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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.88B
$42.4 Million 0.03% of portfolio
1,000
Q3 2025 New
$3.63B
$8.24 Million 0.01% of portfolio
88
Q3 2025 New
$8.71B
$4.16 Million 0.0% of portfolio
70
Q3 2025 New
$4.73B
$318,000 0.0% of portfolio
6
Q3 2025 New
$5.82B
$3.66 Million 0.0% of portfolio
122
Q3 2025 New
$9.58B
$61,000 0.0% of portfolio
10
Q3 2025 New
$3.19B
$99,000 0.0% of portfolio
4
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
Track This Portfolio

Track United Financial Planning Group LLC Portfolio

Follow United Financial Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Financial Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Financial Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email