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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
WBS icon
151
Webster Financial
WBS
$12.8B
$16.7K 0.01%
240
+170
+243% +$11.6K
HCC icon
152
Warrior Met Coal
HCC
$4.86B
$16.6K 0.01%
+178
New +$16K
CMI icon
153
Cummins
CMI
$88.7B
$16.1K 0.01%
+30
New +$17K
TRV icon
154
Travelers Companies
TRV
$80.2B
$16K 0.01%
55
+19
+53% +$5.57K
HAL icon
155
Halliburton
HAL
$26.6B
$16K 0.01%
+411
New +$14.2K
APP icon
156
Applovin
APP
$116B
$15.9K 0.01%
40
+18
+82% +$8.7K
ESGD icon
157
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$15.9K 0.01%
166
– –
MGK icon
158
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.9B
$15.8K 0.01%
215
– –
TXN icon
159
Texas Instruments
TXN
$261B
$15.7K 0.01%
81
+31
+62% +$6.28K
FEZ icon
160
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
$15.7K 0.01%
+253
New +$16.6K
MELI icon
161
Mercado Libre
MELI
$92.3B
$15.6K 0.01%
9
+5
+125% +$9.64K
ROK icon
162
Rockwell Automation
ROK
$49B
$15.4K 0.01%
43
+14
+48% +$5.53K
XLF icon
163
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$15.4K 0.01%
312
– –
ABT icon
164
Abbott
ABT
$187B
$15.3K 0.01%
149
+58
+64% +$6.55K
PH icon
165
Parker-Hannifin
PH
$135B
$15.2K 0.01%
+17
New +$16.1K
UNH icon
166
UnitedHealth
UNH
$370B
$14.6K 0.01%
54
+39
+260% +$11.6K
VOT icon
167
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
$14.3K 0.01%
56
– –
DIA icon
168
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.5B
$13.9K 0.01%
30
-10
-25% -$4.84K
PFE icon
169
Pfizer
PFE
$153B
$13.8K 0.01%
493
-3,033
-86% -$80.7K
TJX icon
170
TJX Companies
TJX
$178B
$13.7K 0.01%
86
+80
+1,333% +$12.5K
PANW icon
171
Palo Alto Networks
PANW
$297B
$13.6K 0.01%
85
+30
+55% +$5.04K
BIIB icon
172
Biogen
BIIB
$30.7B
$13.6K 0.01%
+74
New +$13.6K
AZO icon
173
AutoZone
AZO
$51.1B
$13.5K 0.01%
4
+3
+300% +$10.8K
IAU icon
174
iShares Gold Trust
IAU
$64.4B
$13.4K 0.01%
152
– –
JEPQ icon
175
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.4B
$13.1K 0.01%
+236
New +$13.6K
5 6
7
8 9

Similar funds

ICM
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RC
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IMC
Inherent Management Corp New York $197M AUM 23.09% 1-Year Est. Return
OCM
Ogborne Capital Management San Francisco, California $197M AUM 17.33% 1-Year Est. Return
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.