United Financial Planning Group LLC - Q42025 Holdings

United Financial Planning Group LLC holds 487 stocks with a total portfolio value of $ 164.84M as of Q42025. In Q42025, United Financial Planning Group LLC added 487 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Vanguard Value Etf (VTV), representing 17.98% of the total portfolio.