United Financial Planning Group LLC: summary

United Financial Planning Group LLC reported 402 positions with a reported value of $199.13M in its 13F for Q3 2026. Compared with Q2 2026: 46 new positions, 109 exited.

Top positions

• VANGUARD MORNINGSTAR GROWTH ETF
• VANGUARD MORNINGSTAR VALUE ETF
• VANGUARD FTSE DEVELOPED MARKETS ETF
• ISHARES CORE S&P MID-CAP ETF
• ISHARES CORE S&P SMALL CAP ETF
• ISHARES CORE MSCI EMERGING MARKETS ETF
• VANGUARD REAL ESTATE ETF
• VANGUARD CHARLOTTE FDS
• VANGUARD SHORT-TERM BOND ETF
• VANGUARD MORNINGSTAR MID-CAP ETF