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13F-HR filed by United Financial Planning Group LLC

United Financial Planning Group LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-13, with 215 holding rows worth $158,860,141.

Accession
0002088337-25-000002
Filed
2025-11-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 230 entries on the cover page, a total value of $158,860,141 stated on the cover page (in dollars after the unit check, H1), rows summing to $158,860,141 with VALUE read as dollars as filed, 13F file number 028-25851. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VTI922908769COM175,230$35,156,843dollars as filed
Vanguard Growth922908736COM61,227$29,364,941dollars as filed
VWO922042858SHS421,966$25,284,190dollars as filed
IJH464287507COM126,789$8,274,242dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS104,380$6,880,761dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS55,480$6,592,682dollars as filed
Vanguard Real Estate922908553SHS59,145$5,407,016dollars as filed
Vanguard Short-Term Bond ETF921937827SHS68,659$5,405,529dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS98,253$4,859,571dollars as filed
Vanguard Small-Cap ETF922908751SHS8,663$2,202,817dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF38,425$2,037,672dollars as filed
VANGUARD STAR FDS921909768COM26,980$1,981,958dollars as filed
ISHARES TR46435G326CORE MSCI INTL23,877$1,914,257dollars as filed
Apple Inc037833100COM6,865$1,748,092dollars as filed
Vanguard Total World Stock ETF922042742SHS32,061$1,737,062dollars as filed
Vanguard S&P 500 ETF922908363COM3,257$1,213,567dollars as filed
Walmart Inc.931142103COM9,561$985,367dollars as filed
SPDR GOLD TR78463V107GOLD SHS2,501$889,030dollars as filed
NEWMONT CORP651639106COM10,355$873,064dollars as filed
BARRICK MNG CORP06849F108COM SHS25,886$848,284dollars as filed
CONSOLIDATED EDISON INC209115104COM8,044$808,544dollars as filed
NVIDIA Corp67066G104COM3,796$708,287dollars as filed
SPY78462F103SHS983$654,908dollars as filed
iShares Silver Trust46428Q109COM14,973$634,406dollars as filed
Microsoft Corp594918104COM1,212$627,755dollars as filed
MOODYS CORP COM615369105Stock1,263$601,794dollars as filed
Vanguard Total Bond Market ETF921937835SHS7,766$577,580dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS548$353,833dollars as filed
JPMorgan Chase & Co46625H100COM1,030$324,806dollars as filed
Vanguard Utilities ETF92204A876SHS1,691$320,292dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B13,622$319,711dollars as filed
Visa Inc92826C839COM923$315,094dollars as filed
Broadcom Inc.11135F101COM930$306,876dollars as filed
VANGUARD BD INDEX FDS921937793LONG TERM BOND4,235$300,030dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS3,301$294,902dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,163$282,834dollars as filed
INVESCO QQQ TR46090E103COM417$250,354dollars as filed
McDonalds Corporation580135101COM783$237,858dollars as filed
Amazon.com, Inc023135106COM1,083$237,794dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock493$225,444dollars as filed
Fidelity Wise Origin Bitcoin Fund315948109SHS2,185$218,085dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM2,687$214,807dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS1,918$213,836dollars as filed
AbbVie,Inc.00287Y109COM917$212,368dollars as filed
iShares Global REIT ETF46434V647SHS2,518$195,757dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM771$187,886dollars as filed
META PLATFORMS INC CL A30303M102COM255$187,267dollars as filed
Home Depot, Inc437076102COM457$185,046dollars as filed
International Business Machines Corporation459200101COM650$183,404dollars as filed
Tesla Motors, Inc88160R101COM400$177,888dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock1,010$170,246dollars as filed
ING GROEP N.V. SPONSORED ADR456837103ADR6,330$165,086dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF497$153,006dollars as filed
Oracle Corporation68389X105COM539$151,588dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS1,044$147,152dollars as filed
EXXON MOBIL CORP30231G102COM1,213$136,766dollars as filed
Goldman Sachs Group,Inc.38141G104COM166$132,194dollars as filed
Boeing Company097023105COM557$120,183dollars as filed
CALAMOS CONV & HIGH INCOME F12811P108COM SHS10,000$112,200dollars as filed
Qualcomm Incorporated747525103COM613$101,979dollars as filed
DYNATRACE INC COM NEW268150109Stock2,020$97,869dollars as filed
Morgan Stanley617446448COM588$93,468dollars as filed
BLACKSTONE INC09260D107COM530$90,551dollars as filed
ISHARES TR46429B663CORE HIGH DV ETF2,026$90,148dollars as filed
iShares S&P 500 Growth ETF464287309SHS574$73,916dollars as filed
