We are live on
!
Find out more
UFPG
United Financial Planning Group Portfolio holdings
AUM
$197M
1-Year Est. Return
23.99%
This Fund
S&P 500
This Quarter
Est. Return
+8.33%
1 Year Est. Return
+23.99%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$159M
AUM Growth
–
Cap. Flow
+$176M
Cap. Flow
% of AUM
110.63%
Top 10 Holdings %
Top 10 Hldgs %
81.47%
Holding
215
New
215
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$55.4M |
| 2 |
Vanguard Morningstar Growth ETF
VUG
|
+$28.1M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$21.7M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$8.15M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$6.51M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 91.81% |
| 2 | Technology | 2.7% |
| 3 | Financials | 1.35% |
| 4 | Materials | 1.19% |
| 5 | Consumer Staples | 0.73% |
Similar funds
OAS
HVCM
BAM
AIA
TM
RM
RCM
JHA
United Financial Planning Group's Q3 2025 Portfolio in Review
Q3 2025 is the first quarter with a 13F filing on record for United Financial Planning Group, which disclosed 215 positions worth $159M. Its ten largest holdings account for 81% of the portfolio.
Its largest position is Vanguard Morningstar Total Stock Market ETF: 175,230 shares worth $35.2M.
By sector, the portfolio is most concentrated in Miscellaneous at 92% of assets, followed by Technology and Financials.
- United Financial Planning Group's largest Q3 2025 buy was Vanguard Morningstar Total Stock Market ETF: 175,230 shares worth $35.2M.
- United Financial Planning Group's ten largest holdings make up 81% of its $159M portfolio in Q3 2025.
- United Financial Planning Group disclosed 215 positions in Q3 2025, its first 13F filing on record.
Based on United Financial Planning Group's 13F filing for Q3 2025, filed 13 Nov 2025.