§ 13F · FUND PROFILE
United Financial Planning Group LLC.
AUM · $197M (13F)Positions · 465Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD VALUE INDEX | 162K | $35M | 17.9% | +4% |
| 2 | VUG | VANGUARD GROWTH INDEX | 385K | $33M | 16.9% | +515% |
| 3 | VEA | VANGUARD FTSE DEVELOPED | 451K | $32M | 16.3% | +3% |
| 4 | IJH | ISHARES CORE S&P MID-CAP | 133K | $10M | 5.2% | +4% |
| 5 | IJR | ISHARES CORE S&P | 60K | $9M | 4.5% | +2% |
| 6 | IEMG | ISHARES CORE MSCI | 103K | $9M | 4.4% | +3% |
| 7 | VNQ | VANGUARD REAL ESTATE | 71K | $7M | 3.5% | +3% |
| 8 | BNDX | VANGUARD TOTAL | 127K | $6M | 3.1% | +7% |
| 9 | BSV | VANGUARD SHORT-TERM BOND | 62K | $5M | 2.5% | +11% |
| 10 | VO | VANGUARD MID-CAP INDEX | 52K | $4M | 2.1% | +296% |
§ 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 $197 million in assets. The fund runs a broad portfolio of 465 positions.
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