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Portfolio (Quarterly) Guide ↗

United Financial Planning Group LLC

· CIK 0002088337
13F Portfolio $197M AUM 465 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 465 New
Page 5 of 24  ·  465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VXF VANGUARD EXTENDED MARKET 353.0 $87K 0.04% NEW $246.21 -1.9%
82 JNJ JOHNSON & JOHNSON Healthcare 339.0 $86K 0.04% NEW $253.97 +4.7%
83 TSM TAIWAN SEMICONDUCTOR M F Technology 170.0 $81K 0.04% NEW $477.57 -13.0%
84 ASX ASE TECHNOLOGY HLDG CO F Technology 1,797.0 $81K 0.04% NEW $45.12 -18.1%
85 GS GOLDMAN SACHS GROUP INC Financial Services 78.0 $79K 0.04% NEW $1011.37 +1.4%
86 SCHZ SCHWAB U.S. AGGREGATE 3,362.0 $78K 0.04% NEW $23.13 -1.6%
87 LIN LINDE PLC F Basic Materials 145.0 $75K 0.04% NEW $518.94 -5.7%
88 NVS NOVARTIS AG F Healthcare 450.0 $71K 0.04% NEW $156.72 -3.0%
89 PHO INVESCO S&P GLOBAL WATER 1,060.0 $70K 0.04% NEW $65.75 +8.5%
90 IWM ISHARES RUSSELL 2000 213.0 $64K 0.03% NEW $300.45 -2.2%
91 ITOT ISHARES CORE S&P TOTAL 387.0 $64K 0.03% NEW $164.27 +2.2%
92 BX BLACKSTONE INC Financial Services 530.0 $62K 0.03% NEW $117.67 +21.7%
93 MRK MERCK & CO. INC. Healthcare 469.0 $60K 0.03% NEW $128.50 +15.0%
94 LRCX LAM RESH CORP Technology 129.0 $56K 0.03% NEW $433.33 -30.4%
95 DHI D R HORTON INC Consumer Cyclical 333.0 $54K 0.03% NEW $162.88 -11.2%
96 SDY STATE STREET SPDR S&P 355.0 $54K 0.03% NEW $152.18 +2.7%
97 VGT VANGUARD INFORMATION 440.0 $53K 0.03% NEW $119.52 +0.8%
98 SPACE EX TECH SPACEX 297.0 $51K 0.03% NEW $170.86
99 ADI ANALOG DEVICES INC Technology 127.0 $50K 0.03% NEW $397.17 -8.8%
100 FEDEX FGHT HLDG CO INC 332.0 $50K 0.03% NEW $151.00
Page 5 of 24  ·  465 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.1%
Technology 26.3%
Healthcare 14.1%
Utilities 6.0%
Consumer Cyclical 5.1%
Consumer Defensive 5.1%
Basic Materials 4.9%
Communication Services 4.4%
Industrials 3.7%
Energy 1.7%