United Financial Planning Group LLC
- SEC CIK
- 0002088337
- Latest filing
- Aug 6, 2026
The latest 13F from United Financial Planning Group LLC covers Q2 2026 (filed Aug 6, 2026): 465 long positions worth $196.9M. The top 10 holdings make up 76.4% of the portfolio, and the largest is Vanguard Morningstar Value ETF at 17.9%. Livermore has 4 filings on Form 13F from this institution, going back to Q3 2025.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 85
- Est. +$3.00M
- Added
- 54
- Est. +$7.21M
- Reduced
- 47
- Est. −$762.1K
- Sold out
- 82
- Est. −$980.4K
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard Morningstar Value ETF92290874417.9%$35.3M
- Vanguard Morningstar Growth ETF92290873616.9%$33.2M
- Vanguard Ftse Developed Markets ETF92194385816.3%$32.1M
- iShares Core S&P Mid-Cap ETF4642875075.2%$10.3M
- iShares Core S&P Small Cap ETF4642878044.5%$8.93M
Share of portfolio
Top 5 holdings and the other 460 positions, by share of portfolio value
- Vanguard Morningstar Value ETF17.9%
- Vanguard Morningstar Growth ETF16.9%
- Vanguard Ftse Developed Markets ETF16.3%
- iShares Core S&P Mid-Cap ETF5.2%
- iShares Core S&P Small Cap ETF4.5%
- Other 460 positions39.1%
Biggest buys
New and added positions, by estimated amount bought
- Vanguard Morningstar Value ETF922908744+$1.46MAdded
- Vanguard Ftse Developed Markets ETF921943858+$1.06MAdded
- Vanguard Morningstar Growth ETF922908736+$805.3KAddedConverted for a 6-for-1 split
- Vanguard Short-Term Bond ETF921937827+$497.1KAdded
- iShares Russell 1000 Value ETF464287598+$480.0KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Vanguard Morningstar Growth ETF922908736+0.69 pp16.2% → 16.9%
- iShares Russell 1000 Value ETF464287598+0.24 pp<0.1% → 0.2%
- iShares Core MSCI Emerging Markets ETF46434G103+0.22 pp4.1% → 4.4%
- BBarrick Mining Corp
- iShares Core S&P Small Cap ETF464287804+0.21 pp4.3% → 4.5%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Schwab Strategic Tr808524862−$209.8KSold out
- Vanguard Morningstar Small-Cap Value ETF922908611−$198.3KReduced
- Schwab Strategic Tr808524680−$179.7KSold out
- iShares Tr464287556−$94.2KSold out
- AAPLApple Inc.
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Schwab Strategic Tr808524862−0.12 pp0.1% → 0.0%
- Vanguard Morningstar Small-Cap Value ETF922908611−0.11 pp0.2% → <0.1%
- Schwab Strategic Tr808524680−0.11 pp0.1% → 0.0%
- Vanguard Morningstar Mid-Cap ETF922908629−0.10 pp2.2% → 2.1%
- AAPLApple Inc.
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $196.9M
- +$27.8M (+16.4%) vs. prior quarter
- Positions
- 465
- +3 vs. prior quarter
- Top 10 concentration
- 76.4%
- Top 10 as share of value
- Turnover
- 1.0%
- Q2 2026, one quarter
- Average holding period
- 3.7 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q3 2025), so positions held before then are understated.
13F filings by quarter
4 quarters, going back to Q3 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $196.9M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 6, 2026 | 465 | $196.9M | Vanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard Ftse Developed Markets ETF | vs. Q1 2026 | SEC |
| Q1 2026 | May 8, 2026 | 462 | $169.2M | Vanguard Morningstar Value ETFVanguard Ftse Developed Markets ETFVanguard Morningstar Growth ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 11, 2026 | 487 | $164.8M | Vanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard Ftse Developed Markets ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 13, 2025 | 215 | $158.8M | Vanguard Morningstar Total Stock Market ETFVanguard Morningstar Growth ETFVanguard Ftse Emerging Markets ETF | – | SEC |