United Financial Planning Group LLC holds a concentrated book of 465 reported positions worth $196.9M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 3 new listings in the book), a listing rather than a purchase; they opened Barrick Mining Corp and trimmed Abbvie Inc. Their largest long position is Vanguard Value ETF at 18% of the reported non-option book. Cloning the disclosed picks since 2025 would be +13% (+16.2%/yr). That is a simulation of the disclosed long book, not audited returns.
United Financial Planning Group LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +14.9%, a 1.8-point gap that is the cost of the ~37-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning United Financial Planning Group LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as United Financial Planning Group LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 11 / 80 | $4.4B |
| Swiss Re Ltd | 32 / 80 | $1.0B |
| Prospect Hill Management, LLC | 8 / 80 | $240.9M |
| Kearns & Associates LLC | 22 / 80 | $197.1M |
| Shade Tree Advisors LLC | 16 / 80 | $158.0M |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| Prosperity Advisers, LLC | 26 / 80 | $125.2M |
Ranked by the share of each fund's own book sitting in the names it shares with United Financial Planning Group LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Value Index ETF | $35.3M | 161.6K | 17.9% | ▲+4.3% Added · +7K sh | |
| 2 | Vanguard Growth Index ETF | $33.2M | 385.2K | 16.9% | ▲+515% Added · +323K sh | |
| 3 | Vanguard Ftse Developed ETF | $32.1M | 450.6K | 16.3% | ▲+3.4% Added · +15K sh | |
| 4 | Ishares Core S&P Mid-Cap ETF | $10.3M | 133.0K | 5.2% | ▲+3.5% Added · +5K sh | |
| 5 | Ishares Core S&P ETF | $8.9M | 60.2K | 4.5% | ▲+2.1% Added · +1K sh | |
| 6 | Ishares Core Msci ETF | $8.6M | 103.4K | 4.4% | ▲+3.3% Added · +3K sh | |
| 7 | Vanguard Real Estate ETF | $6.9M | 71.1K | 3.5% | ▲+3.2% Added · +2K sh | |
| 8 | Vanguard Total ETF | $6.2M | 127.4K | 3.1% | ▲+7.2% Added · +9K sh | |
| 9 | Vanguard Short-Term Bond ETF | $4.8M | 62.1K | 2.5% | ▲+11% Added · +6K sh | |
| 10 | Vanguard Mid-Cap Index ETF | $4.2M | 51.8K | 2.1% | ▲+296% Added · +39K sh | |
| 11 | Abbvie Inc COM | $2.9M | 11.4K | 1.5% | ▼−0.5% Reduced · −59 sh | |
| 12 | Vanguard Total Stock ETF | $2.6M | 7.1K | 1.3% | ▼−1.5% Reduced · −108 sh | |
| 13 | Ishares 1-5 Year ETF | $2.4M | 45.0K | 1.2% | ▲+4.0% Added · +2K sh | |
| 14 | Apple Inc COM | $2.2M | 7.6K | 1.1% | ▼−3.7% Reduced · −294 sh | |
| 15 | Vanguard Small-Cap Index ETF | $2.2M | 7.2K | 1.1% | ▼−2.8% Reduced · −211 sh | |
| 16 | Ishares Core Msci ETF | $2.1M | 23.4K | 1.1% | ▲+1.3% Added · +301 sh | |
| 17 | Vanguard Total ETF | $1.7M | 20.4K | 0.9% | ▲~0% Added · +1 sh | |
| 18 | Vanguard Ftse Emerging ETF | $1.7M | 27.8K | 0.8% | ▼−1.8% Reduced · −510 sh | |
| 19 | Vanguard ETF | $1.5M | 19.8K | 0.8% | ▲+33% Added · +5K sh | |
| 20 | SPDR Gold Shares ETF | $1.5M | 4.0K | 0.8% | ▲+3.2% Added · +127 sh | |
| 21 | Nvidia Corp COM | $1.2M | 5.8K | 0.6% | —Held | |
| 22 | Ishares Silver Trust ETF | $1.1M | 20.6K | 0.6% | ▲+2.5% Added · +503 sh | |
| 23 | Walmart Inc COM | $1.1M | 9.4K | 0.5% | —Held | |
| 24 | State Street SPDR S&P ETF | $994K | 1.3K | 0.5% | ▲+0.1% Added · +1 sh | |
| 25 | Vanguard S&P 500 ETF ETF | $965K | 1.4K | 0.5% | ▲+0.1% Added · +2 sh | |
| 26 | Consolidated Edison Inc COM | $902K | 8.2K | 0.5% | ▲+0.5% Added · +37 sh | |
| 27 | Microsoft Corp COM | $726K | 1.9K | 0.4% | —Held | |
| 28 | Broadcom Inc COM | $604K | 1.6K | 0.3% | ▲+183% Added · +1K sh | |
| 29 | Alphabet Inc COM | $586K | 1.6K | 0.3% | —Held | |
| 30 | Ishares Russell 1000 ETF | $485K | 2.0K | 0.2% | ▲100× Added · +2K sh | |
| 31 | Newmont Corp COM | $480K | 5.1K | 0.2% | ▲+4.5% Added · +222 sh | |
| 32 | Berkshire Hathaway COM | $476K | 952 | 0.2% | —Held | |
| 33 | Vanguard High Dividend ETF | $471K | 3.0K | 0.2% | —Held | |
| 34 | Barrick MNG Corp F COM | $434K | 11.8K | 0.2% | ▲New New position | |
| 35 | Alphabet Inc COM | $423K | 1.2K | 0.2% | —Held | |
| 36 | Visa Inc COM | $420K | 1.2K | 0.2% | ▲+0.1% Added · +1 sh | |
| 37 | Amazon.com Inc COM | $409K | 1.7K | 0.2% | —Held | |
| 38 | Moodys Corp COM | $397K | 877 | 0.2% | —Held | |
| 39 | State Street Energy ETF | $354K | 6.7K | 0.2% | —Held | |
| 40 | Invesco QQQ TR ETF | $344K | 467 | 0.2% | —Held | |
| 41 | Vanguard Long-Term Bond ETF | $344K | 5.0K | 0.2% | ▲+16% Added · +674 sh | |
| 42 | Meta Platforms Inc COM | $331K | 588 | 0.2% | ▲+6.7% Added · +37 sh | |
| 43 | Vanguard Utilities Index ETF | $331K | 1.7K | 0.2% | —Held | |
| 44 | Ishares Core S&P 500 ETF | $319K | 426 | 0.2% | ▲+0.2% Added · +1 sh | |
| 45 | Vanguard Dividend ETF | $312K | 1.3K | 0.2% | ▲+0.1% Added · +1 sh | |
| 46 | Exxon Mobil Corp COM | $279K | 2.0K | 0.1% | —Held | |
| 47 | Central Securities Corpo COM | $263K | 5.0K | 0.1% | ▲New New position | |
| 48 | Constellation Energy Cor COM | $251K | 1.0K | 0.1% | ▲39× Added · +985 sh | |
| 49 | Tesla Inc COM | $243K | 577 | 0.1% | —Held | |
| 50 | JPMorgan Chase & Co COM | $242K | 738 | 0.1% | —Held |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2088337/holdings"
Use Arkolith to show United Financial Planning Group LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.