United Financial Planning Group LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $159 Billion distributed in 230 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $35.2B, Vanguard Growth ETF with a value of $29.4B, Vanguard Ftse Emerging Mkts Et with a value of $25.3B, Ishares Core S&P Mid Cap ETF with a value of $8.27B, and Ishares Inc with a value of $6.88B.
Examining the 13F form we can see an increase of $159B in the current position value.
United Financial Planning Group LLC is based out at Hauppauge, NY
Below you can find more details about United Financial Planning Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$159 Billion
ETFs: $145 Billion
Technology: $4.3 Billion
Financial Services: $2.19 Billion
Consumer Defensive: $1.16 Billion
Consumer Cyclical: $1.09 Billion
Basic Materials: $1.04 Billion
Utilities: $809 Million
Communication Services: $750 Million
Other: $837 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
