United Financial Planning Group LLC
RIA/Wealth
United Financial Planning Group LLC is a RIA/Wealth based in Hauppauge, NY led by Gerard Nmn Barrasso, reporting $305.4M in AUM as of Q3 2025 with 91% ETF concentration, 81% concentrated in top 10 holdings, 22% allocation to VTI, and minimal technology exposure.
PresidentGerard Nmn Barrasso
- Portfolio Value
- $158.8M
- Positions
- 212
- Top Holding
- VTI at 22.13%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in United Financial Planning Group LLC's portfolio (81.5% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $35.2M | 22.13% | +$35.2M New | — 175.2K shares | |
ETF ETF | $29.4M | 18.49% | +$29.4M New | — 61.2K shares | |
ETF ETF | $25.3M | 15.92% | +$25.3M New | — 422.0K shares | |
ETF ETF | $8.3M | 5.21% | +$8.3M New | — 126.8K shares | |
ETF ETF | $6.9M | 4.33% | +$6.9M New | — 104.4K shares | |
ETF ETF | $6.6M | 4.15% | +$6.6M New | — 55.5K shares | |
ETF ETF | $5.4M | 3.40% | +$5.4M New | — 59.1K shares | |
ETF ETF | $5.4M | 3.40% | +$5.4M New | — 68.7K shares | |
ETF ETF | $4.9M | 3.06% | +$4.9M New | — 98.3K shares | |
ETF ETF | $2.2M | 1.39% | +$2.2M New | — 8.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in United Financial Planning Group LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
| No decreased positions | |
Analytics
Portfolio insights and performance metrics for United Financial Planning Group LLC
GthenA