United Financial Planning Group LLC

CIK

2088337

Location

HAUPPAUGE, NY

Portfolio Value

Micro $26,252,465

Diversification

Diversified

Filing Date

Global Rank

#7,588 / 8,517 ▼ 591

Top Industry

Drug Manufacturers - General 15.0%

3Y Alpha vs SPY

-1.6%

Period ended 46 days ago

Filed Aug 6, 2026 · 9d

4 quarters · since Sep 2025

Clone Performance

Nov 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+14.4%

SPY

+15.5%

Annualised alpha

-1.6%

Max drawdown

−11.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 4 quarters. Past performance does not predict future results.

Portfolio Concentration

372 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.9%

−35.1 pts

Top 5

33.6%

−32.5 pts

Top 10

51.5%

−26.1 pts

HHI

364

Diversified−1,929

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	25.1%	$6,584,097	65
Unclassified	15.9%	$4,170,645	11
Healthcare	13.5%	$3,545,518	44
Financial Services	13.2%	$3,471,174	73
Communication Services	5.8%	$1,530,775	17
Utilities	5.7%	$1,492,756	11
Consumer Defensive	4.9%	$1,292,627	20
Consumer Cyclical	4.9%	$1,287,392	35
Basic Materials	4.8%	$1,250,140	16
Industrials	4.0%	$1,048,105	54
Energy	1.7%	$446,692	18
Real Estate	0.5%	$132,544	8

