United Financial Planning Group LLC

13F filer · CIK 0002088337

Reported Aug 6, 2026

Net buyer this quarter

13F portfolio value$197MU.S. long equity reported on 13F

Positions37780 new · 66 closed

Net flow last quarter+$3.48MBuys minus sells

Top 10 positions weight9.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 2026377 positions
BSVNBank7 Corp.	$4.84M	2.46%	0.65%	+11.5%	Q3 2025
ABBVAbbVie Inc.	$2.87M	1.46%	0.00%	-0.5%	Q3 2025
AAPLApple Inc.	$2.21M	1.12%	0.00%	-3.7%	Q3 2025
IDEVEndo Pharmaceuticals Solutions Inc.	$2.08M	1.06%	Not reported	+1.3%	Q3 2025
GLDSPDR Gold Trust	$1.49M	0.76%	0.00%	+3.2%	Q3 2025
NVDANvidia Corp	$1.16M	0.59%	0.00%	Not reported	Q3 2025
SLViShares Silver Trust	$1.1M	0.56%	0.00%	+2.5%	Q3 2025
WMTWalmart Inc.	$1.06M	0.54%	0.00%	Not reported	Q3 2025
SPYSPDR S&P 500 ETF Trust	$994K	0.50%	Not reported	+0.1%	Q3 2025
EDConsolidated Edison Inc	$902K	0.46%	0.00%	+0.5%	Q3 2025
MSFTMicrosoft Corp	$726K	0.37%	0.00%	Not reported	Q3 2025
AVGOBroadcom Inc.	$604K	0.31%	0.00%	+183.3%	Q3 2025
GOOGLAlphabet Inc.	$586K	0.30%	0.00%	Not reported	Q3 2025
NEMNEWMONT Corp	$480K	0.24%	0.00%	+4.5%	Q3 2025
BRK.BBerkshire Hathaway Inc	$476K	0.24%	Not reported	Not reported	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$471K	0.24%	Not reported	Not reported	Q4 2025
BBarrick Mining Corp	$434K	0.22%	0.00%	Not reported	Q3 2025
GOOGAlphabet Inc.	$423K	0.22%	Not reported	Not reported	Q3 2025
VVisa Inc.	$420K	0.21%	0.00%	+0.1%	Q3 2025
AMZNAmazon Com Inc	$409K	0.21%	0.00%	Not reported	Q3 2025
MCOMoodys Corp	$397K	0.20%	0.00%	Not reported	Q3 2025
QQQInvesco QQQ Trust, Series 1	$344K	0.17%	Not reported	Not reported	Q3 2025
