Filed: 2/11/2026ACC: 0002088337-26-000002
📋 What this filing means
UNITED FINANCIAL PLANNING GROUP LLC filed this quarterly 13F‑HR report disclosing 487 equity positions with a total reported market value of $164.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
487
Positions
$164.84M
Total AUM (reported)
1.54M
Total Shares
Allocation by class
ETF$147.56M89.5%
COM$17.28M10.5%
Portfolio Concentration
Top 3$84.13M51.0%
4–10$40.03M24.3%
11–25$22.23M13.5%
Rest$18.45M11.2%
Top 3 weight
51.0%
Top 10 weight
75.3%
Voting Authority Distribution
Total shares with voting rights: 1.54M
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
1.54M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole487
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings487
Rows:
VANGUARD VALUE ETF
SOLEShares155.17K
TypeSH
Market value$29.64M
17.98%
Sole
0.00
Shared
0.00
None
155.17K
VANGUARD GROWTH ETF
SOLEShares58.19K
TypeSH
Market value$28.39M
17.22%
Sole
0.00
Shared
0.00
None
58.19K
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares417.95K
TypeSH
Market value$26.11M
15.84%
Sole
0.00
Shared
0.00
None
417.95K
ISHARES CORE S&P MID CAP ETF
SOLEShares126.71K
TypeSH
Market value$8.36M
5.07%
Sole
0.00
Shared
0.00
None
126.71K
ISHARES CORE S&P SMALL CAP ETF
SOLEShares56.72K
TypeSH
Market value$6.82M
4.14%
Sole
0.00
Shared
0.00
None
56.72K
ISHARES CORE MSCI EMERGING ETF
SOLEShares100.81K
TypeSH
Market value$6.78M
4.11%
Sole
0.00
Shared
0.00
None
100.81K
VANGUARD REAL ESTATE ETF
SOLEShares62.01K
TypeSH
Market value$5.49M
3.33%
Sole
0.00
Shared
0.00
None
62.01K
VANGUARD TOTAL INTERNATIONAL BND ETF
SOLEShares101.53K
TypeSH
Market value$4.91M
2.98%
Sole
0.00
Shared
0.00
None
101.53K
VANGUARD MID CAP ETF
SOLEShares13.30K
TypeSH
Market value$3.86M
2.34%
Sole
0.00
Shared
0.00
None
13.30K
VANGUARD SHORT-TERM BOND ETF
SOLEShares48.44K
TypeSH
Market value$3.82M
2.32%
Sole
0.00
Shared
0.00
None
48.44K
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares6.73K
TypeSH
Market value$2.26M
1.37%
Sole
0.00
Shared
0.00
None
6.73K
ISHARES TR IS 1-5 YR IN GR CR BD ETF
SOLEShares42.17K
TypeSH
Market value$2.23M
1.35%
Sole
0.00
Shared
0.00
None
42.17K
APPLE INC
SOLEShares7.82K
TypeSH
Market value$2.13M
1.29%
Sole
0.00
Shared
0.00
None
7.82K
VANGUARD TOTAL INTERNATIONAL STK ETF
SOLEShares27.12K
TypeSH
Market value$2.05M
1.24%
Sole
0.00
Shared
0.00
None
27.12K
VANGUARD SMALL CAP ETF
SOLEShares7.76K
TypeSH
Market value$2.00M
1.21%
Sole
0.00
Shared
0.00
None
7.76K
ISHARES CORE MSCI INTRL DVLP MKT ETF
SOLEShares23.91K
TypeSH
Market value$1.97M
1.20%
Sole
0.00
Shared
0.00
None
23.91K
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares29.69K
TypeSH
Market value$1.60M
0.97%
Sole
0.00
Shared
0.00
None
29.69K
SPDR S&P 500 ETF
SOLEShares1.69K
TypeSH
Market value$1.15M
0.70%
Sole
0.00
Shared
0.00
None
1.69K
VANGUARD INTERMEDIATE TERM BOND ETF
SOLEShares14.67K
TypeSH
Market value$1.14M
0.69%
Sole
0.00
Shared
0.00
None
14.67K
SPDR GOLD SHARES ETF
