United Financial Planning Group LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Hauppauge, NY
CIK
0002088337
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
462
169,176
VTV, VEA, VUG, IJH
13F-HR
5/8/2026
000208833726000004
Q4 2025
487
164,837
VTV, VUG, VEA, IJH
13F-HR
2/11/2026
000208833726000002
Q3 2025
230
158,860
VTI, VUG, VWO, IJH
13F-HR
11/13/2025
000208833725000002