United Wealth Management, LLC Top Holdings and 13F Report (2026) About United Wealth Management, LLCInvestment ActivityUnited Wealth Management, LLC has $402.26 million in total holdings as of March 31, 2026.United Wealth Management, LLC owns shares of 24 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 3.80% 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 16 stocks.United Wealth Management, LLC sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $146,219,194Dimensional International Core Equity 2 ETF $34,803,702DIMENSIONAL ETF TRUST $34,638,658Dimensional US Small Cap Value ETF $31,508,285Dimensional US High Profitability ETF $28,499,109 Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 152,796 shares (about $5.94M)DIMENSIONAL ETF TRUST 54,051 shares (about $2.92M)Dimensional US Real Estate ETF 70,685 shares (about $1.67M)DIMENSIONAL ETF TRUST 29,529 shares (about $1.55M)Dimensional US High Profitability ETF 25,959 shares (about $954.25K) Largest Sales this Quarter Dimensional World ex U.S. Core Equity 2 ETF 6,661 shares (about $226.28K)United Airlines 1,312 shares (about $120.80K)Vanguard Total World Stock ETF 306 shares (about $42.32K)iShares Core S&P 500 ETF 33 shares (about $21.59K)Dimensional International Sustainability Core 1 ETF 94 shares (about $3.99K) 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$146,219,194$5,937,653 ▲4.2%3,762,71736.3%ETFDFICDimensional International Core Equity 2 ETF$34,803,702$547,198 ▲1.6%979,5588.7%ETFDIMENSIONAL ETF TRUST$34,638,658$1,548,810 ▲4.7%660,4078.6%DIMENSIONAL INTEDFSVDimensional US Small Cap Value ETF$31,508,285$534,710 ▲1.7%899,2097.8%ETFDUHPDimensional US High Profitability ETF$28,499,109$954,253 ▲3.5%775,2757.1%ETFDIMENSIONAL ETF TRUST$22,894,945$2,918,213 ▲14.6%424,0595.7%GLOBAL CORE PLUSVGITVanguard Intermediate-Term Treasury ETF$21,772,882$113,979 ▲0.5%365,6245.4%ETFDFARDimensional US Real Estate ETF$14,064,764$1,671,699 ▲13.5%594,7053.5%ETFDISVDimensional International Small Cap Value ETF$12,282,589$154,723 ▲1.3%311,4253.1%ETFDIHPDimensional International High Profitability ETF$11,007,290$248,900 ▲2.3%341,6292.7%ETFDFCFDimensional Core Fixed Income ETF$9,523,799$54,041 ▲0.6%225,5762.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$9,438,485$164,320 ▲1.8%273,1832.3%ETFDFNMDimensional National Municipal Bond ETF$6,387,583$215,254 ▲3.5%133,2691.6%ETFDFEVDimensional Emerging Markets Value ETF$5,811,700$103,332 ▲1.8%162,4291.4%ETFDEHPDimensional Emerging Markets High Profitability ETF$5,794,461$100,931 ▲1.8%171,4841.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$3,096,683$226,275 ▼-6.8%91,1590.8%ETFDFSUDimensional US Sustainability Core 1 ETF$2,125,668$2,383 ▲0.1%51,7320.5%ETFDFSIDimensional International Sustainability Core 1 ETF$627,690$3,986 ▼-0.6%14,8040.2%ETFVTVVanguard Value ETF$503,4490.0%2,5660.1%ETFWFCWells Fargo & Company$303,9510.0%3,8180.1%FinanceVTVanguard Total World Stock ETF$296,269$42,324 ▼-12.5%2,1420.1%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$228,034$1,229 ▼-0.5%5,3820.1%ETFUALUnited Airlines$222,165$120,796 ▼-35.2%2,4130.1%TransportationIVViShares Core S&P 500 ETF$211,295$21,587 ▼-9.3%3230.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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