United Financial Planning Group LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), United Financial Planning Group LLC reported 462 stock positions worth $169.2 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 18.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 16.5%) and Vanguard Mrngstar GR ETF-Sui (VUG, 16.2%). Compared with Q4 2025, it opened 173 new positions, sold out of 199, added to 144 and reduced 67. The biggest buy was Abbvie (ABBV, shares +959%) and the biggest sale an exit from Barrick Mining (B).
- Most Recent 13F
- Q2 2026
- Location
- HAUPPAUGE, NY
- CIK
- 0002088337
- Portfolio Value
- $169.2M (Q1 2026)
- SEC Filing
- 0002088337-26-000004 ↗ filed May 8, 2026
Holdings Value
Holdings 462 stocks · $169.2M
| VTV Vanguard Mrngstr Val ETF-Aui | 17.96% | 154,900 | $30.4M | Reduce -0.2% |
| VEA Vanguard Ftse Developed ETF | 16.51% | 435,762 | $27.9M | Add +4.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 16.18% | 62,649 | $27.4M | Add +7.7% |
| IJH iShares Core S&P Midcap ETF | 5.13% | 128,495 | $8.7M | Add +1.4% |
| IJR iShares Core S&P Small-Cap E | 4.33% | 58,924 | $7.3M | Add +3.9% |
| IEMG iShares Core MSCI Emerging | 4.13% | 100,070 | $7.0M | Reduce -0.7% |
| VNQ Vanguard Real Estate ETF | 3.61% | 68,853 | $6.1M | Add +11.0% |
| BNDX Vanguard Total Intl Bond ETF | 3.38% | 118,846 | $5.7M | Add +17.1% |
| BSV Vanguard Short-Term Bond ETF | 2.58% | 55,691 | $4.4M | Add +15.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.22% | 13,077 | $3.8M | Reduce -1.7% |
| ABBV Abbvie Inc. | 1.47% | 11,471 | $2.5M | Add +959.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.36% | 7,186 | $2.3M | Add +6.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.34% | 43,253 | $2.3M | Add +2.6% |
| AAPL Apple Inc. | 1.19% | 7,915 | $2.0M | Add +1.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.15% | 7,456 | $2.0M | Reduce -3.9% |
| IDEV iShares Core MSCI Dev MKTS | 1.14% | 23,076 | $1.9M | Reduce -3.5% |
| GLD SPDR Gold Shares | 1.00% | 3,920 | $1.7M | Add +45.5% |
| VXUS Vanguard Total Intl Stock | 0.93% | 20,402 | $1.6M | Reduce -24.8% |
| VWO Vanguard Ftse Emerging Marke | 0.90% | 28,297 | $1.5M | Reduce -4.7% |
| SLV iShares Silver Trust | 0.81% | 20,068 | $1.4M | Add +24.3% |
| WMT Walmart Inc. | 0.69% | 9,398 | $1.2M | Add +1.6% |
| BIV Vanguard Intermediate-Term B | 0.68% | 14,940 | $1.2M | Add +1.8% |
| NVDA Nvidia Corp. | 0.60% | 5,820 | $1.0M | Add +14.9% |
| ED Consolidated Edison Inc. | 0.54% | 8,115 | $918K | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.51% | 1,330 | $865K | Reduce -21.4% |
| VOO Vanguard S&P 500 ETF | 0.50% | 1,402 | $838K | Add +9.1% |
| MSFT Microsoft Corp. | 0.43% | 1,945 | $720K | Add +15.4% |
| NEM Newmont Corp. | 0.31% | 4,913 | $532K | Reduce -34.0% |
| GOOGL Alphabet Inc. Class A | 0.28% | 1,639 | $471K | Add +22.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 952 | $456K | Add +5.1% |
| VYM Vanguard High DVD Yield ETF | 0.26% | 2,983 | $442K | Reduce -17.9% |
| XLE SS Energy Select Sector | 0.24% | 6,667 | $408K | Add +0.6% |
| MCO Moody's Corp. | 0.23% | 877 | $383K | Add +4.9% |
| V Visa Inc. Class A | 0.22% | 1,223 | $370K | Add +3.6% |
| AMZN Amazon.com Inc. | 0.21% | 1,718 | $358K | Add +7.0% |
| XOM Exxon Mobil Corp. | 0.20% | 2,040 | $346K | Reduce -15.4% |
| GOOG Alphabet Inc. Class C | 0.20% | 1,198 | $344K | Add +16.9% |
