Q2 2026 13F · SEC CIK 2055362

United Wealth Management, LLC

Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $444.4M
Reported positions: 24
Holdings vs S&P 500, 3 yrs: —
Assets under management: $406.6M

United Wealth Management, LLC is a wealth manager that reported 24 positions worth $444.4M in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Dimensional U.s. Core Equity 2 (DFAC, 37.7%), Dfa Dimensional Intl Core Equit (DFIC, 8.3%), Dimensional ETF Trust (DFGX, 8.2%).

United Wealth Management, LLC holdings all 24 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

United Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFACDimensional U.s. Core Equity 2	37.7%	36.3%	3,775,121	+0.3%	$167.5M
DFICDfa Dimensional Intl Core Equit	8.3%	8.7%	986,763	+0.7%	$36.8M
DFGXDimensional ETF Trust	8.2%	8.6%	676,064	+2.4%	$36.2M
DFSVDfa U.s. Small Cap Value ETF	7.9%	7.8%	904,345	+0.6%	$35.1M
DUHPDimensional ETF Trust	7.4%	7.1%	788,373	+1.7%	$32.9M
DFGPDimensional ETF Trust	5.5%	5.7%	448,547	+5.8%	$24.4M
VGITVanguard Intermediate Treasury ETF	4.9%	5.4%	366,726	+0.3%	$21.6M
DFARDimensional ETF Trust	3.5%	3.5%	600,451	+1.0%	$15.7M
DISVDimensional ETF Trust	2.8%	3.1%	310,662	-0.2%	$12.5M
DIHPDimensional ETF Trust	2.7%	2.7%	346,764	+1.5%	$11.8M
DFEMDimensional	2.5%	2.3%	269,486	-1.4%	$11.0M
DFCFDimensional ETF Trust	2.2%	2.4%	229,619	+1.8%	$9.7M
DEHPDimensional ETF Trust	1.6%	1.4%	168,388	-1.8%	$7.2M
DFEVDimensional Emerging Markets Value ETF	1.5%	1.4%	161,153	-0.8%	$6.9M
DFNMDimensional ETF Trust	1.5%	1.6%	138,321	+3.8%	$6.7M
DFAXDimensional World Ex U.s. Core	0.7%	0.8%	89,067	-2.3%	$3.3M
DFSUDimensional ETF Trust	0.6%	0.5%	53,273	+3.0%	$2.5M
DFSIDimensional ETF Trust	0.2%	0.2%	15,151	+2.3%	$683K
VTVVanguard Value ETF	0.1%	0.1%	2,566	+0.0%	$559K
VTVanguard Total World Stock Index Fund Et	0.1%	0.1%	2,139	-0.1%	$336K
UALUnited Airls Hldgs Inc	0.1%	0.1%	2,413	+0.0%	$328K
WFCWells Fargo Co New	0.1%	0.1%	3,818	+0.0%	$316K
DFSEDimensional ETF Trust	0.1%	0.1%	5,336	-0.9%	$261K
IVVIshares Core S&p 500 ETF	0.1%	0.1%	323	+0.0%	$242K

What United Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

No new positions among the largest holdings.

Added to

DFGP Dimensional ETF Trust+5.8% shares

Reduced

No position shrank by more than 5%.

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +17.2% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$444.4M	24
Q1 2026	$402.3M	24
Q4 2025	$386.6M	24
Q3 2025	$367.5M	23
Q2 2025	$344.4M	24
Q1 2025	$319.3M	21
Q4 2024	$296.7M	21

Questions about United Wealth Management, LLC's portfolio

What stocks does United Wealth Management, LLC own?

United Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 24 positions worth $444.4M. The largest are Dimensional U.s. Core Equity 2 (DFAC) at 37.7%, Dfa Dimensional Intl Core Equit (DFIC) at 8.3%, Dimensional ETF Trust (DFGX) at 8.2%, Dfa U.s. Small Cap Value ETF (DFSV) at 7.9% and Dimensional ETF Trust (DUHP) at 7.4%.

What did United Wealth Management, LLC buy last quarter?

In Q2 2026, United Wealth Management, LLC added Dimensional ETF Trust (DFGP) (+5.8% shares), compared with its Q1 2026 filing.

What did United Wealth Management, LLC sell last quarter?

United Wealth Management, LLC sold out of nothing and cut no large position by more than 5% in Q2 2026.

When is United Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. United Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does United Wealth Management, LLC manage?

United Wealth Management, LLC reported $406.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $444.4M.