United Wealth Management

Charlottesville, VAfiles as United Wealth Management, LLC

$444m in 24 US stocks at the end of 30 June 2026. The top 10 are 88.8% of the money. It changed about 2.2% of the portfolio this quarter.

Value

$444m

Stocks

Top 10 share

88.8%

Turnover

2.2%

What changed this quarter

New

Bought for the first time this quarter.

None this quarter.

Added

Bought more of a stock they already held.

Dimensional ETF TrustDFGX
8.2% of the fund
+2%
Dimensional ETF TrustDFGP
5.5% of the fund
+6%
Dimensional ETF TrustDFNM
1.5% of the fund
+4%
Dimensional ETF TrustDFSU
0.6% of the fund
+3%
Dimensional ETF TrustDFSI
0.2% of the fund
+2%

Cut

Sold some of their stake.

Dimensional ETF TrustDFAX
0.7% of the fund
-2%

Sold out

Sold their entire stake.

None this quarter.

Holdings

Dimensional ETF TrustDFAC
Share
37.7%
Value
$167m
Shares
3,775,121
Held
Dimensional ETF TrustDFIC
Share
8.3%
Value
$37m
Shares
986,763
Held
Dimensional ETF TrustDFGX
Share
8.2%
Value
$36m
Shares
676,064
+2%
Dimensional ETF TrustDFSV
Share
7.9%
Value
$35m
Shares
904,345
Held
Dimensional ETF TrustDUHP
Share
7.4%
Value
$33m
Shares
788,373
Held
Dimensional ETF TrustDFGP
Share
5.5%
Value
$24m
Shares
448,547
+6%
Vanguard Scottsdale FDSVGIT
Share
4.9%
Value
$22m
Shares
366,726
Held
Dimensional ETF TrustDFAR
Share
3.5%
Value
$16m
Shares
600,451
Held
Dimensional ETF TrustDISV
Share
2.8%
Value
$12m
Shares
310,662
Held
Dimensional ETF TrustDIHP
Share
2.7%
Value
$12m
Shares
346,764
Held
Dimensional ETF TrustDFEM
Share
2.5%
Value
$11m
Shares
269,486
Held
Dimensional ETF TrustDFCF
Share
2.2%
Value
$10m
Shares
229,619
Held
Dimensional ETF TrustDEHP
Share
1.6%
Value
$7m
Shares
168,388
Held
Dimensional ETF TrustDFEV
Share
1.5%
Value
$7m
Shares
161,153
Held
Dimensional ETF TrustDFNM
Share
1.5%
Value
$7m
Shares
138,321
+4%
Dimensional ETF TrustDFAX
Share
0.7%
Value
$3m
Shares
89,067
-2%
Dimensional ETF TrustDFSU
Share
0.6%
Value
$2m
Shares
53,273
+3%
Dimensional ETF TrustDFSI
Share
0.2%
Value
$683,310
Shares
15,151
+2%
Vanguard Index FDSVTV
Share
0.1%
Value
$559,208
Shares
2,566
Held
Vanguard Intl Equity Index FVT
Share
<0.1%
Value
$335,702
Shares
2,139
Held
United Airlines HoldingsUAL
Share
<0.1%
Value
$328,144
Shares
2,413
Held
Wells Fargo & CompanyWFC
Share
<0.1%
Value
$315,520
Shares
3,818
Held
Dimensional ETF TrustDFSE
Share
<0.1%
Value
$260,821
Shares
5,336
Held
Ishares TRIVV
Share
<0.1%
Value
$242,244
Shares
323
Held

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFAC	37.7%	$167m	3,775,121	Held
Dimensional ETF TrustDFIC	8.3%	$37m	986,763	Held
Dimensional ETF TrustDFGX	8.2%	$36m	676,064	+2%
Dimensional ETF TrustDFSV	7.9%	$35m	904,345	Held
Dimensional ETF TrustDUHP	7.4%	$33m	788,373	Held
Dimensional ETF TrustDFGP	5.5%	$24m	448,547	+6%
Vanguard Scottsdale FDSVGIT	4.9%	$22m	366,726	Held
Dimensional ETF TrustDFAR	3.5%	$16m	600,451	Held
Dimensional ETF TrustDISV	2.8%	$12m	310,662	Held
Dimensional ETF TrustDIHP	2.7%	$12m	346,764	Held
Dimensional ETF TrustDFEM	2.5%	$11m	269,486	Held
Dimensional ETF TrustDFCF	2.2%	$10m	229,619	Held
Dimensional ETF TrustDEHP	1.6%	$7m	168,388	Held
Dimensional ETF TrustDFEV	1.5%	$7m	161,153	Held
Dimensional ETF TrustDFNM	1.5%	$7m	138,321	+4%
Dimensional ETF TrustDFAX	0.7%	$3m	89,067	-2%
Dimensional ETF TrustDFSU	0.6%	$2m	53,273	+3%
Dimensional ETF TrustDFSI	0.2%	$683,310	15,151	+2%
Vanguard Index FDSVTV	0.1%	$559,208	2,566	Held
Vanguard Intl Equity Index FVT	<0.1%	$335,702	2,139	Held
United Airlines HoldingsUAL	<0.1%	$328,144	2,413	Held
Wells Fargo & CompanyWFC	<0.1%	$315,520	3,818	Held
Dimensional ETF TrustDFSE	<0.1%	$260,821	5,336	Held
Ishares TRIVV	<0.1%	$242,244	323	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 29.0% since 30 June 2025.

Where the money is

Industrials0.1%

Financial services0.1%

Other99.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.