United Financial Planning Group

HAUPPAUGE, NYfiles as United Financial Planning Group LLC

$197m in 465 US stocks at the end of 30 June 2026. The top 10 are 76.4% of the money. It changed about 3.7% of the portfolio this quarter.

Value

$197m

Stocks

465

Top 10 share

76.4%

Turnover

3.7%

What changed this quarter

New

Bought for the first time this quarter.

Barrick MiningB
0.2% of the fund
Central SecuritiesCET
0.1% of the fund
ING Groep NVING
0.1% of the fund
Seagate Technology HoldingsSTX
<0.1% of the fund
Agnico Eagle MinesAEM
<0.1% of the fund
NisourceNI
<0.1% of the fund
Calamos Conv & High Income FXCHYX
<0.1% of the fund
Mexico FundMXF
<0.1% of the fund
Taiwan Semiconductor ManufacturingTSM
<0.1% of the fund
ASE Technology HldgASX
<0.1% of the fund
LindeLIN
<0.1% of the fund
Novartis AGNVS
<0.1% of the fund
Invesco Exchange Traded FD TPHO
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
FedEx Freight Holding CompanyFDXF
<0.1% of the fund
Sila Realty Trust
<0.1% of the fund
FS Specialty Lending FundFSSL
<0.1% of the fund
Liberty ALL Star Growth FundASG
<0.1% of the fund
Tri-ContinentalTY
<0.1% of the fund
BarclaysBCS
<0.1% of the fund
Japan Smaller Capitalization FundJOF
<0.1% of the fund
ASML Holding NVASML
<0.1% of the fund
FlexFLEX
<0.1% of the fund
Mesabi TrustMSB
<0.1% of the fund
Permian Basin Royalty TrustPBT
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVTV
17.9% of the fund
+4%
Vanguard Index FDSVUG
16.9% of the fund
+2%
Vanguard Tax-Managed FDSVEA
16.3% of the fund
+3%
Ishares TRIJH
5.2% of the fund
+4%
Ishares TRIJR
4.5% of the fund
+2%
IsharesIEMG
4.4% of the fund
+3%
Vanguard Index FDSVNQ
3.5% of the fund
+3%
Vanguard Charlotte FDSBNDX
3.1% of the fund
+7%
Vanguard BD Index FDSBSV
2.5% of the fund
+11%
Ishares TRIGSB
1.2% of the fund
+4%
Vanguard BD Index FDSBIV
0.8% of the fund
+33%
Spdr Gold TRGLD
0.8% of the fund
+3%
Ishares Silver TRSLV
0.6% of the fund
+3%
BroadcomAVGO
0.3% of the fund
+183%
Ishares TRIWD
0.2% of the fund
+9900%
NewmontNEM
0.2% of the fund
+5%
Vanguard BD Index FDSBLV
0.2% of the fund
+16%
Meta PlatformsMETA
0.2% of the fund
+7%
Constellation EnergyCEG
0.1% of the fund
+3788%
ExelonEXC
<0.1% of the fund
+3594%
Invesco Exch Traded FD TR IIPZA
<0.1% of the fund
+13%
Ishares Bitcoin Trust ETFIBIT
<0.1% of the fund
+30%
Northrop GrummanNOC
<0.1% of the fund
+2%
Marvell TechnologyMRVL
<0.1% of the fund
+6%
World Gold TRGLDM
<0.1% of the fund
+9%

Cut

Sold some of their stake.

