Filed: 5/8/2026ACC: 0002088337-26-000004
📋 What this filing means
UNITED FINANCIAL PLANNING GROUP LLC filed this quarterly 13F‑HR report disclosing 462 equity positions with a total reported market value of $169.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
462
Positions
$169.18M
Total AUM (reported)
1.56M
Total Shares
Allocation by class
ETF$151.72M89.7%
COM$17.46M10.3%
Portfolio Concentration
Top 3$85.68M50.6%
4–10$42.92M25.4%
11–25$24.24M14.3%
Rest$16.33M9.7%
Top 3 weight
50.6%
Top 10 weight
76.0%
Voting Authority Distribution
Total shares with voting rights: 1.56M
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
1.56M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole462
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings462
Rows:
VANGUARD VALUE INDEX
SOLEShares154.90K
TypeSH
Market value$30.39M
17.96%
Sole
0.00
Shared
0.00
None
154.90K
VANGUARD FTSE DEVELOPED
SOLEShares435.76K
TypeSH
Market value$27.92M
16.51%
Sole
0.00
Shared
0.00
None
435.76K
VANGUARD GROWTH INDEX
SOLEShares62.65K
TypeSH
Market value$27.36M
16.18%
Sole
0.00
Shared
0.00
None
62.65K
ISHARES CORE S&P MID-CAP
SOLEShares128.50K
TypeSH
Market value$8.68M
5.13%
Sole
0.00
Shared
0.00
None
128.50K
ISHARES CORE S&P
SOLEShares58.92K
TypeSH
Market value$7.32M
4.33%
Sole
0.00
Shared
0.00
None
58.92K
ISHARES CORE MSCI
SOLEShares100.07K
TypeSH
Market value$6.98M
4.13%
Sole
0.00
Shared
0.00
None
100.07K
VANGUARD REAL ESTATE
SOLEShares68.85K
TypeSH
Market value$6.11M
3.61%
Sole
0.00
Shared
0.00
None
68.85K
VANGUARD TOTAL INT BOND
SOLEShares118.85K
TypeSH
Market value$5.71M
3.38%
Sole
0.00
Shared
0.00
None
118.85K
VANGUARD SHORT-TERM BOND
SOLEShares55.69K
TypeSH
Market value$4.37M
2.58%
Sole
0.00
Shared
0.00
None
55.69K
VANGUARD MID-CAP INDEX
SOLEShares13.08K
TypeSH
Market value$3.76M
2.22%
Sole
0.00
Shared
0.00
None
13.08K
ABBVIE INC
SOLEShares11.47K
TypeSH
Market value$2.49M
1.47%
Sole
0.00
Shared
0.00
None
11.47K
VANGUARD TOTAL STOCK
SOLEShares7.19K
TypeSH
Market value$2.31M
1.36%
Sole
0.00
Shared
0.00
None
7.19K
ISHARES 1-5 YEAR
SOLEShares43.25K
TypeSH
Market value$2.27M
1.34%
Sole
0.00
Shared
0.00
None
43.25K
APPLE INC
SOLEShares7.92K
TypeSH
Market value$2.01M
1.19%
Sole
0.00
Shared
0.00
None
7.92K
VANGUARD SMALL-CAP INDEX
SOLEShares7.46K
TypeSH
Market value$1.95M
1.15%
Sole
0.00
Shared
0.00
None
7.46K
ISHARES CORE MSCI
SOLEShares23.08K
TypeSH
Market value$1.93M
1.14%
Sole
0.00
Shared
0.00
None
23.08K
SPDR GOLD SHARES
SOLEShares3.92K
TypeSH
Market value$1.69M
1.00%
Sole
0.00
Shared
0.00
None
3.92K
VANGUARD TOTAL INT STOCK
SOLEShares20.40K
TypeSH
Market value$1.57M
0.93%
Sole
0.00
Shared
0.00
None
20.40K
VANGUARD FTSE EMERGING
SOLEShares28.30K
TypeSH
Market value$1.53M
0.90%
Sole
0.00
Shared
0.00
None
28.30K
ISHARES SILVER TRUST
SOLEShares20.07K
