§ 13F · FUND PROFILE
United Financial Planning Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $159M (13F)Positions · 230Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD VALUE INDEX | 155K | $30M | 18.0% | ±0% |
| 2 | VEA | VANGUARD FTSE DEVELOPED | 436K | $28M | 16.5% | +4% |
| 3 | VUG | VANGUARD GROWTH INDEX | 63K | $27M | 16.2% | +8% |
| 4 | IJH | ISHARES CORE S&P MID-CAP | 128K | $9M | 5.1% | +1% |
| 5 | IJR | ISHARES CORE S&P | 59K | $7M | 4.3% | +4% |
| 6 | IEMG | ISHARES CORE MSCI | 100K | $7M | 4.1% | −1% |
| 7 | VNQ | VANGUARD REAL ESTATE | 69K | $6M | 3.6% | +11% |
| 8 | BNDX | VANGUARD TOTAL INT BOND | 119K | $6M | 3.4% | +17% |
| 9 | BSV | VANGUARD SHORT-TERM BOND | 56K | $4M | 2.6% | +15% |
| 10 | VO | VANGUARD MID-CAP INDEX | 13K | $4M | 2.2% | −2% |
§ 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 $159 million in assets. The fund runs a broad portfolio of 230 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed