Data as of Q4 2025 (Dec 31, 2025)

United Financial Planning Group LLC

•CIK: 2088337•Filing: Q4 2025

**United Financial Planning Group LLC** manages $165M across a diversified portfolio of 487 positions. The strategy shows significant overweighting toward U.S. large-cap growth and value, anchored by substantial allocations to VTV ($29.6M) and VUG ($28.4M). Further international exposure is maintained via VEA ($26.1M), while the fund also allocates capital to emerging markets (IEMG, $6.8M) and real estate (VNQ, $5.5M).

Total AUM
$164.8M
QoQ Performance
+3.8%
Positions
487
Top 10 Concentration
75.7%
Latest Filing
Q4 2025

Top Holdings Allocation

VTV
VUG
VEA
IJH
VTV18.0%
VUG17.2%
VEA15.8%
IJH5.1%
IJR4.1%
IEMG4.1%
VNQ3.3%
BNDX3.0%

📈 Biggest Buys

VTV
VANGUARD VALUE ETF
+316571.4%
18.0% of portfolio
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
NEW
15.8% of portfolio
VO
VANGUARD MID CAP ETF
NEW
2.3% of portfolio
BIV
VANGUARD INTERMEDIATE TERM BOND ETF
NEW
0.7% of portfolio
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
NEW
0.3% of portfolio

📉 Biggest Sells

VTI
VANGUARD TOTAL STOCK MARKET ETF
-96.2%
1.4% of portfolio
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-93.0%
1.0% of portfolio
BSV
VANGUARD SHORT-TERM BOND ETF
-29.4%
2.3% of portfolio
VUG
VANGUARD GROWTH ETF
-5.0%
17.2% of portfolio
VOO
VANGUARD S&P 500 ETF
-60.5%
0.5% of portfolio

Sector Breakdown

Other91.1%
Technology3.8%
ETF1.4%
Consumer1.3%
Financial0.9%
Utilities0.5%
Healthcare0.3%
Industrial0.3%

🚪 Exited Positionssold since Q3 2025

VT
VANGUARD FTSE EMERGING MARKETS ETF
SOLD
$1.7M
REET
INVSC S P GLOBAL WATER INDEX ETF
SOLD
$195.8K
VOE
VANGUARD HIGH DIVIDEND YIELD ETF
SOLD
$147.2K
HDV
ISHARES MSCI GLL MET MINPROD ETF
SOLD
$90.1K
IVW
ISHARES MSCI EAFE VALUE ETF
SOLD
$73.9K
+74 more exited positions

Changes from Q3 2025

NEW64 new positions
↑78 increased
↓27 decreased

Historical Filings

Q4 2025Q3 2025

📌 Top Holdings

VTV18.0%
VANGUARD VALUE ETF
$29.6M
VUG17.2%
VANGUARD GROWTH ETF
$28.4M
VEA15.8%
VANGUARD FTSE DEVELOPED MARKETS ETF
$26.1M
IJH5.1%
ISHARES CORE S&P MID CAP ETF
$8.4M
IJR4.1%
ISHARES CORE S&P SMALL CAP ETF
$6.8M

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