United Financial Planning Group LLC
All 13F Filings
- Location
- Hauppauge, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 196,938
- 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 |
|---|---|---|---|---|---|
| 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 | 22.13 K | 11.2% | 4.673 K | 0 | 4.673 K |
| ETFs | 174.8 K | 88.8% | 23.1 K | 0 | 23.1 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
196,938
Holdings
465
QoQ value change ($000)
27,761
(16.4%)
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.