United Financial Planning Group LLC has disclosed its latest holdings in a 13F-HR filing, revealing a total value of $199,131,707 as of September 30, 2026. This filing, submitted on November 4, 2026, highlights the firm’s growing influence in the financial advisory sector.

The report shows that United Financial Planning Group holds 402 positions, indicating a diverse investment strategy. The firm is based in Hauppauge, New York, and operates under the Central Index Key (CIK) number 0002088337.

Background

United Financial Planning Group LLC is a financial advisory firm that specializes in managing investment portfolios for its clients. The firm is incorporated in New York and has been filing 13F reports regularly, showcasing its investment activities in various sectors. The most recent filings include:

  • November 4, 2026 — 13F-HR
  • August 6, 2026 — 13F-HR
  • May 8, 2026 — 13F-HR
  • February 11, 2026 — 13F-HR
  • November 13, 2025 — 13F-HR

What the Filing Says

According to the filing, the firm reported a total of 402 positions with a total value of $199,131,707. The filing does not provide specific details about individual holdings or sectors but indicates a broad investment strategy.

Impact

This filing may impact various stakeholders, including clients of United Financial Planning Group, who may benefit from the firm’s diverse investment approach. Additionally, competitors in the financial advisory industry may need to reassess their strategies in light of the firm’s substantial asset management capabilities.

What's Next

The filing does not say what happens next.