METAMeta Platforms, Inc.	$331K	0.17%	Not reported	+6.7%	Q3 2025
XOMExxonMobil Holdings Corp	$279K	0.14%	0.00%	Not reported	Q3 2025
CETCentral Securities Corp	$263K	0.13%	Not reported	New	Q2 2026
CEGConstellation Energy Corp	$251K	0.13%	0.00%	+3788.5%	Q1 2026
TSLATesla, Inc.	$243K	0.12%	0.00%	Not reported	Q3 2025
JPMJPMorgan Chase & Co	$242K	0.12%	0.00%	Not reported	Q3 2025
MCDMcdonalds Corp	$227K	0.12%	0.00%	+0.1%	Q3 2025
INGING Groep NV	$220K	0.11%	0.00%	Not reported	Q3 2025
ORCLOracle Corp	$213K	0.11%	0.00%	-3.9%	Q3 2025
FDXFedex Corp	$208K	0.11%	0.00%	Not reported	Q3 2025
STXSeagate Technology Holdings plc	$182K	0.09%	0.00%	Not reported	Q3 2025
AEMAgnico Eagle Mines Ltd	$157K	0.08%	0.00%	Not reported	Q3 2025
NINisource Inc.	$146K	0.07%	0.00%	New	Q2 2026
CATCaterpillar Inc	$143K	0.07%	0.00%	Not reported	Q4 2025
EXCExelon Corp	$138K	0.07%	0.00%	+3593.8%	Q1 2026
CHYCalamos Convertible & High Income Fund	$136K	0.07%	Not reported	Not reported	Q3 2025
QCOMQualcomm Inc	$134K	0.07%	0.00%	Not reported	Q3 2025
IBMInternational Business Machines Corp	$133K	0.07%	0.00%	-17.3%	Q3 2025
SNDKSandisk Corp	$132K	0.07%	0.00%	Not reported	Q1 2026
MSMorgan Stanley	$128K	0.06%	0.00%	Not reported	Q3 2025
BABoeing Co	$124K	0.06%	0.00%	-8.5%	Q3 2025
MXFMexico Fund Inc	$115K	0.06%	Not reported	New	Q2 2026
FBTCFidelity Wise Origin Bitcoin Fund	$102K	0.05%	0.00%	Not reported	Q3 2025
MSIMotorola Solutions, Inc.	$101K	0.05%	0.00%	Not reported	Q3 2025
HDHome Depot, Inc.	$98.4K	0.05%	0.00%	Not reported	Q3 2025
MSIFMSC Income Fund, Inc.	$96.8K	0.05%	0.02%	Not reported	Q3 2025
BACBank of America Corp	$91.6K	0.05%	0.00%	Not reported	Q3 2025
LLYELI LILLY & Co	$88.8K	0.05%	0.00%	Not reported	Q4 2025

