United Financial Planning Group LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), United Financial Planning Group LLC reported 215 stock positions worth $158.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 22.1% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 18.5%) and Vanguard Ftse Emerging Marke (VWO, 15.9%).
- Most Recent 13F
- Q2 2026
- Location
- HAUPPAUGE, NY
- CIK
- 0002088337
- Portfolio Value
- $158.9M (Q3 2025)
- SEC Filing
- 0002088337-25-000002 ↗ filed Nov 13, 2025
Holdings Value
Holdings 215 stocks · $158.9M
| VTI VG Morningstar TS MKT ETF-US | 22.13% | 175,230 | $35.2M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 18.48% | 61,227 | $29.4M | — |
| VWO Vanguard Ftse Emerging Marke | 15.92% | 421,966 | $25.3M | — |
| IJH iShares Core S&P Midcap ETF | 5.21% | 126,789 | $8.3M | — |
| IEMG iShares Core MSCI Emerging | 4.33% | 104,380 | $6.9M | — |
| IJR iShares Core S&P Small-Cap E | 4.15% | 55,480 | $6.6M | — |
| VNQ Vanguard Real Estate ETF | 3.40% | 59,145 | $5.4M | — |
| BSV Vanguard Short-Term Bond ETF | 3.40% | 68,659 | $5.4M | — |
| BNDX Vanguard Total Intl Bond ETF | 3.06% | 98,253 | $4.9M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 1.39% | 8,663 | $2.2M | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.28% | 38,425 | $2.0M | — |
| VXUS Vanguard Total Intl Stock | 1.25% | 26,980 | $2.0M | — |
| IDEV iShares Core MSCI Dev MKTS | 1.21% | 23,877 | $1.9M | — |
| AAPL Apple Inc. | 1.10% | 6,865 | $1.7M | — |
| VT Vanguard Tot World STK ETF | 1.09% | 32,061 | $1.7M | — |
| VOO Vanguard S&P 500 ETF | 0.76% | 3,257 | $1.2M | — |
| WMT Walmart Inc. | 0.62% | 9,561 | $985K | — |
| GLD SPDR Gold Shares | 0.56% | 2,501 | $889K | — |
| NEM Newmont Corp. | 0.55% | 10,355 | $873K | — |
| B Barrick Mining Corp. | 0.53% | 25,886 | $848K | — |
| ED Consolidated Edison Inc. | 0.51% | 8,044 | $809K | — |
| NVDA Nvidia Corp. | 0.45% | 3,796 | $708K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 983 | $655K | — |
| SLV iShares Silver Trust | 0.40% | 14,973 | $634K | — |
| MSFT Microsoft Corp. | 0.40% | 1,212 | $628K | — |
| MCO Moody's Corp. | 0.38% | 1,263 | $602K | — |
| BND Vanguard Total Bond Market | 0.36% | 7,766 | $578K | — |
| IVV iShares Core S&P 500 ETF | 0.22% | 548 | $354K | — |
| JPM JPMorgan Chase & Co. | 0.20% | 1,030 | $325K | — |
| VPU Vanguard Utilities ETF | 0.20% | 1,691 | $320K | — |
| SCHZ Schwab US Aggregate Bond ETF | 0.20% | 13,622 | $320K | — |
| V Visa Inc. Class A | 0.20% | 923 | $315K | — |
| AVGO Broadcom Inc. | 0.19% | 930 | $307K | — |
| BLV Vanguard Long-Term Bond ETF | 0.19% | 4,235 | $300K | — |
| XLE SS Energy Select Sector | 0.19% | 3,301 | $295K | — |
| GOOGL Alphabet Inc. Class A | 0.18% | 1,163 | $283K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 417 | $250K | — |
| MCD McDonald's Corp. | 0.15% | 783 | $238K | — |
| AMZN Amazon.com Inc. | 0.15% | 1,083 | $238K | — |
| MSI Motorola Solutions Inc. | 0.14% | 493 | $225K | — |
| FBTC Fidelity Wise Origin Bitcoin | 0.14% | 2,185 | $218K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.14% | 2,687 | $215K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.13% | 1,918 | $214K | — |
| ABBV Abbvie Inc. | 0.13% | 917 | $212K | — |
| REET iShares Global REIT ETF | 0.12% | 2,518 | $196K | — |
| GOOG Alphabet Inc. Class C | 0.12% | 771 | $188K | — |
