United Financial Planning Group LLC

Name: United Financial Planning Group LLC 13F Holdings
Creator: 13F Insight

$169M in tracked AUM across 462 positions as of Q1 2026.

CIK 0002088337 · last filed Mar 31, 2026

Total AUM

$169M

as of Q1 2026

Holdings

462

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positions

Whale Score

tracked

Activity

—

no data

changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

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