United Financial Planning Group LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), United Financial Planning Group LLC reported 465 stock positions worth $196.9 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 17.9% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 16.9%) and Vanguard Ftse Developed ETF (VEA, 16.3%). Compared with Q1 2026, it opened 82 new positions, sold out of 81, added to 54 and reduced 48. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +2%) and the biggest sale an exit from Schwab Short-Term US Treas (SCHO).
- Most Recent 13F
- Q2 2026
- Location
- HAUPPAUGE, NY
- CIK
- 0002088337
- Portfolio Value
- $196.9M (Q2 2026)
- SEC Filing
- 0002088337-26-000006 ↗ filed Aug 6, 2026
Holdings Value
Holdings 465 stocks · $196.9M
| VTV Vanguard Mrngstr Val ETF-Aui | 17.92% | 161,587 | $35.3M | Add +4.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 16.87% | 385,232 | $33.2M | Add +2.5% |
| VEA Vanguard Ftse Developed ETF | 16.31% | 450,640 | $32.1M | Add +3.4% |
| IJH iShares Core S&P Midcap ETF | 5.21% | 133,020 | $10.3M | Add +3.5% |
| IJR iShares Core S&P Small-Cap E | 4.54% | 60,191 | $8.9M | Add +2.1% |
| IEMG iShares Core MSCI Emerging | 4.35% | 103,354 | $8.6M | Add +3.3% |
| VNQ Vanguard Real Estate ETF | 3.48% | 71,064 | $6.9M | Add +3.2% |
| BNDX Vanguard Total Intl Bond ETF | 3.13% | 127,387 | $6.2M | Add +7.2% |
| BSV Vanguard Short-Term Bond ETF | 2.46% | 62,065 | $4.8M | Add +11.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.12% | 51,820 | $4.2M | Reduce -0.9% |
| ABBV Abbvie Inc. | 1.46% | 11,412 | $2.9M | Reduce -0.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.33% | 7,078 | $2.6M | Reduce -1.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.20% | 44,979 | $2.4M | Add +4.0% |
| AAPL Apple Inc. | 1.12% | 7,621 | $2.2M | Reduce -3.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.12% | 7,245 | $2.2M | Reduce -2.8% |
| IDEV iShares Core MSCI Dev MKTS | 1.06% | 23,377 | $2.1M | Add +1.3% |
| VXUS Vanguard Total Intl Stock | 0.89% | 20,403 | $1.7M | Add +0.0% |
| VWO Vanguard Ftse Emerging Marke | 0.84% | 27,787 | $1.7M | Reduce -1.8% |
| BIV Vanguard Intermediate-Term B | 0.77% | 19,823 | $1.5M | Add +32.7% |
| GLD SPDR Gold Shares | 0.76% | 4,047 | $1.5M | Add +3.2% |
| NVDA Nvidia Corp. | 0.59% | 5,820 | $1.2M | No change |
| SLV iShares Silver Trust | 0.56% | 20,571 | $1.1M | Add +2.5% |
| WMT Walmart Inc. | 0.54% | 9,398 | $1.1M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 1,331 | $994K | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.49% | 1,404 | $965K | Add +0.1% |
| ED Consolidated Edison Inc. | 0.46% | 8,152 | $902K | Add +0.5% |
| MSFT Microsoft Corp. | 0.37% | 1,945 | $726K | No change |
| AVGO Broadcom Inc. | 0.31% | 1,598 | $604K | Add +183.3% |
| GOOGL Alphabet Inc. Class A | 0.30% | 1,639 | $586K | No change |
| IWD iShares Russell 1000 Value E | 0.25% | 2,000 | $485K | Add +9900.0% |
| NEM Newmont Corp. | 0.24% | 5,135 | $480K | Add +4.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 952 | $476K | No change |
| VYM Vanguard High DVD Yield ETF | 0.24% | 2,983 | $471K | No change |
| B Barrick Mining Corp. | 0.22% | 11,829 | $434K | New |
| GOOG Alphabet Inc. Class C | 0.21% | 1,198 | $423K | No change |
| V Visa Inc. Class A | 0.21% | 1,224 | $420K | Add +0.1% |
