13FBOX
United Financial Planning Group LLC · 13F Holdings
Options Calculator Rankings

United Financial Planning Group LLC

No.7195 Data as of 2026Q2
Latest AUM (Q2 2026)
$196.9M
QoQ Change Q1 2026
+$27.8M+16.4%
Holdings
465
New Buys
84
Adds
58
Reduces
48
Exits
81
Unchanged
275
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVTV
17.92%17.96%$35.3M161,587$30.4M154,900+6,687+4.32%Add
VVANGUARD INDEX FDSVUG
16.87%16.18%$33.2M385,232$27.4M62,649+322,583+514.91%Add
VVANGUARD FTSEVEA
16.31%16.51%$32.1M450,640$27.9M435,762+14,878+3.41%Add
IISHARES COREIJH
5.21%5.13%$10.3M133,020$8.7M128,495+4,525+3.52%Add
IISHARES COREIJR
4.54%4.33%$8.9M60,191$7.3M58,924+1,267+2.15%Add
IISHARES INCIEMG
4.35%4.13%$8.6M103,354$7.0M100,070+3,284+3.28%Add
VVANGUARD INDEX FDSVNQ
3.48%3.61%$6.9M71,064$6.1M68,853+2,211+3.21%Add
VVANGUARD TOTALBNDX
3.13%3.38%$6.2M127,387$5.7M118,846+8,541+7.19%Add
VVANGUARD BD INDEX FDSBSV
2.46%2.58%$4.8M62,065$4.4M55,691+6,374+11.45%Add
VVANGUARD MIDVO
2.12%2.22%$4.2M51,820$3.8M13,077+38,743+296.27%Add
ABBVIE INCABBV
1.46%1.47%$2.9M11,412$2.5M11,471-59-0.51%Reduce
GGENERAL DYNAMICS CORPVTI
1.33%1.36%$2.6M7,078$2.3M7,186-108-1.50%Reduce
IISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
1.2%1.34%$2.4M44,979$2.3M43,253+1,726+3.99%Add
APPLE INCAAPL
1.12%1.19%$2.2M7,621$2.0M7,915-294-3.71%Reduce
VVANGUARD INDEX FDSVB
1.12%1.15%$2.2M7,245$2.0M7,456-211-2.83%Reduce
IISHARES TRIDEV
1.06%1.14%$2.1M23,377$1.9M23,076+301+1.30%Add
VVANGUARD STAR FDSVXUS
0.89%0.93%$1.7M20,403$1.6M20,402+1+0.00%Add
VVANGUARD FSTEVWO
0.84%0.9%$1.7M27,787$1.5M28,297-510-1.80%Reduce
VVANGUARD BD INDEX FDSBIV
0.77%0.68%$1.5M19,823$1.2M14,940+4,883+32.68%Add
SSPDR GOLD TRGLD
0.76%1%$1.5M4,047$1.7M3,920+127+3.24%Add
NVIDIA CORPORATIONNVDA
0.59%0.6%$1.2M5,820$1.0M5,82000.00%Unchanged
IISHARES SILVER TRSLV
0.56%0.81%$1.1M20,571$1.4M20,068+503+2.51%Add
WALMART INCWMT
0.54%0.69%$1.1M9,398$1.2M9,39800.00%Unchanged
SSTATE STR SPDR S&P 500 ETF TSPY
0.5%0.51%$993,6881,331$865,2581,330+1+0.08%Add
VVANGUARD INDEX FDSVOO
0.49%0.5%$964,5411,404$837,5871,402+2+0.14%Add
CONSOLIDATED EDISON INCED
0.46%0.54%$901,8118,152$918,4858,115+37+0.46%Add
MICROSOFT CORPMSFT
0.37%0.43%$725,5241,945$719,9811,94500.00%Unchanged
BROADCOM INCAVGO
0.31%0.1%$603,5501,598$174,433564+1,034+183.33%Add
ALPHABET INCGOOGL
0.3%0.28%$585,9051,639$471,3611,63900.00%Unchanged
IISHARES TRIWD
0.25%<0.01%$484,8602,000$4,27320+1,980+9,900.00%Add
NEWMONT CORPNEM
0.24%0.31%$479,6425,135$531,7964,913+222+4.52%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.24%0.27%$476,371952$456,19895200.00%Unchanged
VVANGUARD WHITEHALL FDSVYM
0.24%0.26%$471,4032,983$441,7822,98300.00%Unchanged
BBARRICK MNG CORPGOLD
0.22%$434,47911,829$00+11,829New Buy
AAlphabet Inc Class CGOOG
0.22%0.2%$423,4631,198$343,7081,19800.00%Unchanged
VISA INCV
0.21%0.22%$419,8631,224$369,6931,223+1+0.08%Add
AMAZON COM INCAMZN
0.21%0.21%$409,4681,718$357,8081,71800.00%Unchanged
MOODYS CORPMCO
0.2%0.23%$397,211877$382,59187700.00%Unchanged
SSELECT SECTOR SPDR TRXLE
0.18%0.24%$354,0986,667$408,4376,66700.00%Unchanged
IINVESCO QQQ TRVOO
0.17%0.16%$343,899467$269,54346700.00%Unchanged
VVANGUARD BD INDEX FDSBLV
0.17%0.18%$343,8024,988$296,7434,314+674+15.62%Add
META PLATFORMS INCMETA
0.17%0.19%$331,215588$315,244551+37+6.72%Add
VVANGUARD WORLD FDVPU
0.17%0.2%$330,9791,691$335,0551,69100.00%Unchanged
IISHARES TRIVV
0.16%0.16%$318,765426$277,307425+1+0.24%Add
VVANGUARD SPECIALIZED FUNDSVIG
0.16%0.17%$311,7041,317$283,0261,316+1+0.08%Add
EXXON MOBIL CORPXOM
0.14%0.2%$278,9092,040$346,1062,04000.00%Unchanged
CENTRAL SECS CORPCET
0.13%$262,7095,009$00+5,009New Buy
CONSTELLATION ENERGY CORPCEG
0.13%<0.01%$251,1021,011$7,26126+985+3,788.46%Add
TESLA INCTSLA
0.12%0.13%$242,686577$214,50057700.00%Unchanged
JPMORGAN CHASE & COJPM
0.12%0.13%$241,727738$216,96673800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow