CIK 2088337
United Financial Planning Group LLC
Institutional 13F holdings & portfolio
Holdings
487
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 487
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| TSLA | TESLA INC | 518 | $100K–$500K | SH |
| VCSH | VANGUARD SHORT TERM COR BD ETF | 3K | $100K–$500K | SH |
| LQD | ISHARES IBOXX INVT GRADE BOND ETF | 2K | $100K–$500K | SH |
| IBM | IBM CORP | 648 | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 493 | $100K–$500K | SH |
| FDX | FEDEX CORP | 634 | $100K–$500K | SH |
| ING | ING GROEP N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 6K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD F | 1K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 468 | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 2K | $100K–$500K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 2K | $100K–$500K | SH |
| VV | VANGUARD LARGE CAP ETF | 461 | $100K–$500K | SH |
| BA | BOEING CO | 612 | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 680 | $100K–$500K | SH |
| CHY | CALAMOS CONVERTIBLE AND | 10K | $100K–$500K | SH |
| PICK | ISHARES MSCI GLL MET MIN PROD ETF | 2K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 588 | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 117 | $100K–$500K | SH |
| IBB | ISHARES BIOTECHNOLOGY ETF | 558 | $50K–$100K | SH |
| PFE | PFIZER INC | 4K | $50K–$100K | SH |
| BX | BLACKSTONE INC | 560 | $50K–$100K | SH |
| EFA | ISHARES MSCI EAFE ETF | 841 | $50K–$100K | SH |
| VXF | VANGUARD EXTENDED MARKET ETF | 353 | $50K–$100K | SH |
| BAC | BANK OF AMERICA CORP | 1K | $50K–$100K | SH |
| CAT | CATERPILLAR INC | 122 | $50K–$100K | SH |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | 2K | $50K–$100K | SH |
| SPGI | S&P GLOBAL INC | 132 | $50K–$100K | SH |
| BWX | SPDR BLOOMBG INTL TRY BD ETF | 3K | $50K–$100K | SH |
| CGW | INVSC S P GLOBAL WATER INDEX ETF | 1K | $50K–$100K | SH |
| LIN | LINDE PLC F | 154 | $50K–$100K | SH |
| NVS | NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 473 | $50K–$100K | SH |
| STX | SEAGATE TECHNOLOGY H F | 236 | $50K–$100K | SH |
| CL | COLGATE PALMOLIVE CO | 815 | $50K–$100K | SH |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | 2K | $50K–$100K | SH |
| ACN | ACCENTURE PLC IRELAND F CLASS A | 207 | $50K–$100K | SH |
| PEP | PEPSICO INC | 382 | $50K–$100K | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 213 | $50K–$100K | SH |
| FSSL | FS SPECIALTY LENDING | 4K | $50K–$100K | SH |
| DIS | DISNEY WALT CO | 449 | $50K–$100K | SH |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | 2K | $50K–$100K | SH |
| XLK | STATE STRET TEC SELECT SEC SPDR ETF | 349 | $50K–$100K | SH |
| TSM | TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | 159 | $15K–$50K | SH |
| DHI | D R HORTON INC | 333 | $15K–$50K | SH |
| JNJ | JOHNSON & JOHNSON | 230 | $15K–$50K | SH |
| ONON | ON HLDG AG F CLASS A | 1K | $15K–$50K | SH |
| VNQI | VANGUARD GLBAL EX US REAL ESTATE ETF | 1K | $15K–$50K | SH |
| MRK | MERCK & CO. INC. | 422 | $15K–$50K | SH |
| LLY | ELI LILLY AND CO | 39 | $15K–$50K | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 55 | $15K–$50K | SH |