§ 13F · FUND PROFILE
United Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $367M (13F)Positions · 23Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.76M | $146M | 36.3% | +4% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 980K | $35M | 8.7% | +2% |
| 3 | DFGX | DIMENSIONAL ETF TRUST | 660K | $35M | 8.6% | +5% |
| 4 | DFSV | DIMENSIONAL ETF TRUST | 899K | $32M | 7.8% | +2% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 775K | $28M | 7.1% | +3% |
| 6 | DFGP | DIMENSIONAL ETF TRUST | 424K | $23M | 5.7% | +15% |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | 366K | $22M | 5.4% | +1% |
| 8 | DFAR | DIMENSIONAL ETF TRUST | 595K | $14M | 3.5% | +13% |
| 9 | DISV | DIMENSIONAL ETF TRUST | 311K | $12M | 3.1% | +1% |
| 10 | DIHP | DIMENSIONAL ETF TRUST | 342K | $11M | 2.7% | +2% |
§ 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 $367 million in assets. The fund runs a focused portfolio of just 23 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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