United Financial Planning Group LLC
Filing Date
Global Rank
#7,692
/ 8,603
▲ 135
· as of Mar 2026
Top Industry
Drug Manufacturers - General
16.7%
3Y Alpha vs SPY
+4.5%
Period ended 3 months ago
Filed May 8, 2026 · 2mo
3 quarters · since Sep 2025
Clone Performance
Nov 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+14.0%
SPY
+11.9%
Annualised alpha
+3.4%
Max drawdown
−12.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
352 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.8%
+1.3 pts
Top 5
41.4%
+9.5 pts
Top 10
60.6%
+8.4 pts
HHI
478
Diversified+116
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 23.8% | $5,009,717 |
| Unclassified | 20.8% | $4,382,101 |
| Healthcare | 14.4% | $3,037,220 |
| Financial Services | 11.1% | $2,334,653 |
| Consumer Defensive | 6.5% | $1,367,791 |
| Consumer Cyclical | 5.9% | $1,244,171 |
| Communication Services | 4.9% | $1,030,488 |
| Utilities | 4.7% | $1,001,768 |
| Industrials | 4.2% | $888,605 |
| Basic Materials | 3.0% | $625,142 |
| Energy | 0.5% | $113,410 |
| Real Estate | 0.3% | $56,886 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ABBV | AbbVie Inc. | +10,388 | 11,471 | $2,494,827 | |
| SLV | iShares Silver Trust | +3,921 | 20,068 | $1,367,433 | |
| GLD | Spdr Gold Trust | +1,226 | 3,920 | $1,686,736 | |
| NVDA | Nvidia Corp | +753 | 5,820 | $1,015,008 | |
| BAC | Bank Of America Corp /De/ | +329 | 1,607 | $78,341 | |
| GOOGL | Alphabet Inc. | +304 | 1,639 | $471,310 | |
| T | At&T Inc. | +273 | 806 | $23,365 | |
| MSFT | Microsoft Corp | +260 | 1,945 | $719,980 | |
| WBD | Warner Bros. Discovery, Inc. | +248 | 365 | $10,022 | |
| AM | Antero Midstream Corp | +207 | 222 | $5,061 | |
| NFLX | Netflix Inc | +190 | 540 | $51,921 | |
| CMCSA | Comcast Corp | +176 | 1,493 | $42,864 | |
| WBS | Webster Financial Corp | +170 | 240 | $16,660 | |
| C | Citigroup Inc | +169 | 186 | $21,094 | |
| META | Meta Platforms, Inc. | +160 | 551 | $315,243 | |
| IONS | Ionis Pharmaceuticals Inc | +150 | 158 | $11,864 | |
| CSX | Csx Corp | +147 | 447 | $18,349 | |
| WMT | Walmart Inc. | +144 | 9,398 | $1,167,983 | |
| NRG | Nrg Energy, Inc. | +142 | 148 | $21,628 | |
| MET | Metlife Inc | +119 | 241 | $17,043 | |
| AMZN | Amazon Com Inc | +112 | 1,718 | $357,807 | |
| LRCX | Lam Research Corp | +110 | 129 | $27,562 | |
| JNJ | Johnson & Johnson | +109 | 339 | $82,865 | |
| CSCO | Cisco Systems, Inc. | +109 | 376 | $29,173 | |
| AAPL | Apple Inc. | +98 | 7,915 | $2,008,747 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | −3,033 | 493 | $13,843 | |
| NEM | NEWMONT Corp /DE/ | −2,528 | 4,913 | $531,832 | |
| AVGO | Broadcom Inc. | −954 | 564 | $174,563 | |
| ORCL | Oracle Corp | −909 | 1,511 | $222,283 | |
| CL | Colgate Palmolive Co | −760 | 55 | $4,687 | |
| EEX | Emerald Holding, Inc. | −685 | 2,866 | $12,925 | |
| SPY | Spdr S&P 500 ETF Trust | −362 | 1,330 | $864,952 | |
| JPM | Jpmorgan Chase & Co | −337 | 738 | $217,090 | |
| VTRS | Viatris Inc | −260 | 8 | $108 | |
| MSI | Motorola Solutions, Inc. | −249 | 244 | $105,888 | |
| HIG | Hartford Insurance Group, Inc. | −238 | 19 | $2,569 | |
| IP | International Paper Co /New/ | −220 | 145 | $5,176 | |
| HD | Home Depot, Inc. | −189 | 279 | $91,760 | |
| ARCC | Ares Capital Corp | −155 | 310 | $5,586 | |
| CVX | Chevron Corp | −143 | 60 | $12,414 | |
| PLUG | Plug Power Inc | −99 | 1 | $2 | |
