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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
GOVT icon
201
iShares US Treasury Bond ETF
GOVT
$44.4B
$724 ﹤0.01%
+7
New +$161
NOK icon
202
Nokia
NOK
$59.3B
$673 ﹤0.01%
+140
New +$633
T icon
203
AT&T
T
$174B
$621 ﹤0.01%
+22
New +$625
BHF icon
204
Brighthouse Financial
BHF
$3.11B
$318 ﹤0.01%
+6
New +$293
VTRS icon
205
Viatris
VTRS
$19.4B
$287 ﹤0.01%
+29
New +$282
CHTR icon
206
Charter Communications
CHTR
$17.7B
$275 ﹤0.01%
+1
New +$302
PLUG icon
207
Plug Power
PLUG
$3.17B
$233 ﹤0.01%
+100
New +$170
F icon
208
Ford
F
$55.6B
$191 ﹤0.01%
+16
New +$184
ALGT icon
209
Allegiant Air
ALGT
$2.2B
$177 ﹤0.01%
+1
New +$57
QBTS icon
210
D-Wave Quantum Inc
QBTS
$6.67B
$99 ﹤0.01%
+4
New +$73
WBD icon
211
Warner Bros
WBD
$72.4B
$98 ﹤0.01%
+5
New +$68
LUMN icon
212
Lumen
LUMN
$6.33B
$61 ﹤0.01%
+10
New +$48
PTIX
213
DELISTED
Performance Technologies
PTIX
$58 ﹤0.01%
+17
New +$58
CELU icon
214
Celularity
CELU
$60.8M
$39 ﹤0.01%
+19
New +$53
AMD icon
215
Advanced Micro Devices
AMD
$778B
$24 ﹤0.01%
+1
New +$161
5 6 7 8
9

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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.