United Financial Planning Group LLC

United Financial Planning Group LLC reported 462 holdings worth US$169M as of Mar 31, 2026 (Form 13F)

As of Mar 31, 2026 · Filed May 8, 2026

United Financial Planning Group LLC reported 462 holdings worth US$169M as of Mar 31, 2026. Filed May 8, 2026 (Form 13F).

Holdings

462

Value as reported

US$169M

Source

View original at SEC

Related

• United Financial Planning Group LLC
• Form 13F · United Financial Planning Group LLC · Aug 6, 2026