United Financial Planning Group LLC
United Financial Planning Group LLC reported 465 positions worth $196.9M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: VTV (17.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTV | SH | $35.3M | 17.92% | 161,587 | — | — | |
| ▸ 2 | VUG | SH | $33.2M | 16.87% | 385,232 | — | — | |
| ▸ 3 | VEA | SH | $32.1M | 16.31% | 450,640 | — | — | |
| ▸ 4 | IJH | SH | $10.3M | 5.21% | 133,020 | — | — | |
| ▸ 5 | IJR | SH | $8.9M | 4.54% | 60,191 | — | — | |
| ▸ 6 | IEMG | SH | $8.6M | 4.35% | 103,354 | — | — | |
| ▸ 7 | VNQ | SH | $6.9M | 3.48% | 71,064 | — | — | |
| ▸ 8 | BNDX | SH | $6.2M | 3.13% | 127,387 | — | — | |
| ▸ 9 | BSV | SH | $4.8M | 2.46% | 62,065 | — | — | |
| ▸ 10 | VO | SH | $4.2M | 2.12% | 51,820 | — | — |
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Frequently Asked Questions
What stocks does United Financial Planning Group LLC hold as of Q2 2026?
United Financial Planning Group LLC reported 465 positions worth $196.9M in its Q2 2026 13F filing. Largest positions: VTV (17.9%), VUG (16.9%), VEA (16.3%), IJH (5.2%) and IJR (4.5%).
What did United Financial Planning Group LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did United Financial Planning Group LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.