| VPU Vanguard Utilities ETF | 0.20% | 1,691 | $335K | No change |
| META Meta Platforms Inc. Class A | 0.19% | 551 | $315K | Add +40.9% |
| BLV Vanguard Long-Term Bond ETF | 0.18% | 4,314 | $297K | Add +0.6% |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 1,316 | $283K | Reduce -12.7% |
| IVV iShares Core S&P 500 ETF | 0.16% | 425 | $277K | Add +7.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 467 | $270K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.16% | 1,209 | $263K | Add +2138.9% |
| MCD McDonald's Corp. | 0.15% | 839 | $261K | Add +3.1% |
| FDX FedEx Corp. | 0.14% | 664 | $237K | Add +4.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.14% | 2,155 | $235K | Add +10.7% |
| ORCL Oracle Corp. | 0.13% | 1,511 | $222K | Reduce -37.6% |
| JPM JPMorgan Chase & Co. | 0.13% | 738 | $217K | Reduce -31.4% |
| TSLA Tesla Inc. | 0.13% | 577 | $215K | Add +11.4% |
| SCHO Schwab Short-Term US Treas | 0.12% | 8,646 | $210K | Add +5781.6% |
| SCHQ Schwab Long-Term US Treasury | 0.11% | 5,718 | $180K | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.10% | 2,212 | $175K | Reduce -20.6% |
| AVGO Broadcom Inc. | 0.10% | 564 | $174K | Reduce -62.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.08% | 1,555 | $141K | Reduce -6.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 571 | $138K | Reduce -11.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.08% | 461 | $138K | No change |
| BND Vanguard Total Bond Market | 0.07% | 1,714 | $126K | Reduce -83.2% |
| BA The Boeing Co. | 0.07% | 627 | $125K | Add +2.5% |
| PICK iShares MSCI Global Metals & | 0.07% | 2,143 | $121K | Add +4.2% |
| FBTC Fidelity Wise Origin Bitcoin | 0.07% | 1,995 | $118K | Reduce -3.8% |
| MSI Motorola Solutions Inc. | 0.06% | 244 | $106K | Reduce -50.5% |
| MSIF MSC Income Fund Inc. | 0.06% | 8,363 | $102K | New |
| MS Morgan Stanley | 0.06% | 610 | $100K | Add +3.7% |
| CAT Caterpillar Inc. | 0.06% | 134 | $95K | Add +9.8% |
| IBB iShares Biotechnology ETF | 0.06% | 558 | $94K | No change |
| QCOM Qualcomm Inc. | 0.06% | 725 | $93K | Add +6.6% |
| HD Home Depot Inc. | 0.05% | 279 | $92K | Reduce -40.4% |
| PDBC Invesco Optimum Yield Divers | 0.05% | 4,854 | $84K | New |
| JNJ Johnson & Johnson | 0.05% | 339 | $83K | Add +47.4% |
| EFA iShares MSCI Eafe ETF | 0.05% | 841 | $82K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 1,607 | $78K | Add +25.7% |
| SCHZ Schwab US Aggregate Bond ETF | 0.05% | 3,328 | $77K | Reduce -73.5% |
| VXF Vanguard Extended Market ETF | 0.04% | 353 | $73K | No change |
| LLY Eli Lilly & Co. | 0.04% | 74 | $68K | Add +89.7% |
| PIO Invesco Global Water ETF | 0.04% | 1,060 | $68K | New |
| ITOT iShares Core S&P Total U.S. | 0.04% | 464 | $66K | New |
| GS Goldman Sachs Group Inc. | 0.04% | 78 | $66K | Reduce -33.3% |
| BX Blackstone Inc. | 0.04% | 560 | $64K | No change |
| MRK Merck & Co. Inc. | 0.04% | 519 | $62K | Add +23.0% |
| PEP Pepsico Inc. | 0.04% | 391 | $61K | Add +2.4% |
| IWM iShares Russell 2000 ETF | 0.03% | 213 | $53K | No change |
| NFLX Netflix Inc. | 0.03% | 540 | $52K | Add +54.3% |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 355 | $52K | Add +255.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 505 | $49K | Add +12.5% |
| DHI D.R. Horton Inc. | 0.03% | 333 | $46K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.03% | 1,000 | $44K | No change |
| LMT Lockheed Martin Corp. | 0.03% | 72 | $44K | Add +18.0% |
