Holders — by stockHoldings — by fund
United Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002055362
$444.4M
disclosed book value
24
positions
37.7%
largest position share
Positions, as of 2026-06-30
top 24 of 24 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 3.8M | $167.5M | 37.7% |
| 2 | DFICDIMENSIONAL ETF TRUST | 986,763 | $36.8M | 8.3% |
| 3 | DFGXDIMENSIONAL ETF TRUST | 676,064 | $36.2M | 8.2% |
| 4 | DFSVDIMENSIONAL ETF TRUST | 904,345 | $35.1M | 7.9% |
| 5 | DUHPDIMENSIONAL ETF TRUST | 788,373 | $32.9M | 7.4% |
| 6 | DFGPDIMENSIONAL ETF TRUST | 448,547 | $24.4M | 5.5% |
| 7 | VGITVANGUARD SCOTTSDALE FDS | 366,726 | $21.6M | 4.9% |
| 8 | DFARDIMENSIONAL ETF TRUST | 600,451 | $15.7M | 3.5% |
| 9 | DISVDIMENSIONAL ETF TRUST | 310,662 | $12.5M | 2.8% |
| 10 | DIHPDIMENSIONAL ETF TRUST | 346,764 | $11.8M | 2.7% |
| 11 | DFEMDIMENSIONAL ETF TRUST | 269,486 | $11.0M | 2.5% |
| 12 | DFCFDIMENSIONAL ETF TRUST | 229,619 | $9.7M | 2.2% |
| 13 | DEHPDIMENSIONAL ETF TRUST | 168,388 | $7.2M | 1.6% |
| 14 | DFEVDIMENSIONAL ETF TRUST | 161,153 | $6.9M | 1.5% |
| 15 | DFNMDIMENSIONAL ETF TRUST | 138,321 | $6.7M | 1.5% |
| 16 | DFAXDIMENSIONAL ETF TRUST | 89,067 | $3.3M | 0.7% |
| 17 | DFSUDIMENSIONAL ETF TRUST | 53,273 | $2.5M | 0.6% |
| 18 | DFSIDIMENSIONAL ETF TRUST | 15,151 | $683,310 | 0.2% |
| 19 | VTVVANGUARD INDEX FDS | 2,566 | $559,208 | 0.1% |
| 20 | VTVANGUARD INTL EQUITY INDEX F | 2,139 | $335,702 | 0.1% |
| 21 | UALUNITED AIRLS HLDGS INC | 2,413 | $328,144 | 0.1% |
| 22 | WFCWELLS FARGO & CO | 3,818 | $315,520 | 0.1% |
| 23 | DFSEDIMENSIONAL ETF TRUST | 5,336 | $260,821 | 0.1% |
| 24 | IVVISHARES TR | 323 | $242,244 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.