Q2 2026 13F · SEC CIK 2055362

United Wealth Management, LLC

Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $444.4M
Reported positions: 24
Holdings vs S&P 500, 3 yrs: —
Assets under management: $406.6M

United Wealth Management, LLC is a wealth manager that reported 24 positions worth $444.4M in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Dimensional ETF Trust (DFAC, 37.7%), Dimensional ETF Trust (DFIC, 8.3%), Dimensional Global ex US Core Fixed Inco (DFGX, 8.2%).

United Wealth Management, LLC holdings all 24 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

United Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFACDimensional ETF Trust	37.7%	36.3%	3,775,121	+0.3%	$167.5M
DFICDimensional ETF Trust	8.3%	8.7%	986,763	+0.7%	$36.8M
DFGXDimensional Global ex US Core Fixed Inco	8.2%	8.6%	676,064	+2.4%	$36.2M
DFSVDimensional US Small Cap	7.9%	7.8%	904,345	+0.6%	$35.1M
DUHPDimensional ETF Trust	7.4%	7.1%	788,373	+1.7%	$32.9M
DFGPDimensional ETF Trust	5.5%	5.7%	448,547	+5.8%	$24.4M
VGITVanguard Scottsdale Fds	4.9%	5.4%	366,726	+0.3%	$21.6M
DFARDimensional US Real	3.5%	3.5%	600,451	+1.0%	$15.7M
DISVDimensional ETF Trust	2.8%	3.1%	310,662	-0.2%	$12.5M
DIHPDimensional International High Profitabi	2.7%	2.7%	346,764	+1.5%	$11.8M
DFEMDimensional ETF Trust	2.5%	2.3%	269,486	-1.4%	$11.0M
DFCFDimensional ETF Trust	2.2%	2.4%	229,619	+1.8%	$9.7M
DEHPDimensional ETF Trust	1.6%	1.4%	168,388	-1.8%	$7.2M
DFEVDimensional ETF Trust	1.5%	1.4%	161,153	-0.8%	$6.9M
DFNMDimensional ETF Trust	1.5%	1.6%	138,321	+3.8%	$6.7M
DFAXDimensional ETF Trust	0.7%	0.8%	89,067	-2.3%	$3.3M
DFSUDimensional ETF Trust	0.6%	0.5%	53,273	+3.0%	$2.5M
DFSIDimensional ETF Trust	0.2%	0.2%	15,151	+2.3%	$683K
VTVVanguard Index Fds	0.1%	0.1%	2,566	+0.0%	$559K
VTVanguard Intl Equity Index F	0.1%	0.1%	2,139	-0.1%	$336K
UALUnited Airls Hldgs Inc	0.1%	0.1%	2,413	+0.0%	$328K
WFCWells Fargo & Co	0.1%	0.1%	3,818	+0.0%	$316K
DFSEDimensional ETF Trust	0.1%	0.1%	5,336	-0.9%	$261K
IVVIshares Tr	0.1%	0.1%	323	+0.0%	$242K

What United Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

No new positions among the largest holdings.

Added to

DFGP Dimensional ETF Trust+5.8% shares

Reduced

No position shrank by more than 5%.

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +17.2% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$444.4M	24
Q1 2026	$402.3M	24
Q4 2025	$386.6M	24
Q3 2025	$367.5M	23
Q2 2025	$344.4M	24
Q1 2025	$319.3M	21
Q4 2024	$296.7M	21

Questions about United Wealth Management, LLC's portfolio

What stocks does United Wealth Management, LLC own?

United Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 24 positions worth $444.4M. The largest are Dimensional ETF Trust (DFAC) at 37.7%, Dimensional ETF Trust (DFIC) at 8.3%, Dimensional Global ex US Core Fixed Inco (DFGX) at 8.2%, Dimensional US Small Cap (DFSV) at 7.9% and Dimensional ETF Trust (DUHP) at 7.4%.

What did United Wealth Management, LLC buy last quarter?

In Q2 2026, United Wealth Management, LLC added Dimensional ETF Trust (DFGP) (+5.8% shares), compared with its Q1 2026 filing.

What did United Wealth Management, LLC sell last quarter?

United Wealth Management, LLC sold out of nothing and cut no large position by more than 5% in Q2 2026.

When is United Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. United Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does United Wealth Management, LLC manage?

United Wealth Management, LLC reported $406.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $444.4M.