United Financial Planning Group LLC ETF holdings
Hauppauge, NY
Reported $174.8M in 101 ETFs in its Form 13F for June 30, 2026.
ETF value
$174.8M
ETFs held
101
Change from prior quarter
+15.2%
With price moves
ETFs as a share of its 13F
88.8%
of $196.9M
Top 10 of 101 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTV | Vanguard Morningstar Value ETF | $35.3M | 161,587 | +6,687 shares |
| VUG | Vanguard Morningstar Growth ETF | $33.2M | 385,232 | +322,583 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $32.1M | 450,640 | +14,878 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $10.3M | 133,020 | +4,525 shares |
| IJR | iShares Core S&P Small-Cap ETF | $8.9M | 60,191 | +1,267 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $8.6M | 103,354 | +3,284 shares |
| VNQ | Vanguard Real Estate ETF | $6.9M | 71,064 | +2,211 shares |
| BNDX | Vanguard Total International Bond ETF | $6.2M | 127,387 | +8,541 shares |
| BSV | Vanguard Short-Term Bond ETF | $4.8M | 62,065 | +6,374 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $4.2M | 51,820 | +38,743 shares |
91 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002088337. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does United Financial Planning Group LLC own?
United Financial Planning Group LLC reported 101 ETF positions worth $174.8M in its Form 13F for June 30, 2026. The largest was VTV, at $35.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.