United Financial Planning Group LLC

CIK

2088337

Location

HAUPPAUGE, NY

Portfolio Value

Micro $5,020,319

Diversification

Diversified

Filing Date

Global Rank

#7,325 / 8,232 ▲ 257

Top Industry

Drug Manufacturers - General 16.3%

3Y Alpha vs SPY

+2.4%

Period ended 3 months ago

Filed May 8, 2026 · 38d

3 quarters · since Sep 2025

Clone Performance

Nov 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+12.3%

SPY

+11.0%

Annualised alpha

+2.4%

Max drawdown

−12.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

353 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.6%

+1.2 pts

Top 5

40.6%

+9.3 pts

Top 10

59.5%

+8.1 pts

HHI

463

Diversified+110

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.4%	$5,020,319	56
Unclassified	20.4%	$4,382,101	9
Healthcare	14.1%	$3,037,220	46
Financial Services	10.9%	$2,336,327	63
Consumer Defensive	6.4%	$1,367,791	19
Consumer Cyclical	5.8%	$1,244,171	37
Communication Services	4.8%	$1,030,488	18
Utilities	4.7%	$1,001,768	12
Industrials	4.3%	$934,269	61
Basic Materials	2.9%	$619,096	15
Energy	2.1%	$459,516	13
Real Estate	0.3%	$56,886	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABBV	AbbVie Inc.	+10,388	11,471	$2,494,827
SLV	iShares Silver Trust	+3,921	20,068	$1,367,433
GLD	Spdr Gold Trust	+1,226	3,920	$1,686,736
NVDA	Nvidia Corp	+753	5,820	$1,015,008
BAC	Bank Of America Corp /De/	+329	1,607	$78,341
GOOGL	Alphabet Inc.	+304	1,639	$471,310
T	At&T Inc.	+273	806	$23,365
MSFT	Microsoft Corp	+260	1,945	$719,980
WBD	Warner Bros. Discovery, Inc.	+248	365	$10,022
AM	Antero Midstream Corp	+207	222	$5,061
NFLX	Netflix Inc	+190	540	$51,921
CMCSA	Comcast Corp	+176	1,493	$42,864
WBS	Webster Financial Corp	+170	240	$16,660
C	Citigroup Inc	+169	186	$21,094
META	Meta Platforms, Inc.	+160	551	$315,243
IONS	Ionis Pharmaceuticals Inc	+150	158	$11,864
CSX	Csx Corp	+147	447	$18,349
WMT	Walmart Inc.	+144	9,398	$1,167,983
NRG	Nrg Energy, Inc.	+142	148	$21,628
MET	Metlife Inc	+119	241	$17,043
AMZN	Amazon Com Inc	+112	1,718	$357,807
LRCX	Lam Research Corp	+110	129	$27,562
CSCO	Cisco Systems, Inc.	+109	376	$29,173
JNJ	Johnson & Johnson	+109	339	$82,865
AAPL	Apple Inc.	+98	7,915	$2,008,747
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	−3,033	493	$13,843
NEM	NEWMONT Corp /DE/	−2,528	4,913	$531,832
AVGO	Broadcom Inc.	−954	564	$174,563
ORCL	Oracle Corp	−909	1,511	$222,283
CL	Colgate Palmolive Co	−760	55	$4,687
EEX	Emerald Holding, Inc.	−685	2,866	$12,925
XOM	Exxon Mobil Corp	−371	2,040	$346,106
SPY	Spdr S&P 500 ETF Trust	−362	1,330	$864,952
JPM	Jpmorgan Chase & Co	−337	738	$217,090
VTRS	Viatris Inc	−260	8	$108
MSI	Motorola Solutions, Inc.	−249	244	$105,888
