United Financial Planning Group LLC
United Financial Planning Group LLC reported 465 holdings worth US$197M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
United Financial Planning Group LLC reported 465 holdings worth US$197M as of Jun 30, 2026. Largest: Abbvie Inc., Apple Inc and Nvidia Corporation. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 465
- Value as reported
- US$197M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Abbvie Inc. | 11,412 | US$2.87M | 1.5% |
| Apple Inc | 7,621 | US$2.21M | 1.1% |
| Nvidia Corporation | 5,820 | US$1.16M | 0.59% |
| Walmart Inc. | 9,398 | US$1.06M | 0.54% |
| Alphabet Inc (google) Class C | 2,823 | US$1.01M | 0.51% |
| Consolidated Edison, Inc. | 8,152 | US$902K | 0.46% |
| Microsoft Corp. | 1,945 | US$726K | 0.37% |
| Broadcom Inc. | 1,598 | US$604K | 0.31% |
| Newmont Corporation | 5,135 | US$480K | 0.24% |
| Berkshire Hathaway Inc. | 952 | US$476K | 0.24% |
| Barrick Mining Corporation | 11,829 | US$434K | 0.22% |
| Visa Inc. | 1,224 | US$420K | 0.21% |
| Amazon.com, Inc. | 1,718 | US$409K | 0.21% |
| Moody's Corporation | 877 | US$397K | 0.20% |
| Meta Platforms, Inc. | 588 | US$331K | 0.17% |
| Exxon Mobil Corporation | 2,040 | US$279K | 0.14% |
| Constellation Energy Corporation | 1,011 | US$251K | 0.13% |
| Tesla, Inc. | 577 | US$243K | 0.12% |
| Jp Morgan Chase & Co. | 738 | US$242K | 0.12% |
| Mcdonald's Corporation | 840 | US$227K | 0.12% |
| Ing Groep N.v. | 6,995 | US$220K | 0.11% |
| Oracle Corporation | 1,452 | US$213K | 0.11% |
| Fedex Corporation | 664 | US$208K | 0.11% |
| Agnico Eagle Mines Limited | 1,010 | US$157K | 0.08% |
| Nisource Inc | 3,075 | US$146K | 0.07% |
| Caterpillar, Inc. | 134 | US$143K | 0.07% |
| Exelon Corporation | 2,955 | US$138K | 0.07% |
| Qualcomm Incorporated | 725 | US$134K | 0.07% |
| International Business Machines Corporation | 472 | US$133K | 0.07% |
| Sandisk Corporation | 58 | US$132K | 0.07% |
| Morgan Stanley | 610 | US$128K | 0.06% |
| Boeing Company (the) | 574 | US$124K | 0.06% |
| Motorola Solutions, Inc. | 244 | US$101K | 0.05% |
| Home Depot, Inc. (the) | 279 | US$98,398 | 0.05% |
| Msc Income Fund, Inc. | 8,363 | US$96,760 | 0.05% |
| Bank Of America Corporation | 1,607 | US$91,567 | 0.05% |
| Eli Lilly And Company | 74 | US$88,758 | 0.05% |
| Johnson & Johnson | 339 | US$86,096 | 0.04% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 170 | US$81,187 | 0.04% |
| Ase Technology Holding Co., Ltd. | 1,797 | US$81,081 | 0.04% |
| Goldman Sachs Group, Inc. (the) | 78 | US$78,887 | 0.04% |
| Novartis Ag | 450 | US$70,524 | 0.04% |
| Blackstone Inc. | 530 | US$62,365 | 0.03% |
| Merck & Company, Inc. | 469 | US$60,267 | 0.03% |
| Lam Research Corporation | 129 | US$55,900 | 0.03% |
| D.r. Horton, Inc. | 333 | US$54,239 | 0.03% |
| Space Exploration Technologies Corp | 297 | US$50,745 | 0.03% |
