StockDriftsStockDriftsTop 50 United Financial Planning Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD VALUE INDEX | 17.92% | 161.6K | $35.3M | +4.32%(+6.69K) | $189.43(+19.20%) | 2026-06-30 | |
| VUG | VANGUARD GROWTH INDEX | 16.87% | 385.2K | $33.2M | +2.48%(+9.34K) | $76.58(+16.31%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED | 16.31% | 450.6K | $32.1M | +3.41%(+14.88K) | $61.46(+18.76%) | 2026-06-30 | |
| IJH | ISHARES CORE S&P MID-CAP | 5.21% | 133.0K | $10.3M | +3.52%(+4.53K) | $63.94(+21.85%) | 2026-06-30 | |
| IJR | ISHARES CORE S&P | 4.54% | 60.2K | $8.9M | +2.15%(+1.27K) | $114.90(+29.46%) | 2026-06-30 | |
| IEMG | ISHARES CORE MSCI | 4.35% | 103.4K | $8.6M | +3.28%(+3.28K) | $63.35(+26.62%) | 2026-06-30 | |
| VNQ | VANGUARD REAL ESTATE | 3.48% | 71.1K | $6.9M | +3.21%(+2.21K) | $90.12(+7.41%) | 2026-06-30 | |
| BNDX | VANGUARD TOTAL | 3.13% | 127.4K | $6.2M | +7.19%(+8.54K) | $49.20(-2.77%) | 2026-06-30 | |
| BSV | VANGUARD SHORT-TERM BOND | 2.46% | 62.1K | $4.8M | +11.45%(+6.37K) | $78.71(-1.52%) | 2026-06-30 | |
| VO | VANGUARD MID-CAP INDEX | 2.12% | 51.8K | $4.2M | -0.93%(-488) | $72.99(+13.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.78% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.22% |
United Financial Planning Group LLC reports $196.94M in US-listed equity holdings across 465 positions in its most recent 13F filing. Its largest disclosed positions are VTV (17.9%), VUG (16.9%) and VEA (16.3%). The top 20 holdings account for 86.94% of reported assets. Its disclosed equity book has returned +12.78% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from United Financial Planning Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2088337). View United Financial Planning Group LLC’s 13F filings on SEC