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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 Dimensional Etf Trust, DFIC, DFGX, DFGP, VGIT, and represent 76.05% of United Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFAR (+$15M), DFGP, DFNM, Dimensional Etf Trust, DFGX, VGIT, DFIC, AAPL, DFCF, DIHP.
Started 2 new stock positions in AAPL, DFAR.
Reduced shares in these 4 stocks: Dimensional Etf Trust (-$35M), Dimensional Etf Trust (-$33M), Dimensional Etf Trust (-$16M), VT.
Sold out of its positions in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust.
United Wealth Management was a net seller of stock by $-63M.
United Wealth Management has $378M in assets under management (AUM), dropping by -14.96%.
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 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	44.7	$169M		3.8M	44.45	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	9.9	$38M		999k	37.61	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	9.4	$36M	+2%	694k	51.14	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	6.4	$24M	+4%	469k	51.93	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	5.6	$21M	+2%	375k	56.66	View chart
Dfa Invt Dimensions Group In Real Estate Secu (DFAR)	3.9	$15M	NEW	604k	24.16	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.6	$14M		314k	43.29	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	3.1	$12M		353k	33.69	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.9	$11M		272k	39.72	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	2.5	$9.6M	+3%	239k	40.12	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.9	$7.4M	+15%	160k	46.03	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	1.8	$7.0M		169k	41.14	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.8	$6.9M		162k	42.40	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.9	$3.3M		89k	37.02	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.7	$2.5M		53k	47.17	View chart
Dimensional Etf Trust International (DFSI)	0.2	$684k		15k	45.17	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.1	$555k		2.6k	216.08	View chart
Apple (AAPL)	0.1	$432k	NEW	1.3k	332.90	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$336k		2.1k	157.84	View chart
Wells Fargo & Company (WFC)	0.1	$306k		3.8k	80.05	View chart
Hldgs (UAL)	0.1	$268k		2.4k	110.95	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.1	$258k		5.3k	48.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$248k		323.00	766.97	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 Q3 filed Oct. 30, 2026
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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