Institutional Fund
United Financial Planning Group LLC
Hauppauge, NYCIK 20883373 filings on record
Portfolio Value
$169.18M
Q1 2026
Holdings
462
Reported positions
New Buys
174
Opened this quarter
QoQ Change
+2.6%
from $164.84M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds18.0%
- Vanguard Tax-Managed Fds16.5%
- Vanguard Index Fds16.2%
- Ishares Tr5.1%
- Ishares Tr4.3%
- Ishares Inc4.1%
- Other35.8%
Portfolio Holdings
462 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 154.9K | $30.39M | 18.0% | −269 | Reduced |
| 2 | Vanguard Tax-Managed Fds | 435.8K | $27.92M | 16.5% | +17.8K | Added |
| 3 | Vanguard Index Fds | 62.6K | $27.36M | 16.2% | +4.5K | Added |
| 4 | Ishares Tr | 128.5K | $8.68M | 5.1% | +1.8K | Added |
| 5 | Ishares Tr | 58.9K | $7.32M | 4.3% | +2.2K | Added |
| 6 | Ishares Inc | 100.1K | $6.98M | 4.1% | −738 | Reduced |
| 7 | Vanguard Index Fds | 68.9K | $6.11M | 3.6% | +6.8K | Added |
| 8 | Vanguard Charlotte Fds | 118.8K | $5.71M | 3.4% | +17.3K | Added |
| 9 | Vanguard Bd Index Fds | 55.7K | $4.37M | 2.6% | +7.3K | Added |
| 10 | Vanguard Index Fds | 13.1K | $3.76M | 2.2% | −223 | Reduced |
452 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio