Institutions / United Financial Planning Group LLC

United Financial Planning Group LLC

CIK 2088337 · Institution · as of Dec 31, 2025

Portfolio value

$164.84M

Positions

487

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 487 →

Company	Class	Value	Shares	% of portfolio
Vanguard Value ETF	—	$29.64M	155,169	18.0%
Vanguard Growth ETF	—	$28.39M	58,192	17.2%
Vanguard Ftse Developed Markets ETF	—	$26.11M	417,953	15.8%
iShares Core S&P Mid Cap ETF	—	$8.36M	126,709	5.1%
iShares Core S&P Small Cap ETF	—	$6.82M	56,717	4.1%
iShares Core MSCI Emerging ETF	—	$6.78M	100,808	4.1%
Vanguard Real Estate ETF	—	$5.49M	62,007	3.3%
Vanguard Total International Bnd ETF	—	$4.91M	101,529	3.0%
Vanguard Mid Cap ETF	—	$3.86M	13,300	2.3%
Vanguard Short-Term Bond ETF	—	$3.82M	48,441	2.3%
Vanguard Total Stock Market ETF	—	$2.26M	6,733	1.4%
iShares Tr Is 1-5 Yr in Gr Cr Bd ETF	—	$2.23M	42,168	1.4%
Apple Inc.	—	$2.13M	7,817	1.3%
Vanguard Total International Stk ETF	—	$2.05M	27,116	1.2%
Vanguard Small Cap ETF	—	$2.00M	7,759	1.2%
iShares MSCI UAE ETF	—	$1.97M	23,905	1.2%
Vanguard Ftse Emerging Markets ETF	—	$1.60M	29,694	1.0%
SPDR S&P 500 ETF	—	$1.15M	1,692	0.7%
Vanguard Intermediate Term Bond ETF	—	$1.14M	14,672	0.7%
SPDR Gold Shares ETF	—	$1.07M	2,694	0.6%
iShares Silver Trust ETF	—	$1.04M	16,147	0.6%
Walmart Inc.	—	$1.03M	9,254	0.6%
NVIDIA Corp	—	$945.0K	5,067	0.6%
Microsoft Corp	—	$814.9K	1,685	0.5%
Vanguard S&P 500 ETF	—	$805.7K	1,285	0.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.