United Financial Planning Group LLC
Long book
$169.2M
Q1 2026
Positions
462
Top-10 weight
76%
concentration
Last quarter
+11.6%
SPY +14.8%
Turnover
56%
of book per quarter
Strategy in plain words
auto-generated from filingsUnited Financial Planning Group LLC is a wealth-management firm allocating client money, running a $169.2M US long book across 462 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: VANGUARD VALUE ETF, VANGUARD FTSE DEVELOPED ETF, VANGUARD GROWTH ETF, ISHARES CORE S&P MIDCAP ETF, ISHARES CORE S&P SMALL-CAP E.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q3 2025
+2.3%
Q4 2025
-0.5%
Q1 2026
+11.6%
Sector allocation
Technology 35%
Healthcare 17%
Consumer discretionary 12%
Financials 8%
Industrials 7%
Services media 6%
Utilities 6%
Materials 3%
Long book by quarter
What does United Financial own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| ABBV ABBVIE INC | Healthcare | 11.5K | $2.5M | 1.5% | +959.2% |
| AAPL APPLE INC | Technology | 7.9K | $2.0M | 1.2% | +1.3% |
| WMT WALMART INC | Consumer discretionary | 9.4K | $1.2M | 0.7% | +1.6% |
| NVDA NVIDIA CORP | Technology | 5.8K | $1.0M | 0.6% | +14.9% |
| ED CONSOLIDATED EDISON INC | Utilities | 8.1K | $918K | 0.5% | +0.4% |
| MSFT MICROSOFT CORP | Technology | 1.9K | $720K | 0.4% | +15.4% |
| NEM NEWMONT CORP | Materials | 4.9K | $532K | 0.3% | -34.0% |
| GOOGL ALPHABET INC-CL A | Technology | 1.6K | $471K | 0.3% | +22.8% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 952 | $456K | 0.3% | +5.1% |
| MCO MOODY'S CORP | Services media | 877 | $383K | 0.2% | +4.9% |
| V VISA INC-CLASS A SHARES | Services media | 1.2K | $370K | 0.2% | +3.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.7K | $358K | 0.2% | +7.0% |
| XOM EXXON MOBIL CORP | Energy | 2.0K | $346K | 0.2% | -15.4% |
| GOOG ALPHABET INC-CL C | Technology | 1.2K | $344K | 0.2% | +16.9% |
| META META PLATFORMS INC-CLASS A | Technology | 551 | $315K | 0.2% | +40.9% |
| MCD MCDONALD'S CORP | Consumer discretionary | 839 | $261K | 0.2% | +3.1% |
| FDX FEDEX CORP | Industrials | 664 | $237K | 0.1% | +4.7% |
| ORCL ORACLE CORP | Technology | 1.5K | $222K | 0.1% | -37.6% |
| JPM JPMORGAN CHASE & CO | Financials | 738 | $217K | 0.1% | -31.3% |
| TSLA TESLA INC | Industrials | 577 | $215K | 0.1% | +11.4% |
| AVGO BROADCOM INC | Technology | 564 | $174K | 0.1% | -62.8% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 571 | $138K | 0.1% | -11.9% |
| BA BOEING CO/THE | Industrials | 627 | $125K | 0.1% | +2.5% |
| MSI MOTOROLA SOLUTIONS INC | Technology | 244 | $106K | 0.1% | -50.5% |
| MSIF MSC INCOME FUND INC | — | 8.4K | $102K | 0.1% | New |
| MS MORGAN STANLEY | Financials | 610 | $100K | 0.1% | +3.7% |
| CAT CATERPILLAR INC | Industrials | 134 | $95K | 0.1% | +9.8% |
| QCOM QUALCOMM INC | Technology | 725 | $93K | 0.1% | +6.6% |
| HD HOME DEPOT INC | Consumer discretionary | 279 | $92K | 0.1% | -40.4% |
| JNJ JOHNSON & JOHNSON | Healthcare | 339 | $83K | 0.0% | +47.4% |
| BAC BANK OF AMERICA CORP | Financials | 1.6K | $78K | 0.0% | +25.7% |
| LLY ELI LILLY & CO | Healthcare | 74 | $68K | 0.0% | +89.7% |
| GS GOLDMAN SACHS GROUP INC | Financials | 78 | $66K | 0.0% | -33.3% |
| BX BLACKSTONE INC | Financials | 560 | $64K | 0.0% | Held |
| MRK MERCK & CO. INC. | Healthcare | 519 | $62K | 0.0% | +23.0% |
| PEP PEPSICO INC | Consumer staples | 391 | $61K | 0.0% | +2.4% |
| NFLX NETFLIX INC | Services media | 540 | $52K | 0.0% | +54.3% |
| DIS WALT DISNEY CO/THE | Services media | 505 | $49K | 0.0% | +12.5% |
| DHI DR HORTON INC | Industrials | 333 | $46K | 0.0% | Held |
| LMT LOCKHEED MARTIN CORP | Industrials | 72 | $44K | 0.0% | +18.0% |
| CMCSA COMCAST CORP-CLASS A | Communications | 1.5K | $43K | 0.0% | +13.4% |
| USB US BANCORP | Financials | 784 | $41K | 0.0% | +10.0% |
| ADI ANALOG DEVICES INC | Technology | 127 | $40K | 0.0% | +69.3% |
| MA MASTERCARD INC - A | Services media | 78 | $39K | 0.0% | +136.4% |
| AMGN AMGEN INC | Healthcare | 110 | $39K | 0.0% | +46.7% |
| LOW LOWE'S COS INC | Consumer discretionary | 163 | $39K | 0.0% | +33.6% |
| SNDK SANDISK CORP | Technology | 58 | $37K | 0.0% | New |