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United Wealth Management - Q4 2025 13F Filings

UN

United Wealth Management, LLC

CIK: 0002055362
Address: Virginia Charlottesville 818 Village Road
$386.59 M
Portfolio Value
24
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/23/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DEHP Dimensional Emrg Mrk Hi Prof
+$5.43 M
2. DFAC Dimensional Us Core Equity 2 Etf
+$2.74 M
3. DFGX Dimensional Global Ex Us Core Fixed Income Etf
+$2.5 M
4. VGIT Vanguard Intermediate-Term Treasury Etf
+$1.52 M
5. DFSV Dimensional Us Small Cap Value Etf
+$1.05 M
6. DUHP Dimensional Us High Profitability Etf
+$782,999.85

Top Sells

Q4 2025
1. DFAX Dimensional World Ex Us Core Equity 2 Etf
−$60,648.74
2. UAL United Airlines Holdings
−$21,022.19
3. DFSU Dimensional Us Sustainability Core 1 Etf
−$14,158.18

Asset Allocation

Stocks/ETFs
+6.89%
$386.59 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

United Wealth Management Q4 2025 Filing Summary

United Wealth Management, LLC filed its 13F report for Q4 2025 on February 11, 2026. The portfolio totaled 386.59 M reflecting a +5.20% change from the prior quarter, spanning 24 assets. The top 10 holdings comprised 88.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 0 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for United Wealth Management’s Q4 2025 Filing

United Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 02/11/2026. This was the only submission for the quarter.

In the Q4 2025 filing, United Wealth Management reported a managed portfolio value of 386.59 M, consisting of 24 individual positions.

This page displays the raw filing documents. To see which stocks United Wealth Management bought or sold during Q4 2025, please visit United Wealth Management's Portfolio Analysis page.