13F Filings History of United Financial Planning Group LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$164,819,791
Signature - Title
Gerry Barrasso - President
Location
Hauppauge, NY
Summary
This page shows a list of all the recent 13F filings made by United Financial Planning Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. United Financial Planning Group LLC reported 487 stock holdings with total value $164,819,791 as of Q4 2025. Top holdings included VTV, VUG, VEA, IJH, and IJR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 487 $164,819,791 +$68,941,509 -$82,991,034 -$14,049,525 VTV, VUG, VEA, IJH, IJR 13F-HR 11 Feb 2026, 14:59
Q3 2025 221 $156,055,301 $0 $0 $0 VTI, VUG, VWO, IJH, IEMG 13F-HR 13 Nov 2025, 13:05