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United Financial Planning Group LLC

Q1 2026 13F Holdings

  • Location
    hauppauge, NY
  • Num holdings

    462

  • Value ($000)

    $169,177

  • Date Filed
    05/08/2026
  • Form type
    13F-HR
  • CIK
    0002088337
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTV

VANGUARD VALUE INDEX

ETF
922908744
$30.39M
18 %

154,900

V
VEA

VANGUARD FTSE DEVELOPED

ETF
921943858
$27.92M
17 %

435,762

V
VUG

VANGUARD GROWTH INDEX

ETF
922908736
$27.36M
16 %

62,649

I
IJH

ISHARES CORE S&P MID-CAP

ETF
464287507
$8.68M
5 %

128,495

I
IJR

ISHARES CORE S&P

ETF
464287804
$7.32M
4 %

58,924

I
IEMG

ISHARES CORE MSCI

ETF
46434G103
$6.98M
4 %

100,070

V
VNQ

VANGUARD REAL ESTATE

ETF
922908553
$6.11M
4 %

68,853

B
BNDX

VANGUARD TOTAL INT BOND

ETF
92203J407
$5.71M
3 %

118,846

B
BSV

VANGUARD SHORT-TERM BOND

ETF
921937827
$4.37M
3 %

55,691

V
VO

VANGUARD MID-CAP INDEX

ETF
922908629
$3.76M
2 %

13,077

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