United Financial Planning Group LLC

Q1 2026 13F-HR Holdings

Location
Hauppauge, NY
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
462
Total value ($000)
$169,177
Net value change ($000)
+4,339 (2.6%)
New positions
174
Sold out positions
199
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ABBV 2,248 910.1%
VEA 1,814 6.9%
BNDX 805 16.4%
VTV 755 2.5%
VNQ 620 11.3%
GLD 619 58.0%
BSV 549 14.4%
IJR 509 7.5%
SLV 327 31.4%
IJH 314 3.8%
Top Reduces (Value $000, Stocks/ETFs)
VUG -1,026 -3.6%
B -798 -100.0%
BND -627 -83.3%
VXUS -473 -23.1%
IWD -366 -98.9%
AVGO -352 -66.9%
SPY -289 -25.0%
ORCL -250 -53.0%
SCHZ -217 -73.8%
NEM -211 -28.4%
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