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 68.53% of United Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: DFAC (+$5.9M), DFGP, DFAR, DFGX, DUHP, DFIC, DFSV, DIHP, DFNM, DFEM.
  • Reduced shares in these 6 stocks: DFAX, UAL, VT, IVV, DFSI, DFSE.
  • United Wealth Management was a net buyer of stock by $15M.
  • United Wealth Management has $402M in assets under management (AUM), dropping by 4.06%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 36.3 $146M +4% 3.8M 38.86
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Dimensional Etf Trust Intl Core Equity (DFIC) 8.7 $35M 980k 35.53
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Dimensional Etf Trust Dimensional Inte (DFGX) 8.6 $35M +4% 660k 52.45
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Dimensional Etf Trust Us Small Cap Val (DFSV) 7.8 $32M 899k 35.04
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Dimensional Etf Trust Us High Profitab (DUHP) 7.1 $29M +3% 775k 36.76
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Dimensional Etf Trust Global Core Plus (DFGP) 5.7 $23M +14% 424k 53.99
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.4 $22M 366k 59.55
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Dimensional Etf Trust Us Real Estate E (DFAR) 3.5 $14M +13% 595k 23.65
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Dimensional Etf Trust Intl Small Cap V (DISV) 3.1 $12M 311k 39.44
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Dimensional Etf Trust Intl High Profit (DIHP) 2.7 $11M +2% 342k 32.22
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Dimensional Etf Trust Core Fixed Incom (DFCF) 2.4 $9.5M 226k 42.22
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.3 $9.4M 273k 34.55
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.6 $6.4M +3% 133k 47.93
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.4 $5.8M 162k 35.78
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Dimensional Etf Trust Emerging Mkts Hi (DEHP) 1.4 $5.8M 172k 33.79
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.8 $3.1M -6% 91k 33.97
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.5 $2.1M 52k 41.09
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Dimensional Etf Trust International (DFSI) 0.2 $628k 15k 42.40
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Vanguard Index Fds Value Etf (VTV) 0.1 $503k 2.6k 196.20
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Wells Fargo & Company (WFC) 0.1 $304k 3.8k 79.61
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $296k -12% 2.1k 138.31
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Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $228k 5.4k 42.37
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Hldgs (UAL) 0.1 $222k -35% 2.4k 92.07
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $211k -9% 323.00 654.16
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Past Filings by United Wealth Management

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