| CMCSA Comcast Corp. Class A | 0.03% | 1,493 | $43K | Add +13.4% |
| USB US Bancorp | 0.02% | 784 | $41K | Add +10.0% |
| VEGI iShares MSCI Agriculture Pro | 0.02% | 897 | $41K | No change |
| SMA Smartstop Self Storage REIT | 0.02% | 1,337 | $40K | No change |
| ADI Analog Devices Inc. | 0.02% | 127 | $40K | Add +69.3% |
| MA Mastercard Inc. Class A | 0.02% | 78 | $39K | Add +136.4% |
| AMGN Amgen Inc. | 0.02% | 110 | $39K | Add +46.7% |
| LOW Lowe's Cos Inc. | 0.02% | 163 | $39K | Add +33.6% |
| VGT Vanguard Info Tech ETF | 0.02% | 55 | $38K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.02% | 271 | $38K | Add +0.4% |
| IXUS iShares Core Intl Stock ETF | 0.02% | 431 | $37K | Add +46.6% |
| SNDK Sandisk Corp. | 0.02% | 58 | $37K | New |
Portfolio Sells Q4 2025 → Q1 2026
| B Barrick Mining Corp. | Sold out | 0.00% | −0.48 |
| BND Vanguard Total Bond Market | Reduce -83.2% | 0.07% | −0.38 |
| VXUS Vanguard Total Intl Stock | Reduce -24.8% | 0.93% | −0.31 |
| IWD iShares Russell 1000 Value E | Reduce -98.9% | 0.00% | −0.22 |
| AVGO Broadcom Inc. | Reduce -62.9% | 0.10% | −0.22 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -21.4% | 0.51% | −0.19 |
| ORCL Oracle Corp. | Reduce -37.6% | 0.13% | −0.15 |
| NEM Newmont Corp. | Reduce -34.0% | 0.31% | −0.14 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -73.5% | 0.05% | −0.13 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.7% | 2.22% | −0.12 |
| ING ING Groep N.V.-Sponsored ADR | Sold out | 0.00% | −0.11 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −0.10 |
| JPM JPMorgan Chase & Co. | Reduce -31.4% | 0.13% | −0.08 |
| XCHYX Calamos Convert & High Inc. | Sold out | 0.00% | −0.07 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.7% | 0.90% | −0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.9% | 1.15% | −0.06 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -3.5% | 1.14% | −0.06 |
| VYM Vanguard High DVD Yield ETF | Reduce -17.9% | 0.26% | −0.06 |
| MSI Motorola Solutions Inc. | Reduce -50.5% | 0.06% | −0.05 |
| PFE Pfizer Inc. | Reduce -86.0% | 0.01% | −0.05 |
| HD Home Depot Inc. | Reduce -40.4% | 0.05% | −0.04 |
| SCHG Schwab US Large-Cap Growth | Sold out | 0.00% | −0.04 |
| CGW Invesco S&P Global Water Ind | Sold out | 0.00% | −0.04 |
| LIN Linde PLC | Sold out | 0.00% | −0.04 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −0.04 |
| STX Seagate Technology Holdings | Sold out | 0.00% | −0.04 |
| SCHV Schwab US Large-Cap Value | Sold out | 0.00% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -93.3% | 0.00% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -11.9% | 0.08% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -12.7% | 0.17% | −0.03 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.03 |
| FSSL FS Specialty Lending Fund | Sold out | 0.00% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -20.6% | 0.10% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.03 |
| ONON On Holding AG Class A | Sold out | 0.00% | −0.03 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -3.8% | 0.07% | −0.03 |
| BWX SS SPDR BB Intl Treasury BD | Reduce -55.1% | 0.02% | −0.02 |
| SPGI S&P Global Inc. | Reduce -44.7% | 0.02% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -33.3% | 0.04% | −0.02 |
| IHI iShares U.S. Medical Devices | Sold out | 0.00% | −0.02 |
| HIG Hartford Insurance Group Inc. | Reduce -92.6% | 0.00% | −0.02 |
