United Wealth Management, LLC Top Holdings and 13F Report (2026) About United Wealth Management, LLCInvestment ActivityUnited Wealth Management, LLC has $444.41 million in total holdings as of June 30, 2026.United Wealth Management, LLC owns shares of 24 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.04% of the portfolio was purchased this quarter.About 0.10% of the portfolio was sold this quarter.This quarter, United Wealth Management, LLC has purchased 24 new stocks and bought additional shares in 13 stocks.United Wealth Management, LLC sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $167,464,381Dimensional International Core Equity 2 ETF $36,766,789DIMENSIONAL ETF TRUST $36,233,495Dimensional US Small Cap Value ETF $35,079,528Dimensional US High Profitability ETF $32,898,807 Largest Purchases this Quarter DIMENSIONAL ETF TRUST 24,488 shares (about $1.33M)DIMENSIONAL ETF TRUST 15,657 shares (about $839.13K)Dimensional U.S. Core Equity 2 ETF 12,404 shares (about $550.24K)Dimensional US High Profitability ETF 13,098 shares (about $546.58K)Dimensional International Core Equity 2 ETF 7,205 shares (about $268.46K) Largest Sales this Quarter Dimensional Emerging Markets Core Equity 2 ETF 3,697 shares (about $150.25K)Dimensional Emerging Markets High Profitability ETF 3,096 shares (about $132.42K)Dimensional World ex U.S. Core Equity 2 ETF 2,092 shares (about $77.07K)Dimensional Emerging Markets Value ETF 1,276 shares (about $54.44K)Dimensional International Small Cap Value ETF 763 shares (about $30.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUnited Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$167,464,381$550,241 â–²0.3%3,775,12137.7%ETFDFICDimensional International Core Equity 2 ETF$36,766,789$268,458 â–²0.7%986,7638.3%ETFDIMENSIONAL ETF TRUST$36,233,495$839,133 â–²2.4%676,0648.2%INTL COR FIX ETFDFSVDimensional US Small Cap Value ETF$35,079,528$199,225 â–²0.6%904,3457.9%ETFDUHPDimensional US High Profitability ETF$32,898,807$546,580 â–²1.7%788,3737.4%ETFDIMENSIONAL ETF TRUST$24,427,870$1,333,617 â–²5.8%448,5475.5%GLOB CO PLUS ETFVGITVanguard Intermediate-Term Treasury ETF$21,629,525$64,996 â–²0.3%366,7264.9%ETFDFARDimensional US Real Estate ETF$15,707,811$150,315 â–²1.0%600,4513.5%ETFDISVDimensional International Small Cap Value ETF$12,466,878$30,619 â–¼-0.2%310,6622.8%ETFDIHPDimensional International High Profitability ETF$11,833,308$175,232 â–²1.5%346,7642.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$10,951,926$150,246 â–¼-1.4%269,4862.5%ETFDFCFDimensional Core Fixed Income ETF$9,692,239$170,655 â–²1.8%229,6192.2%ETFDEHPDimensional Emerging Markets High Profitability ETF$7,201,941$132,416 â–¼-1.8%168,3881.6%ETFDFEVDimensional Emerging Markets Value ETF$6,875,939$54,443 â–¼-0.8%161,1531.5%ETFDFNMDimensional National Municipal Bond ETF$6,685,746$244,188 â–²3.8%138,3211.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$3,281,244$77,070 â–¼-2.3%89,0670.7%ETFDFSUDimensional US Sustainability Core 1 ETF$2,484,120$71,857 â–²3.0%53,2730.6%ETFDFSIDimensional International Sustainability Core 1 ETF$683,310$15,650 â–²2.3%15,1510.2%ETFVTVVanguard Value ETF$559,2080.0%2,5660.1%ETFVTVanguard Total World Stock ETF$335,702$471 â–¼-0.1%2,1390.1%ETFUALUnited Airlines$328,1440.0%2,4130.1%TransportationWFCWells Fargo & Company$315,5200.0%3,8180.1%FinanceDFSEDimensional Emerging Markets Sustainability Core 1 ETF$260,821$2,248 â–¼-0.9%5,3360.1%ETFIVViShares Core S&P 500 ETF$242,2440.0%3230.1%ETFShowing largest 100 holdings. 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