HIG	Hartford Insurance Group, Inc.	−238	19	$2,569
IP	International Paper Co /New/	−220	145	$5,176
HD	Home Depot, Inc.	−189	279	$91,760
ARCC	Ares Capital Corp	−155	310	$5,586
CVX	Chevron Corp	−143	60	$12,414
RIVN	Rivian Automotive, Inc. / DE	−99	1	$15
PLUG	Plug Power Inc	−99	1	$2
MDLZ	Mondelez International, Inc.	−97	44	$2,536
INTC	Intel Corp	−93	66	$2,912
PM	Philip Morris International Inc.	−89	34	$5,621
FBTC	Fidelity Wise Origin Bitcoin Fund	−79	1,995	$117,764
IBM	International Business Machines Corp	−77	571	$138,404
SSNC	SS&C Technologies Holdings Inc	−68	34	$2,297
SPGI	S&P Global Inc.	−59	73	$31,049
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MSIF	Msc Income Fund, Inc.	8,363	$101,861
SNDK	Sandisk Corp	58	$36,849
IBIT	iShares Bitcoin Trust ETF	714	$27,431
GLDM	World Gold Trust	226	$20,947
COHR	Coherent Corp.	81	$19,295
HCC	Warrior Met Coal, Inc.	178	$16,580
CMI	Cummins Inc	30	$16,140
HAL	Halliburton Co	411	$16,024
PH	Parker-Hannifin Corp	17	$15,219
BIIB	Biogen Inc.	74	$13,566
SHW	Sherwin Williams Co	39	$12,501
GM	General Motors Co	166	$12,367
MSCI	MSCI Inc.	22	$11,858
HCA	HCA Healthcare, Inc.	25	$11,831
STRL	Sterling Infrastructure, Inc.	29	$11,810
TER	Teradyne, Inc	37	$10,969
CFG	Citizens Financial Group Inc/Ri	182	$10,914
ZM	Zoom Communications, Inc.	135	$10,852
STLD	Steel Dynamics Inc	59	$10,620
SATS	EchoStar CORP	89	$10,419
BNY	Bank of New York Mellon Corp	87	$10,320
ATI	Ati Inc	66	$9,600
ZION	Zions Bancorporation, National Association /Ut/	164	$9,449
BWA	Borgwarner Inc	163	$8,844
ACAD	Acadia Pharmaceuticals Inc	384	$8,547
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
B	Barrick Mining Corp	18,324	$798,010
ING	Ing Groep NV	6,330	$177,240
AEM	Agnico Eagle Mines Ltd	1,010	$171,225
CHY	Calamos Convertible & High Income Fund	10,000	$113,100
LIN	Linde PLC	154	$65,664
NVS	Novartis AG	473	$65,212
STX	Seagate Technology Holdings plc	236	$64,992
ACN	Accenture plc	207	$55,538
FSSL	FS Specialty Lending Fund	3,651	$51,625
TSM	Taiwan Semiconductor Manufacturing Co Ltd	159	$48,318
ONON	On Holding AG	1,000	$46,480
SILA	Sila Realty Trust, Inc.	1,380	$32,167
NVO	Novo Nordisk A S	538	$27,373
BDJ	BlackRock Enhanced Equity Dividend Trust	2,847	$26,989
DT	Dynatrace, Inc.	553	$23,967
MYN	Blackrock Muniyield New York Quality Fund, Inc.	2,382	$23,605
MDT	Medtronic plc	245	$23,534
ITT	Itt Inc.	130	$22,556
SHOP	Shopify Inc.	140	$22,535
SPOT	Spotify Technology S.A.	38	$22,066
ASML	Asml Holding NV	18	$19,257
SE	Sea Ltd	149	$19,007
SAP	Sap SE	66	$16,032
TEL	TE Connectivity plc	69	$15,698
ACGL	Arch Capital Group Ltd.	130	$12,469
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

