United Financial Planning Group LLC

13F Portfolio Filings

Most recent 13F: Q3 2025
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
Q3 2025	230	158,860	VTI, VUG, VWO, IJH	13F-HR	11/13/2025	000208833725000002