Q1 2026Reported May 8, 2026361 positions
BSVNBank7 Corp.	$4.37M	2.58%	0.59%	+15.0%	Q3 2025
ABBVAbbVie Inc.	$2.49M	1.47%	0.00%	+959.2%	Q3 2025
AAPLApple Inc.	$2.01M	1.19%	0.00%	+1.3%	Q3 2025
IDEVEndo Pharmaceuticals Solutions Inc.	$1.93M	1.14%	Not reported	-3.5%	Q3 2025
GLDSPDR Gold Trust	$1.69M	1.00%	0.00%	+45.5%	Q3 2025
SLViShares Silver Trust	$1.37M	0.81%	0.00%	+24.3%	Q3 2025
WMTWalmart Inc.	$1.17M	0.69%	0.00%	+1.6%	Q3 2025
NVDANvidia Corp	$1.02M	0.60%	0.00%	+14.9%	Q3 2025
EDConsolidated Edison Inc	$918K	0.54%	0.00%	+0.4%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$865K	0.51%	Not reported	-21.4%	Q3 2025
MSFTMicrosoft Corp	$720K	0.43%	0.00%	+15.4%	Q3 2025
NEMNEWMONT Corp	$532K	0.31%	0.00%	-34.0%	Q3 2025
GOOGLAlphabet Inc.	$471K	0.28%	0.00%	+22.8%	Q3 2025
BRK.BBerkshire Hathaway Inc	$456K	0.27%	Not reported	+5.1%	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$442K	0.26%	Not reported	-17.9%	Q4 2025
MCOMoodys Corp	$383K	0.23%	0.00%	+4.9%	Q3 2025
VVisa Inc.	$370K	0.22%	0.00%	+3.6%	Q3 2025
AMZNAmazon Com Inc	$358K	0.21%	0.00%	+7.0%	Q3 2025
XOMExxonMobil Holdings Corp	$346K	0.20%	0.00%	-15.4%	Q3 2025
GOOGAlphabet Inc.	$344K	0.20%	Not reported	+16.9%	Q3 2025
METAMeta Platforms, Inc.	$315K	0.19%	Not reported	+40.9%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$270K	0.16%	Not reported	Not reported	Q3 2025
MCDMcdonalds Corp	$261K	0.15%	0.00%	+3.1%	Q3 2025
FDXFedex Corp	$237K	0.14%	0.00%	+4.7%	Q3 2025
ORCLOracle Corp	$222K	0.13%	0.00%	-37.6%	Q3 2025
JPMJPMorgan Chase & Co	$217K	0.13%	0.00%	-31.4%	Q3 2025
TSLATesla, Inc.	$215K	0.13%	0.00%	+11.4%	Q3 2025
AVGOBroadcom Inc.	$174K	0.10%	0.00%	-62.9%	Q3 2025
IBMInternational Business Machines Corp	$138K	0.08%	0.00%	-11.9%	Q3 2025
BABoeing Co	$125K	0.07%	0.00%	+2.5%	Q3 2025
FBTCFidelity Wise Origin Bitcoin Fund	$118K	0.07%	0.00%	-3.8%	Q3 2025
MSIMotorola Solutions, Inc.	$106K	0.06%	0.00%	-50.5%	Q3 2025
MSIFMSC Income Fund, Inc.	$102K	0.06%	0.02%	Not reported	Q3 2025
MSMorgan Stanley	$100K	0.06%	0.00%	+3.7%	Q3 2025
CATCaterpillar Inc	$95.2K	0.06%	0.00%	+9.8%	Q4 2025
QCOMQualcomm Inc	$93.4K	0.06%	0.00%	+6.6%	Q3 2025
HDHome Depot, Inc.	$91.8K	0.05%	0.00%	-40.4%	Q3 2025
JNJJohnson & Johnson	$82.9K	0.05%	0.00%	+47.4%	Q3 2025
BACBank of America Corp	$78.3K	0.05%	0.00%	+25.7%	Q3 2025
LLYELI LILLY & Co	$68.1K	0.04%	0.00%	+89.7%	Q4 2025
GSGoldman Sachs Group Inc	$66K	0.04%	0.00%	-33.3%	Q3 2025
BXBlackstone Inc.	$64.4K	0.04%	0.00%	Not reported	Q3 2025
MRKMerck & Co., Inc.	$62.4K	0.04%	0.00%	+23.0%	Q3 2025
PEPPepsico Inc	$60.7K	0.04%	0.00%	+2.4%	Q3 2025
NFLXNetflix Inc	$51.9K	0.03%	0.00%	+54.3%	Q4 2025
DISWalt Disney Co	$48.7K	0.03%	0.00%	+12.5%	Q3 2025
DHIHorton D R Inc	$45.7K	0.03%	0.00%	Not reported	Q3 2025
LMTLockheed Martin Corp	$43.5K	0.03%	0.00%	+18.0%	Q3 2025
CMCSAComcast Corp	$42.9K	0.03%	0.00%	+13.4%	Q3 2025
USBUS Bancorp \de\	$40.8K	0.02%	0.00%	+10.0%	Q3 2025

