United Financial Planning Group
United Financial Planning Group reported 465 stocks worth $197M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are VTV (17.9%), VUG (16.9%) and VEA (16.3%). Compared with Q1 2026, the fund opened new positions in B, CET and ING, added to VTV, VUG and VEA, trimmed ABBV, VTI and AAPL and sold out of SCHO, SCHQ and IBB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTV Vanguard Index Fds | $35.3M | 17.9% | 162K | +6,687 (+4%) | 4 of 4 | |
| 2 |  VUG Vanguard Index Fds | $33.2M | 16.9% | 385K | +323K (+515%) | 4 of 4 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $32.1M | 16.3% | 451K | +15K (+3%) | 3 of 4 | |
| 4 |  IJH Ishares TR | $10.3M | 5.2% | 133K | +4,525 (+4%) | 4 of 4 | |
| 5 |  IJR Ishares TR | $8.9M | 4.5% | 60K | +1,267 (+2%) | 4 of 4 | |
| 6 |  IEMG Ishares Inc | $8.6M | 4.3% | 103K | +3,284 (+3%) | 4 of 4 | |
| 7 |  VNQ Vanguard Index Fds | $6.9M | 3.5% | 71K | +2,211 (+3%) | 4 of 4 | |
| 8 |  BNDX Vanguard Total | $6.2M | 3.1% | 127K | +8,541 (+7%) | 4 of 4 | |
| 9 |  BSV Vanguard Short-Term Bond ETF | $4.8M | 2.5% | 62K | +6,374 (+11%) | 4 of 4 | |
| 10 |  VO Vanguard Index Fds | $4.2M | 2.1% | 52K | +39K (+296%) | 3 of 4 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SCHO Schwab Short-Term US Treasury ETF | $210K | 8,646 |
 SCHQ Schwab Strategic TR | $180K | 5,718 |
 IBB Ishares TR | $94K | 558 |
 PDBC Invesco Actvely Mngd Etc FD | $84K | 4,854 |
 PIO Invesco Exch Traded FD TR II Global | $68K | 1,060 |
🔒 Free account: see all 30.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →United Financial Planning Group 13F FAQ
What does United Financial Planning Group own?
United Financial Planning Group reported 465 stocks worth $197M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are VTV (17.9%), VUG (16.9%) and VEA (16.3%). The table above lists every position in the filing (the top 10 without an account).
What did United Financial Planning Group buy and sell in Q2 2026?
Compared with Q1 2026: 86 new positions, 54 added to, 46 trimmed and 83 sold out. New positions include B, CET and ING. It sold all of SCHO, SCHQ and IBB.
When will United Financial Planning Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is United Financial Planning Group's portfolio worth?
The Q2 2026 filing reports $197M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.