United Financial Planning Group LLC Portfolio Holdings

United Financial Planning Group LLC

  • $159 Billion
  • Q3 2025

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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35.2 Billion 22.13% of portfolio
175,230
Q3 2025 New
$0
$29.4 Billion 18.48% of portfolio
61,227
Q3 2025 New
$0
$25.3 Billion 15.92% of portfolio
421,966
Q3 2025 New
$0
$8.27 Billion 5.21% of portfolio
126,789
Q3 2025 New
$0
$6.88 Billion 4.33% of portfolio
104,380
Q3 2025 New
$0
$6.59 Billion 4.15% of portfolio
55,480
Q3 2025 New
$0
$5.41 Billion 3.4% of portfolio
59,145
Q3 2025 New
$0
$5.41 Billion 3.4% of portfolio
68,659
Q3 2025 New
$0
$4.86 Billion 3.06% of portfolio
98,253
Q3 2025 New
$0
$2.2 Billion 1.39% of portfolio
8,663
Q3 2025 New
$0
$2.04 Billion 1.28% of portfolio
38,425
Q3 2025 New
$0
$1.98 Billion 1.25% of portfolio
26,980
Q3 2025 New
$0
$1.91 Billion 1.2% of portfolio
23,877
Q3 2025 New
$0
$1.74 Billion 1.09% of portfolio
32,061
Q3 2025 New
$0
$1.21 Billion 0.76% of portfolio
3,257
Q3 2025 New
$131B
$889 Million 0.56% of portfolio
2,501
Q3 2025 New
$24.4B
$634 Million 0.4% of portfolio
14,973
Q3 2025 New
$0
$578 Million 0.36% of portfolio
7,766
Q3 2025 New
$0
$354 Million 0.22% of portfolio
548
Q3 2025 New
$0
$320 Million 0.2% of portfolio
1,691
Q3 2025 New
$0
$320 Million 0.2% of portfolio
13,622
Q3 2025 New
$0
$295 Million 0.19% of portfolio
3,301
Q3 2025 New
$0
$300 Million 0.19% of portfolio
4,235
Q3 2025 New
$0
$250 Million 0.16% of portfolio
417
Q3 2025 New
$0
$215 Million 0.14% of portfolio
2,687
Q3 2025 New
$0
$214 Million 0.13% of portfolio
1,918
Q3 2025 New
$0
$196 Million 0.12% of portfolio
2,518
Q3 2025 New
$0
$153 Million 0.1% of portfolio
497
Q3 2025 New
$0
$147 Million 0.09% of portfolio
1,044
Q3 2025 New
$0
$90.1 Million 0.06% of portfolio
2,026
Q3 2025 New
$0
$73.5 Million 0.05% of portfolio
597
Q3 2025 New
$0
$73.9 Million 0.05% of portfolio
574
Q3 2025 New
$0
$73.9 Million 0.05% of portfolio
353
Q3 2025 New
$0
$61 Million 0.04% of portfolio
2,095
Q3 2025 New
$0
$70 Million 0.04% of portfolio
3,024
Q3 2025 New
$0
$57 Million 0.04% of portfolio
276
Q3 2025 New
$0
$71.2 Million 0.04% of portfolio
1,203
Q3 2025 New
$0
$66 Million 0.04% of portfolio
2,068
Q3 2025 New
$0
$63.5 Million 0.04% of portfolio
674
Q3 2025 New
$0
$52.5 Million 0.03% of portfolio
2,273
Q3 2025 New
$0
$42.6 Million 0.03% of portfolio
1,063
Q3 2025 New
$0
$51.5 Million 0.03% of portfolio
213
Q3 2025 New
$0
$54.8 Million 0.03% of portfolio
282
Q3 2025 New
$0
$41.1 Million 0.03% of portfolio
55
Q3 2025 New
$0
$45.8 Million 0.03% of portfolio
960
Q3 2025 New
$0
$28.7 Million 0.02% of portfolio
167
Q3 2025 New
$0
$34.1 Million 0.02% of portfolio
239
Q3 2025 New
$0
$34.7 Million 0.02% of portfolio
886
Q3 2025 New
$0
$25.3 Million 0.02% of portfolio
242
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 230
  • Current Value $159 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 215 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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