| SILA Sila Realty Trust Inc. | Sold out | 0.00% | −0.02 |
| XLK SS Technology Select Sector | Reduce -57.3% | 0.01% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.02 |
| BDJ BlackRock Enhanced Eqty DVD | Sold out | 0.00% | −0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.02 |
| DT Dynatrace Inc. | Sold out | 0.00% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.2% | 17.96% | −0.01 |
| MYN BlackRock Muniyield NY QLTY | Sold out | 0.00% | −0.01 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| ABBV Abbvie Inc. | Add +959.2% | 1.47% | +1.32 |
| VEA Vanguard Ftse Developed ETF | Add +4.3% | 16.51% | +0.67 |
| BNDX Vanguard Total Intl Bond ETF | Add +17.1% | 3.38% | +0.40 |
| GLD SPDR Gold Shares | Add +45.5% | 1.00% | +0.35 |
| VNQ Vanguard Real Estate ETF | Add +11.0% | 3.61% | +0.28 |
| BSV Vanguard Short-Term Bond ETF | Add +15.0% | 2.58% | +0.27 |
| IJR iShares Core S&P Small-Cap E | Add +3.9% | 4.33% | +0.19 |
| SLV iShares Silver Trust | Add +24.3% | 0.81% | +0.18 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2138.9% | 0.16% | +0.15 |
| SCHO Schwab Short-Term US Treas | Add +5781.6% | 0.12% | +0.12 |
| SCHQ Schwab Long-Term US Treasury | New | 0.11% | +0.11 |
| WMT Walmart Inc. | Add +1.6% | 0.69% | +0.06 |
| XLE SS Energy Select Sector | Add +0.6% | 0.24% | +0.06 |
| MSIF MSC Income Fund Inc. | New | 0.06% | +0.06 |
| ED Consolidated Edison Inc. | Add +0.4% | 0.54% | +0.06 |
| IJH iShares Core S&P Midcap ETF | Add +1.4% | 5.13% | +0.06 |
| PDBC Invesco Optimum Yield Divers | New | 0.05% | +0.05 |
| PIO Invesco Global Water ETF | New | 0.04% | +0.04 |
| ITOT iShares Core S&P Total U.S. | New | 0.04% | +0.04 |
| META Meta Platforms Inc. Class A | Add +40.9% | 0.19% | +0.03 |
| FDX FedEx Corp. | Add +4.7% | 0.14% | +0.03 |
| NVDA Nvidia Corp. | Add +14.9% | 0.60% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +22.8% | 0.28% | +0.03 |
| SDY SS SPDR S&P Dividend ETF | Add +255.0% | 0.03% | +0.02 |
| SNDK Sandisk Corp. | New | 0.02% | +0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.02% | +0.02 |
| JNJ Johnson & Johnson | Add +47.4% | 0.05% | +0.02 |
| XT Ishar Fture Exp Tech ETF-Usd | New | 0.02% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | New | 0.02% | +0.02 |
| GOVT iShares US Treasury Bond ETF | Add +330.6% | 0.02% | +0.02 |
| LLY Eli Lilly & Co. | Add +89.7% | 0.04% | +0.01 |
| LRCX Lam Research Corp. | Add +579.0% | 0.02% | +0.01 |
| CAT Caterpillar Inc. | Add +9.8% | 0.06% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.01% | +0.01 |
| GLDM SPDR Gold Minishares Trust | New | 0.01% | +0.01 |
| NRG NRG Energy Inc. | Add +2366.7% | 0.01% | +0.01 |
| MA Mastercard Inc. Class A | Add +136.4% | 0.02% | +0.01 |
| ADI Analog Devices Inc. | Add +69.3% | 0.02% | +0.01 |
| VRT Vertiv Holdings Co. Class A | Add +937.5% | 0.01% | +0.01 |
| COHR Coherent Corp. | New | 0.01% | +0.01 |
| AMAT Applied Materials Inc. | Add +1833.3% | 0.01% | +0.01 |
| C Citigroup Inc. | Add +994.1% | 0.01% | +0.01 |
| NFLX Netflix Inc. | Add +54.3% | 0.03% | +0.01 |
| SPMB SS SPDR P Mort Back Bond ETF | New | 0.01% | +0.01 |
| MRK Merck & Co. Inc. | Add +23.0% | 0.04% | +0.01 |
| SCHF Schwab Intl Equity ETF | New | 0.01% | +0.01 |
| HCC Warrior Met Coal Inc. | New | 0.01% | +0.01 |
| CMI Cummins Inc. | New | 0.01% | +0.01 |
| HAL Halliburton Co. | New | 0.01% | +0.01 |
| FEZ State Street SPDR Euro Stoxx | New | 0.01% | +0.01 |