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United Financial Planning Group LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    hauppauge, NY
  • CIK
    0002088337
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

462

$169.18M
VTV, VEA, VUG, IJH
13F-HR
May 8, 2026
000208833726000004

487

$164.84M
VTV, VUG, VEA, IJH
13F-HR
Feb 11, 2026
000208833726000002

230

$158.86M
VUG, VTI, VWO, IJH
13F-HR
Nov 13, 2025
000208833725000002