United Wealth Management

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

  • Top 5 stock holdings are DFAC, DFGX, DFIC, DUHP, DFSV, and represent 69.12% of United Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: DFAC, DFNM, DFGP, DFAR, DFGX, DUHP, DFSV, DFIC, DIHP, VGIT.
  • Reduced shares in these 3 stocks: MSFT, DFAX, DFCF.
  • Sold out of its position in MSFT.
  • United Wealth Management was a net buyer of stock by $4.1M.
  • United Wealth Management has $368M in assets under management (AUM), dropping by 6.69%.
  • Central Index Key (CIK): 0002055362

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Portfolio Holdings for United Wealth Management

United Wealth Management holds 23 positions in its portfolio as reported in the September 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) 37.2 $137M 3.5M 38.57
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Dimensional Etf Trust Global Ex Us Cor (DFGX) 8.6 $32M 583k 53.96
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Dimensional Etf Trust Intl Core Equity (DFIC) 8.5 $31M 955k 32.79
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Dimensional Etf Trust Us High Profitab (DUHP) 7.5 $28M 729k 37.77
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Dimensional Etf Trust Us Small Cap Val (DFSV) 7.4 $27M 852k 31.84
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.5 $20M 338k 60.03
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Dimensional Etf Trust Global Core Plus (DFGP) 5.4 $20M +3% 359k 55.57
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Dimensional Etf Trust Us Real Estate E (DFAR) 3.2 $12M +2% 497k 23.85
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Dimensional Etf Trust Intl Small Cap V (DISV) 2.9 $11M 303k 35.69
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Dimensional Etf Trust Intl High Profit (DIHP) 2.7 $9.8M 323k 30.39
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Dimensional Etf Trust Core Fixed Incom (DFCF) 2.4 $8.9M 209k 42.76
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.3 $8.4M 263k 32.07
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.6 $6.0M +15% 125k 47.98
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Dimensional Etf Trust Emerging Mkts Hi (DEHP) 1.4 $5.0M 164k 30.54
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.3 $4.9M 155k 31.89
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.9 $3.1M 100k 31.38
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $2.2M 52k 42.47
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Dimensional Etf Trust International (DFSI) 0.2 $610k 15k 40.95
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Hldgs (UAL) 0.1 $378k 3.9k 96.50
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $337k 2.4k 137.79
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Wells Fargo & Company (WFC) 0.1 $320k 3.8k 83.82
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $239k +10% 356.00 670.19
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Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $222k 5.4k 41.09
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Past Filings by United Wealth Management

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