United Financial Planning Group LLC reported 263 positions worth $23.88M for the quarter ended Sep 30, 2026, down 0.7% on the prior quarter. It opened 14 new positions, added to 23, trimmed 23 and exited 103. Its largest holding is AbbVie Inc. at 12.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SLV iShares Silver Trust | +916 | +4.5% | $50.01K | 4.91% |
| AG First Majestic Silver Corp | +2,000 | – | $35.38K | 0.148% |
| EQX Equinox Gold Corp. | +3,100 | – | $34.44K | 0.144% |
| PAAS Pan American Silver Corp | +700 | – | $31.86K | 0.133% |
| KGC Kinross Gold Corp | +1,250 | – | $30.10K | 0.126% |
| GLDM World Gold Trust | +347 | +141.1% | $29.57K | 0.212% |
| RGLD Royal Gold Inc | +125 | – | $29.50K | 0.124% |
| IBIT iShares Bitcoin Trust ETF | +597 | +64.4% | $28.94K | 0.309% |
| AEM Agnico Eagle Mines Ltd | +150 | +14.9% | $27.49K | 0.89% |
| HL Hecla Mining Co | +1,600 | – | $27.25K | 0.114% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| B Barrick Mining Corp | -6,390 | -54.0% | $259.88K | 0.926% |
| NEM NEWMONT Corp | -2,111 | -41.1% | $243.47K | 1.46% |
| NVDA Nvidia Corp | -969 | -16.6% | $221.28K | 4.64% |
| QCOM Qualcomm Inc | -307 | -42.3% | $56.50K | 0.322% |
| ORCL Oracle Corp | -270 | -18.6% | $37.07K | 0.68% |
| MSFT Microsoft Corp | -47 | -2.4% | $24.11K | 4.08% |
| HAL Halliburton Co | -411 | -100.0% | $13.95K | Exited |
| IONS Ionis Pharmaceuticals Inc | -158 | -100.0% | $12.53K | Exited |
| HD Home Depot, Inc. | -44 | -15.8% | $12.50K | 0.28% |
| ZM Zoom Communications, Inc. | -135 | -100.0% | $11.65K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AG First Majestic Silver Corp | +2,000 | $35.38K | 0.148% |
| EQX Equinox Gold Corp. | +3,100 | $34.44K | 0.144% |
| PAAS Pan American Silver Corp | +700 | $31.86K | 0.133% |
| KGC Kinross Gold Corp | +1,250 | $30.10K | 0.126% |
| RGLD Royal Gold Inc | +125 | $29.50K | 0.124% |
| HL Hecla Mining Co | +1,600 | $27.25K | 0.114% |
| WPM Wheaton Precious Metals Corp. | +200 | $26.74K | 0.112% |
| FNV FRANCO NEVADA Corp | +100 | $23.81K | 0.1% |
| TFPM Triple Flag Precious Metals Corp. | +750 | $23.11K | 0.097% |
| OR OR Royalties Inc. | +650 | $22.32K | 0.093% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| HAL Halliburton Co | -411 | $13.95K | 0.058% |
| IONS Ionis Pharmaceuticals Inc | -158 | $12.53K | 0.052% |
| ZM Zoom Communications, Inc. | -135 | $11.65K | 0.048% |
| PUK Prudential Plc | -359 | $9.63K | 0.04% |
| MO Altria Group, Inc. | -128 | $9.21K | 0.038% |
| WFC Wells Fargo & Company | -110 | $9.09K | 0.038% |
| BP Bp Plc | -245 | $9.05K | 0.038% |
| HLT Hilton Worldwide Holdings Inc. | -27 | $8.92K | 0.037% |
| BUD Anheuser-Busch InBev SA | -103 | $8.49K | 0.035% |
| GL Globe Life Inc. | -47 | $8.40K | 0.035% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | ABBV AbbVie Inc. | Healthcare | 11.4K | $2.99M | 12.51% | +5 | +0.0% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 7,615 | $2.54M | 10.62% | -6 | -0.1% | Reduced | 0% |
| 3 | GLD Spdr Gold Trust | Financial Services | 4,074 | $1.55M | 6.5% | +27 | +0.7% | Added | 0% |
| 4 | SLV iShares Silver Trust | Others | 21.5K | $1.17M | 4.91% | +916 | +4.5% | Added | 0% |
| 5 | NVDA Nvidia Corp | Technology | 4,851 | $1.11M | 4.64% | -969 | -16.6% | Reduced | 0% |
| 6 | WMT Walmart Inc. | Consumer Staples | 9,448 | $981.86K | 4.11% | +50 | +0.5% | Added | 0% |
| 7 | MSFT Microsoft Corp | Technology | 1,898 | $973.71K | 4.08% | -47 | -2.4% | Reduced | 0% |
| 8 | ED Consolidated Edison Inc | Utilities | 8,189 | $837.01K | 3.51% | +37 | +0.5% | Added | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 1,637 | $563.20K | 2.36% | -2 | -0.1% | Reduced | 0% |
| 10 | AVGO Broadcom Inc. | Technology | 1,574 | $552.75K | 2.32% | -24 | -1.5% | Reduced | 0% |
| 11 | BRK-B Berkshire Hathaway Inc | Financial Services | 952 | $474.05K | 1.99% | 0 | 0.0% | Unchanged | 0% |
| 12 | V Visa Inc. | Financial Services | 1,224 | $439.92K | 1.84% | 0 | 0.0% | Unchanged | 0% |
| 13 | META Meta Platforms, Inc. | Technology | 605 | $438.73K | 1.84% | +17 | +2.9% | Added | 0% |
| 14 | AMZN Amazon Com Inc | Consumer Discretionary | 1,742 | $434.02K | 1.82% | +24 | +1.4% | Added | 0% |
| 15 | GOOG Alphabet Inc. | Technology | 1,199 | $408.49K | 1.71% | +1 | +0.1% | Added | 0% |
Tip. Select a row to see that position’s full history at United Financial Planning.
As of its Q3 2026 13F filing, United Financial Planning Group LLC’s five largest positions were AbbVie Inc. (ABBV) at 12.5%, Apple Inc. (AAPL) at 10.6%, Spdr Gold Trust (GLD) at 6.5%, iShares Silver Trust (SLV) at 4.9%, Nvidia Corp (NVDA) at 4.6% of the reported portfolio.
United Financial Planning Group LLC reported a 13F portfolio worth $23.88M across 263 positions for Q3 2026. That is down 0.7% from the previous quarter.
Its largest purchases by value were iShares Silver Trust ($50.01K), First Majestic Silver Corp ($35.38K), Equinox Gold Corp. ($34.44K). It opened 14 new positions.
Its largest sales by value were Barrick Mining Corp ($259.88K), NEWMONT Corp ($243.47K), Nvidia Corp ($221.28K). It exited 103 positions entirely.
From the Form 13F-HR reports United Financial Planning Group LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.