentration
Top 3$89.81M56.5%
4–10$39.62M24.9%
11–25$17.66M11.1%
Rest$11.77M7.4%
Top 3 weight
56.5%
Top 10 weight
81.5%
Voting Authority Distribution
Total shares with voting rights: 1.53M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.53M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole215
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings215
Rows:
VANGUARD MID CAP ETF
SOLEShares175.23K
TypeSH
Market value$35.16M
22.13%
Sole
0.00
Shared
0.00
None
175.23K
VANGUARD GROWTH ETF
SOLEShares61.23K
TypeSH
Market value$29.36M
18.48%
Sole
0.00
Shared
0.00
None
61.23K
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares421.97K
TypeSH
Market value$25.28M
15.92%
Sole
0.00
Shared
0.00
None
421.97K
ISHARES CORE S&P MID CAPETF
SOLEShares126.79K
TypeSH
Market value$8.27M
5.21%
Sole
0.00
Shared
0.00
None
126.79K
ISHARES CORE MSCI EMERGING ETF
SOLEShares104.38K
TypeSH
Market value$6.88M
4.33%
Sole
0.00
Shared
0.00
None
104.38K
ISHARES CORE S&P SMALL CAP ETF
SOLEShares55.48K
TypeSH
Market value$6.59M
4.15%
Sole
0.00
Shared
0.00
None
55.48K
VANGUARD REAL ESTATE ETF
SOLEShares59.15K
TypeSH
Market value$5.41M
3.40%
Sole
0.00
Shared
0.00
None
59.15K
VANGUARD INTERMEDIATE TERM BOND ETF
SOLEShares68.66K
TypeSH
Market value$5.41M
3.40%
Sole
0.00
Shared
0.00
None
68.66K
VANGUARD TOTAL INTERNATIONAL BND ETF
SOLEShares98.25K
TypeSH
Market value$4.86M
3.06%
Sole
0.00
Shared
0.00
None
98.25K
VANGUARD SMALL CAP ETF
SOLEShares8.66K
TypeSH
Market value$2.20M
1.39%
Sole
0.00
Shared
0.00
None
8.66K
ISHARES TR IS 1-5 YR IN GR CR BD ETF
SOLEShares38.42K
TypeSH
Market value$2.04M
1.28%
Sole
0.00
Shared
0.00
None
38.42K
VANGUARD TOTAL INTERNATIONAL STK ETF
SOLEShares26.98K
TypeSH
Market value$1.98M
1.25%
Sole
0.00
Shared
0.00
None
26.98K
ISHARES CORE MSCI INTRL DVLP MKT ETF
SOLEShares23.88K
TypeSH
Market value$1.91M
1.20%
Sole
0.00
Shared
0.00
None
23.88K
APPLE INC
SOLEShares6.87K
TypeSH
Market value$1.75M
1.10%
Sole
0.00
Shared
0.00
None
6.87K
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares32.06K
TypeSH
Market value$1.74M
1.09%
Sole
0.00
Shared
0.00
None
32.06K
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares3.26K
TypeSH
Market value$1.21M
0.76%
Sole
0.00
Shared
0.00
None
3.26K
WALMART INC
SOLEShares9.56K
TypeSH
Market value$985.4K
0.62%
Sole
0.00
Shared
0.00
None
9.56K
SPDR GOLD SHARES ETF
SOLEShares2.50K
TypeSH
Market value$889.0K
0.56%
Sole
0.00
Shared
0.00
None
2.50K
NEWMONT CORP
SOLEShares10.36K
TypeSH
Market value$873.1K
0.55%
Sole
0.00
Shared
0.00
None
10.36K
BARRICK MNG CORP
SOLEShares25.89K
TypeSH
Market value$848.3K
0.53%
Sole
0.00
Shared
0.00
None
25.89K
CONSOLIDATED EDISON INC
SOLEShares8.04K
TypeSH
Market value$808.5K
0.51%
Sole
0.00
Shared
0.00
None
8.04K
NVIDIA CORP
SOLEShares3.80K
