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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 %
110.63%
Top 10 Hldgs %
81.47%
Holding
215
New
215
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$55.4M
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$28.1M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$21.7M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$8.15M
5
IEMG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
101
Lowe's Companies
LOW
$116B
$30.7K 0.02%
+122
New +$30K
MHN
102
DELISTED
BlackRock MuniHoldings New Yrok Quality Fund
MHN
$30.4K 0.02%
+2,970
New +$29K
VTEB icon
103
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.7B
$29.4K 0.02%
+587
New +$28.9K
HIG icon
104
Hartford Financial Services
HIG
$37.3B
$29.2K 0.02%
+219
New +$28.1K
ITOT icon
105
iShares Core S&P Total US Stock Market ETF
ITOT
$97.7B
$28.7K 0.02%
+167
New +$23.4K
MTUM icon
106
iShares MSCI USA Momentum Factor ETF
MTUM
$24.7B
$28.5K 0.02%
+111
New +$27.2K
CMCSA icon
107
Comcast
CMCSA
$93.7B
$27.8K 0.02%
+884
New +$29.6K
SYK icon
108
Stryker
SYK
$124B
$27.4K 0.02%
+74
New +$28.6K
THRO
109
iShares U.S. Thematic Rotation Active ETF
THRO
$6.76B
$27.1K 0.02%
+717
New +$26.3K
BDJ icon
110
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.73B
$25.9K 0.02%
+2,847
New +$25.4K
SPYG icon
111
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
$25.3K 0.02%
+242
New +$24.1K
LMT icon
112
Lockheed Martin
LMT
$131B
$25K 0.02%
+50
New +$22.7K
VBR icon
113
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.8B
$25K 0.02%
+97
New +$19.8K
IXUS icon
114
iShares Core MSCI Total International Stock ETF
IXUS
$61.1B
$24K 0.02%
+291
New +$23.1K
ITT icon
115
ITT
ITT
$18.6B
$23.2K 0.01%
+130
New +$21.8K
SCHM icon
116
Schwab US Mid-Cap ETF
SCHM
$15.1B
$23K 0.01%
+778
New +$22.6K
NVO
117
Novo Nordisk
NVO
$205B
$22.7K 0.01%
+409
New +$23.9K
PG icon
118
Procter & Gamble
PG
$333B
$22.3K 0.01%
+145
New +$22.6K
PHM icon
119
Pultegroup
PHM
$24.1B
$22.2K 0.01%
+168
New +$20.9K
IJS icon
120
iShares S&P Small-Cap 600 Value ETF
IJS
$8.31B
$22K 0.01%
+199
New +$21.1K
XLK icon
121
State Street Technology Select Sector SPDR ETF
XLK
$123B
$21K 0.01%
+150
New +$19.9K
AMGN icon
122
Amgen
AMGN
$236B
$19.8K 0.01%
+70
New +$20.3K
NOC icon
123
Northrop Grumman
NOC
$77.4B
$19.1K 0.01%
+31
New +$17.6K
GE icon
124
GE Aerospace
GE
$356B
$18.4K 0.01%
+61
New +$16.7K
EEX
125
DELISTED
Emerald Holding
EEX
$18.1K 0.01%
+3,551
New +$17.9K
3 4
5
6 7

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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.