United Financial Planning Group LLC
Follow13F filer, CIK 2088337, HAUPPAUGE, NY
United Financial Planning Group LLC reported $169,176,589 across 462 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-08. Its ten largest share positions make up 76.02% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002088337-26-000004
- Period
- 2026-03-31
- Reported value
- $169M
- Holdings
- 462
- Top 10 weight
- 76.02%
- New
- 174
- Sold out
- 199
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ABBVadded | +10,388 | $2.26M |
| VUGadded | +4,457 | $1.95M |
| VEAadded | +17,809 | $1.14M |
| BNDXadded | +17,317 | $832K |
| VNQadded | +6,846 | $607K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| Bexited | -18,324 | -$798K |
| BNDreduced | -8,457 | -$623K |
| VXUSreduced | -6,714 | -$518K |
| IWDreduced | -1,737 | -$371K |
| AVGOreduced | -954 | -$295K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 462 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| BBARRICK MNG CORP | 18,324 | $798K | shares |
| INGING GROEP N.V. | 6,330 | $177K | shares |
| AEMAGNICO EAGLE MINES LTD | 1,010 | $171K | shares |
| XCHYXCALAMOS CONV & HIGH INCOME F | 10,000 | $113K | shares |
| SCHGSCHWAB STRATEGIC TR | 2,120 | $69.2K | shares |
| CGWINVESCO EXCH TRADED FD TR II | 1,060 | $66.8K | shares |
| LINLINDE PLC | 154 | $65.7K | shares |
| NVSNOVARTIS AG | 473 | $65.2K | shares |
| STXSEAGATE TECHNOLOGY HLDNGS PL | 236 | $65K | shares |
| SCHVSCHWAB STRATEGIC TR | 2,107 | $62.4K | shares |
| ACNACCENTURE PLC IRELAND | 207 | $55.5K | shares |
| FSSLFS SPECIALTY LENDING FD | 3,651 | $51.6K | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 159 | $48.3K | shares |
| ONONON HLDG AG | 1,000 | $46.5K | shares |
| IHIISHARES TR | 600 | $37.3K | shares |
| SILASILA REALTY TRUST INC | 1,380 | $32.2K | shares |
| NVONOVO-NORDISK A S | 538 | $27.4K | shares |
| BDJBLACKROCK ENHANCED EQUITY DI | 2,847 | $27K | shares |
| SPYGSPDR SERIES TRUST | 242 | $25.8K | shares |
| DTDYNATRACE INC | 553 | $24K | shares |
| MYNBLACKROCK MUNIYIELD N Y QUAL | 2,382 | $23.6K | shares |
| MDTMEDTRONIC PLC | 245 | $23.5K | shares |
| SCHMSCHWAB STRATEGIC TR | 781 | $23.5K | shares |
| ITTITT INC | 130 | $22.6K | shares |
| SHOPSHOPIFY INC | 140 | $22.5K | shares |
| SPOTSPOTIFY TECHNOLOGY S A | 38 | $22.1K | shares |
| BLACKROCK MUNIHLDGS NY QLTYBLACKROCK MUNIHLDGS NY QLTY | 1,980 | $20.3K | shares |
| ASMLASML HLDG NV | 18 | $19.3K | shares |
| SESEA LTD | 149 | $19K | shares |
| MUFGMITSUBISHI UFJ FINANCIAL GRO | 738 | $17.9K | shares |
| SAPSAP SE | 66 | $16K | shares |
| TELTE CONNECTIVITY PLC | 69 | $15.7K | shares |
| XLPSELECT SECTOR SPDR TR | 200 | $15.5K | shares |