TypeSH
Market value$708.3K
0.45%
Sole
0.00
Shared
0.00
None
3.80K
SPDR S&P 500 ETF
SOLEShares983.00
TypeSH
Market value$654.9K
0.41%
Sole
0.00
Shared
0.00
None
983.00
ISHARES SILVER TRUST ETF
SOLEShares14.97K
TypeSH
Market value$634.4K
0.40%
Sole
0.00
Shared
0.00
None
14.97K
MICROSOFT CORP
SOLEShares1.21K
TypeSH
Market value$627.8K
0.40%
Sole
0.00
Shared
0.00
None
1.21K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD MID CAP ETFSOLE | ETF | 175.23K | SH | $35.16M 22.13% | 0.00 | 0.00 | 175.23K |
VANGUARD GROWTH ETFSOLE | ETF | 61.23K | SH | $29.36M 18.48% | 0.00 | 0.00 | 61.23K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 421.97K | SH | $25.28M 15.92% | 0.00 | 0.00 | 421.97K |
ISHARES CORE S&P MID CAPETFSOLE | ETF | 126.79K | SH | $8.27M 5.21% | 0.00 | 0.00 | 126.79K |
ISHARES CORE MSCI EMERGING ETFSOLE | ETF | 104.38K | SH | $6.88M 4.33% | 0.00 | 0.00 | 104.38K |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 55.48K | SH | $6.59M 4.15% | 0.00 | 0.00 | 55.48K |
VANGUARD REAL ESTATE ETFSOLE | ETF | 59.15K | SH | $5.41M 3.40% | 0.00 | 0.00 | 59.15K |
VANGUARD INTERMEDIATE TERM BOND ETFSOLE | ETF | 68.66K | SH | $5.41M 3.40% | 0.00 | 0.00 | 68.66K |
VANGUARD TOTAL INTERNATIONAL BND ETFSOLE | ETF | 98.25K | SH | $4.86M 3.06% | 0.00 | 0.00 | 98.25K |
VANGUARD SMALL CAP ETFSOLE | ETF | 8.66K | SH | $2.20M 1.39% | 0.00 | 0.00 | 8.66K |
ISHARES TR IS 1-5 YR IN GR CR BD ETFSOLE | ETF | 38.42K | SH | $2.04M 1.28% | 0.00 | 0.00 | 38.42K |
VANGUARD TOTAL INTERNATIONAL STK ETFSOLE | ETF | 26.98K | SH | $1.98M 1.25% | 0.00 | 0.00 | 26.98K |
ISHARES CORE MSCI INTRL DVLP MKT ETFSOLE | ETF | 23.88K | SH | $1.91M 1.20% | 0.00 | 0.00 | 23.88K |
APPLE INCSOLE | COM | 6.87K | SH | $1.75M 1.10% | 0.00 | 0.00 | 6.87K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 32.06K | SH | $1.74M 1.09% | 0.00 | 0.00 | 32.06K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 3.26K | SH | $1.21M 0.76% | 0.00 | 0.00 | 3.26K |
WALMART INCSOLE | COM | 9.56K | SH | $985.4K 0.62% | 0.00 | 0.00 | 9.56K |
SPDR GOLD SHARES ETFSOLE | ETF | 2.50K | SH | $889.0K 0.56% | 0.00 | 0.00 | 2.50K |
NEWMONT CORPSOLE | COM | 10.36K | SH | $873.1K 0.55% | 0.00 | 0.00 | 10.36K |
BARRICK MNG CORPSOLE | COM | 25.89K | SH | $848.3K 0.53% | 0.00 | 0.00 | 25.89K |
CONSOLIDATED EDISON INCSOLE | COM | 8.04K | SH | $808.5K 0.51% | 0.00 | 0.00 | 8.04K |
NVIDIA CORPSOLE | COM | 3.80K | SH | $708.3K 0.45% | 0.00 | 0.00 | 3.80K |
SPDR S&P 500 ETFSOLE | ETF | 983.00 | SH | $654.9K 0.41% | 0.00 | 0.00 | 983.00 |
ISHARES SILVER TRUST ETFSOLE | ETF | 14.97K | SH | $634.4K 0.40% | 0.00 | 0.00 | 14.97K |
MICROSOFT CORPSOLE | COM | 1.21K | SH | $627.8K 0.40% | 0.00 | 0.00 | 1.21K |
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