§ 13F · FUND PROFILE
United Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $344.4T (13F)Positions · 24Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$490.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.61M | $142.9T | 37.0% | +2% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 964K | $33.2T | 8.6% | +1% |
| 3 | DFGX | DIMENSIONAL ETF TRUST | 631K | $33.2T | 8.6% | +8% |
| 4 | DFSV | DIMENSIONAL ETF TRUST | 884K | $29.1T | 7.5% | +4% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 749K | $28.5T | 7.4% | +3% |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 364K | $21.8T | 5.6% | +8% |
| 7 | DFGP | DIMENSIONAL ETF TRUST | 370K | $20.0T | 5.2% | +3% |
| 8 | DFAR | DIMENSIONAL ETF TRUST | 524K | $12.0T | 3.1% | +5% |
| 9 | DISV | DIMENSIONAL ETF TRUST | 308K | $11.7T | 3.0% | +2% |
| 10 | DIHP | DIMENSIONAL ETF TRUST | 334K | $10.6T | 2.7% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UNITED SIGNAL
AC read
United Wealth Management, LLC is a Other fund managing $344439.6 trillion in assets. The fund runs a focused portfolio of just 24 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed