United Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 30, 2026, United Wealth Management, Llc disclosed 22 stock positions valued at approximately $377.92M as of quarter-end September 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 22
- Portfolio Value
- $377.92M
Holdings by Sector
United Wealth Management, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 44.65% | 3,796,272 | +21,151 | +0.56% | $168,744,268 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 9.95% | 999,317 | +12,554 | +1.27% | $37,584,299 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 9.39% | 693,643 | +17,579 | +2.60% | $35,471,871 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 6.44% | 468,933 | +20,386 | +4.54% | $24,349,815 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 5.63% | 375,329 | +8,603 | +2.35% | $21,266,140 |
| DIMENSIONAL ETF TRUST | DISV | Other | 3.59% | 313,514 | +2,852 | +0.92% | $13,572,027 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 3.14% | 352,480 | +5,716 | +1.65% | $11,875,054 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 2.86% | 272,332 | +2,846 | +1.06% | $10,817,030 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 2.53% | 238,603 | +8,984 | +3.91% | $9,572,755 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 1.95% | 159,726 | +21,405 | +15.47% | $7,352,188 |
| DIMENSIONAL ETF TRUST | DEHP | Other | 1.84% | 168,991 | +603 | +0.36% | $6,952,300 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 1.82% | 162,278 | +1,125 | +0.70% | $6,880,575 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.87% | 89,137 | +70 | +0.08% | $3,299,846 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.66% | 53,273 | - | - | $2,512,887 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.18% | 15,152 | +1 | +0.01% | $684,416 |
| VANGUARD INDEX FDS | VTV | Other | 0.15% | 2,566 | - | - | $554,461 |
| APPLE INC | AAPL | Technology | 0.11% | 1,299 | +1,299 | +100.00% | $432,431 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.09% | 2,128 | -11 | -0.51% | $335,891 |
| WELLS FARGO & CO | WFC | Financial Services | 0.08% | 3,818 | - | - | $305,631 |
| UNITED AIRLS HLDGS INC | UAL | Industrials | 0.07% | 2,413 | - | - | $267,722 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.07% | 5,338 | +2 | +0.04% | $258,092 |
| ISHARES TR | IVV | Other | 0.07% | 323 | - | - | $247,730 |
Showing 22 of 22 holdings in the latest reporting period.