56 positions · $5,020,319 total · Technology only · as of Mar 31, 2026

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

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	7,915	+98	$2,008,747	−5.5%	40.01%
NVDA	Nvidia Corp Technology	Added	5,820	+753	$1,015,008	+7.4%	20.22%
MSFT	Microsoft Corp Technology	Added	1,945	+260	$719,980	−11.6%	14.34%
ORCL	Oracle Corp Technology	Reduced	1,511	-909	$222,283	−52.9%	4.43%
AVGO	Broadcom Inc. Technology	Reduced	564	-954	$174,563	−66.8%	3.48%
IBM	International Business Machines Corp Technology	Reduced	571	-77	$138,404	−27.9%	2.76%
MSI	Motorola Solutions, Inc. Technology	Reduced	244	-249	$105,888	−44.0%	2.11%
QCOM	Qualcomm Inc/De Technology	Added	725	+45	$93,365	−19.7%	1.86%
ADI	Analog Devices Inc Technology	Added	127	+52	$40,403	+98.6%	0.80%
SNDK	Sandisk Corp Technology	NEW	58	NEW	$36,849	NEW	0.73%
PLTR	Palantir Technologies Inc. Technology	Held	221	0	$32,327	−17.7%	0.64%
CIEN	Ciena Corp Technology	Held	78	0	$30,281	+66.0%	0.60%
CSCO	Cisco Systems, Inc. Technology	Added	376	+109	$29,173	+41.8%	0.58%
LRCX	Lam Research Corp Technology	Added	129	+110	$27,562	+747.5%	0.55%
ADSK	Autodesk, Inc. Technology	Added	88	+17	$21,067	+0.2%	0.42%
AMAT	Applied Materials Inc /De Technology	Added	58	+55	$19,823	+2474.4%	0.39%
MPWR	Monolithic Power Systems Inc Technology	Added	18	+11	$19,680	+210.2%	0.39%
COHR	Coherent Corp. Technology	NEW	81	NEW	$19,295	NEW	0.38%
NOW	ServiceNow, Inc. Technology	Added	180	+70	$18,819	+11.7%	0.37%
CRM	Salesforce, Inc. Technology	Added	94	+20	$17,546	−10.5%	0.35%
TXN	Texas Instruments Inc Technology	Added	81	+31	$15,725	+81.3%	0.31%
PANW	Palo Alto Networks Inc Technology	Added	85	+30	$13,627	+34.5%	0.27%
MU	Micron Technology Inc Technology	Held	36	0	$12,162	+18.4%	0.24%
WDC	Western Digital Corp Technology	Held	44	0	$11,901	+57.0%	0.24%
KLAC	Kla Corp Technology	Added	8	+5	$11,779	+223.2%	0.23%
INTU	Intuit Inc. Technology	Added	27	+16	$11,674	+60.2%	0.23%
TER	Teradyne, Inc Technology	NEW	37	NEW	$10,969	NEW	0.22%
ZM	Zoom Communications, Inc. Technology	NEW	135	NEW	$10,852	NEW	0.22%
ANET	Arista Networks, Inc. Technology	Added	88	+68	$10,804	+312.4%	0.22%
CDNS	Cadence Design Systems Inc Technology	Added	37	+36	$10,281	+3195.2%	0.20%
JBL	Jabil Inc Technology	Added	38	+36	$10,093	+2113.4%	0.20%
AMD	Advanced Micro Devices Inc Technology	Reduced	46	-33	$9,357	−44.7%	0.19%
ADBE	Adobe Inc. Technology	Added	29	+19	$7,049	+101.5%	0.14%
MRVL	Marvell Technology, Inc. Technology	NEW	65	NEW	$6,438	NEW	0.13%
UBER	Uber Technologies, Inc Technology	Added	88	+53	$6,329	+121.4%	0.13%
ENTG	Entegris Inc Technology	Added	47	+44	$5,510	+2086.5%	0.11%
FFIV	F5, Inc. Technology	NEW	17	NEW	$4,918	NEW	0.10%
ON	On Semiconductor Corp Technology	NEW	75	NEW	$4,644	NEW	0.09%
ADP	Automatic Data Processing Inc Technology	Held	22	0	$4,469	−21.0%	0.09%
MANH	Manhattan Associates Inc Technology	Added	33	+32	$4,392	+2438.7%	0.09%
NATL	NCR Atleos Corp Technology	NEW	95	NEW	$4,140	NEW	0.08%
HPQ	Hp Inc Technology	NEW	201	NEW	$3,861	NEW	0.08%
Q	Qnity Electronics, Inc. Technology	Held	33	0	$3,807	+41.3%	0.08%
CTSH	Cognizant Technology Solutions Corp Technology	NEW	62	NEW	$3,803	NEW	0.08%
HPE	Hewlett Packard Enterprise Co Technology	NEW	153	NEW	$3,642	NEW	0.07%
KEYS	Keysight Technologies, Inc. Technology	NEW	12	NEW	$3,388	NEW	0.07%
ONTO	Onto Innovation Inc. Technology	NEW	16	NEW	$3,281	NEW	0.07%
MCHP	Microchip Technology Inc Technology	Held	50	0	$3,230	+1.4%	0.06%
AKAM	Akamai Technologies Inc Technology	NEW	27	NEW	$3,100	NEW	0.06%
INTC	Intel Corp Technology	Reduced	66	-93	$2,912	−50.4%	0.06%