United Financial Planning Group LLC

CIK 0002088337 · Q1 2026

13F Equity AUM

$169.2M

+2.6% QoQ

Positions

456

-29 QoQ

AUM Rank

#8,068

Top 65%

Skill Alpha (FF)

—

Building track record (1q)

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 60.1%Top 10: 76.0%Top 20: 87.3%

VTV18.0%

VEA16.5%

VUG16.2%

IJH5.1%

IJR4.3%

IEMG4.1%

VNQ3.6%

BNDX3.4%

BSV2.6%

VO2.2%

Others (446)24.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services90.8%

Technology3.0%

Other6.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

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Position Changes This Quarter

New175Increased144Decreased66Exited200

New Positions

SCHQ0.1%

+6K

MSIF0.1%

+8K

PDBC0.1%

+5K

PIO0.0%

+1K

ITOT0.0%

+464

IBIT0.0%

+714

XT0.0%

+480

SNDK0.0%

+58

XLU0.0%

+790

NANC0.0%

+276

Increased

VEA16.5%

+18K(+4%)

BNDX3.4%

+17K(+17%)

ABBV1.5%

+10K(+959%)

SCHO0.1%

+8K(+5782%)

BSV2.6%

+7K(+15%)

VNQ3.6%

+7K(+11%)

VUG16.2%

+4K(+8%)

SLV0.8%

+4K(+24%)

IJR4.3%

+2K(+4%)

IJH5.1%

+2K(+1%)

Decreased

SCHZ0.1%

-9,253(-74%)

BND0.1%

-8,457(-83%)

VXUS0.9%

-6,714(-25%)

PFE0.0%

-3,033(-86%)

NEM0.3%

-2,528(-34%)

IWD0.0%

-1,737(-99%)

BWX0.0%

-1,677(-55%)

VWO0.9%

-1,397(-5%)

AVGO0.1%

-954(-63%)

ORCL0.1%

-909(-38%)

Exited

-18,324

-6,330

-1,010

-10,000

-473

-2,120

-154

-1,060

-236

-2,107

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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