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Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

United Wealth Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

United Wealth Management, LLC (CIK 2055362) reported $444.4M across 24 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($167.5M, 37.68%), DFIC ($36.8M, 8.27%), DFGX ($36.2M, 8.15%), DFSV ($35.1M, 7.89%), DUHP ($32.9M, 7.40%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFACDIMENSIONAL ETF TRUST$167.5M37.68%3.8MAdded
2DFICDIMENSIONAL ETF TRUST$36.8M8.27%986,763Added
3DFGXDIMENSIONAL ETF TRUST$36.2M8.15%676,064Added
4DFSVDIMENSIONAL ETF TRUST$35.1M7.89%904,345Added
5DUHPDIMENSIONAL ETF TRUST$32.9M7.40%788,373Added
6DFGPDIMENSIONAL ETF TRUST$24.4M5.50%448,547Added
7VGITVANGUARD SCOTTSDALE FDS$21.6M4.87%366,726Added
8DFARDIMENSIONAL ETF TRUST$15.7M3.53%600,451Added
9DISVDIMENSIONAL ETF TRUST$12.5M2.81%310,662Trimmed
10DIHPDIMENSIONAL ETF TRUST$11.8M2.66%346,764Added
11DFEMDIMENSIONAL ETF TRUST$11.0M2.46%269,486Trimmed
12DFCFDIMENSIONAL ETF TRUST$9.7M2.18%229,619Added
13DEHPDIMENSIONAL ETF TRUST$7.2M1.62%168,388Trimmed
14DFEVDIMENSIONAL ETF TRUST$6.9M1.55%161,153Trimmed
15DFNMDIMENSIONAL ETF TRUST$6.7M1.50%138,321Added
16DFAXDIMENSIONAL ETF TRUST$3.3M0.74%89,067Trimmed
17DFSUDIMENSIONAL ETF TRUST$2.5M0.56%53,273Added
18DFSIDIMENSIONAL ETF TRUST$683,3100.15%15,151Added
19VTVVANGUARD INDEX FDS$559,2080.13%2,566Hold
20VTVANGUARD INTL EQUITY INDEX F$335,7020.08%2,139Trimmed
21UALUNITED AIRLS HLDGS INC$328,1440.07%2,413Hold
22WFCWELLS FARGO & CO$315,5200.07%3,818Hold
23DFSEDIMENSIONAL ETF TRUST$260,8210.06%5,336Trimmed
24IVVISHARES TR$242,2440.05%323Hold

Source: SEC Form 13F filings · as of 2026-06-30