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United Wealth Management - Q1 2026 13F Filings

UN

United Wealth Management, LLC

CIK: 0002055362
Address: Virginia Charlottesville 818 Village Road
$402.26 M
Portfolio Value
24
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/23/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. DFAC Dimensional Us Core Equity 2 Etf
+$5.94 M
2. DFGP Dimensional Global Core Plus Fixed Income Etf
+$2.92 M
3. DFAR Dimensional Us Real Estate Etf
+$1.67 M
4. DFGX Dimensional Global Ex Us Core Fixed Income Etf
+$1.55 M
5. DUHP Dimensional Us High Profitability Etf
+$954,252.84

Top Sells

Q1 2026
1. DFAX Dimensional World Ex Us Core Equity 2 Etf
−$226,275.03
2. UAL United Airlines Holdings
−$120,795.89
3. VT Vanguard Total World Stock Etf
−$42,324.14
4. IVV Ishares Core S&P 500 Etf
−$21,587.41
5. DFSI Dimensional International Sustainability Core 1 Etf
−$3,985.6

Asset Allocation

Stocks/ETFs
+4.06%
$402.26 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

United Wealth Management Q1 2026 Filing Summary

United Wealth Management, LLC filed its 13F report for Q1 2026 on May 01, 2026. The portfolio totaled 402.26 M reflecting a +4.06% change from the prior quarter, spanning 24 assets. The top 10 holdings comprised 88.9% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for United Wealth Management’s Q1 2026 Filing

United Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 05/01/2026. This was the only submission for the quarter.

In the Q1 2026 filing, United Wealth Management reported a managed portfolio value of 402.26 M, consisting of 24 individual positions.

This page displays the raw filing documents. To see which stocks United Wealth Management bought or sold during Q1 2026, please visit United Wealth Management's Portfolio Analysis page.