AppleAAPL
1.1% of the fund
-4%
Vanguard Index FDSVB
1.1% of the fund
-3%
OracleORCL
0.1% of the fund
-4%
International Business MachinesIBM
<0.1% of the fund
-17%
BoeingBA
<0.1% of the fund
-8%
Vanguard Index FDSVBR
<0.1% of the fund
-67%
Ishares TRITOT
<0.1% of the fund
-17%
BlackstoneBX
<0.1% of the fund
-5%
MerckMRK
<0.1% of the fund
-10%
PepsiCoPEP
<0.1% of the fund
-13%
Walt DisneyDIS
<0.1% of the fund
-10%
US BancorpUSB
<0.1% of the fund
-9%
General ElectricGE
<0.1% of the fund
-12%
Lockheed MartinLMT
<0.1% of the fund
-35%
Coca-ColaKO
<0.1% of the fund
-27%
Monolithic Power SystemsMPWR
<0.1% of the fund
-33%
Palo Alto NetworksPANW
<0.1% of the fund
-53%
NextEra EnergyNEE
<0.1% of the fund
-40%
GE VernovaGEV
<0.1% of the fund
-15%
Intercontinental ExchangeICE
<0.1% of the fund
-33%
Texas InstrumentsTXN
<0.1% of the fund
-49%
PfizerPFE
<0.1% of the fund
-7%
Schwab Strategic TRSCHB
<0.1% of the fund
-59%
AppLovinAPP
<0.1% of the fund
-57%
Ishares TRMBB
<0.1% of the fund
-7%

Sold out

Sold their entire stake.

Schwab Strategic TRSCHO
-100%
Schwab Strategic TRSCHQ
-100%
Ishares TRIBB
-100%
Invesco Actvely Mngd ETC FDPDBC
-100%
Invesco Exch Traded FD TR IIPIO
-100%
Vanguard MUN BD FDSVTEB
-100%
Flushing Financial
-100%
Warrior MET CoalHCC
-100%
J P Morgan Exchange Traded FJEPQ
-100%
Emerald Holding
-100%
DeereDE
-100%
Zions Bancorporation, National AssociationZION
-100%
AECOMACM
-100%
Acadia PharmaceuticalsACAD
-100%
Schwab Strategic TRSCHP
-100%
VeraltoVLTO
-100%
National Fuel GasNFG
-100%
Fifth Third BancorpFITB
-100%
CompassCOMP
-100%
Honeywell InternationalHON
-100%
Tractor SupplyTSCO
-100%
Vanguard World FDVHT
-100%
KKRKKR
-100%
ZoetisZTS
-100%
NPK InternationalNPKI
-100%

Holdings

Vanguard Index FDSVTV
Share
17.9%
Value
$35m
Shares
161,587
+4%
Vanguard Index FDSVUG
Share
16.9%
Value
$33m
Shares
385,232
+2%
Vanguard Tax-Managed FDSVEA
Share
16.3%
Value
$32m
Shares
450,640
+3%
Ishares TRIJH
Share
5.2%
Value
$10m
Shares
133,020
+4%
Ishares TRIJR
Share
4.5%
Value
$9m
Shares
60,191
+2%
IsharesIEMG
Share
4.4%
Value
$9m
Shares
103,354
+3%
Vanguard Index FDSVNQ
Share
3.5%
Value
$7m
Shares
71,064
+3%
Vanguard Charlotte FDSBNDX
Share
3.1%
Value
$6m
Shares
127,387
+7%
Vanguard BD Index FDSBSV
Share
2.5%
Value
$5m
Shares
62,065
+11%
Vanguard Index FDSVO
Share
2.1%
Value
$4m
Shares
51,820
Held
AbbVieABBV
Share
1.5%
Value
$3m
Shares
11,412
Held
Vanguard Index FDSVTI
Share
1.3%
Value
$3m
Shares
7,078
Held
Ishares TRIGSB
Share
1.2%
Value
$2m
Shares
44,979
+4%
AppleAAPL
Share
1.1%
Value
$2m
Shares
7,621
-4%
Vanguard Index FDSVB
Share
1.1%
Value
$2m
Shares
7,245
-3%
Ishares TRIDEV
Share
1.1%
Value
$2m
Shares
23,377
Held
Vanguard Star FDSVXUS
Share
0.9%
Value
$2m
Shares
20,403
Held
Vanguard Intl Equity Index FVWO
Share
0.8%
Value
$2m
Shares
27,787
Held
Vanguard BD Index FDSBIV
Share
0.8%
Value
$2m
Shares
19,823
+33%
Spdr Gold TRGLD
Share
0.8%
Value
$1m
Shares
4,047
+3%
NvidiaNVDA
Share
0.6%
Value
$1m
Shares
5,820
Held
Ishares Silver TRSLV
Share
0.6%
Value
$1m
Shares
20,571
+3%
WalmartWMT
Share
0.5%
Value
$1m
Shares
9,398
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.5%
Value
$993,688
Shares
1,331
Held
Vanguard Index FDSVOO
Share
0.5%
Value
$964,541
Shares
1,404
Held
Consolidated EdisonED
Share
0.5%
Value
$901,811
Shares
8,152
Held
MicrosoftMSFT
Share
0.4%
Value
$725,524
Shares
1,945
Held
BroadcomAVGO
Share
0.3%
Value
$603,550
Shares
1,598
+183%
AlphabetGOOGL
Share
0.3%
Value
$585,905
Shares
1,639
Held
Ishares TRIWD
Share
0.2%
Value
$484,860
Shares
2,000
+9900%
NewmontNEM
Share
0.2%
Value
$479,642
Shares
5,135
+5%
Berkshire HathawayBRK-B
Share
0.2%
Value
$476,371
Shares
952
Held
Vanguard Whitehall FDSVYM
Share
0.2%
Value
$471,403
Shares
2,983
Held
Barrick MiningB
Share
0.2%
Value
$434,479
Shares
11,829
New
AlphabetGOOG
Share
0.2%
Value
$423,463
Shares
1,198
Held
VisaV
Share
0.2%
Value
$419,863
Shares
1,224
Held
Amazon.comAMZN
Share
0.2%
Value
$409,468
Shares
1,718
Held
Moody'sMCO
Share
0.2%
Value
$397,211
Shares
877
Held
Select Sector Spdr TRXLE
Share
0.2%
Value
$354,098
Shares
6,667
Held
Invesco QQQ TRQQQ
Share
0.2%
Value
$343,899
Shares
467
Held
Vanguard BD Index FDSBLV
Share
0.2%
Value
$343,802
Shares
4,988
+16%
Meta PlatformsMETA
Share
0.2%
Value
$331,215
Shares
588
+7%
Vanguard World FDVPU
Share
0.2%
Value
$330,979
Shares
1,691
Held
Ishares TRIVV
Share
0.2%
Value
$318,765
Shares
426
Held
Vanguard Specialized FundsVIG
Share
0.2%
Value
$311,704
Shares
1,317
Held
ExxonMobil HoldingsXOM
Share
0.1%
Value
$278,909
Shares
2,040
Held
Central SecuritiesCET
Share
0.1%
Value
$262,709
Shares
5,009
New
Constellation EnergyCEG
Share
0.1%
Value
$251,102
Shares
1,011
+3788%
TeslaTSLA
Share
0.1%
Value
$242,686
Shares
577
Held
JPMorgan ChaseJPM
Share
0.1%
Value
$241,727
Shares
738
Held
Ishares TRLQD
Share
0.1%