SOLEShares2.69K
TypeSH
Market value$1.07M
0.65%
Sole
0.00
Shared
0.00
None
2.69K
ISHARES SILVER TRUST ETF
SOLEShares16.15K
TypeSH
Market value$1.04M
0.63%
Sole
0.00
Shared
0.00
None
16.15K
WALMART INC
SOLEShares9.25K
TypeSH
Market value$1.03M
0.63%
Sole
0.00
Shared
0.00
None
9.25K
NVIDIA CORP
SOLEShares5.07K
TypeSH
Market value$945.0K
0.57%
Sole
0.00
Shared
0.00
None
5.07K
MICROSOFT CORP
SOLEShares1.69K
TypeSH
Market value$814.9K
0.49%
Sole
0.00
Shared
0.00
None
1.69K
VANGUARD S&P 500 ETF
SOLEShares1.28K
TypeSH
Market value$805.7K
0.49%
Sole
0.00
Shared
0.00
None
1.28K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD VALUE ETFSOLE | ETF | 155.17K | SH | $29.64M 17.98% | 0.00 | 0.00 | 155.17K |
VANGUARD GROWTH ETFSOLE | ETF | 58.19K | SH | $28.39M 17.22% | 0.00 | 0.00 | 58.19K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 417.95K | SH | $26.11M 15.84% | 0.00 | 0.00 | 417.95K |
ISHARES CORE S&P MID CAP ETFSOLE | ETF | 126.71K | SH | $8.36M 5.07% | 0.00 | 0.00 | 126.71K |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 56.72K | SH | $6.82M 4.14% | 0.00 | 0.00 | 56.72K |
ISHARES CORE MSCI EMERGING ETFSOLE | ETF | 100.81K | SH | $6.78M 4.11% | 0.00 | 0.00 | 100.81K |
VANGUARD REAL ESTATE ETFSOLE | ETF | 62.01K | SH | $5.49M 3.33% | 0.00 | 0.00 | 62.01K |
VANGUARD TOTAL INTERNATIONAL BND ETFSOLE | ETF | 101.53K | SH | $4.91M 2.98% | 0.00 | 0.00 | 101.53K |
VANGUARD MID CAP ETFSOLE | ETF | 13.30K | SH | $3.86M 2.34% | 0.00 | 0.00 | 13.30K |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 48.44K | SH | $3.82M 2.32% | 0.00 | 0.00 | 48.44K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 6.73K | SH | $2.26M 1.37% | 0.00 | 0.00 | 6.73K |
ISHARES TR IS 1-5 YR IN GR CR BD ETFSOLE | ETF | 42.17K | SH | $2.23M 1.35% | 0.00 | 0.00 | 42.17K |
APPLE INCSOLE | COM | 7.82K | SH | $2.13M 1.29% | 0.00 | 0.00 | 7.82K |
VANGUARD TOTAL INTERNATIONAL STK ETFSOLE | ETF | 27.12K | SH | $2.05M 1.24% | 0.00 | 0.00 | 27.12K |
VANGUARD SMALL CAP ETFSOLE | ETF | 7.76K | SH | $2.00M 1.21% | 0.00 | 0.00 | 7.76K |
ISHARES CORE MSCI INTRL DVLP MKT ETFSOLE | ETF | 23.91K | SH | $1.97M 1.20% | 0.00 | 0.00 | 23.91K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 29.69K | SH | $1.60M 0.97% | 0.00 | 0.00 | 29.69K |
SPDR S&P 500 ETFSOLE | ETF | 1.69K | SH | $1.15M 0.70% | 0.00 | 0.00 | 1.69K |
VANGUARD INTERMEDIATE TERM BOND ETFSOLE | ETF | 14.67K | SH | $1.14M 0.69% | 0.00 | 0.00 | 14.67K |
SPDR GOLD SHARES ETFSOLE | ETF | 2.69K | SH | $1.07M 0.65% | 0.00 | 0.00 | 2.69K |
ISHARES SILVER TRUST ETFSOLE | ETF | 16.15K | SH | $1.04M 0.63% | 0.00 | 0.00 | 16.15K |
WALMART INCSOLE | COM | 9.25K | SH | $1.03M 0.63% | 0.00 | 0.00 | 9.25K |
NVIDIA CORPSOLE | COM | 5.07K | SH | $945.0K 0.57% | 0.00 | 0.00 | 5.07K |
MICROSOFT CORPSOLE | COM | 1.69K | SH | $814.9K 0.49% | 0.00 | 0.00 | 1.69K |
VANGUARD S&P 500 ETFSOLE | ETF | 1.28K | SH | $805.7K 0.49% | 0.00 | 0.00 | 1.28K |
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