§ 13F · FUND PROFILE
United Financial Planning Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $158.9T (13F)Positions · 230Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$34.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD VALUE ETF | 155K | $29.6T | 18.0% | — |
| 2 | VUG | VANGUARD GROWTH ETF | 58K | $28.4T | 17.2% | −5% |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 418K | $26.1T | 15.8% | NEW |
| 4 | IJH | ISHARES CORE S&P MID CAP ETF | 127K | $8.4T | 5.1% | ±0% |
| 5 | IJR | ISHARES CORE S&P SMALL CAP ETF | 57K | $6.8T | 4.1% | +2% |
| 6 | IEMG | ISHARES CORE MSCI EMERGING ETF | 101K | $6.8T | 4.1% | −3% |
| 7 | VNQ | VANGUARD REAL ESTATE ETF | 62K | $5.5T | 3.3% | +5% |
| 8 | BNDX | VANGUARD TOTAL INTERNATIONAL BND ETF | 102K | $4.9T | 3.0% | +3% |
| 9 | VO | VANGUARD MID CAP ETF | 13K | $3.9T | 2.3% | NEW |
| 10 | BSV | VANGUARD SHORT-TERM BOND ETF | 48K | $3.8T | 2.3% | −10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UNITED SIGNAL
AC read
United Financial Planning Group LLC is a Other fund managing $158860.1 trillion in assets. The fund runs a broad portfolio of 230 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed