United Wealth Management

United Wealth Management as of Dec. 31, 2025

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