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
EXC	Exelon Corp	+2,875	2,955	$137,762
AVGO	Broadcom Inc.	+1,034	1,598	$603,644
CEG	Constellation Energy Corp	+985	1,011	$251,102
SLV	iShares Silver Trust	+503	20,571	$1,099,931
NEM	NEWMONT Corp /DE/	+222	5,135	$479,609
IBIT	iShares Bitcoin Trust ETF	+213	927	$30,859
GLD	Spdr Gold Trust	+127	4,047	$1,490,833
RIVN	Rivian Automotive, Inc. / DE	+99	100	$1,735
PLUG	Plug Power Inc	+99	100	$271
SMTC	Semtech Corp	+99	100	$16,185
KLAC	Kla Corp	+72	80	$24,136
ED	Consolidated Edison Inc	+37	8,152	$901,855
META	Meta Platforms, Inc.	+37	588	$331,214
GLDM	World Gold Trust	+20	246	$19,537
MRVL	Marvell Technology, Inc.	+4	69	$20,554
V	Visa Inc.	+1	1,224	$419,942
SPY	Spdr S&P 500 ETF Trust	+1	1,331	$993,950
NOC	Northrop Grumman Corp /De/	+1	42	$21,391
AMGN	Amgen Inc	+1	111	$40,195
MCD	Mcdonalds Corp	+1	840	$227,060
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−294	7,621	$2,205,212
SBUX	Starbucks Corp	−207	51	$5,211
ARCC	Ares Capital Corp	−155	155	$2,872
NEE	Nextera Energy Inc	−100	153	$13,428
IBM	International Business Machines Corp	−99	472	$132,731
KO	Coca Cola Co	−80	220	$17,879
CRM	Salesforce, Inc.	−74	20	$3,133
USB	US Bancorp De	−71	713	$43,065
ORLY	O Reilly Automotive Inc	−60	45	$4,144
ABBV	AbbVie Inc.	−59	11,412	$2,871,715
ORCL	Oracle Corp	−59	1,452	$212,790
BA	Boeing Co	−53	574	$124,253
DIS	Walt Disney Co	−52	453	$43,601
PEP	Pepsico Inc	−52	339	$45,900
MRK	Merck & Co., Inc.	−50	469	$60,266
ICE	Intercontinental Exchange, Inc.	−50	102	$12,557
PANW	Palo Alto Networks Inc	−45	40	$13,640
DD	DuPont de Nemours, Inc.	−44	22	$2,984
TXN	Texas Instruments Inc	−40	41	$12,220
PFE	Pfizer Inc	−35	458	$11,028
BX	Blackstone Inc.	−30	530	$62,365
ROK	Rockwell Automation, Inc	−28	15	$7,426
LMT	Lockheed Martin Corp	−25	47	$23,944
APP	AppLovin Corp	−23	17	$8,758
KD	Kyndryl Holdings, Inc.	−17	141	$1,594
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
B	Barrick Mining Corp	11,829	$434,479
CET	Central Securities Corp	5,009	$262,722
ING	Ing Groep NV	6,995	$219,503
STX	Seagate Technology Holdings plc	189	$182,385
AEM	Agnico Eagle Mines Ltd	1,010	$156,681
NI	Nisource Inc.	3,075	$146,216
CHY	Calamos Convertible & High Income Fund	10,000	$136,200
MXF	Mexico Fund Inc	5,255	$114,926
TSM	Taiwan Semiconductor Manufacturing Co Ltd	170	$81,186
ASX	ASE Technology Holding Co., Ltd.	1,797	$81,080
LIN	Linde PLC	145	$75,246
NVS	Novartis AG	450	$70,524
SPCX	Space Exploration Technologies Corp	297	$50,745
FDXF	FedEx Freight Holding Company, Inc.	332	$50,132
SILA	Sila Realty Trust, Inc.	1,380	$41,896
FSSL	FS Specialty Lending Fund	3,651	$40,708
ASG	Liberty All Star Growth Fund Inc.	6,941	$37,967
TY	TRI-CONTINENTAL Corp	1,043	$35,900
BCS	Barclays PLC	1,232	$33,091
JOF	Japan Smaller Capitalization Fund Inc	2,800	$32,984
ASML	Asml Holding NV	15	$29,841
FLEX	Flex Ltd.	168	$27,227
MSB	Mesabi Trust	1,000	$25,300
PBT	Permian Basin Royalty Trust	1,000	$25,040
ACN	Accenture plc	192	$23,892
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	435,762	$27,923,628
BNDX	Vanguard Total International Bond ETF	118,846	$5,710,550
VB	Vanguard Morningstar Small-Cap ETF	7,456	$1,952,875
VXUS	Vanguard Total International Stock ETF	20,402	$1,573,198
BIV	Vanguard Intermediate-Term Bond ETF	14,940	$1,153,069
VIG	Vanguard Dividend Appreciation ETF	1,316	$283,018
IBB	iShares Biotechnology ETF	558	$94,218
VXF	Vanguard Extended Market ETF	353	$72,647
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	1,365	$29,961
HCC	Warrior Met Coal, Inc.	178	$16,580
DE	Deere & Co	22	$12,392
ZION	Zions Bancorporation, National Association /Ut/	164	$9,449
ACM	Aecom	111	$9,415
ACAD	Acadia Pharmaceuticals Inc	384	$8,547
VEU	Vanguard FTSE All-World Ex-US ETF	105	$7,885
VLTO	Veralto Corp	77	$6,808
NFG	National Fuel Gas Co	71	$6,671
FITB	Fifth Third Bancorp	130	$6,039
COMP	Compass, Inc.	809	$5,913
TSCO	Tractor Supply Co /De/	115	$5,209
KKR	KKR & Co. Inc.	56	$5,180
ZTS	Zoetis Inc.	43	$5,083
NPKI	NPK International Inc.	342	$4,955
CL	Colgate Palmolive Co	55	$4,687
CRL	Charles River Laboratories International, Inc.	27	$4,657
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