Q4 2025Reported Feb 11, 2026379 positions
BSVNBank7 Corp.	$3.82M	2.32%	0.51%	-29.5%	Q3 2025
AAPLApple Inc.	$2.13M	1.29%	0.00%	+13.9%	Q3 2025
IDEVEndo Pharmaceuticals Solutions Inc.	$1.97M	1.20%	Not reported	+0.1%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$1.15M	0.70%	Not reported	+72.1%	Q3 2025
GLDSPDR Gold Trust	$1.07M	0.65%	0.00%	+7.7%	Q3 2025
SLViShares Silver Trust	$1.04M	0.63%	0.00%	+7.8%	Q3 2025
WMTWalmart Inc.	$1.03M	0.63%	0.00%	-3.2%	Q3 2025
NVDANvidia Corp	$945K	0.57%	0.00%	+33.5%	Q3 2025
MSFTMicrosoft Corp	$815K	0.49%	0.00%	+39.0%	Q3 2025
EDConsolidated Edison Inc	$803K	0.49%	0.00%	+0.5%	Q3 2025
BBarrick Mining Corp	$798K	0.48%	0.00%	-29.2%	Q3 2025
NEMNEWMONT Corp	$743K	0.45%	0.00%	-28.1%	Q3 2025
AVGOBroadcom Inc.	$526K	0.32%	0.00%	+63.2%	Q3 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$522K	0.32%	Not reported	New	Q4 2025
ORCLOracle Corp	$472K	0.29%	0.00%	+349.0%	Q3 2025
BRK.BBerkshire Hathaway Inc	$455K	0.28%	Not reported	New	Q4 2025
MCOMoodys Corp	$427K	0.26%	0.00%	-33.8%	Q3 2025
GOOGLAlphabet Inc.	$418K	0.25%	0.00%	+14.8%	Q3 2025
VVisa Inc.	$414K	0.25%	0.00%	+27.8%	Q3 2025
AMZNAmazon Com Inc	$371K	0.22%	0.00%	+48.3%	Q3 2025
JPMJPMorgan Chase & Co	$346K	0.21%	0.00%	+4.4%	Q3 2025
GOOGAlphabet Inc.	$322K	0.20%	Not reported	+32.9%	Q3 2025
XOMExxonMobil Holdings Corp	$290K	0.18%	0.00%	+98.8%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$287K	0.17%	Not reported	+12.0%	Q3 2025
METAMeta Platforms, Inc.	$258K	0.16%	Not reported	+53.3%	Q3 2025
MCDMcdonalds Corp	$249K	0.15%	0.00%	+4.0%	Q3 2025
ABBVAbbVie Inc.	$247K	0.15%	0.00%	+18.1%	Q3 2025
TSLATesla, Inc.	$233K	0.14%	0.00%	+29.5%	Q3 2025
IBMInternational Business Machines Corp	$192K	0.12%	0.00%	-0.3%	Q3 2025
MSIMotorola Solutions, Inc.	$189K	0.11%	0.00%	Not reported	Q3 2025
FDXFedex Corp	$183K	0.11%	0.00%	+1764.7%	Q3 2025
INGING Groep NV	$177K	0.11%	0.00%	Not reported	Q3 2025
AEMAgnico Eagle Mines Ltd	$171K	0.10%	0.00%	Not reported	Q3 2025
HDHome Depot, Inc.	$161K	0.10%	0.00%	+2.4%	Q3 2025
FBTCFidelity Wise Origin Bitcoin Fund	$158K	0.10%	0.00%	-5.1%	Q3 2025
BABoeing Co	$133K	0.08%	0.00%	+9.9%	Q3 2025
QCOMQualcomm Inc	$116K	0.07%	0.00%	+10.9%	Q3 2025
CHYCalamos Convertible & High Income Fund	$113K	0.07%	Not reported	Not reported	Q3 2025
MSMorgan Stanley	$104K	0.06%	0.00%	Not reported	Q3 2025
GSGoldman Sachs Group Inc	$103K	0.06%	0.00%	-29.5%	Q3 2025
PFEPfizer Inc	$87.8K	0.05%	0.00%	+624.0%	Q3 2025
BXBlackstone Inc.	$86.3K	0.05%	0.00%	+5.7%	Q3 2025
BACBank of America Corp	$70.3K	0.04%	0.00%	Not reported	Q3 2025
CATCaterpillar Inc	$70.1K	0.04%	0.00%	New	Q4 2025
SPGIS&P Global Inc.	$69K	0.04%	0.00%	+15.8%	Q3 2025
LINLinde PLC	$65.7K	0.04%	0.00%	New	Q4 2025
NVSNovartis AG	$65.2K	0.04%	0.00%	+5.1%	Q3 2025
STXSeagate Technology Holdings plc	$65K	0.04%	0.00%	+24.9%	Q3 2025
CLColgate Palmolive Co	$64.4K	0.04%	0.00%	-6.1%	Q3 2025
ACNAccenture plc	$55.5K	0.03%	0.00%	+23.2%	Q3 2025