| XLISELECT SECTOR SPDR TR | 100 | $15.5K | shares |
| SPLVINVESCO EXCH TRADED FD TR II | 200 | $14.3K | shares |
| JEPIJ P MORGAN EXCHANGE TRADED F | 236 | $13.7K | shares |
| GOPTIDAL TRUST I | 276 | $12.6K | shares |
| ACGLARCH CAP GROUP LTD | 130 | $12.5K | shares |
| NUNU HLDGS LTD | 719 | $12K | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 127 | $11.7K | shares |
| CPCANADIAN PACIFIC KANSAS CITY | 157 | $11.6K | shares |
| UBSUBS GROUP AG | 244 | $11.3K | shares |
| JCIJOHNSON CONTROLS INTERNATION | 93 | $11.1K | shares |
| MFCMANULIFE FINL CORP | 299 | $10.8K | shares |
| HASHASBRO INC | 132 | $10.8K | shares |
| CPNGCOUPANG INC | 454 | $10.7K | shares |
| AKRACADIA RLTY TR | 521 | $10.7K | shares |
| FLEXFLEX LTD | 168 | $10.2K | shares |
| IBNICICI BK LTD | 329 | $9.8K | shares |
| FERGFERGUSON ENTERPRISES INC | 44 | $9.8K | shares |
| SCHASCHWAB STRATEGIC TR | 325 | $9.26K | shares |
| COINCOINBASE GLOBAL INC | 38 | $8.59K | shares |
| TTTRANE TECHNOLOGIES PLC | 21 | $8.17K | shares |
| CCJCAMECO CORP | 83 | $7.59K | shares |
| APTVAPTIV PLC | 98 | $7.46K | shares |
| SNOWSNOWFLAKE INC | 33 | $7.24K | shares |
| AONAON PLC | 20 | $7.06K | shares |
| VZVERIZON COMMUNICATIONS INC | 173 | $7.05K | shares |
| RACEFERRARI N V | 19 | $7.02K | shares |
| WCNWASTE CONNECTIONS INC | 39 | $6.84K | shares |
| CNQCANADIAN NAT RES LTD MED TER | 196 | $6.63K | shares |
| BNBROOKFIELD CORP | 127 | $5.83K | shares |
| IWFISHARES TR | 12 | $5.68K | shares |
| UTESETFIS SER TR I | 69 | $5.45K | shares |
| VICIVICI PPTYS INC | 193 | $5.43K | shares |
| ETNEATON CORP PLC | 17 | $5.42K | shares |
| RSPINVESCO EXCHANGE TRADED FD T | 27 | $5.17K | shares |
| MNDYMONDAY COM LTD | 35 | $5.17K | shares |
| PPLPPL CORP | 147 | $5.15K | shares |
| RTORENTOKIL INITIAL PLC | 174 | $5.13K | shares |
| HUMHUMANA INC | 20 | $5.12K | shares |
| AVBAVALONBAY CMNTYS INC | 26 | $4.71K | shares |
| SCHXSCHWAB STRATEGIC TR | 169 | $4.54K | shares |
| AMPLIFY DIGITAL PAYMENTS ETFAMPLIFY DIGITAL PAYMENTS ETF | 83 | $4.34K | shares |
| TRGPTARGA RES CORP | 22 | $4.06K | shares |
| WECWEC ENERGY GROUP INC | 38 | $4.01K | shares |
| PAYXPAYCHEX INC | 35 | $3.93K | shares |
| GLWCORNING INC | 43 | $3.77K | shares |
| CORCENCORA INC | 11 | $3.71K | shares |
| MRSHMARSH & MCLENNAN COS INC | 20 | $3.71K | shares |
| TLTISHARES TR | 40 | $3.49K | shares |
| CRWDCROWDSTRIKE HLDGS INC | 7 | $3.28K | shares |
| CCLCARNIVAL CORP | 100 | $3.05K | shares |
| PAYCPAYCOM SOFTWARE INC | 19 | $3.03K | shares |
| DRIDARDEN RESTAURANTS INC | 16 | $2.94K | shares |
| DELLDELL TECHNOLOGIES INC | 23 | $2.9K | shares |
| INSMINSMED INC | 15 | $2.61K | shares |
