United Financial Planning Group LLC
All 13F Filings
- Location
- Hauppauge, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 199,132
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/4/2026 | 402 | 199,132 | 13F-HR | United Financial Planning Group LLC |
| Q2 2026 | 8/6/2026 | 465 | 196,938 | 13F-HR | United Financial Planning Group LLC |
| 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 | 21.94 K | 11.0% | 0 | 188 | -188 |
| ETFs | 172.3 K | 86.5% | 0 | 2.556 K | -2.556 K |
| Debt | 4.923 K | 2.5% | 4.923 K | 0 | 4.923 K |
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Fund Snapshot
Q3 2026
Latest filed
11/4/2026
Total value ($000)
199,132
Holdings
402
QoQ value change ($000)
2,194
(1.1%)
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.