Data as of Q4 2025 (Dec 31, 2025)

United Wealth Management, LLC

•CIK: 2055362•Filing: Q4 2025

**United Wealth Management, LLC** manages $387M across a portfolio of 24 distinct positions. The fund exhibits a significant concentration in the DFAC equity, representing $142.9M of total assets. Further notable allocations include $33.2M each in DFIC and DFGX, alongside substantial holdings in DFSV ($29.1M) and DUHP ($28.5M). This structure suggests a concentrated, high-conviction approach across specific sector themes.

Total AUM
$386.6M
QoQ Performance
+5.2%
Positions
7
Top 10 Concentration
88.7%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
DFIC
DFGX
DFSV
DUHP
VGIT
DFGP
DFAC37.0%
DFIC8.6%
DFGX8.6%
DFSV7.5%
DUHP7.4%
VGIT5.6%
DFGP5.2%
DFAR3.1%

📈 Biggest Buys

DFAC
DIMENSIONAL ETF TRUST
+2.0%
37.0% of portfolio
DFGX
DIMENSIONAL ETF TRUST
+8.2%
8.6% of portfolio
VGIT
VANGUARD SCOTTSDALE FDS
+7.5%
5.6% of portfolio
DFSV
DIMENSIONAL ETF TRUST
+3.8%
7.5% of portfolio
DUHP
DIMENSIONAL ETF TRUST
+2.8%
7.4% of portfolio

📉 Biggest Sells

DFAX
DIMENSIONAL ETF TRUST
-1.9%
0.8% of portfolio
UAL
UNITED AIRLS HLDGS INC
-4.8%
0.1% of portfolio
DFSU
DIMENSIONAL ETF TRUST
-0.6%
0.6% of portfolio

Sector Breakdown

Other99.8%
Financial0.1%
ETF0.1%

Changes from Q3 2025

NEW1 new position
↑15 increased
↓3 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

DFAC37.0%
DIMENSIONAL ETF TRUST
$142.9M
DFIC8.6%
DIMENSIONAL ETF TRUST
$33.2M
DFGX8.6%
DIMENSIONAL ETF TRUST
$33.2M
DFSV7.5%
DIMENSIONAL ETF TRUST
$29.1M
DUHP7.4%
DIMENSIONAL ETF TRUST
$28.5M

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