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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
VRTX icon
176
Vertex Pharmaceuticals
VRTX
$126B
$12.9K 0.01%
29
+13
+81% +$6.06K
EEX
177
DELISTED
Emerald Holding
EEX
$12.9K 0.01%
2,866
-685
-19% -$3.16K
VLO icon
178
Valero Energy
VLO
$85.9B
$12.8K 0.01%
52
-51
-50% -$10.5K
SHW icon
179
Sherwin-Williams
SHW
$89.8B
$12.5K 0.01%
+39
New +$13.4K
CVX icon
180
Chevron
CVX
$366B
$12.4K 0.01%
60
-143
-70% -$26.1K
DE icon
181
Deere & Co
DE
$168B
$12.4K 0.01%
22
– –
GM icon
182
General Motors
GM
$76.8B
$12.4K 0.01%
+166
New +$13.2K
MU icon
183
Micron Technology
MU
$991B
$12.2K 0.01%
36
– –
SPTI icon
184
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
$12K 0.01%
419
+3
+0.7% +$86
MPC icon
185
Marathon Petroleum
MPC
$83.7B
$12K 0.01%
49
-19
-28% -$3.84K
WDC icon
186
Western Digital
WDC
$150B
$11.9K 0.01%
44
– –
IONS icon
187
Ionis Pharmaceuticals
IONS
$9.4B
$11.9K 0.01%
158
+150
+1,875% +$11.8K
MSCI icon
188
MSCI
MSCI
$40.9B
$11.9K 0.01%
+22
New +$12.4K
SPSM icon
189
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$11.8K 0.01%
245
– –
HCA icon
190
HCA Healthcare
HCA
$89.5B
$11.8K 0.01%
+25
New +$12.6K
STRL icon
191
Sterling Infrastructure
STRL
$16.7B
$11.8K 0.01%
+29
New +$11.3K
KLAC icon
192
KLA
KLAC
$259B
$11.8K 0.01%
80
+50
+167% +$7.32K
INTU icon
193
Intuit
INTU
$89B
$11.7K 0.01%
27
+16
+145% +$7.63K
NANC icon
194
Subversive Congressional Democrats Trading ETF
NANC
$291M
$11.6K 0.01%
+276
New +$12.3K
KOMP icon
195
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.81B
$11.4K 0.01%
+195
New +$12.2K
GEV icon
196
GE Vernova
GEV
$264B
$11.3K 0.01%
13
– –
TER icon
197
Teradyne
TER
$59.3B
$11K 0.01%
+37
New +$10.3K
CFG icon
198
Citizens Financial Group
CFG
$30.6B
$10.9K 0.01%
+182
New +$11.2K
ZM icon
199
Zoom
ZM
$30.6B
$10.9K 0.01%
+135
New +$11.3K
REGN icon
200
Regeneron Pharmaceuticals
REGN
$80.8B
$10.8K 0.01%
14
+7
+100% +$5.36K
6 7
8
9 10

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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
Piedmont Capital Management (Montana) Whitefish, Montana $197M AUM 24.07% 1-Year Est. Return
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.