| Analog Devices, Inc. | 127 | US$50,441 | 0.03% |
| Pepsico, Inc. | 339 | US$45,901 | 0.02% |
| Cisco Systems, Inc. | 376 | US$44,165 | 0.02% |
| Walt Disney Company (the) | 453 | US$43,601 | 0.02% |
| Smartstop Self Storage Reit, Inc. | 1,337 | US$43,453 | 0.02% |
| U.s. Bancorp | 713 | US$43,065 | 0.02% |
| Applied Materials, Inc. | 58 | US$41,934 | 0.02% |
| Sila Realty Trust, Inc. | 1,380 | US$41,897 | 0.02% |
| Micron Technology, Inc. | 36 | US$41,554 | 0.02% |
| Amgen Inc. | 111 | US$40,139 | 0.02% |
| Mastercard Incorporated | 78 | US$40,061 | 0.02% |
| Netflix, Inc. | 540 | US$38,556 | 0.02% |
| Ciena Corporation | 78 | US$38,264 | 0.02% |
| Comcast Corporation | 1,493 | US$36,664 | 0.02% |
| Lowe's Companies, Inc. | 163 | US$35,940 | 0.02% |
| Pultegroup, Inc. | 249 | US$34,165 | 0.02% |
| Barclays Plc | 1,232 | US$33,092 | 0.02% |
| Coherent Corp. | 81 | US$31,952 | 0.02% |
| Procter & Gamble Company (the) | 216 | US$31,674 | 0.02% |
| Asml Holding Nv | 15 | US$29,842 | 0.02% |
| S&p Global Inc. | 73 | US$29,730 | 0.02% |
| Western Digital Corporation | 44 | US$28,104 | 0.01% |
| Vertiv Holdings, Llc | 83 | US$27,790 | 0.01% |
| Ge Aerospace | 73 | US$27,333 | 0.01% |
| Cardinal Health, Inc. | 114 | US$27,082 | 0.01% |
| Advanced Micro Devices Inc | 46 | US$26,722 | 0.01% |
| Citigroup, Inc. | 186 | US$26,033 | 0.01% |
| Palantir Technologies Inc. | 221 | US$25,784 | 0.01% |
| Mesabi Trust | 1,000 | US$25,300 | 0.01% |
| Permian Basin Royalty Trust | 1,000 | US$25,040 | 0.01% |
| Sterling Infrastructure, Inc. | 29 | US$24,341 | 0.01% |
| Kla Corporation | 80 | US$24,137 | 0.01% |
| Lockheed Martin Corporation | 47 | US$23,945 | 0.01% |
| Stryker Corporation | 74 | US$23,298 | 0.01% |
| Howmet Aerospace Inc. | 85 | US$22,853 | 0.01% |
| Unitedhealth Group Incorporated | 54 | US$22,444 | 0.01% |
| Iron Mountain Incorporated (delaware) | 176 | US$22,231 | 0.01% |
| Capital One Financial Corporation | 109 | US$21,868 | 0.01% |
| Nrg Energy, Inc. | 148 | US$21,617 | 0.01% |
| Cummins Inc. | 30 | US$21,396 | 0.01% |
| Csx Corporation | 447 | US$21,246 | 0.01% |
| Northrop Grumman Corporation | 42 | US$21,203 | 0.01% |
| Marvell Technology, Inc. | 69 | US$20,554 | 0.01% |
| Metlife, Inc. | 241 | US$20,391 | 0.01% |
| Novo Nordisk A/s Class B | 409 | US$19,607 | <0.01% |
| Blackrock, Inc. | 20 | US$19,231 | <0.01% |
| Oceanfirst Financial Corp. | 956 | US$18,671 | <0.01% |
| Webster Financial Corporation | 240 | US$18,341 | <0.01% |
| The Travelers Companies, Inc. | 55 | US$18,157 | <0.01% |
| Teradyne, Inc. | 37 | US$17,902 | <0.01% |
| Coca-cola Company (the) | 220 | US$17,872 | <0.01% |
| Servicenow, Inc. | 180 | US$17,870 | <0.01% |
| Autodesk, Inc. | 88 | US$17,109 | <0.01% |
Every holding of United Financial Planning Group LLC
Source
View original at SEC
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