Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
United Financial Planning Group LLC (CIK 2088337) reported $196.9M across 465 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTV ($35.3M, 17.92%), VUG ($33.2M, 16.87%), VEA ($32.1M, 16.31%), IJH ($10.3M, 5.21%), IJR ($8.9M, 4.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD VALUE INDEX | $35.3M | 17.92% | 161,587 | Added |
| 2 | VUG | VANGUARD GROWTH INDEX | $33.2M | 16.87% | 385,232 | Added |
| 3 | VEA | VANGUARD FTSE DEVELOPED | $32.1M | 16.31% | 450,640 | Added |
| 4 | IJH | ISHARES CORE S&P MID-CAP | $10.3M | 5.21% | 133,020 | Added |
| 5 | IJR | ISHARES CORE S&P | $8.9M | 4.54% | 60,191 | Added |
| 6 | IEMG | ISHARES CORE MSCI | $8.6M | 4.35% | 103,354 | Added |
| 7 | VNQ | VANGUARD REAL ESTATE | $6.9M | 3.48% | 71,064 | Added |
| 8 | BNDX | VANGUARD TOTAL | $6.2M | 3.13% | 127,387 | Added |
| 9 | BSV | VANGUARD SHORT-TERM BOND | $4.8M | 2.46% | 62,065 | Added |
| 10 | VO | VANGUARD MID-CAP INDEX | $4.2M | 2.12% | 51,820 | Added |
| 11 | ABBV | ABBVIE INC | $2.9M | 1.46% | 11,412 | Trimmed |
| 12 | VTI | VANGUARD TOTAL STOCK | $2.6M | 1.33% | 7,078 | Trimmed |
| 13 | IGSB | ISHARES 1-5 YEAR | $2.4M | 1.20% | 44,979 | Added |
| 14 | AAPL | APPLE INC | $2.2M | 1.12% | 7,621 | Trimmed |
| 15 | VB | VANGUARD SMALL-CAP INDEX | $2.2M | 1.12% | 7,245 | Trimmed |
| 16 | IDEV | ISHARES CORE MSCI | $2.1M | 1.06% | 23,377 | Added |
| 17 | VXUS | VANGUARD TOTAL | $1.7M | 0.89% | 20,403 | Added |
| 18 | VWO | VANGUARD FTSE EMERGING | $1.7M | 0.84% | 27,787 | Trimmed |
| 19 | BIV | VANGUARD | $1.5M | 0.77% | 19,823 | Added |
| 20 | GLD | SPDR GOLD SHARES | $1.5M | 0.76% | 4,047 | Added |
| 21 | NVDA | NVIDIA CORP | $1.2M | 0.59% | 5,820 | Hold |
| 22 | SLV | ISHARES SILVER TRUST | $1.1M | 0.56% | 20,571 | Added |
| 23 | WMT | WALMART INC | $1.1M | 0.54% | 9,398 | Hold |
| 24 | SPY | STATE STREET SPDR S&P | $993,688 | 0.50% | 1,331 | Added |
| 25 | VOO | VANGUARD S&P 500 ETF | $964,541 | 0.49% | 1,404 | Added |
Source: SEC Form 13F filings · as of 2026-06-30