United Financial Planning Group LLC
All 13F Filings
- Location
- Hauppauge, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 169,177
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 462 | 169,177 | 13F-HR | United Financial Planning Group LLC |
| Q4 2025 | 2/11/2026 | 487 | 164,838 | 13F-HR | United Financial Planning Group LLC |
| Q3 2025 | 11/13/2025 | 215 | 158,860 | 13F-HR | United Financial Planning Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 17.46 K | 10.3% | 194 | 0 | 194 |
| ETFs | 151.7 K | 89.7% | 4.159 K | 0 | 4.159 K |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
169,177
Holdings
462
QoQ value change ($000)
4,339
(2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.