—

United Financial Planning Group LLC

Q4 2025 13F Holdings

  • Location
    hauppauge, NY
  • Num holdings

    487

  • Value ($000)

    $164,838

  • Date Filed
    02/11/2026
  • Form type
    13F-HR
  • CIK
    0002088337
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTV

VANGUARD VALUE ETF

ETF
922908744
$29.64M
18 %

155,169

V
VUG

VANGUARD GROWTH ETF

ETF
922908736
$28.39M
17 %

58,192

V
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

ETF
921943858
$26.11M
16 %

417,953

I
IJH

ISHARES CORE S&P MID CAP ETF

ETF
464287507
$8.36M
5 %

126,709

I
IJR

ISHARES CORE S&P SMALL CAP ETF

ETF
464287804
$6.82M
4 %

56,717

I
IEMG

ISHARES CORE MSCI EMERGING ETF

ETF
46434G103
$6.78M
4 %

100,808

V
VNQ

VANGUARD REAL ESTATE ETF

ETF
922908553
$5.49M
3 %

62,007

B
BNDX

VANGUARD TOTAL INTERNATIONAL BND ETF

ETF
92203J407
$4.91M
3 %

101,529

V
VO

VANGUARD MID CAP ETF

ETF
922908629
$3.86M
2 %

13,300

B
BSV

VANGUARD SHORT-TERM BOND ETF

ETF
921937827
$3.82M
2 %

48,441

Rows Per Page
10
  • 5
  • 10
  • 20
  • 30
  • 50
  • 100
1 - 10 of 487