| RIVN | Rivian Automotive, Inc. / DE | −99 | 1 | $15 | |
| MDLZ | Mondelez International, Inc. | −97 | 44 | $2,536 | |
| INTC | Intel Corp | −93 | 66 | $2,912 | |
| PM | Philip Morris International Inc. | −89 | 34 | $5,621 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | −79 | 1,995 | $117,764 | |
| IBM | International Business Machines Corp | −77 | 571 | $138,404 | |
| SSNC | SS&C Technologies Holdings Inc | −68 | 34 | $2,297 | |
| SPGI | S&P Global Inc. | −59 | 73 | $29,375 | |
| SBUX | Starbucks Corp | −53 | 258 | $23,114 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MSIF | Msc Income Fund, Inc. | 8,363 | $101,861 | |
| SNDK | Sandisk Corp | 58 | $36,849 | |
| IBIT | iShares Bitcoin Trust ETF | 714 | $27,431 | |
| GLDM | World Gold Trust | 226 | $20,947 | |
| COHR | Coherent Corp. | 81 | $19,295 | |
| HCC | Warrior Met Coal, Inc. | 178 | $16,580 | |
| CMI | Cummins Inc | 30 | $16,140 | |
| HAL | Halliburton Co | 411 | $16,024 | |
| PH | Parker-Hannifin Corp | 17 | $15,219 | |
| BIIB | Biogen Inc. | 74 | $13,566 | |
| SHW | Sherwin Williams Co | 39 | $12,501 | |
| GM | General Motors Co | 166 | $12,367 | |
| MSCI | MSCI Inc. | 22 | $11,858 | |
| HCA | HCA Healthcare, Inc. | 25 | $11,831 | |
| STRL | Sterling Infrastructure, Inc. | 29 | $11,810 | |
| TER | Teradyne, Inc | 37 | $10,969 | |
| CFG | Citizens Financial Group Inc/Ri | 182 | $10,914 | |
| ZM | Zoom Communications, Inc. | 135 | $10,852 | |
| STLD | Steel Dynamics Inc | 59 | $10,620 | |
| ECHO | EchoStar CORP | 89 | $10,419 | |
| BNY | Bank of New York Mellon Corp | 87 | $10,320 | |
| ATI | Ati Inc | 66 | $9,600 | |
| ZION | Zions Bancorporation, National Association /Ut/ | 164 | $9,449 | |
| BWA | Borgwarner Inc | 163 | $8,844 | |
| ACAD | Acadia Pharmaceuticals Inc | 384 | $8,547 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| B | Barrick Mining Corp | 18,324 | $798,010 | |
| ING | Ing Groep NV | 6,330 | $177,240 | |
| AEM | Agnico Eagle Mines Ltd | 1,010 | $171,225 | |
| CHY | Calamos Convertible & High Income Fund | 10,000 | $113,100 | |
| LIN | Linde PLC | 154 | $65,664 | |
| NVS | Novartis AG | 473 | $65,212 | |
| STX | Seagate Technology Holdings plc | 236 | $64,992 | |
| ACN | Accenture plc | 207 | $55,538 | |
| FSSL | FS Specialty Lending Fund | 3,651 | $51,625 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 159 | $48,318 | |
| ONON | On Holding AG | 1,000 | $46,480 | |
| SILA | Sila Realty Trust, Inc. | 1,380 | $32,167 | |
| NVO | Novo Nordisk A S | 538 | $27,373 | |
| BDJ | BlackRock Enhanced Equity Dividend Trust | 2,847 | $26,989 | |
| DT | Dynatrace, Inc. | 553 | $23,967 | |
| MYN | Blackrock Muniyield New York Quality Fund, Inc. | 2,382 | $23,605 | |
| MDT | Medtronic plc | 245 | $23,534 | |
| ITT | Itt Inc. | 130 | $22,556 | |
| SHOP | Shopify Inc. | 140 | $22,535 | |
| SPOT | Spotify Technology S.A. | 38 | $22,066 | |
| ASML | Asml Holding NV | 18 | $19,257 | |
| SE | Sea Ltd | 149 | $19,007 | |
| SAP | Sap SE | 66 | $16,032 | |
| TEL | TE Connectivity plc | 69 | $15,698 | |
| ACGL | Arch Capital Group Ltd. | 130 | $12,469 | |
| No positions match the current search. | ||||
352 positions ·
$21,091,952 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 352 positions by value
· page 1 of 8
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 11,471 | $2,494,827 | 11.83% | |
| AAPL |
Apple Inc.
