United Wealth Management, LLC
13F Reported Value
ⓘ$402.3M
Holdings
24
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
United Wealth Management, LLC disclosed 24 positions worth $402.3M in its Form 13F-HR for Q1 2026. The portfolio is most concentrated in Other (99.8% of disclosed assets). All figures are sourced directly from United Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2055362.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
DIMENSIONAL ETF TRUST
—Quality
$146.2M3,762,717 shDIMENSIONAL ETF TRUST
—Quality
$34.8M979,558 shDIMENSIONAL ETF TRUST
—Quality
$34.6M660,407 shDIMENSIONAL ETF TRUST
—Quality
$31.5M899,209 shDIMENSIONAL ETF TRUST
—Quality
$28.5M775,275 shDIMENSIONAL ETF TRUST
—Quality
$22.9M424,059 shVANGUARD SCOTTSDALE FDS
—Quality
$21.8M365,624 shDIMENSIONAL ETF TRUST
—Quality
$14.1M594,705 shDIMENSIONAL ETF TRUST
—Quality
$12.3M311,425 shDIMENSIONAL ETF TRUST
—Quality
$11.0M341,629 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | — | $146.2M | 3,762,717 |
| DIMENSIONAL ETF TRUST | — | $34.8M | 979,558 |
| DIMENSIONAL ETF TRUST | — | $34.6M | 660,407 |
| DIMENSIONAL ETF TRUST | — | $31.5M | 899,209 |
| DIMENSIONAL ETF TRUST | — | $28.5M | 775,275 |
| DIMENSIONAL ETF TRUST | — | $22.9M | 424,059 |
| VANGUARD SCOTTSDALE FDS | — | $21.8M | 365,624 |
| DIMENSIONAL ETF TRUST | — | $14.1M | 594,705 |
| DIMENSIONAL ETF TRUST | — | $12.3M | 311,425 |
| DIMENSIONAL ETF TRUST | — | $11.0M | 341,629 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of United Wealth Management, LLC's 24 positions.
Showing top 10 of 24 holdings.
Sector Allocation
Other
$401.4M
Industrials
$518,434
Financials
$303,951
Full Holdings — United Wealth Management, LLC (Q1 2026)
All 24 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST | $146.2M | 36.4% | +4% | — |
| 2 | — | DIMENSIONAL ETF TRUST | $34.8M | 8.7% | +2% | — |
| 3 | — | DIMENSIONAL ETF TRUST | $34.6M | 8.6% | +5% | — |
| 4 | — | DIMENSIONAL ETF TRUST | $31.5M | 7.8% | +2% | — |
| 5 | — | DIMENSIONAL ETF TRUST | $28.5M | 7.1% | +3% | — |
| 6 | — | DIMENSIONAL ETF TRUST | $22.9M | 5.7% | +15% | — |
| 7 | — | VANGUARD SCOTTSDALE FDS | $21.8M | 5.4% | +1% | — |
| 8 | — | DIMENSIONAL ETF TRUST | $14.1M | 3.5% | +13% | — |
| 9 | — | DIMENSIONAL ETF TRUST | $12.3M | 3.0% | +1% | — |
| 10 | — | DIMENSIONAL ETF TRUST | $11.0M | 2.7% | +2% | — |
| 11 | — | DIMENSIONAL ETF TRUST | $9.5M | 2.4% | +1% | — |
| 12 | — | DIMENSIONAL ETF TRUST | $9.4M | 2.4% | +2% | — |
| 13 | — | DIMENSIONAL ETF TRUST | $6.4M | 1.6% | +3% | — |
| 14 | — | DIMENSIONAL ETF TRUST | $5.8M | 1.4% | +2% | — |
| 15 | — | DIMENSIONAL ETF TRUST | $5.8M | 1.4% | +2% | — |
| 16 | — | DIMENSIONAL ETF TRUST | $3.1M | 0.8% | -7% | — |
| 17 | — | DIMENSIONAL ETF TRUST | $2.1M | 0.5% | +0% | — |
| 18 | — | DIMENSIONAL ETF TRUST | $627,690 | 0.2% | -1% | — |
| 19 | — | VANGUARD INDEX FDS | $503,449 | 0.1% | +0% | — |
| 20 |  $WFC | WELLS FARGO & COMPANY/MN | $303,951 | 0.1% | +0% | — |
| 21 |  $DOV | DOVER Corp | $296,269 | 0.1% | -13% | 63.1 |
| 22 | — | DIMENSIONAL ETF TRUST | $228,034 | 0.1% | -1% | — |
| 23 |  $UAL | United Airlines Holdings, Inc. | $222,165 | 0.1% | -35% | 61.3 |
| 24 | — | ISHARES TR | $211,295 | 0.1% | -9% | — |
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