| AMZN Amazon.com Inc. | 0.21% | 1,718 | $409K | No change |
| MCO Moody's Corp. | 0.20% | 877 | $397K | No change |
| XLE SS Energy Select Sector | 0.18% | 6,667 | $354K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 467 | $344K | No change |
| BLV Vanguard Long-Term Bond ETF | 0.17% | 4,988 | $344K | Add +15.6% |
| META Meta Platforms Inc. Class A | 0.17% | 588 | $331K | Add +6.7% |
| VPU Vanguard Utilities ETF | 0.17% | 1,691 | $331K | No change |
| IVV iShares Core S&P 500 ETF | 0.16% | 426 | $319K | Add +0.2% |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 1,317 | $312K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.14% | 2,040 | $279K | No change |
| CET Central Securities Corp. | 0.13% | 5,009 | $263K | New |
| CEG Constellation Energy | 0.13% | 1,011 | $251K | Add +3788.5% |
| TSLA Tesla Inc. | 0.12% | 577 | $243K | No change |
| JPM JPMorgan Chase & Co. | 0.12% | 738 | $242K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.12% | 2,178 | $238K | Add +1.1% |
| MCD McDonald's Corp. | 0.12% | 840 | $227K | Add +0.1% |
| ING ING Groep N.V.-Sponsored ADR | 0.11% | 6,995 | $220K | New |
| ORCL Oracle Corp. | 0.11% | 1,452 | $213K | Reduce -3.9% |
| FDX FedEx Corp. | 0.11% | 664 | $208K | No change |
| STX Seagate Technology Holdings | 0.09% | 189 | $182K | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.09% | 2,237 | $177K | Add +1.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.08% | 461 | $159K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.08% | 1,010 | $157K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.08% | 1,555 | $150K | No change |
| NI Nisource Inc. | 0.07% | 3,075 | $146K | New |
| CAT Caterpillar Inc. | 0.07% | 134 | $143K | No change |
| EXC Exelon Corp. | 0.07% | 2,955 | $138K | Add +3593.8% |
| XCHYX Calamos Convert & High Inc. | 0.07% | 10,000 | $136K | New |
| QCOM Qualcomm Inc. | 0.07% | 725 | $134K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 472 | $133K | Reduce -17.3% |
| SNDK Sandisk Corp. | 0.07% | 58 | $132K | No change |
| MS Morgan Stanley | 0.06% | 610 | $128K | No change |
| BND Vanguard Total Bond Market | 0.06% | 1,731 | $127K | Add +1.0% |
| PICK iShares MSCI Global Metals & | 0.06% | 2,162 | $126K | Add +0.9% |
| BA The Boeing Co. | 0.06% | 574 | $124K | Reduce -8.4% |
| MXF Mexico Fund Inc. | 0.06% | 5,255 | $115K | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.05% | 1,995 | $102K | No change |
| MSI Motorola Solutions Inc. | 0.05% | 244 | $101K | No change |
| HD Home Depot Inc. | 0.05% | 279 | $98K | No change |
| MSIF MSC Income Fund Inc. | 0.05% | 8,363 | $97K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.05% | 393 | $96K | Reduce -67.5% |
| BAC Bank of America Corp. | 0.05% | 1,607 | $92K | No change |
| LLY Eli Lilly & Co. | 0.05% | 74 | $89K | No change |
| EFA iShares MSCI Eafe ETF | 0.04% | 841 | $87K | No change |
| VXF Vanguard Extended Market ETF | 0.04% | 353 | $87K | No change |
| JNJ Johnson & Johnson | 0.04% | 339 | $86K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 170 | $81K | New |
| ASX Ase Technology Holding -ADR | 0.04% | 1,797 | $81K | New |
| GS Goldman Sachs Group Inc. | 0.04% | 78 | $79K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.04% | 3,362 | $78K | Add +1.0% |
