United Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$402.3M
Q ending 2026-03-31
Prior quarter
$386.6M
Q ending 2025-12-31
Change
+4.1% QoQ · +26.0% YoY
Positions
24
reported holdings
Largest positions
All 24 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $146.2M | 3.8M |
| Dimensional Etf Trust | DFIC | Shares | $34.8M | 980K |
| Dimensional Etf Trust | DFGX | Shares | $34.6M | 660K |
| Dimensional Etf Trust | DFSV | Shares | $31.5M | 899K |
| Dimensional Etf Trust | DUHP | Shares | $28.5M | 775K |
| Dimensional Etf Trust | DFGP | Shares | $22.9M | 424K |
| Vanguard Scottsdale Fds | VGIT | Shares | $21.8M | 366K |
| Dimensional Etf Trust | DFAR | Shares | $14.1M | 595K |
| Dimensional Etf Trust | DISV | Shares | $12.3M | 311K |
| Dimensional Etf Trust | DIHP | Shares | $11.0M | 342K |
| Dimensional Etf Trust | DFCF | Shares | $9.5M | 226K |
| Dimensional Etf Trust | DFEM | Shares | $9.4M | 273K |
| Dimensional Etf Trust | DFNM | Shares | $6.4M | 133K |
| Dimensional Etf Trust | DFEV | Shares | $5.8M | 162K |
| Dimensional Etf Trust | DEHP | Shares | $5.8M | 171K |
| Dimensional Etf Trust | DFAX | Shares | $3.1M | 91K |
| Dimensional Etf Trust | DFSU | Shares | $2.1M | 52K |
| Dimensional Etf Trust | DFSI | Shares | $628K | 15K |
| Vanguard Index Fds | VTV | Shares | $503K | 3K |
| Wells Fargo & Co | WFC | Shares | $304K | 4K |
| Vanguard Intl Equity Index F | VT | Shares | $296K | 2K |
| Dimensional Etf Trust | DFSE | Shares | $228K | 5K |
| United Airls Hldgs Inc | UAL | Shares | $222K | 2K |
| Ishares Tr | IVV | Shares | $211K | 323 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.