United Wealth Management, LLC
CIK 2055362 · View on SEC EDGAR ↗
- Portfolio value
- $444.4M
- Positions
- 24
- As of
- June 30, 2026
#4,097 of 9,443 by 13F value · top 43.4%
Portfolio value QoQ: +10.5% 13F does not disclose cash
- Top 10 holdings weight
- 88.77%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 15
- Effective number of positions
- 5.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.11% Est. buys $4,630,148 · sells $447,513
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 96.0% still held
- New positions
- 0
- Increased
- 13
- Decreased
- 7
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Industrials
0.1%
Financials
0.1%
Other/Unmapped
99.9%
Full portfolio 24 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $167,464,381 | 37.68% | 3,775,121 | $21,245,187 | Up ×6 | ||
| DFIC | $36,766,789 | 8.27% | 986,763 | $1,963,087 | Up ×4 | ||
| DFGX Dimensional Global ex US Core Fixed Income ETF | $36,233,495 | 8.15% | 676,064 | $1,594,837 | Up ×4 | ||
| DFSV | $35,079,528 | 7.89% | 904,345 | $3,571,243 | Up ×6 | ||
| DUHP | $32,898,807 | 7.40% | 788,373 | $4,399,698 | Up ×6 | ||
| DFGP Dimensional Global Core Plus Fixed Income ETF | $24,427,870 | 5.50% | 448,547 | $1,532,925 | Up ×6 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $21,629,525 | 4.87% | 366,726 | $-143,357 | Up ×4 | ||
| DFAR | $15,707,811 | 3.53% | 600,451 | $1,643,047 | Up ×6 | ||
| DISV | $12,466,878 | 2.81% | 310,662 | $184,289 | Down ×1 | ||
| DIHP | $11,833,308 | 2.66% | 346,764 | $826,018 | Up ×4 | ||
| DFEM | $10,951,926 | 2.46% | 269,486 | $1,513,441 | Down ×1 | ||
| DFCF | $9,692,239 | 2.18% | 229,619 | $168,440 | Up ×3 | ||
| DEHP | $7,201,941 | 1.62% | 168,388 | $1,407,480 | Down ×1 | ||
| DFEV | $6,875,939 | 1.55% | 161,153 | $1,064,239 | Down ×1 | ||
| DFNM | $6,685,746 | 1.50% | 138,321 | $298,163 | Up ×6 | ||
| DFAX | $3,281,244 | 0.74% | 89,067 | $184,561 | Down ×6 | ||
| DFSU | $2,484,120 | 0.56% | 53,273 | $358,452 | Up ×2 | ||
| DFSI | $683,310 | 0.15% | 15,151 | $55,620 | Up ×1 | ||
| VTV | $559,208 | 0.13% | 2,566 | $55,759 | |||
| VT | $335,702 | 0.08% | 2,139 | $39,433 | Down ×2 | ||
| UAL United Airlines Holdings, Inc. - Common Stock | $328,144 | 0.07% | 2,413 | $105,979 | |||
| WFC Wells Fargo & Company Common Stock | $315,520 | 0.07% | 3,818 | $11,569 | |||
| DFSE | $260,821 | 0.06% | 5,336 | $32,787 | Down ×2 | ||
| IVV | $242,244 | 0.05% | 323 | $30,949 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| DFAC | $167,464,381 | 37.68% | up ×6 |
| DFIC | $36,766,789 | 8.27% | up ×4 |
| DFGX | $36,233,495 | 8.15% | up ×4 |
| DFSV | $35,079,528 | 7.89% | up ×6 |
| DUHP | $32,898,807 | 7.40% | up ×6 |
| DFGP | $24,427,870 | 5.50% | up ×6 |
| VGIT | $21,629,525 | 4.87% | up ×4 |
| DFAR | $15,707,811 | 3.53% | up ×6 |
| DIHP | $11,833,308 | 2.66% | up ×4 |
| DFCF | $9,692,239 | 2.18% | up ×3 |
| DFNM | $6,685,746 | 1.50% | up ×6 |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| DFAC | Bought more | +12K | +$21.2M |
| DUHP | Bought more | +13K | +$4.4M |
| DFSV | Bought more | +5K | +$3.6M |
| DFIC | Bought more | +7K | +$2.0M |
| DFAR | Bought more | +6K | +$1.6M |
| DFGX | Bought more | +16K | +$1.6M |
| DFGP | Bought more | +24K | +$1.5M |
| DFEM | Trimmed | -4K | +$1.5M |
| DEHP | Trimmed | -3K | +$1.4M |
| DFEV | Trimmed | -1K | +$1.1M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| MSFT | Sept. 30, 2025 | 416 | $206,923 | -6.9% |