| LIN Linde PLC | 0.04% | 145 | $75K | New |
| NVS Novartis AG-Sponsored ADR | 0.04% | 450 | $71K | New |
| PHO Invesco Water Resources ETF | 0.04% | 1,060 | $70K | New |
| IWM iShares Russell 2000 ETF | 0.03% | 213 | $64K | No change |
| ITOT iShares Core S&P Total U.S. | 0.03% | 387 | $64K | Reduce -16.6% |
| BX Blackstone Inc. | 0.03% | 530 | $62K | Reduce -5.4% |
| MRK Merck & Co. Inc. | 0.03% | 469 | $60K | Reduce -9.6% |
| LRCX Lam Research Corp. | 0.03% | 129 | $56K | No change |
| DHI D.R. Horton Inc. | 0.03% | 333 | $54K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 355 | $54K | No change |
| VGT Vanguard Info Tech ETF | 0.03% | 440 | $53K | No change |
| SPCX Space Exploration Techn Class A | 0.03% | 297 | $51K | New |
| ADI Analog Devices Inc. | 0.03% | 127 | $50K | No change |
| FDXF FedEx Freight Holding Co. | 0.03% | 332 | $50K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.12 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -67.5% | 0.05% | −0.11 |
| SCHQ Schwab Long-Term US Treasury | Sold out | 0.00% | −0.11 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.9% | 2.12% | −0.10 |
| AAPL Apple Inc. | Reduce -3.7% | 1.12% | −0.07 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.8% | 0.84% | −0.06 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.06 |
| PDBC Invesco Optimum Yield Divers | Sold out | 0.00% | −0.05 |
| PIO Invesco Global Water ETF | Sold out | 0.00% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.8% | 1.12% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.5% | 1.33% | −0.03 |
| ORCL Oracle Corp. | Reduce -3.9% | 0.11% | −0.02 |
| ABBV Abbvie Inc. | Reduce -0.5% | 1.46% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -17.3% | 0.07% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -34.7% | 0.01% | −0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.01 |
| PEP Pepsico Inc. | Reduce -13.3% | 0.02% | −0.01 |
| SBUX Starbucks Corp. | Reduce -80.2% | 0.00% | −0.01 |
| BA The Boeing Co. | Reduce -8.4% | 0.06% | −0.01 |
| FFIC Flushing Financial Corp. | Sold out | 0.00% | −0.01 |
| HCC Warrior Met Coal Inc. | Sold out | 0.00% | −0.01 |
| CRM Salesforce Inc. | Reduce -78.7% | 0.00% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -59.4% | 0.01% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -32.9% | 0.01% | −0.01 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −0.01 |
| EEX Emerald Holding Inc. | Sold out | 0.00% | −0.01 |
| MELI MercadoLibre Inc. | Reduce -77.8% | 0.00% | −0.01 |
| DE Deere & Co. | Sold out | 0.00% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -39.5% | 0.01% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -16.6% | 0.03% | −0.01 |
| DIS The Walt Disney Co. | Reduce -10.3% | 0.02% | −0.01 |
| BX Blackstone Inc. | Reduce -5.4% | 0.03% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -9.6% | 0.03% | −0.01 |
| ACM Aecom | Sold out | 0.00% | −0.01 |
| ZION Zions Bancorp NA | Sold out | 0.00% | −0.01 |
| ROK Rockwell Automation Inc. | Reduce -65.1% | 0.00% | −0.01 |
| ACAD Acadia Pharmaceuticals Inc. | Sold out | 0.00% | −0.01 |
| APP AppLovin Corp. Class A | Reduce -57.5% | 0.00% | −0.01 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.00 |
| KO The Coca-Cola Co. | Reduce -26.7% | 0.01% | −0.00 |