Technology
|
Added | 7,915 | $2,008,747 | 9.52% | |
| GLD |
Spdr Gold Trust
|
Added | 3,920 | $1,686,736 | 8.00% | |
| SLV |
iShares Silver Trust
|
Added | 20,068 | $1,367,433 | 6.48% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 9,398 | $1,167,983 | 5.54% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,820 | $1,015,008 | 4.81% | |
| ED |
Consolidated Edison Inc
Utilities
|
Added | 8,115 | $918,455 | 4.35% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,330 | $864,952 | 4.10% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,945 | $719,980 | 3.41% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Reduced | 4,913 | $531,832 | 2.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,639 | $471,310 | 2.23% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 952 | $456,198 | 2.16% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Added | 877 | $382,591 | 1.81% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,223 | $369,639 | 1.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,718 | $357,807 | 1.70% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 551 | $315,243 | 1.49% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 467 | $269,543 | 1.28% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 839 | $260,752 | 1.24% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 1,511 | $222,283 | 1.05% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 738 | $217,090 | 1.03% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 577 | $214,499 | 1.02% | |
| FDX |
Fedex Corp
Industrials
|
Added | 664 | $190,574 | 0.90% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 564 | $174,563 | 0.83% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 571 | $138,404 | 0.66% | |
| BA |
Boeing Co
Industrials
|
Added | 627 | $124,791 | 0.59% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Reduced | 1,995 | $117,764 | 0.56% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Reduced | 244 | $105,888 | 0.50% | |
| MSIF |
Msc Income Fund, Inc.
Financial Services
|
NEW | 8,363 | $101,861 | 0.48% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 610 | $100,387 | 0.48% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 134 | $94,933 | 0.45% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 725 | $93,365 | 0.44% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 279 | $91,760 | 0.44% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 339 | $82,865 | 0.39% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 1,607 | $78,341 | 0.37% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 74 | $68,062 | 0.32% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 78 | $65,987 | 0.31% | |
| BX |
Blackstone Inc.
Financial Services
|
Held | 560 | $64,394 | 0.31% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 519 | $62,430 | 0.30% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 391 | $60,718 | 0.29% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 540 | $51,921 | 0.25% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 505 | $48,671 | 0.23% | |
| DHI |
Horton D R Inc /De/
Consumer Cyclical
|
Held | 333 | $45,694 | 0.22% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 72 | $43,516 | 0.21% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 1,493 | $42,864 | 0.20% | |
| USB |
US Bancorp De
Financial Services
|
Added | 784 | $40,775 | 0.19% | |
| SMA |
SmartStop Self Storage REIT, Inc.
Real Estate
|
Held | 1,337 | $40,484 | 0.19% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 127 | $40,403 | 0.19% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 78 | $38,973 | 0.18% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 110 | $38,703 | 0.18% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 163 | $38,513 | 0.18% |