372 tracked positions · $26,252,465 total · filing declares 465 positions · $196,938,382 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 372 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ABBV	AbbVie Inc. Healthcare	Reduced	11,412	-59	$2,871,715	+15.1%	10.94%
AAPL	Apple Inc. Technology	Reduced	7,621	-294	$2,205,212	+9.8%	8.40%
GLD	Spdr Gold Trust	Added	4,047	+127	$1,490,833	−11.6%	5.68%
NVDA	Nvidia Corp Technology	Held	5,820	0	$1,164,523	+14.7%	4.44%
SLV	iShares Silver Trust	Added	20,571	+503	$1,099,931	−19.6%	4.19%
WMT	Walmart Inc. Consumer Defensive	Held	9,398	0	$1,064,417	−8.9%	4.05%
GOOGL	Alphabet Inc. Communication Services	Held	2,837	0	$1,009,018	+23.8%	3.84%
SPY	Spdr S&P 500 ETF Trust	Added	1,331	+1	$993,950	+14.9%	3.79%
ED	Consolidated Edison Inc Utilities	Added	8,152	+37	$901,855	−1.8%	3.44%
MSFT	Microsoft Corp Technology	Held	1,945	0	$725,523	+0.8%	2.76%
AVGO	Broadcom Inc. Technology	Added	1,598	+1,034	$603,644	+245.8%	2.30%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	5,135	+222	$479,609	−9.8%	1.83%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	952	0	$476,371	+4.4%	1.81%
B	Barrick Mining Corp Basic Materials	NEW	11,829	NEW	$434,479	NEW	1.66%
V	Visa Inc. Financial Services	Added	1,224	+1	$419,942	+13.6%	1.60%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,718	0	$409,468	+14.4%	1.56%
MCO	Moodys Corp /De/ Financial Services	Held	877	0	$397,210	+3.8%	1.51%
QQQ	Invesco Qqq Trust, Series 1	Held	467	0	$343,898	+27.6%	1.31%
META	Meta Platforms, Inc. Communication Services	Added	588	+37	$331,214	+5.1%	1.26%
XOM	ExxonMobil Holdings Corp Energy	Held	2,040	0	$278,908	−19.4%	1.06%
CET	Central Securities Corp Financial Services	NEW	5,009	NEW	$262,722	NEW	1.00%
CEG	Constellation Energy Corp Utilities	Added	1,011	+985	$251,102	+3358.7%	0.96%
TSLA	Tesla, Inc. Consumer Cyclical	Held	577	0	$242,686	+13.1%	0.92%
JPM	Jpmorgan Chase & Co Financial Services	Held	738	0	$241,569	+11.3%	0.92%
MCD	Mcdonalds Corp Consumer Cyclical	Added	840	+1	$227,060	−12.9%	0.86%
ING	Ing Groep NV Financial Services	NEW	6,995	NEW	$219,503	NEW	0.84%
ORCL	Oracle Corp Technology	Reduced	1,452	-59	$212,790	−4.3%	0.81%
FDX	Fedex Corp Industrials	Held	664	0	$207,918	−12.1%	0.79%
STX	Seagate Technology Holdings plc Technology	NEW	189	NEW	$182,385	NEW	0.69%
AEM	Agnico Eagle Mines Ltd Basic Materials	NEW	1,010	NEW	$156,681	NEW	0.60%
NI	Nisource Inc. Utilities	NEW	3,075	NEW	$146,216	NEW	0.56%
CAT	Caterpillar Inc Industrials	Held	134	0	$142,696	+50.3%	0.54%
EXC	Exelon Corp Utilities	Added	2,955	+2,875	$137,762	+3413.4%	0.52%
CHY	Calamos Convertible & High Income Fund Financial Services	NEW	10,000	NEW	$136,200	NEW	0.52%
QCOM	Qualcomm Inc/De Technology	Held	725	0	$133,972	+43.5%	0.51%
IBM	International Business Machines Corp Technology	Reduced	472	-99	$132,731	−4.1%	0.51%
SNDK	Sandisk Corp Technology	Held	58	0	$131,876	+257.9%	0.50%
MS	Morgan Stanley Financial Services	Held	610	0	$127,514	+27.0%	0.49%
BA	Boeing Co Industrials	Reduced	574	-53	$124,253	−0.4%	0.47%
MXF	Mexico Fund Inc Financial Services	NEW	5,255	NEW	$114,926	NEW	0.44%
FBTC	Fidelity Wise Origin Bitcoin Fund	Held	1,995	0	$101,844	−13.5%	0.39%
MSI	Motorola Solutions, Inc. Technology	Held	244	0	$101,330	−4.3%	0.39%
HD	Home Depot, Inc. Consumer Cyclical	Held	279	0	$98,397	+7.2%	0.37%
MSIF	Msc Income Fund, Inc. Financial Services	Held	8,363	0	$96,759	−5.0%	0.37%
BAC	Bank Of America Corp /De/ Financial Services	Held	1,607	0	$91,566	+16.9%	0.35%
LLY	ELI LILLY & Co Healthcare	Held	74	0	$88,757	+30.4%	0.34%
JNJ	Johnson & Johnson Healthcare	Held	339	0	$86,095	+3.9%	0.33%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	170	NEW	$81,186	NEW	0.31%
ASX	ASE Technology Holding Co., Ltd. Technology	NEW	1,797	NEW	$81,080	NEW	0.31%
GS	Goldman Sachs Group Inc Financial Services	Held	78	0	$78,886	+19.5%	0.30%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.