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United Financial Planning Group Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    hauppauge, NY
  • CIK
    0002088337
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

487

$164.84M
VTV, VUG, VEA, IJH
13F-HR
Feb 11, 2026
000208833726000002

230

$158.86M
VUG, VTI, VWO, IJH
13F-HR
Nov 13, 2025
000208833725000002