| META Meta Platforms Inc. Class A | 0.12% | 255 | $187K | — |
| HD Home Depot Inc. | 0.12% | 457 | $185K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 650 | $183K | — |
| TSLA Tesla Inc. | 0.11% | 400 | $178K | — |
| AEM Agnico Eagle Mines Ltd. | 0.11% | 1,010 | $170K | — |
| ING ING Groep N.V.-Sponsored ADR | 0.10% | 6,330 | $165K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.10% | 497 | $153K | — |
| ORCL Oracle Corp. | 0.10% | 539 | $152K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.09% | 1,044 | $147K | — |
| XOM Exxon Mobil Corp. | 0.09% | 1,213 | $137K | — |
| GS Goldman Sachs Group Inc. | 0.08% | 166 | $132K | — |
| BA The Boeing Co. | 0.08% | 557 | $120K | — |
| XCHYX Calamos Convert & High Inc. | 0.07% | 10,000 | $112K | — |
| QCOM Qualcomm Inc. | 0.06% | 613 | $102K | — |
| DT Dynatrace Inc. | 0.06% | 2,020 | $98K | — |
| MS Morgan Stanley | 0.06% | 588 | $93K | — |
| BX Blackstone Inc. | 0.06% | 530 | $91K | — |
| HDV iShares Core High Dividend E | 0.06% | 2,026 | $90K | — |
| IVW iShares S&P 500 Growth ETF | 0.05% | 574 | $74K | — |
| VXF Vanguard Extended Market ETF | 0.05% | 353 | $74K | — |
| IWF iShares Russell 1000 Growth | 0.05% | 597 | $74K | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.04% | 1,203 | $71K | — |
| EMB iShares JP Morgan Usd Emergi | 0.04% | 3,024 | $70K | — |
| CL Colgate-Palmolive Co. | 0.04% | 868 | $69K | — |
| SCHG Schwab US Large-Cap Growth | 0.04% | 2,068 | $66K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 1,278 | $66K | — |
| EFA iShares MSCI Eafe ETF | 0.04% | 674 | $63K | — |
| SCHV Schwab US Large-Cap Value | 0.04% | 2,095 | $61K | — |
| LI Li Auto Inc. - ADR | 0.04% | 125 | $59K | — |
| NVS Novartis AG-Sponsored ADR | 0.04% | 450 | $58K | — |
| IYM iShares U.S. Basic Materials | 0.04% | 276 | $57K | — |
| DHI D.R. Horton Inc. | 0.04% | 333 | $56K | — |
| SPGI S&P Global Inc. | 0.03% | 114 | $55K | — |
| DGRO iShares Core Dividend Growth | 0.03% | 282 | $55K | — |
| PZA Invesco National Amt-Free Mu | 0.03% | 2,273 | $52K | — |
| IWM iShares Russell 2000 ETF | 0.03% | 213 | $52K | — |
| PEP Pepsico Inc. | 0.03% | 353 | $50K | — |
| VNQI Vanguard GLBL Ex-US Real Est | 0.03% | 960 | $46K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 394 | $45K | — |
| STX Seagate Technology Holdings | 0.03% | 189 | $45K | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.03% | 1,063 | $43K | — |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.03% | 1,000 | $42K | — |
| ACN Accenture PLC Class A | 0.03% | 168 | $41K | — |
| VGT Vanguard Info Tech ETF | 0.03% | 55 | $41K | — |
| ESGU iShares ESG Aware MSCI USA | 0.02% | 269 | $39K | — |
| MSIF MSC Income Fund Inc. | 0.02% | 2,785 | $37K | — |
| MYN BlackRock Muniyield NY QLTY | 0.02% | 3,573 | $35K | — |
| EZU iShares MSCI Eurozone ETF | 0.02% | 886 | $35K | — |
| SILA Sila Realty Trust Inc. | 0.02% | 1,380 | $35K | — |
| USB US Bancorp | 0.02% | 713 | $34K | — |
| VCIT Vanguard Int-Term Corporate | 0.02% | 406 | $34K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.02% | 239 | $34K | — |
| PLTR Palantir Technologies Inc. Class A | 0.02% | 174 | $32K | — |
| MRK Merck & Co. Inc. | 0.02% | 369 | $31K | — |
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 2025
No earlier filing to compare with.