Value
$237,595
Shares
2,178
Held
McDonald'sMCD
Share
0.1%
Value
$227,137
Shares
840
Held
ING Groep NVING
Share
0.1%
Value
$219,503
Shares
6,995
New
OracleORCL
Share
0.1%
Value
$212,791
Shares
1,452
-4%
FedExFDX
Share
0.1%
Value
$208,044
Shares
664
Held
Seagate Technology HoldingsSTX
Share
<0.1%
Value
$182,385
Shares
189
New
Vanguard Scottsdale FDSVCSH
Share
<0.1%
Value
$176,786
Shares
2,237
Held
Vanguard Index FDSVV
Share
<0.1%
Value
$158,543
Shares
461
Held
Agnico Eagle MinesAEM
Share
<0.1%
Value
$156,681
Shares
1,010
New
Ishares TRIEFA
Share
<0.1%
Value
$150,182
Shares
1,555
Held
NisourceNI
Share
<0.1%
Value
$146,216
Shares
3,075
New
CaterpillarCAT
Share
<0.1%
Value
$143,125
Shares
134
Held
ExelonEXC
Share
<0.1%
Value
$137,762
Shares
2,955
+3594%
Calamos Conv & High Income FXCHYX
Share
<0.1%
Value
$136,200
Shares
10,000
New
QualcommQCOM
Share
<0.1%
Value
$133,973
Shares
725
Held
International Business MachinesIBM
Share
<0.1%
Value
$132,731
Shares
472
-17%
SandiskSNDK
Share
<0.1%
Value
$131,876
Shares
58
Held
Morgan StanleyMS
Share
<0.1%
Value
$127,514
Shares
610
Held
Vanguard BD Index FDSBND
Share
<0.1%
Value
$127,075
Shares
1,731
Held
IsharesPICK
Share
<0.1%
Value
$125,703
Shares
2,162
Held
BoeingBA
Share
<0.1%
Value
$124,219
Shares
574
-8%
Mexico FundMXF
Share
<0.1%
Value
$114,927
Shares
5,255
New
Fidelity Wise Origin BitcoinFBTC
Share
<0.1%
Value
$101,845
Shares
1,995
Held
Motorola SolutionsMSI
Share
<0.1%
Value
$101,331
Shares
244
Held
Home DepotHD
Share
<0.1%
Value
$98,398
Shares
279
Held
MSC Income FundMSIF
Share
<0.1%
Value
$96,760
Shares
8,363
Held
Vanguard Index FDSVBR
Share
<0.1%
Value
$95,516
Shares
393
-67%
Bank of AmericaBAC
Share
<0.1%
Value
$91,567
Shares
1,607
Held
Eli LillyLLY
Share
<0.1%
Value
$88,758
Shares
74
Held
Ishares TREFA
Share
<0.1%
Value
$87,363
Shares
841
Held
Vanguard Index FDSVXF
Share
<0.1%
Value
$86,912
Shares
353
Held
Johnson & JohnsonJNJ
Share
<0.1%
Value
$86,096
Shares
339
Held
Taiwan Semiconductor ManufacturingTSM
Share
<0.1%
Value
$81,187
Shares
170
New
ASE Technology HldgASX
Share
<0.1%
Value
$81,081
Shares
1,797
New
Goldman Sachs GroupGS
Share
<0.1%
Value
$78,887
Shares
78
Held
Schwab Strategic TRSCHZ
Share
<0.1%
Value
$77,770
Shares
3,362
Held
LindeLIN
Share
<0.1%
Value
$75,246
Shares
145
New
Novartis AGNVS
Share
<0.1%
Value
$70,524
Shares
450
New
Invesco Exchange Traded FD TPHO
Share
<0.1%
Value
$69,690
Shares
1,060
New
Ishares TRIWM
Share
<0.1%
Value
$63,996
Shares
213
Held
Ishares TRITOT
Share
<0.1%
Value
$63,571
Shares
387
-17%
BlackstoneBX
Share
<0.1%
Value
$62,365
Shares
530
-5%
MerckMRK
Share
<0.1%
Value
$60,267
Shares
469
-10%
Lam ResearchLRCX
Share
<0.1%
Value
$55,900
Shares
129
Held
Horton D RDHI
Share
<0.1%
Value
$54,239
Shares
333
Held
Spdr Series TrustSDY
Share
<0.1%
Value
$54,024
Shares
355
Held
Vanguard World FDVGT
Share
<0.1%
Value
$52,589
Shares
440
Held
Space Exploration TechnologiesSPCX
Share
<0.1%
Value
$50,745
Shares
297
New
Analog DevicesADI
Share
<0.1%
Value
$50,441
Shares
127
Held
FedEx Freight Holding CompanyFDXF
Share
<0.1%
Value
$50,132
Shares
332
New

