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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.4 Million 0.02% of portfolio
587
Q3 2025 New
$0
$25 Million 0.02% of portfolio
97
Q3 2025 New
$141B
$27.4 Million 0.02% of portfolio
74
Q3 2025 New
$338B
$31.7 Million 0.02% of portfolio
174
Q3 2025 New
$42.5B
$29.2 Million 0.02% of portfolio
219
Q3 2025 New
$144B
$30.7 Million 0.02% of portfolio
122
Q3 2025 New
$123B
$27.8 Million 0.02% of portfolio
884
Q3 2025 New
Msc Income Fd Inc
-
$36.6 Million 0.02% of portfolio
-
Q3 2025 New
$119B
$25 Million 0.02% of portfolio
50
Q3 2025 New
$0
$35.5 Million 0.02% of portfolio
3,573
Q3 2025 New
$0
$30.4 Million 0.02% of portfolio
2,970
Q3 2025 New
$235B
$31 Million 0.02% of portfolio
369
Q3 2025 New
$0
$25.9 Million 0.02% of portfolio
2,847
Q3 2025 New
Sila Rlty Tr Inc Reit
-
$34.6 Million 0.02% of portfolio
-
Q3 2025 New
$0
$9.72 Million 0.01% of portfolio
378
Q3 2025 New
$332B
$18.4 Million 0.01% of portfolio
61
Q3 2025 New
$0
$16.5 Million 0.01% of portfolio
84
Q3 2025 New
$0
$10.7 Million 0.01% of portfolio
51
Q3 2025 New
$0
$9.94 Million 0.01% of portfolio
194
Q3 2025 New
$97B
$13.1 Million 0.01% of portfolio
68
Q3 2025 New
$15.3B
$23.2 Million 0.01% of portfolio
130
Q3 2025 New
$13.9B
$12 Million 0.01% of portfolio
170
Q3 2025 New
$510B
$11.1 Million 0.01% of portfolio
60
Q3 2025 New
$13.5B
$10.7 Million 0.01% of portfolio
231
Q3 2025 New
$65B
$9.31 Million 0.01% of portfolio
299
Q3 2025 New
$453M
$15.5 Million 0.01% of portfolio
1,125
Q3 2025 New
$0
$9.03 Million 0.01% of portfolio
324
Q3 2025 New
$180B
$19.8 Million 0.01% of portfolio
70
Q3 2025 New
$0
$9.49 Million 0.01% of portfolio
465
Q3 2025 New
$0
$8.55 Million 0.01% of portfolio
49
Q3 2025 New
$0
$17.3 Million 0.01% of portfolio
43
Q3 2025 New
$0
$22 Million 0.01% of portfolio
199
Q3 2025 New
$83.2B
$10.2 Million 0.01% of portfolio
48
Q3 2025 New
$305B
$17.1 Million 0.01% of portfolio
110
Q3 2025 New
$318B
$13.7 Million 0.01% of portfolio
200
Q3 2025 New
$409B
$11.1 Million 0.01% of portfolio
12
Q3 2025 New
$111B
$22.7 Million 0.01% of portfolio
409
Q3 2025 New
$0
$21 Million 0.01% of portfolio
75
Q3 2025 New
$0
$8.84 Million 0.01% of portfolio
292
Q3 2025 New
$283M
$18.1 Million 0.01% of portfolio
3,551
Q3 2025 New
$0
$11.9 Million 0.01% of portfolio
411
Q3 2025 New
$69.6B
$7.99 Million 0.01% of portfolio
34
Q3 2025 New
$0
$16.8 Million 0.01% of portfolio
312
Q3 2025 New
$1.91B
$10.5 Million 0.01% of portfolio
521
Q3 2025 New
$63.4B
$15.7 Million 0.01% of portfolio
191
Q3 2025 New
Ishares Ai Invatn And Tec Act ETF
-
$12.3 Million 0.01% of portfolio
-
Q3 2025 New
$67.8B
$17.5 Million 0.01% of portfolio
103
Q3 2025 New
$99.2B
$12.9 Million 0.01% of portfolio
153
Q3 2025 New
$51.5B
$9.49 Million 0.01% of portfolio
276
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