United Wealth Management, LLC
CIK: 0002055362Latest portfolio: $386.6M · Q4 2025
Holdings
24
Total Value
$386.6M
New Positions
1
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 3,609,921 | $142.9M | 36.97% | +69K | |
| 2 | DFICDIMENSIONAL ETF TRUST | 964,157 | $33.2M | 8.59% | +9K | |
| 3 | DFGXDIMENSIONAL ETF TRUST | 630,878 | $33.2M | 8.59% | +48K | |
| 4 | DFSVDIMENSIONAL ETF TRUST | 883,949 | $29.1M | 7.52% | +32K | |
| 5 | DUHPDIMENSIONAL ETF TRUST | 749,316 | $28.5M | 7.37% | +21K | |
| 6 | VGITVANGUARD SCOTTSDALE FDS | 363,710 | $21.8M | 5.64% | +25K | |
| 7 | DFGPDIMENSIONAL ETF TRUST | 370,008 | $20.0M | 5.18% | +11K | |
| 8 | DFARDIMENSIONAL ETF TRUST | 524,020 | $12.0M | 3.10% | +27K | |
| 9 | DISVDIMENSIONAL ETF TRUST | 307,502 | $11.7M | 3.02% | +5K | |
| 10 | DIHPDIMENSIONAL ETF TRUST | 333,904 | $10.6M | 2.73% | +11K | |
| 11 | DFCFDIMENSIONAL ETF TRUST | 224,296 | $9.5M | 2.47% | +15K | |
| 12 | DFEMDIMENSIONAL ETF TRUST | 268,427 | $8.9M | 2.30% | +5K | |
| 13 | DFNMDIMENSIONAL ETF TRUST | 128,778 | $6.2M | 1.60% | +4K | |
| 14 | DEHPDIMENSIONAL ETF TRUST | 168,497 | $5.4M | 1.41% | +5K | |
| 15 | DFEVDIMENSIONAL ETF TRUST | 159,541 | $5.4M | 1.39% | +5K | |
| 16 | DFAXDIMENSIONAL ETF TRUST | 97,820 | $3.2M | 0.83% | -1,853 | |
| 17 | DFSUDIMENSIONAL ETF TRUST | 51,674 | $2.2M | 0.58% | -326 | |
| 18 | DFSIDIMENSIONAL ETF TRUST | 14,898 | $638K | 0.17% | — | |
| 19 | VTVVANGUARD INDEX FDS | 2,566 | $490K | 0.13% | NEW | |
| 20 | UALUNITED AIRLS HLDGS INC | 3,725 | $416K | 0.11% | -188 | |
| 21 | WFCWELLS FARGO CO NEW | 3,818 | $355K | 0.09% | — | |
| 22 | VTVANGUARD INTL EQUITY INDEX F | 2,448 | $345K | 0.09% | — | |
| 23 | IVVISHARES TR | 356 | $244K | 0.06% | — | |
| 24 | DFSEDIMENSIONAL ETF TRUST | 5,411 | $224K | 0.06% | — |
Quarterly Changes
New Positions
- VTVNEW$490K
Closed Positions
No closed positions this quarter
Sector Breakdown
Financial Services0.0% ($1.4291633224332062e+87T)
Industrials0.0% ($416K)
Filing History
Fund Information
United Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $386.6M across 24 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAC), representing 37.0% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.