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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 69.41% of United Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFGP, DFGX, DFAC, DUHP, DFIC, DFNM, DFSV, DIHP, DFCF, DFAR.
Reduced shares in these 7 stocks: DFEM, DEHP, DFAX, DFEV, DISV, DFSE, VT.
United Wealth Management was a net buyer of stock by $4.2M.
United Wealth Management has $444M in assets under management (AUM), dropping by 10.48%.
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 June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	37.7	$168M		3.8M	44.36	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.3	$37M		987k	37.26	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	8.2	$36M	+2%	676k	53.59	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	7.9	$35M		904k	38.79	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	7.4	$33M		788k	41.73	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	5.5	$24M	+5%	449k	54.46	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.9	$22M		367k	58.98	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	3.5	$16M		601k	26.16	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.8	$13M		311k	40.13	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.7	$12M		347k	34.12	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.5	$11M		270k	40.64	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	2.2	$9.7M		230k	42.21	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	1.6	$7.2M		168k	42.77	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.5	$6.9M		161k	42.67	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.5	$6.7M	+3%	138k	48.34	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$3.3M	-2%	89k	36.84	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.6	$2.5M	+2%	53k	46.63	View chart
Dimensional Etf Trust International (DFSI)	0.2	$683k	+2%	15k	45.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$559k		2.6k	217.93	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$336k		2.1k	156.94	View chart
Hldgs (UAL)	0.1	$328k		2.4k	135.99	View chart
Wells Fargo & Company (WFC)	0.1	$316k		3.8k	82.64	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.1	$261k		5.3k	48.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$242k		323.00	749.98	View chart

Past Filings by United Wealth Management

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

United Wealth Management 2026 Q2 filed July 23, 2026
United Wealth Management 2026 Q1 filed May 4, 2026
United Wealth Management 2025 Q4 filed Feb. 11, 2026
United Wealth Management 2025 Q3 filed Nov. 12, 2025
United Wealth Management 2025 Q2 filed Aug. 13, 2025
United Wealth Management 2025 Q1 filed May 1, 2025
United Wealth Management 2024 Q4 filed Feb. 10, 2025

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