| REGN Regeneron Pharmaceuticals | Reduce -50.0% | 0.00% | −0.00 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -51.7% | 0.00% | −0.00 |
| VLTO Veralto Corp. | Sold out | 0.00% | −0.00 |
| NFG National Fuel Gas Co. | Sold out | 0.00% | −0.00 |
| FITB Fifth Third Bancorp | Sold out | 0.00% | −0.00 |
| ORLY O'reilly Automotive Inc. | Reduce -57.1% | 0.00% | −0.00 |
| COMP Compass Inc. Class A | Sold out | 0.00% | −0.00 |
| MPWR Monolithic Power Systems Inc. | Reduce -33.3% | 0.01% | −0.00 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.00 |
| TXN Texas Instruments Inc. | Reduce -49.4% | 0.01% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.5% | 16.87% | +0.69 |
| IWD iShares Russell 1000 Value E | Add +9900.0% | 0.25% | +0.24 |
| IEMG iShares Core MSCI Emerging | Add +3.3% | 4.35% | +0.22 |
| B Barrick Mining Corp. | New | 0.22% | +0.22 |
| IJR iShares Core S&P Small-Cap E | Add +2.1% | 4.54% | +0.21 |
| AVGO Broadcom Inc. | Add +183.3% | 0.31% | +0.20 |
| CET Central Securities Corp. | New | 0.13% | +0.13 |
| CEG Constellation Energy | Add +3788.5% | 0.13% | +0.12 |
| ING ING Groep N.V.-Sponsored ADR | New | 0.11% | +0.11 |
| STX Seagate Technology Holdings | New | 0.09% | +0.09 |
| BIV Vanguard Intermediate-Term B | Add +32.7% | 0.77% | +0.09 |
| IJH iShares Core S&P Midcap ETF | Add +3.5% | 5.21% | +0.08 |
| AEM Agnico Eagle Mines Ltd. | New | 0.08% | +0.08 |
| NI Nisource Inc. | New | 0.07% | +0.07 |
| XCHYX Calamos Convert & High Inc. | New | 0.07% | +0.07 |
| EXC Exelon Corp. | Add +3593.8% | 0.07% | +0.07 |
| MXF Mexico Fund Inc. | New | 0.06% | +0.06 |
| ASX Ase Technology Holding -ADR | New | 0.04% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.04% | +0.04 |
| LIN Linde PLC | New | 0.04% | +0.04 |
| NVS Novartis AG-Sponsored ADR | New | 0.04% | +0.04 |
| PHO Invesco Water Resources ETF | New | 0.04% | +0.04 |
| SPCX Space Exploration Techn Class A | New | 0.03% | +0.03 |
| SILA Sila Realty Trust Inc. | New | 0.02% | +0.02 |
| FSSL FS Specialty Lending Fund | New | 0.02% | +0.02 |
| ASG Liberty All-Star Growth FD | New | 0.02% | +0.02 |
| TY Tri-Continental Corp. | New | 0.02% | +0.02 |
| BCS Barclays PLC-Spons ADR | New | 0.02% | +0.02 |
| JOF Japan Smaller Capitalization | New | 0.02% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.02% | +0.02 |
| FLEX Flex Ltd. | New | 0.01% | +0.01 |
| MSB Mesabi Trust | New | 0.01% | +0.01 |
| PBT Permian Basin Royalty Trust | New | 0.01% | +0.01 |
| ACN Accenture PLC Class A | New | 0.01% | +0.01 |
| MYN BlackRock Muniyield NY QLTY | New | 0.01% | +0.01 |
| IRM Iron Mountain Inc. | New | 0.01% | +0.01 |
| ZTR Virtus Total Return Fund Inc. | New | 0.01% | +0.01 |
| AZN Astrazeneca PLC | New | 0.01% | +0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.01% | +0.01 |
| OCFC Oceanfirst Financial Corp. | New | 0.01% | +0.01 |
| ONON On Holding AG Class A | New | 0.01% | +0.01 |
| FTNT Fortinet Inc. | New | 0.01% | +0.01 |
| SMTC Semtech Corp. | Add +9900.0% | 0.01% | +0.01 |
| MT Arcelormittal-NY Registered | New | 0.01% | +0.01 |
| GIS General Mills Inc. | New | 0.01% | +0.01 |
| MDT Medtronic PLC | New | 0.01% | +0.01 |
| MRVL Marvell Technology Inc. | Add +6.2% | 0.01% | +0.01 |
| ETN Eaton Corp. PLC | New | 0.01% | +0.01 |
| MFC Manulife Financial Corp. | New | 0.01% | +0.01 |
| BAP Credicorp Ltd. | New | 0.01% | +0.01 |