IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

United Financial Planning Group LLC

Q4 2025 Holdings

Filed 2026-02-11 | 487 holdings | $164.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Pepsico Inc(PEP)COM713448108$54.8K3820.0%
Accenture PLC Ireland F Class A(ACN)COMG1151C101$55.5K2070.0%
Schwab US Large Cap Value ETF(SCHV)ETF808524409$62.4K2,1070.0%
Colgate Palmolive Co(CL)COM194162103$64.4K8150.0%
Seagate Technology H F(STX)COMG7997R103$65.0K2360.0%
Novartis AG F Sponsored ADR 1 ADR Reps 1 ORD SHS(NVSN)COM66987V109$65.2K4730.0%
Linde PLC F(LIN)COMG54950103$65.7K1540.0%
Invsc S P Global Water Index ETF(CGW)ETF46138E263$66.8K1,0600.0%
Spdr Bloombg Intl TRY BD ETF(BWX)ETF78464A516$68.5K3,0420.0%
S&P Global Inc(SPGI)COM78409V104$69.0K1320.0%
Schwab US Large Cap Growth ETF(SCHG)ETF808524300$69.2K2,1200.0%
Caterpillar Inc(CAT)COM149123101$70.1K1220.0%
Bank of America Corp(BAC)COM060505104$70.3K1,2780.0%
Vanguard Extended Market ETF(VXF)ETF922908652$73.8K3530.0%
Ishares Msci Eafe ETF(EFA)ETF464287465$80.8K8410.0%
Blackstone Inc(BX)COM09260D107$86.3K5600.1%
Pfizer Inc(PFE)COM717081103$87.8K3,5260.1%
Ishares Biotechnology ETF(IBB)ETF464287556$94.2K5580.1%
Goldman Sachs Group Inc(GS)COM38141G104$102.8K1170.1%
Morgan Stanley(MS)COM617446448$104.4K5880.1%
Ishares Msci GLL MET MIN Prod ETF(PICK)ETF46434G848$105.6K2,0570.1%
Calamos Convertible and(XCHYX)COM12811P108$113.1K10,0000.1%
Qualcomm Inc(QCOM)COM747525103$116.3K6800.1%
Boeing Co(BA)COM097023105$132.8K6120.1%
Vanguard Large Cap ETF(VV)ETF922908637$145.1K4610.1%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$149.3K1,6690.1%
Fidelity Wise Origin Bitcoin Fund(FBTC)COM315948109$158.1K2,0740.1%
Home Depot Inc(HD)COM437076102$161.1K4680.1%
Agnico Eagle Mines LTD F(AEM)COM008474108$171.2K1,0100.1%
ING Groep N V F Sponsored ADR 1 ADR Reps 1 ORD SHS(ING)COM456837103$177.2K6,3300.1%
Fedex Corp(FDX)COM31428X106$183.2K6340.1%
Motorola Solutions Inc(MSI)COM620076307$189.0K4930.1%
IBM Corp(IBM)COM459200101$191.9K6480.1%
Ishares Iboxx Invt Grade Bond ETF(LQD)ETF464287242$214.6K1,9470.1%
Vanguard Short Term COR BD ETF(VCSH)ETF92206C409$222.1K2,7850.1%
Tesla Inc(TSLA)COM88160R101$233.0K5180.1%
Abbvie Inc(ABBV)COM00287Y109$247.5K1,0830.2%
Mcdonalds Corp(MCD)COM580135101$248.7K8140.2%
Meta Platforms Inc Class A(META)COM30303M102$258.1K3910.2%
Ishares Core S&P 500 ETF(IVV)ETF464287200$271.5K3960.2%
Invsc QQQ Trust SRS 1 ETF(QQQ)ETF46090E103$286.9K4670.2%
Exxon Mobil Corp(XOM)COM30231G102$290.1K2,4110.2%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$294.0K12,5810.2%
State Stret Enrgy Slect SEC Spdr ETF(XLE)ETF81369Y506$296.3K6,6260.2%
Vanguard Long-Term Bond ETF(BLV)ETF921937793$298.2K4,2900.2%
Vanguard Utilities ETF(VPU)ETF92204A876$312.9K1,6910.2%
Alphabet Inc Class C(GOOG)COM02079K107$321.6K1,0250.2%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$331.4K1,5080.2%
JPMorgan Chase & Co(JPM)COM46625H100$346.4K1,0750.2%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$369.6K1,7570.2%
PreviousPage 9 of 10Next