United Wealth Management, LLC
13F Reported Value
ⓘ$444.4M
Holdings
24
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
United Wealth Management, LLC disclosed 24 positions worth $444.4M in its Form 13F-HR for Q2 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
13fpro.ai/research/fund/united-wealth-management-llc-2055362
AUM History
13fpro.ai/research/fund/united-wealth-management-llc-2055362
Top Equity Holdings by Value
13fpro.ai/research/fund/united-wealth-management-llc-2055362
Quarterly Activity — Q2 2026
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DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$167.5M3,775,121 shDIMENSIONAL ETF TRUST - INTL CORE EQUITY
—Quality
$36.8M986,763 shDIMENSIONAL ETF TRUST - INTL COR FIX ETF
—Quality
$36.2M676,064 shDIMENSIONAL ETF TRUST - US SMALL CAP ETF
—Quality
$35.1M904,345 shDIMENSIONAL ETF TRUST - US HIGH PROF ETF
—Quality
$32.9M788,373 shDIMENSIONAL ETF TRUST - GLOB CO PLUS ETF
—Quality
$24.4M448,547 shVANGUARD SCOTTSDALE FDS - INTER TERM TREAS
—Quality
$21.6M366,726 shDIMENSIONAL ETF TRUST - US REAL ESTA ETF
—Quality
$15.7M600,451 shDIMENSIONAL ETF TRUST - INTL SMALL CAP V
—Quality
$12.5M310,662 shDIMENSIONAL ETF TRUST - INTL HIGH PROFIT
—Quality
$11.8M346,764 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $167.5M | 3,775,121 |
| DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $36.8M | 986,763 |
| DIMENSIONAL ETF TRUST - INTL COR FIX ETF | — | $36.2M | 676,064 |
| DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $35.1M | 904,345 |
| DIMENSIONAL ETF TRUST - US HIGH PROF ETF | — | $32.9M | 788,373 |
| DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF | — | $24.4M | 448,547 |
| VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $21.6M | 366,726 |
| DIMENSIONAL ETF TRUST - US REAL ESTA ETF | — | $15.7M | 600,451 |
| DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $12.5M | 310,662 |
| DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | — | $11.8M | 346,764 |
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
$443.4M
Industrials
$663,846
Financials
$315,520
Full Holdings — United Wealth Management, LLC (Q2 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 - US COR EQU 2 ETF | $167.5M | 37.7% | +0% | — |
| 2 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $36.8M | 8.3% | +1% | — |
| 3 | — | DIMENSIONAL ETF TRUST - INTL COR FIX ETF | $36.2M | 8.2% | +2% | — |
| 4 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $35.1M | 7.9% | +1% | — |
| 5 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $32.9M | 7.4% | +2% | — |
| 6 | — | DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF | $24.4M | 5.5% | +6% | — |
| 7 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $21.6M | 4.9% | +0% | — |
| 8 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETF | $15.7M | 3.5% | +1% | — |
| 9 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $12.5M | 2.8% | -0% | — |
| 10 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $11.8M | 2.7% | +2% | — |
| 11 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $11.0M | 2.5% | -1% | — |
| 12 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $9.7M | 2.2% | +2% | — |
| 13 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS HI | $7.2M | 1.6% | -2% | — |
| 14 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | $6.9M | 1.6% | -1% | — |
| 15 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | $6.7M | 1.5% | +4% | — |
| 16 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $3.3M | 0.7% | -2% | — |
| 17 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | $2.5M | 0.6% | +3% | — |
| 18 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | $683,310 | 0.1% | +2% | — |
| 19 | — | VANGUARD INDEX FDS - VALUE ETF | $559,208 | 0.1% | +0% | — |
| 20 | DOVER Corp | $335,702 | 0.1% | -0% | 57.8 | |
| 21 | United Airlines Holdings, Inc. | $328,144 | 0.1% | +0% | 60.5 | |
| 22 | WELLS FARGO & COMPANY/MN | $315,520 | 0.1% | +0% | 61.5 | |
| 23 | — | DIMENSIONAL ETF TRUST - EMER MARK SU ETF | $260,821 | 0.1% | -1% | — |
| 24 | — | ISHARES TR - CORE S&P500 ETF | $242,244 | 0.1% | +0% | — |
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13F Pro is an AI hedge fund tracker and stock research platform. For United Wealth Management, LLC (SEC CIK: 2055362), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
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