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTV	17.9%	$35m	161,587	+4%
Vanguard Index FDSVUG	16.9%	$33m	385,232	+2%
Vanguard Tax-Managed FDSVEA	16.3%	$32m	450,640	+3%
Ishares TRIJH	5.2%	$10m	133,020	+4%
Ishares TRIJR	4.5%	$9m	60,191	+2%
IsharesIEMG	4.4%	$9m	103,354	+3%
Vanguard Index FDSVNQ	3.5%	$7m	71,064	+3%
Vanguard Charlotte FDSBNDX	3.1%	$6m	127,387	+7%
Vanguard BD Index FDSBSV	2.5%	$5m	62,065	+11%
Vanguard Index FDSVO	2.1%	$4m	51,820	Held
AbbVieABBV	1.5%	$3m	11,412	Held
Vanguard Index FDSVTI	1.3%	$3m	7,078	Held
Ishares TRIGSB	1.2%	$2m	44,979	+4%
AppleAAPL	1.1%	$2m	7,621	-4%
Vanguard Index FDSVB	1.1%	$2m	7,245	-3%
Ishares TRIDEV	1.1%	$2m	23,377	Held
Vanguard Star FDSVXUS	0.9%	$2m	20,403	Held
Vanguard Intl Equity Index FVWO	0.8%	$2m	27,787	Held
Vanguard BD Index FDSBIV	0.8%	$2m	19,823	+33%
Spdr Gold TRGLD	0.8%	$1m	4,047	+3%
NvidiaNVDA	0.6%	$1m	5,820	Held
Ishares Silver TRSLV	0.6%	$1m	20,571	+3%
WalmartWMT	0.5%	$1m	9,398	Held
State STR Spdr S&P 500 ETF TSPY	0.5%	$993,688	1,331	Held
Vanguard Index FDSVOO	0.5%	$964,541	1,404	Held
Consolidated EdisonED	0.5%	$901,811	8,152	Held
MicrosoftMSFT	0.4%	$725,524	1,945	Held
BroadcomAVGO	0.3%	$603,550	1,598	+183%
AlphabetGOOGL	0.3%	$585,905	1,639	Held
Ishares TRIWD	0.2%	$484,860	2,000	+9900%
NewmontNEM	0.2%	$479,642	5,135	+5%
Berkshire HathawayBRK-B	0.2%	$476,371	952	Held
Vanguard Whitehall FDSVYM	0.2%	$471,403	2,983	Held
Barrick MiningB	0.2%	$434,479	11,829	New
AlphabetGOOG	0.2%	$423,463	1,198	Held
VisaV	0.2%	$419,863	1,224	Held
Amazon.comAMZN	0.2%	$409,468	1,718	Held
Moody'sMCO	0.2%	$397,211	877	Held
Select Sector Spdr TRXLE	0.2%	$354,098	6,667	Held
Invesco QQQ TRQQQ	0.2%	$343,899	467	Held
Vanguard BD Index FDSBLV	0.2%	$343,802	4,988	+16%
Meta PlatformsMETA	0.2%	$331,215	588	+7%
Vanguard World FDVPU	0.2%	$330,979	1,691	Held
Ishares TRIVV	0.2%	$318,765	426	Held
Vanguard Specialized FundsVIG	0.2%	$311,704	1,317	Held
ExxonMobil HoldingsXOM	0.1%	$278,909	2,040	Held
Central SecuritiesCET	0.1%	$262,709	5,009	New
Constellation EnergyCEG	0.1%	$251,102	1,011	+3788%
TeslaTSLA	0.1%	$242,686	577	Held
JPMorgan ChaseJPM	0.1%	$241,727	738	Held
Ishares TRLQD	0.1%	$237,595	2,178	Held
McDonald'sMCD	0.1%	$227,137	840	Held
ING Groep NVING	0.1%	$219,503	6,995	New
OracleORCL	0.1%	$212,791	1,452	-4%
FedExFDX	0.1%	$208,044	664	Held
Seagate Technology HoldingsSTX	<0.1%	$182,385	189	New
Vanguard Scottsdale FDSVCSH	<0.1%	$176,786	2,237	Held
Vanguard Index FDSVV	<0.1%	$158,543	461	Held
Agnico Eagle MinesAEM	<0.1%	$156,681	1,010	New
Ishares TRIEFA	<0.1%	$150,182	1,555	Held
NisourceNI	<0.1%	$146,216	3,075	New
CaterpillarCAT	<0.1%	$143,125	134	Held
ExelonEXC	<0.1%	$137,762	2,955	+3594%
Calamos Conv & High Income FXCHYX	<0.1%	$136,200	10,000	New
QualcommQCOM	<0.1%	$133,973	725	Held
International Business MachinesIBM	<0.1%	$132,731	472	-17%
SandiskSNDK	<0.1%	$131,876	58	Held
Morgan StanleyMS	<0.1%	$127,514	610	Held
Vanguard BD Index FDSBND	<0.1%	$127,075	1,731	Held
IsharesPICK	<0.1%	$125,703	2,162	Held
BoeingBA	<0.1%	$124,219	574	-8%
Mexico FundMXF	<0.1%	$114,927	5,255	New
Fidelity Wise Origin BitcoinFBTC	<0.1%	$101,845	1,995	Held
Motorola SolutionsMSI	<0.1%	$101,331	244	Held
Home DepotHD	<0.1%	$98,398	279	Held
MSC Income FundMSIF	<0.1%	$96,760	8,363	Held
Vanguard Index FDSVBR	<0.1%	$95,516	393	-67%
Bank of AmericaBAC	<0.1%	$91,567	1,607	Held
Eli LillyLLY	<0.1%	$88,758	74	Held
Ishares TREFA	<0.1%	$87,363	841	Held
Vanguard Index FDSVXF	<0.1%	$86,912	353	Held
Johnson & JohnsonJNJ	<0.1%	$86,096	339	Held
Taiwan Semiconductor ManufacturingTSM	<0.1%	$81,187	170	New
ASE Technology HldgASX	<0.1%	$81,081	1,797	New
Goldman Sachs GroupGS	<0.1%	$78,887	78	Held
Schwab Strategic TRSCHZ	<0.1%	$77,770	3,362	Held
LindeLIN	<0.1%	$75,246	145	New
Novartis AGNVS	<0.1%	$70,524	450	New
Invesco Exchange Traded FD TPHO	<0.1%	$69,690	1,060	New
Ishares TRIWM	<0.1%	$63,996	213	Held
Ishares TRITOT	<0.1%	$63,571	387	-17%
BlackstoneBX	<0.1%	$62,365	530	-5%
MerckMRK	<0.1%	$60,267	469	-10%
Lam ResearchLRCX	<0.1%	$55,900	129	Held
Horton D RDHI	<0.1%	$54,239	333	Held
Spdr Series TrustSDY	<0.1%	$54,024	355	Held
Vanguard World FDVGT	<0.1%	$52,589	440	Held
Space Exploration TechnologiesSPCX	<0.1%	$50,745	297	New
Analog DevicesADI	<0.1%	$50,441	127	Held
FedEx Freight Holding CompanyFDXF	<0.1%	$50,132	332	New

Showing the largest 100 of 465.

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 24.0% since 30 September 2025.

Where the money is

Technology3.3%

Health care1.8%

Financial services1.4%

Media & telecom0.8%

Utilities0.8%

Everyday goods0.6%

Retail & consumer0.6%

Materials0.6%

Industrials0.5%

Energy0.2%

Real estate0.0%

Other89.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.