United Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 23, 2026, United Wealth Management, Llc disclosed 24 stock positions valued at approximately $444.41M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 24
- Portfolio Value
- $444.41M
Holdings by Sector
United Wealth Management, Llc Portfolio Holdings in Q2 2026
24 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 37.68% | 3,775,121 | +12,404 | +0.33% | $167,464,381 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 8.27% | 986,763 | +7,205 | +0.74% | $36,766,789 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 8.15% | 676,064 | +15,657 | +2.37% | $36,233,495 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 7.89% | 904,345 | +5,136 | +0.57% | $35,079,528 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 7.40% | 788,373 | +13,098 | +1.69% | $32,898,807 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 5.50% | 448,547 | +24,488 | +5.77% | $24,427,870 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 4.87% | 366,726 | +1,102 | +0.30% | $21,629,525 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 3.53% | 600,451 | +5,746 | +0.97% | $15,707,811 |
| DIMENSIONAL ETF TRUST | DISV | Other | 2.81% | 310,662 | -763 | -0.25% | $12,466,878 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 2.66% | 346,764 | +5,135 | +1.50% | $11,833,308 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 2.46% | 269,486 | -3,697 | -1.35% | $10,951,926 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 2.18% | 229,619 | +4,043 | +1.79% | $9,692,239 |
| DIMENSIONAL ETF TRUST | DEHP | Other | 1.62% | 168,388 | -3,096 | -1.81% | $7,201,941 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 1.55% | 161,153 | -1,276 | -0.79% | $6,875,939 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 1.50% | 138,321 | +5,052 | +3.79% | $6,685,746 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.74% | 89,067 | -2,092 | -2.29% | $3,281,244 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.56% | 53,273 | +1,541 | +2.98% | $2,484,120 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.15% | 15,151 | +347 | +2.34% | $683,310 |
| VANGUARD INDEX FDS | VTV | Other | 0.13% | 2,566 | - | - | $559,208 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.08% | 2,139 | -3 | -0.14% | $335,702 |
| UNITED AIRLS HLDGS INC | UAL | Industrials | 0.07% | 2,413 | - | - | $328,144 |
| WELLS FARGO & CO | WFC | Financial Services | 0.07% | 3,818 | - | - | $315,520 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.06% | 5,336 | -46 | -0.85% | $260,821 |
| ISHARES TR | IVV | Other | 0.05% | 323 | - | - | $242,244 |