United Financial Planning Group LLC

Q2 2026 13F-HR Holdings

Location
Hauppauge, NY
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
465
Total value ($000)
$196,938
Net value change ($000)
+27,761 (16.4%)
New positions
86
Sold out positions
83
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VUG 5,858 21.4%
VTV 4,905 16.1%
VEA 4,205 15.1%
IJR 1,609 22.0%
IEMG 1,588 22.8%
IJH 1,587 18.3%
VNQ 749 12.3%
IWD 481 12025.0%
BSV 473 10.8%
BNDX 460 8.1%
Top Reduces (Value $000, Stocks/ETFs)
SLV -267 -19.5%
SCHO -210 -100.0%
GLD -196 -11.6%
SCHQ -180 -100.0%
VBR -167 -63.5%
WMT -104 -8.9%
IBB -94 -100.0%
PDBC -84 -100.0%
PIO -68 -100.0%
XOM -67 -19.4%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type