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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
-0.4%
1 Year Est. Return
+23.99%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$169M
AUM Growth
+$4.34M
Cap. Flow
+$5.91M
Cap. Flow %
3.49%
Top 10 Hldgs %
76.02%
Holding
660
New
173
Increased
144
Reduced
66
Closed
198

Top Buys

Rank Stock Value
1
ABBV icon
AbbVie
ABBV
+$2.3M
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$2.08M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.18M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$840K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$628K

Top Sells

Rank Stock Value
1
B
Barrick Mining
B
+$798K
2
BND icon
Vanguard Total Bond Market
BND
+$627K
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$533K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$380K
5
AVGO icon
Broadcom
AVGO
+$314K

Sector Composition

Rank Sector Weight
1 Technology 2.97%
2 Healthcare 1.8%
3 Financials 1.38%
4 Communication Services 0.81%
5 Consumer Staples 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLU icon
101
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$36.3K 0.02%
+790
New +$35.4K
VCIT icon
102
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$33.9K 0.02%
410
-54
-12% -$4.52K
GOVT icon
103
iShares US Treasury Bond ETF
GOVT
$43.8B
$33.5K 0.02%
1,464
+1,124
+331% +$25.9K
VSS icon
104
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$33.2K 0.02%
228
-16
-7% -$2.42K
XT icon
105
iShares Future Exponential Technologies ETF
XT
$3.97B
$32.7K 0.02%
+480
New +$34.1K
PLTR icon
106
Palantir
PLTR
$413B
$32.3K 0.02%
221
– –
PG icon
107
Procter & Gamble
PG
$339B
$31.8K 0.02%
220
+14
+7% +$2.12K
SPGI icon
108
S&P Global
SPGI
$120B
$31.1K 0.02%
73
-59
-45% -$27.4K
CIEN icon
109
Ciena
CIEN
$58.4B
$30.3K 0.02%
78
– –
PZA icon
110
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.26B
$30.2K 0.02%
1,315
-852
-39% -$19.8K
BWX icon
111
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.32B
$30K 0.02%
1,365
-1,677
-55% -$37.8K
PHM icon
112
Pultegroup
PHM
$25.3B
$29.3K 0.02%
249
+81
+48% +$10.4K
CSCO icon
113
Cisco
CSCO
$479B
$29.2K 0.02%
376
+109
+41% +$8.53K
NOC icon
114
Northrop Grumman
NOC
$81.2B
$28.3K 0.02%
41
+10
+32% +$6.91K
LRCX icon
115
Lam Research
LRCX
$390B
$27.6K 0.02%
129
+110
+579% +$24.6K
IBIT icon
116
iShares Bitcoin Trust
IBIT
$48.4B
$27.4K 0.02%
+714
New +$30.9K
SYK icon
117
Stryker
SYK
$130B
$24.3K 0.01%
74
– –
CAH icon
118
Cardinal Health
CAH
$55.4B
$24.1K 0.01%
114
+28
+33% +$6.03K
ICE icon
119
Intercontinental Exchange
ICE
$84.4B
$23.9K 0.01%
152
+30
+25% +$4.89K
USIG icon
120
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$23.9K 0.01%
466
+74
+19% +$3.83K
GE icon
121
GE Aerospace
GE
$384B
$23.6K 0.01%
83
-3
-3% -$943
IJS icon
122
iShares S&P Small-Cap 600 Value ETF
IJS
$8.37B
$23.6K 0.01%
199
– –
NEE icon
123
NextEra Energy
NEE
$177B
$23.5K 0.01%
253
+48
+23% +$4.27K
SCHB icon
124
Schwab US Broad Market ETF
SCHB
$44.9B
$23.4K 0.01%
931
+552
+146% +$14.5K
T icon
125
AT&T
T
$163B
$23.4K 0.01%
806
+273
+51% +$7.29K
3 4
5
6 7

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RC
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IMC
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OCM
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ECP
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GL
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PCMM
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SWM
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United Financial Planning Group's Q1 2026 Portfolio in Review

As of Q1 2026, United Financial Planning Group held 660 positions worth $169M, up 2.6% from $165M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

United Financial Planning Group deployed $5.91M of net new capital in Q1 2026, opening 173 new positions and adding to 144 existing holdings. Its largest new stake was Schwab Long-Term US Treasury ETF: 5,718 shares worth $180K.

By sector, the portfolio is most concentrated in Technology at 3% of assets, down from 3.6% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Vanguard Total Bond Market, an estimated $627K trimmed.

  • United Financial Planning Group's largest Q1 2026 buy was Schwab Long-Term US Treasury ETF: 5,718 shares worth $180K.
  • United Financial Planning Group added most to AbbVie in Q1 2026, an estimated $2.3M increase.
  • United Financial Planning Group's biggest Q1 2026 reduction was Vanguard Total Bond Market, cutting an estimated $627K.
  • United Financial Planning Group fully exited Barrick Mining in Q1 2026, selling an estimated $798K.
  • United Financial Planning Group's ten largest holdings make up 76% of its $169M portfolio in Q1 2026.
  • United Financial Planning Group opened 173 new positions and closed 198 in Q1 2026.
  • United Financial Planning Group's portfolio value rose 2.6% quarter-over-quarter to $169M.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.