Q3 2025Reported Nov 13, 2025126 positions
BSVNBank7 Corp.	$5.41M	3.40%	0.73%	New	Q3 2025
IDEVEndo Pharmaceuticals Solutions Inc.	$1.91M	1.20%	Not reported	New	Q3 2025
AAPLApple Inc.	$1.75M	1.10%	0.00%	New	Q3 2025
WMTWalmart Inc.	$985K	0.62%	0.00%	New	Q3 2025
GLDSPDR Gold Trust	$889K	0.56%	0.00%	New	Q3 2025
NEMNEWMONT Corp	$873K	0.55%	0.00%	New	Q3 2025
BBarrick Mining Corp	$848K	0.53%	0.00%	New	Q3 2025
EDConsolidated Edison Inc	$809K	0.51%	0.00%	New	Q3 2025
NVDANvidia Corp	$708K	0.45%	0.00%	New	Q3 2025
SPYSPDR S&P 500 ETF Trust	$655K	0.41%	Not reported	New	Q3 2025
SLViShares Silver Trust	$634K	0.40%	0.00%	New	Q3 2025
MSFTMicrosoft Corp	$628K	0.40%	0.00%	New	Q3 2025
MCOMoodys Corp	$602K	0.38%	0.00%	New	Q3 2025
JPMJPMorgan Chase & Co	$325K	0.20%	0.00%	New	Q3 2025
VVisa Inc.	$315K	0.20%	0.00%	New	Q3 2025
AVGOBroadcom Inc.	$307K	0.19%	0.00%	New	Q3 2025
GOOGLAlphabet Inc.	$283K	0.18%	0.00%	New	Q3 2025
QQQInvesco QQQ Trust, Series 1	$250K	0.16%	Not reported	New	Q3 2025
MCDMcdonalds Corp	$238K	0.15%	0.00%	New	Q3 2025
AMZNAmazon Com Inc	$238K	0.15%	0.00%	New	Q3 2025
MSIMotorola Solutions, Inc.	$225K	0.14%	0.00%	New	Q3 2025
FBTCFidelity Wise Origin Bitcoin Fund	$218K	0.14%	0.00%	New	Q3 2025
ABBVAbbVie Inc.	$212K	0.13%	0.00%	New	Q3 2025
GOOGAlphabet Inc.	$188K	0.12%	Not reported	New	Q3 2025
METAMeta Platforms, Inc.	$187K	0.12%	Not reported	New	Q3 2025
HDHome Depot, Inc.	$185K	0.12%	0.00%	New	Q3 2025
IBMInternational Business Machines Corp	$183K	0.12%	0.00%	New	Q3 2025
TSLATesla, Inc.	$178K	0.11%	0.00%	New	Q3 2025
AEMAgnico Eagle Mines Ltd	$170K	0.11%	0.00%	New	Q3 2025
INGING Groep NV	$165K	0.10%	0.00%	New	Q3 2025
ORCLOracle Corp	$152K	0.10%	0.00%	New	Q3 2025
XOMExxonMobil Holdings Corp	$137K	0.09%	0.00%	New	Q3 2025
GSGoldman Sachs Group Inc	$132K	0.08%	0.00%	New	Q3 2025
BABoeing Co	$120K	0.08%	0.00%	New	Q3 2025
CHYCalamos Convertible & High Income Fund	$112K	0.07%	Not reported	New	Q3 2025
QCOMQualcomm Inc	$102K	0.06%	0.00%	New	Q3 2025
DTDynatrace, Inc.	$97.9K	0.06%	0.00%	New	Q3 2025
MSMorgan Stanley	$93.5K	0.06%	0.00%	New	Q3 2025
BXBlackstone Inc.	$90.6K	0.06%	0.00%	New	Q3 2025
CLColgate Palmolive Co	$69.4K	0.04%	0.00%	New	Q3 2025
BACBank of America Corp	$65.9K	0.04%	0.00%	New	Q3 2025
LILi Auto Inc.	$59.4K	0.04%	0.00%	New	Q3 2025
NVSNovartis AG	$57.7K	0.04%	0.00%	New	Q3 2025
DHIHorton D R Inc	$56.4K	0.04%	0.00%	New	Q3 2025
SPGIS&P Global Inc.	$55.5K	0.03%	0.00%	New	Q3 2025
PEPPepsico Inc	$49.6K	0.03%	0.00%	New	Q3 2025
DISWalt Disney Co	$45.1K	0.03%	0.00%	New	Q3 2025
STXSeagate Technology Holdings plc	$44.6K	0.03%	0.00%	New	Q3 2025
ONONOn Holding AG	$42.4K	0.03%	0.00%	New	Q3 2025
ACNAccenture plc	$41.4K	0.03%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed