United Financial Planning Group LLC - Portfolio overview

United Financial Planning Group LLC has 515 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD VALUE INDEX, 17.53%
2. VEA - VANGUARD FTSE DEVELOPED, 16.11%
3. VUG - VANGUARD GROWTH INDEX, 15.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.