United Financial Planning Group LLC

Q3 2026 13F-HR Holdings

Location
Hauppauge, NY
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
402
Total value ($000)
$199,132
Net value change ($000)
+2,194 (1.1%)
New positions
46
Sold out positions
111
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 2,455 7.4%
VEA 949 3.0%
XOM 332 NEW
AAPL 331 15.0%
VTV 320 0.9%
MSFT 248 34.2%
ABBV 115 4.0%
META 108 32.6%
SLV 73 6.6%
CGW 66 NEW
Top Reduces (Value $000, Stocks/ETFs)
BSV -4,840 -100.0%
IJR -514 -5.8%
BLV -344 -100.0%
VNQ -298 -4.3%
XOM -279 -100.0%
B -213 -49.1%
IEMG -189 -2.2%
IJH -146 -1.4%
VB -144 -6.6%
VO -141 -3.4%
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