Vanguard Extended Market ETF922908652SHS353$73,897dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK597$73,501dollars as filed
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT1,203$71,218dollars as filed
ISHARES TR464288281JPMORGAN USD EMG3,024$69,990dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock868$69,388dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS2,068$66,005dollars as filed
Bank of America Corp060505104COM1,278$65,932dollars as filed
ISHARES TR464287465MSCI EAFE ETF674$63,485dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF2,095$60,992dollars as filed
LI AUTO INC SPONSORED ADS50202M102ADR125$59,375dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR450$57,708dollars as filed
ISHARES TR464287838U.S. BAS MTL ETF276$56,997dollars as filed
D R HORTON INC COM23331A109Stock333$56,434dollars as filed
S&P Global,Inc.78409V104COM114$55,485dollars as filed
iShares Core Dividend Growth ETF46434V621SHS282$54,849dollars as filed
INVESCO EXCH TRADED FD TR II46138E537NATL AMT MUNI2,273$52,491dollars as filed
iShares Russell 2000 ETF464287655SHS213$51,537dollars as filed
PepsiCo,Inc.713448108COM353$49,575dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM960$45,835dollars as filed
Walt Disney Co254687106COM394$45,113dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS189$44,615dollars as filed
iShares Core Total USD Bond Market ETF46434V613SHS1,063$42,589dollars as filed
ON HLDG AG NAMEN AKT AH5919C104Stock1,000$42,350dollars as filed
Accenture Plc Class AG1151C101COM168$41,429dollars as filed
VGT92204A702SHS55$41,065dollars as filed
ISHARES TR46435G425COM269$39,215dollars as filed
MSC INCOME FD INC55374X208COM2,785$36,567dollars as filed
BLACKROCK MUNIYIELD N Y QUAL09255E102COM3,573$35,480dollars as filed
ISHARES INC MSCI EURZONE ETF464286608MSCI EURZONE ETF886$34,745dollars as filed
SILA REALTY TRUST INC146280508COMMON STOCK1,380$34,638dollars as filed
USBANCORPDEL902973304COM NEW713$34,459dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS406$34,174dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS239$34,108dollars as filed
Palantir Technologies Inc. Class A69608A108COM174$31,741dollars as filed
Merck & Co.,Inc.58933Y105COM369$30,970dollars as filed
Lowes Companies,Inc.548661107COM122$30,660dollars as filed
BLACKROCK MUNIHLDGS NY QLTY09255C106COM2,970$30,353dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF587$29,391dollars as filed
HARTFORD INSURANCE GROUP INC COM416515104Stock219$29,212dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS167$28,720dollars as filed
iShares MSCI USA Momentum Factor ETF46432F396SHS111$28,466dollars as filed
Comcast Corp20030N101COM884$27,775dollars as filed
Stryker Corporation863667101COM74$27,356dollars as filed
BLACKROCK ETF TRUST09290C806ISHA US THEM ETF717$27,146dollars as filed
BLACKROCK ENHANCED EQUITY DI09251A104COM2,847$25,936dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS242$25,291dollars as filed
Lockheed Martin Corporation539830109COM50$24,961dollars as filed
Vanguard Small-Cap Value ETF922908611SHS97$24,955dollars as filed
ISHARES TR46432F834COM291$24,044dollars as filed
ITT INC COM45073V108Stock130$23,239dollars as filed
Schwab US Mid-Cap ETF808524508SHS778$23,046dollars as filed
NOVO-NORDISK A S ADR670100205ADR409$22,695dollars as filed
Procter & Gamble Co742718109COM145$22,279dollars as filed
PULTE GROUP INC COM745867101Stock168$22,198dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS199$22,007dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS75$21,008dollars as filed
Amgen Inc.031162100COM70$19,846dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock31$19,051dollars as filed
General Electric Company369604301COM61$18,360dollars as filed
EMERALD HOLDING INC29103W104COM3,551$18,075dollars as filed
Coca-Cola Company191216100COM269$17,807dollars as filed
VALERO ENERGY CORP COM91913Y100Stock103$17,537dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS43$17,253dollars as filed
Chevron Corporation166764100COM110$17,082dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS312$16,823dollars as filed
ISHARES TR464287754US INDUSTRIALS84$16,452dollars as filed
iShares MBS ETF464288588SHS205$16,070dollars as filed
METLIFE INC COM59156R108Stock191$15,733dollars as filed
iShares Gold Trust464285204COM216$15,718dollars as filed
ISHARES TR46428865310-20 YR TRS ETF151$15,551dollars as filed
Flushing Financial Corp343873105Common Stock1,125$15,536dollars as filed
ISHARES TR46435G516COM163$15,143dollars as filed
Cisco Systems,Inc.17275R102COM200$13,684dollars as filed
MARATHON PETE CORP COM56585A102Stock68$13,106dollars as filed
Starbucks Corporation855244109COM153$12,944dollars as filed
