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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
+12.19%
1 Year Est. Return
+23.99%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$197M
AUM Growth
+$27.8M
(+16%)
Cap. Flow
+$8.38M
Cap. Flow
% of AUM
4.26%
Top 10 Holdings %
Top 10 Hldgs %
76.4%
Holding
546
New
84
Increased
54
Reduced
49
Closed
81
Avg Time Held
1.7
quarters
Top 10 Avg Time Held
2.7
quarters
Top 20 Avg Time Held
2.6
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Value ETF
VTV
|
+$1.4M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.04M |
| 3 |
Vanguard Morningstar Growth ETF
VUG
|
+$786K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$497K |
| 5 |
Barrick Mining
B
|
+$485K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$210K |
| 2 |
Vanguard Morningstar Small-Cap Value ETF
VBR
|
+$190K |
| 3 |
Schwab Long-Term US Treasury ETF
SCHQ
|
+$180K |
| 4 |
iShares Biotechnology ETF
IBB
|
+$94.2K |
| 5 |
Apple
AAPL
|
+$84.1K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 89.03% |
| 2 | Technology | 3.34% |
| 3 | Healthcare | 1.8% |
| 4 | Financials | 1.53% |
| 5 | Communication Services | 0.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
201
Subversive Congressional Democrats Trading ETF
NANC
$298M
| $13.9K | 0.01% |
276
| – | – |
2026 Q1
1 quarter
|
|
202
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.58B
| $13.9K | 0.01% |
195
| – | – |
2026 Q1
1 quarter
|
|
203
Cadence Design Systems
CDNS
$92B
| $13.9K | 0.01% |
37
| – | – |
2025 Q4
2 quarters
|
|
204
Monster Beverage
MNST
$84.8B
| $13.6K | 0.01% |
284
| – | – |
2025 Q4
2 quarters
|
|
205
Palo Alto Networks
PANW
$325B
| $13.6K | 0.01% |
40
-45
| -53% | -$10.3K |
2025 Q4
2 quarters
|
|
206
General Mills
GIS
$17B
| $13.6K | 0.01% |
+390
| New | +$13.5K |
2026 Q2
0 quarters
|
|
207
Valero Energy
VLO
$131B
| $13.5K | 0.01% |
52
| – | – |
2025 Q3
3 quarters
|
|
208
Steel Dynamics
STLD
$34.5B
| $13.5K | 0.01% |
59
| – | – |
2026 Q1
1 quarter
|
|
209
Abbott
ABT
$178B
| $13.5K | 0.01% |
149
| – | – |
2025 Q4
2 quarters
|
|
210
NextEra Energy
NEE
$163B
| $13.4K | 0.01% |
153
-100
| -40% | -$9.05K |
2025 Q4
2 quarters
|
|
211
Sherwin-Williams
SHW
$78.7B
| $13.4K | 0.01% |
39
| – | – |
2026 Q1
1 quarter
|
|
212
Medtronic
MDT
$119B
| $13.2K | 0.01% |
+169
| New | +$13.6K |
2026 Q2
0 quarters
|
|
213
WESCO International
WCC
$17.7B
| $13.1K | 0.01% |
38
| – | – |
2025 Q4
2 quarters
|
|
214
TJX Companies
TJX
$156B
| $13K | 0.01% |
86
| – | – |
2025 Q4
2 quarters
|
|
215
ATI
ATI
$25.8B
| $13K | 0.01% |
66
| – | – |
2026 Q1
1 quarter
|
|
216
GE Vernova
GEV
$267B
| $12.9K | 0.01% |
11
-2
| -15% | -$2.04K |
2025 Q3
3 quarters
|
|
217
MasTec
MTZ
$16.6B
| $12.9K | 0.01% |
31
| – | – |
2025 Q4
2 quarters
|
|
218
General Motors
GM
$73.7B
| $12.8K | 0.01% |
166
| – | – |
2026 Q1
1 quarter
|
|
219
AutoZone
AZO
$46.8B
| $12.8K | 0.01% |
4
| – | – |
2025 Q4
2 quarters
|
|
220
Eaton
ETN
$166B
| $12.8K | 0.01% |
+30
| New | +$12.1K |
2026 Q2
0 quarters
|
|
221
Citizens Financial Group
CFG
$26.7B
| $12.8K | 0.01% |
182
| – | – |
2026 Q1
1 quarter
|
|
222
Bank of New York Mellon
BNY
$95.7B
| $12.6K | 0.01% |
87
| – | – |
2026 Q1
1 quarter
|
|
223
Intercontinental Exchange
ICE
$87.8B
| $12.6K | 0.01% |
102
-50
| -33% | -$7.5K |
2025 Q4
2 quarters
|
|
224
Ionis Pharmaceuticals
IONS
$7.04B
| $12.5K | 0.01% |
158
| – | – |
2025 Q4
2 quarters
|
|
225
Marathon Petroleum
MPC
$134B
| $12.5K | 0.01% |
49
| – | – |
2025 Q3
3 quarters
|
|
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United Financial Planning Group's Q2 2026 Portfolio in Review
As of Q2 2026, United Financial Planning Group held 546 positions worth $197M, up 16% from $169M the previous quarter. Its ten largest holdings account for 76% of the portfolio.
United Financial Planning Group deployed $8.38M of net new capital in Q2 2026, opening 84 new positions and adding to 54 existing holdings. Its largest new stake was Barrick Mining: 11,829 shares worth $434K.
By sector, the portfolio is most concentrated in Miscellaneous at 89% of assets, down from 90% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Vanguard Morningstar Small-Cap Value ETF, an estimated $190K trimmed.
- United Financial Planning Group's largest Q2 2026 buy was Barrick Mining: 11,829 shares worth $434K.
- United Financial Planning Group added most to Vanguard Morningstar Value ETF in Q2 2026, an estimated $1.4M increase.
- United Financial Planning Group's biggest Q2 2026 reduction was Vanguard Morningstar Small-Cap Value ETF, cutting an estimated $190K.
- United Financial Planning Group fully exited Schwab Short-Term US Treasury ETF in Q2 2026, selling an estimated $210K.
- United Financial Planning Group's ten largest holdings make up 76% of its $197M portfolio in Q2 2026.
- United Financial Planning Group opened 84 new positions and closed 81 in Q2 2026.
- United Financial Planning Group's portfolio value rose 16% quarter-over-quarter to $197M.
Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.