United Financial Planning Group LLC

Q4 2025 13F-HR Holdings

Location
Hauppauge, NY
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
487
Total value ($000)
$164,838
Net value change ($000)
+5,978 (3.8%)
New positions
300
Sold out positions
28
Turnover %
22.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTV 29,627 329188.9%
VEA 26,110 NEW
VO 3,860 NEW
BIV 1,143 NEW
VYM 522 NEW
SPY 499 76.2%
BRK-B 455 NEW
SLV 406 64.0%
AAPL 377 21.6%
IWD 370 NEW
Top Reduces (Value $000, Stocks/ETFs)
VTI -32,900 -93.6%
VWO -23,688 -93.7%
VT -1,737 -100.0%
BSV -1,588 -29.4%
VUG -975 -3.3%
VOO -408 -33.6%
VB -201 -9.1%
REET -196 -100.0%
MCO -175 -29.1%
VOE -138 -93.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type