Back to United Wealth Management, LLC
Q3 2026 13F filing
Updated 6 days ago23 disclosed positions worth $377.9M
Portfolio value
$377.9M
Total holdings
23
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-10-30
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $168.7M | 3.80M | 44.65% | — |
| 2 | H DIMENSIONAL ETF TRUST | $37.6M | 999.3K | 9.95% | — |
| 3 | Q DIMENSIONAL ETF TRUST | $35.5M | 693.6K | 9.39% | — |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $24.3M | 468.9K | 6.44% | — |
| 5 | V VANGUARD SCOTTSDALE FDS | $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 | N DIMENSIONAL ETF TRUST | $11.9M | 352.5K | 3.14% | — |
| 9 | S DIMENSIONAL ETF TRUST | $10.8M | 272.3K | 2.86% | — |
| 10 | H DIMENSIONAL ETF TRUST | $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 | C DIMENSIONAL ETF TRUST | $6.9M | 162.3K | 1.82% | — |
| 14 | D DIMENSIONAL ETF TRUST | $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 | V VANGUARD INDEX FDS | $554K | 2.6K | 0.15% | — |
| 18 | A APPLE INC | $432K | 1.3K | 0.11% | — |
| 19 | V VANGUARD INTL EQUITY INDEX F | $336K | 2.1K | 0.09% | — |
| 20 | W WELLS FARGO & CO | $306K | 3.8K | 0.08% | — |
| 21 | U UNITED AIRLS HLDGS INC | $268K | 2.4K | 0.07% | — |
| 22 | ? N/A DIMENSIONAL ETF TRUST | $258K | 5.3K | 0.07% | — |
| 23 | E ISHARES TR | $248K | 323 | 0.07% | — |