| APHAMPHENOL CORP | 18 | $2.43K | shares |
| OKEONEOK INC NEW | 31 | $2.28K | shares |
| ROKUROKU INC | 20 | $2.17K | shares |
| FASTFASTENAL CO | 53 | $2.13K | shares |
| VGITVANGUARD SCOTTSDALE FDS | 33 | $1.98K | shares |
| SUSUNCOR ENERGY INC NEW | 41 | $1.82K | shares |
| SBACSBA COMMUNICATIONS CORP | 9 | $1.74K | shares |
| AWIARMSTRONG WORLD INDS INC NEW | 9 | $1.72K | shares |
| SOUNSOUNDHOUND AI INC | 163 | $1.62K | shares |
| DOWDOW HLDGS INC | 68 | $1.59K | shares |
| TOSTTOAST INC | 40 | $1.42K | shares |
| GRMNGARMIN LTD | 7 | $1.42K | shares |
| RCLROYAL CARIBBEAN GROUP | 5 | $1.4K | shares |
| VMBSVANGUARD SCOTTSDALE FDS | 29 | $1.36K | shares |
| HYLBDBX ETF TR | 36 | $1.33K | shares |
| ELFE L F BEAUTY INC | 17 | $1.29K | shares |
| SMCISUPER MICRO COMPUTER INC | 39 | $1.14K | shares |
| AUANGLOGOLD ASHANTI PLC | 13 | $1.11K | shares |
| SYYSYSCO CORP | 15 | $1.1K | shares |
| CDWCDW CORP | 8 | $1.09K | shares |
| QSRRESTAURANT BRANDS INTL INC | 14 | $955 | shares |
| FTREFORTREA HLDGS INC | 54 | $932 | shares |
| NOKNOKIA CORP | 140 | $906 | shares |
| ZSZSCALER INC | 4 | $900 | shares |
| MARAMARA HOLDINGS INC | 100 | $898 | shares |
| BLDTOPBUILD COR | 2 | $834 | shares |
| URIUNITED RENTALS INC | 1 | $809 | shares |
| MUSAMURPHY USA INC | 2 | $807 | shares |
| SOPHSOPHIA GENETICS SA | 170 | $794 | shares |
| TWSTTWIST BIOSCIENCE CORP | 25 | $793 | shares |
| ALABASTERA LABS INC | 4 | $665 | shares |
| TIPISHARES TR | 6 | $659 | shares |
| VODVODAFONE GROUP PLC | 48 | $634 | shares |
| APLSAPELLIS PHARMACEUTICALS INC | 24 | $603 | shares |
| SLVMSYLVAMO CORP | 12 | $576 | shares |
| MEDPMEDPACE HLDGS INC | 1 | $562 | shares |
| RKLBROCKET LAB CORP | 8 | $558 | shares |
| BITOPROSHARES TR | 45 | $547 | shares |
| MOHMOLINA HEALTHCARE INC | 3 | $521 | shares |
| PSAPUBLIC STORAGE | 2 | $519 | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 14 | $518 | shares |
| AJGGALLAGHER ARTHUR J & CO | 2 | $518 | shares |
| PGXINVESCO EXCH TRADED FD TR II | 46 | $517 | shares |
| ASTSAST SPACEMOBILE INC | 7 | $508 | shares |
| SNPSSYNOPSYS INC | 1 | $470 | shares |
| WFRDWEATHERFORD INTL PLC | 6 | $470 | shares |
| CNMCORE & MAIN INC | 9 | $468 | shares |
| PACBPACIFIC BIOSCIENCES CALIF IN | 250 | $468 | shares |
| DNAGINKGO BIOWORKS HOLDINGS INC | 55 | $457 | shares |
| LVSLAS VEGAS SANDS CORP | 7 | $456 | shares |
| PCYINVESCO EXCH TRADED FD TR II | 21 | $455 | shares |
| CHDNCHURCHILL DOWNS INC | 4 | $455 | shares |
| TILRAY INCTILRAY INC | 50 | $452 | shares |
| SOCSABLE OFFSHORE CORP | 50 | $451 | shares |
| VOOGVANGUARD ADMIRAL FDS INC | 1 | $445 | shares |
| ANGLVANECK ETF TRUST | 15 | $440 | shares |
