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United Wealth Management, LLC
Updated 6 days agoManaged by United Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$377.9M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $367.5M |
| Q4 2025 | $386.6M |
| Q1 2026 | $402.3M |
| Q2 2026 | $444.4M |
| Q3 2026 | $377.9M |
Top holdings
23 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $168.7M | 3.80M | 44.65% | — |
| 2 | $37.6M | 999.3K | 9.95% | — | |
| 3 | $35.5M | 693.6K | 9.39% | — | |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $24.3M | 468.9K | 6.44% | — |
| 5 | $21.3M | 375.3K | 5.63% | — | |
| 6 | ? N/A DFA INVT DIMENSIONS GROUP IN | $14.6M | 603.5K | 3.86% | — |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $13.6M | 313.5K | 3.59% | — |
| 8 | $11.9M | 352.5K | 3.14% | — | |
| 9 | $10.8M | 272.3K | 2.86% | — | |
| 10 | $9.6M | 238.6K | 2.53% | — | |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $7.4M | 159.7K | 1.95% | — |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $7M | 169.0K | 1.84% | — |
| 13 | $6.9M | 162.3K | 1.82% | — | |
| 14 | $3.3M | 89.1K | 0.87% | — | |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $2.5M | 53.3K | 0.66% | — |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $684K | 15.2K | 0.18% | — |
| 17 | $554K | 2.6K | 0.15% | — | |
| 18 | $432K | 1.3K | 0.11% | — | |
| 19 | $336K | 2.1K | 0.09% | — | |
| 20 | $306K | 3.8K | 0.08% | — |