Pfizer Inc.717081103COM487$12,409dollars as filed
ISHARES TR46428743220 YR TR BD ETF138$12,333dollars as filed
BLACKROCK ETF TRUST09290C780ISHA I IN TE ETF359$12,263dollars as filed
MASCO CORP574599106COM170$11,966dollars as filed
SPDR SERIES TRUST78468R887ST STR R2K LOWV411$11,879dollars as filed
Johnson & Johnson478160104COM60$11,125dollars as filed
Costco Wholesale Corporation22160K105COM12$11,108dollars as filed
INTERNATIONAL PAPER CO COM460146103Stock231$10,718dollars as filed
iShares U.S. Medical Devices ETF464288810SHS51$10,672dollars as filed
ACADIA RLTY TR004239109COM SH BEN INT521$10,498dollars as filed
CAPITAL ONE FINL CORP14040H105COM48$10,204dollars as filed
ISHARES TR46435G672CORE INTL AGGR194$9,939dollars as filed
Schwab U.S. Broad Market ETF808524102SHS378$9,724dollars as filed
ISHARES TR464288620SHS186$9,701dollars as filed
ARES CAPITAL CORP04010L103COM465$9,491dollars as filed
Schlumberger Limited806857108COM276$9,486dollars as filed
MANULIFE FINL CORP56501R106COM299$9,314dollars as filed
ISHARES TR464287861EUROPE ETF140$9,167dollars as filed
SCHWAB STRATEGIC TR808524888INTL SCEQT ETF324$9,032dollars as filed
SPDR SERIES TRUST78464A474ST SHOR CORP ETF292$8,836dollars as filed
Vanguard Value ETF922908744SHS49$8,554dollars as filed
ISHARES TR464288596GOV/CRED BD ETF361$8,356dollars as filed
SHAKE SHACK INC819047101CL A88$8,238dollars as filed
FEDEX CORP COM31428X106Stock34$7,992dollars as filed
iShares S&P Global Clean Energy Index Fund464288224COM509$7,874dollars as filed
ISHARES TR464287887S&P SML 600 GWT52$7,358dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS103$7,347dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF95$7,310dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock17$7,173dollars as filed
Charles Schwab Corp808513105COM75$7,160dollars as filed
BLACKROCK ETF TRUST092528843ISHARES HIGH YIE145$7,133dollars as filed
PRUDENTIAL FINL INC COM744320102Stock64$6,639dollars as filed
Analog Devices,Inc.032654105COM25$6,143dollars as filed
BlackRock Ultra Short-Term Bond ETF46434V878SHS90$6,127dollars as filed
ISHARES TR464288414NATIONAL MUN ETF53$5,644dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS46$5,471dollars as filed
ISHARES FALLEN ANGELS USD BOND ETF46435G474ETF96$5,432dollars as filed
AMPLIFY ETF TR032108656AMPLIFY DGTL PAY83$4,723dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 110$4,637dollars as filed
ROSS STORES INC COM778296103Stock30$4,572dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS168$4,426dollars as filed
GE Vernova Inc.36828A101COM7$4,304dollars as filed
WESTERN ALLIANCE BANCORP COM957638109Stock70$4,161dollars as filed
SPDR SER TR78464A870S&P BIOTECH40$4,022dollars as filed
BlackRock Flexible Income ETF092528603SHS72$3,833dollars as filed
KYNDRYL HLDGS INC50155Q100COMMON STOCK122$3,664dollars as filed
PROSHARES TR74348A467S&P 500 DV ARIST34$3,504dollars as filed
CARNIVAL CORP COMMON STOCK143658300Stock100$2,891dollars as filed
ConocoPhillips20825C104COM25$2,365dollars as filed
Intel Corp458140100COM66$2,229dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF36$2,071dollars as filed
Citigroup Inc.172967424COM17$1,726dollars as filed
iShares Floating Rate Bond ETF46429B655SHS17$1,617dollars as filed
TRUMP MEDIA & TECHNOLOGY25400Q105COM95$1,560dollars as filed
RIVIAN AUTOMOTIVE INC COM CL A76954A103Stock100$1,468dollars as filed
VANGUARD SCOTTSDALE FDS92206C771SHS29$1,362dollars as filed
ISHARES TR46434V761MSCI UAE ETF14$1,260dollars as filed
INGERSOLL RAND INC COM45687V106Stock14$1,157dollars as filed
TILRAY INC88688T100COM CL 2500$865dollars as filed
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK36266G107Stock11$826dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS7$724dollars as filed
NOKIA CORP654902204SPONSORED ADR140$673dollars as filed
AT&T Inc00206R102COM22$621dollars as filed
BRIGHTHOUSE FINL INC10922N103COM6$318dollars as filed
VIATRIS INC COM92556V106Stock29$287dollars as filed
CHARTER COMMUNICATIONS INC N16119P108COM1$275dollars as filed
PLUG PWR INC72919P202COM NEW100$233dollars as filed
FORD MTR CO COM345370860Stock16$191dollars as filed
ALLEGIANT TRAVEL CO01748X102COM1$177dollars as filed
D-WAVE QUANTUM INC26740W109COM4$99dollars as filed
WARNER BROS DISCOVERY INC COM SER A934423104Stock5$98dollars as filed
LUMEN TECHNOLOGIES INC550241103COM10$61dollars as filed
PROTAGENIC THERAPEUTICS INC74365N301COM17$58dollars as filed
CELULARITY INC151190204CL A NEW19$39dollars as filed
Advanced Micro Devices,Inc.007903107COM1$24dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002088337-25-000002this filing2025-11-13acceptance time not in the bulk data set