| VIKVIKING HOLDINGS LTD | 6 | $428 | shares |
| CVNACARVANA CO | 1 | $422 | shares |
| RYANRYAN SPECIALTY HOLDINGS INC | 8 | $413 | shares |
| DDOGDATADOG INC | 3 | $408 | shares |
| CCCCCC INTELLIGENT SOLUTIONS HL | 50 | $398 | shares |
| FTAIFTAI AVIATION LTD | 2 | $394 | shares |
| MRKRMARKER THERAPEUTICS INC | 250 | $373 | shares |
| SUISUN CMNTYS INC | 3 | $372 | shares |
| UDRUDR INC | 10 | $367 | shares |
| BROSDUTCH BROS INC | 6 | $367 | shares |
| PEGAPEGASYSTEMS INC | 6 | $358 | shares |
| SGISOMNIGROUP INTERNATIONAL INC | 4 | $357 | shares |
| VKTXVIKING THERAPEUTICS INC | 10 | $352 | shares |
| SMMTSUMMIT THERAPEUTICS INC | 20 | $350 | shares |
| BAHBOOZ ALLEN HAMILTON HLDG COR | 4 | $337 | shares |
| EQTEQT CORP | 6 | $322 | shares |
| LABSTANDARD BIOTOOLS INC | 250 | $320 | shares |
| MSTRSTRATEGY INC | 2 | $304 | shares |
| KRMNKARMAN HLDGS INC | 4 | $293 | shares |
| WMSADVANCED DRAIN SYS INC DEL | 2 | $290 | shares |
| SEESEALED AIR CORP NEW | 7 | $290 | shares |
| CGNXCOGNEX CORP | 8 | $288 | shares |
| BKSYBLACKSKY TECHNOLOGY INC | 15 | $281 | shares |
| BILLBILL HOLDINGS INC | 5 | $273 | shares |
| XPOXPO INC | 2 | $272 | shares |
| NCLHNORWEGIAN CRUISE LINE HLDGS | 12 | $268 | shares |
| PEVERPURE INC | 4 | $268 | shares |
| CARAVIS BUDGET GROUP INC | 2 | $257 | shares |
| LAMRLAMAR ADVERTISING CO | 2 | $253 | shares |
| HEI-AHEICO CORP NEW | 1 | $252 | shares |
| NBISNEBIUS GROUP N.V. | 3 | $251 | shares |
| ZBRAZEBRA TECHNOLOGIES CORPORATI | 1 | $243 | shares |
| SOLVSOLVENTUM CORP | 3 | $238 | shares |
| WINGWINGSTOP INC | 1 | $238 | shares |
| TTEKTETRA TECH INC NEW | 7 | $235 | shares |
| NTRANATERA INC | 1 | $229 | shares |
| ESTCELASTIC N V | 3 | $226 | shares |
| CCOCLEAR CHANNEL OUTDOOR HLDGS | 100 | $221 | shares |
| QSIQUANTUM SI INC | 200 | $220 | shares |
| PCORPROCORE TECHNOLOGIES INC | 3 | $218 | shares |
| WDAYWORKDAY INC | 1 | $215 | shares |
| NTAPNETAPP INC | 2 | $214 | shares |
| NCNONCINO INC | 8 | $205 | shares |
| GWREGUIDEWIRE SOFTWARE INC | 1 | $201 | shares |
| CDLXCARDLYTICS INC | 175 | $201 | shares |
| DBXDROPBOX INC | 7 | $195 | shares |
| BSYBENTLEY SYS INC | 5 | $191 | shares |
| SPGSIMON PPTY GROUP INC NEW | 1 | $185 | shares |
| WSMWILLIAMS SONOMA INC | 1 | $179 | shares |
| RHRH | 1 | $179 | shares |
| PTCPTC INC | 1 | $174 | shares |
| IRMIRON MTN INC DEL | 2 | $166 | shares |
| LOPEGRAND CANYON ED INC | 1 | $166 | shares |
| TEAMATLASSIAN CORPORATION | 1 | $162 | shares |
| ALLEALLEGION PLC | 1 | $159 | shares |
| STIMNEURONETICS INC | 100 | $138 | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002088337-26-000004 | base | 2026-05-08 | acceptance time not in the bulk data set |