United Wealth Management

Latest statistics and disclosures from United Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are DFAC, DFIC, DFGX, DFSV, DUHP, and represent 69.04% of United Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: DFAC, DFGX, VGIT, DFSV, DUHP, DFCF, DFAR, DFGP, VTV, DIHP.
  • Started 1 new stock position in VTV.
  • Reduced shares in these 3 stocks: DFAX, UAL, DFSU.
  • United Wealth Management was a net buyer of stock by $12M.
  • United Wealth Management has $387M in assets under management (AUM), dropping by 5.20%.
  • Central Index Key (CIK): 0002055362

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Portfolio Holdings for United Wealth Management

United Wealth Management holds 24 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 37.0 $143M 3.6M 39.59
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Dimensional Etf Trust Intl Core Equity (DFIC) 8.6 $33M 964k 34.46
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Dimensional Etf Trust Global Ex Us Cor (DFGX) 8.6 $33M +8% 631k 52.63
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Dimensional Etf Trust Us Small Cap Val (DFSV) 7.5 $29M +3% 884k 32.89
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Dimensional Etf Trust Us High Profitab (DUHP) 7.4 $29M +2% 749k 38.03
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.6 $22M +7% 364k 59.93
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Dimensional Etf Trust Global Core Plus (DFGP) 5.2 $20M +3% 370k 54.07
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Dimensional Etf Trust Us Real Estate E (DFAR) 3.1 $12M +5% 524k 22.90
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Dimensional Etf Trust Intl Small Cap V (DISV) 3.0 $12M 308k 38.00
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Dimensional Etf Trust Intl High Profit (DIHP) 2.7 $11M +3% 334k 31.66
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Dimensional Etf Trust Core Fixed Incom (DFCF) 2.5 $9.5M +7% 224k 42.56
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.3 $8.9M 268k 33.08
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.6 $6.2M +3% 129k 48.17
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Dimensional Etf Trust Emerging Mkts Hi (DEHP) 1.4 $5.4M +2% 169k 32.25
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.4 $5.4M +3% 160k 33.74
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.8 $3.2M 98k 32.73
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $2.2M 52k 43.43
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Dimensional Etf Trust International (DFSI) 0.2 $638k 15k 42.84
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Vanguard Index Fds Value Etf (VTV) 0.1 $490k NEW 2.6k 190.99
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Hldgs (UAL) 0.1 $417k -4% 3.7k 111.82
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Wells Fargo & Company (WFC) 0.1 $356k 3.8k 93.20
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $345k 2.4k 141.06
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $244k 356.00 685.85
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Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $224k 5.4k 41.48
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Past Filings by United Wealth Management

SEC 13F filings are viewable for United Wealth Management going back to 2024