TypeSH
Market value$1.37M
0.81%
Sole
0.00
Shared
0.00
None
20.07K
WALMART INC
SOLEShares9.40K
TypeSH
Market value$1.17M
0.69%
Sole
0.00
Shared
0.00
None
9.40K
VANGUARD INT TERM BOND
SOLEShares14.94K
TypeSH
Market value$1.15M
0.68%
Sole
0.00
Shared
0.00
None
14.94K
NVIDIA CORP
SOLEShares5.82K
TypeSH
Market value$1.02M
0.60%
Sole
0.00
Shared
0.00
None
5.82K
CONSOLIDATED EDISON INC
SOLEShares8.12K
TypeSH
Market value$918.5K
0.54%
Sole
0.00
Shared
0.00
None
8.12K
STATE STREET SPDR S&P
SOLEShares1.33K
TypeSH
Market value$865.3K
0.51%
Sole
0.00
Shared
0.00
None
1.33K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD VALUE INDEXSOLE | ETF | 154.90K | SH | $30.39M 17.96% | 0.00 | 0.00 | 154.90K |
VANGUARD FTSE DEVELOPEDSOLE | ETF | 435.76K | SH | $27.92M 16.51% | 0.00 | 0.00 | 435.76K |
VANGUARD GROWTH INDEXSOLE | ETF | 62.65K | SH | $27.36M 16.18% | 0.00 | 0.00 | 62.65K |
ISHARES CORE S&P MID-CAPSOLE | ETF | 128.50K | SH | $8.68M 5.13% | 0.00 | 0.00 | 128.50K |
ISHARES CORE S&PSOLE | ETF | 58.92K | SH | $7.32M 4.33% | 0.00 | 0.00 | 58.92K |
ISHARES CORE MSCISOLE | ETF | 100.07K | SH | $6.98M 4.13% | 0.00 | 0.00 | 100.07K |
VANGUARD REAL ESTATESOLE | ETF | 68.85K | SH | $6.11M 3.61% | 0.00 | 0.00 | 68.85K |
VANGUARD TOTAL INT BONDSOLE | ETF | 118.85K | SH | $5.71M 3.38% | 0.00 | 0.00 | 118.85K |
VANGUARD SHORT-TERM BONDSOLE | ETF | 55.69K | SH | $4.37M 2.58% | 0.00 | 0.00 | 55.69K |
VANGUARD MID-CAP INDEXSOLE | ETF | 13.08K | SH | $3.76M 2.22% | 0.00 | 0.00 | 13.08K |
ABBVIE INCSOLE | COM | 11.47K | SH | $2.49M 1.47% | 0.00 | 0.00 | 11.47K |
VANGUARD TOTAL STOCKSOLE | ETF | 7.19K | SH | $2.31M 1.36% | 0.00 | 0.00 | 7.19K |
ISHARES 1-5 YEARSOLE | ETF | 43.25K | SH | $2.27M 1.34% | 0.00 | 0.00 | 43.25K |
APPLE INCSOLE | COM | 7.92K | SH | $2.01M 1.19% | 0.00 | 0.00 | 7.92K |
VANGUARD SMALL-CAP INDEXSOLE | ETF | 7.46K | SH | $1.95M 1.15% | 0.00 | 0.00 | 7.46K |
ISHARES CORE MSCISOLE | ETF | 23.08K | SH | $1.93M 1.14% | 0.00 | 0.00 | 23.08K |
SPDR GOLD SHARESSOLE | ETF | 3.92K | SH | $1.69M 1.00% | 0.00 | 0.00 | 3.92K |
VANGUARD TOTAL INT STOCKSOLE | ETF | 20.40K | SH | $1.57M 0.93% | 0.00 | 0.00 | 20.40K |
VANGUARD FTSE EMERGINGSOLE | ETF | 28.30K | SH | $1.53M 0.90% | 0.00 | 0.00 | 28.30K |
ISHARES SILVER TRUSTSOLE | ETF | 20.07K | SH | $1.37M 0.81% | 0.00 | 0.00 | 20.07K |
WALMART INCSOLE | COM | 9.40K | SH | $1.17M 0.69% | 0.00 | 0.00 | 9.40K |
VANGUARD INT TERM BONDSOLE | ETF | 14.94K | SH | $1.15M 0.68% | 0.00 | 0.00 | 14.94K |
NVIDIA CORPSOLE | COM | 5.82K | SH | $1.02M 0.60% | 0.00 | 0.00 | 5.82K |
CONSOLIDATED EDISON INCSOLE | COM | 8.12K | SH | $918.5K 0.54% | 0.00 | 0.00 | 8.12K |
STATE STREET SPDR S&PSOLE | ETF | 1.33K | SH | $865.3K 0.51% | 0.00 | 0.00 | 1.33K |
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