United Wealth Management, LLC
CIK: 0002055362SEC EDGAR →
Portfolio Value
$386.6M
Holdings
24
As of
Q4 2025
New Positions
23
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 3,609,921 | $142.9M | 36.97% |
| 2 | DIMENSIONAL ETF TRUST | 964,157 | $33.2M | 8.59% |
| 3 | DIMENSIONAL ETF TRUST | 630,878 | $33.2M | 8.59% |
| 4 | DIMENSIONAL ETF TRUST | 883,949 | $29.1M | 7.52% |
| 5 | DIMENSIONAL ETF TRUST | 749,316 | $28.5M | 7.37% |
| 6 | VANGUARD SCOTTSDALE FDS | 363,710 | $21.8M | 5.64% |
| 7 | DIMENSIONAL ETF TRUST | 370,008 | $20.0M | 5.18% |
| 8 | DIMENSIONAL ETF TRUST | 524,020 | $12.0M | 3.10% |
| 9 | DIMENSIONAL ETF TRUST | 307,502 | $11.7M | 3.02% |
| 10 | DIMENSIONAL ETF TRUST | 333,904 | $10.6M | 2.73% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 23 | $386.2M | 99.9% |
| Industrials | 1 | $416K | 0.1% |