United Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, United Wealth Management, LLC held in its portfolio 24 assets valued at $386,585,978 (i.e. $386.59M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($142.92M), DIMENSIONAL ETF TRUST ($33.23M), and DIMENSIONAL ETF TRUST ($33.21M).
The chart below shows the top 10 valuable assets, and the table below shows the top 24 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
United Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3609921 | 142916768 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 964157 | 33224844 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 630878 | 33206244 | GLOBAL EX US COR |
| DIMENSIONAL ETF TRUST | 883949 | 29073067 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 749316 | 28496494 | US HIGH PROFITAB |
| VANGUARD SCOTTSDALE FDS | 363710 | 21797122 | INTER TERM TREAS |
| DIMENSIONAL ETF TRUST | 370008 | 20006333 | GLOBAL CORE PLUS |
| DIMENSIONAL ETF TRUST | 524020 | 12000686 | US REAL ESTATE E |
| DIMENSIONAL ETF TRUST | 307502 | 11685094 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 333904 | 10573068 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 224296 | 9546024 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 268427 | 8879552 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 128778 | 6203236 | NATL MUN BD ETF |
| DIMENSIONAL ETF TRUST | 168497 | 5434032 | EMERGING MKTS HI |
| DIMENSIONAL ETF TRUST | 159541 | 5382896 | EMERGING MKTS VA |
| DIMENSIONAL ETF TRUST | 97820 | 3201651 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 51674 | 2244202 | US SUSTAINABILTY |
| DIMENSIONAL ETF TRUST | 14898 | 638305 | INTERNATIONAL |
| VANGUARD INDEX FDS | 2566 | 490080 | VALUE ETF |
| UNITED AIRLS HLDGS INC | 3725 | 416530 | COM |
| WELLS FARGO CO NEW | 3818 | 355838 | COM |
| VANGUARD INTL EQUITY INDEX F | 2448 | 345303 | TT WRLD ST ETF |
| ISHARES TR | 356 | 244161 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 5411 | 224448 | EMERGING MARKETS |
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