United Financial Planning Group LLC - Q12026 Holdings

United Financial Planning Group LLC holds 462 stocks with a total portfolio value of $ 169.18M as of Q12026. In Q12026, United Financial Planning Group LLC added 172 new positions, increased stakes in 144 stocks, reduced 66 holdings, and fully exited 197 positions. The largest holding is Vanguard Value Index (VTV), representing 17.96% of the total portfolio.