Investor
United Wealth Management, LLC
CIK 0002055362 · filed 2026-05-04 · SEC filing
13F book
$402.3M
Positions
24
Largest name
36.3%
Dimensional Etf Trust
Est. mark
$842K
Price effect on 24 names still held. Flow $14.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 3.76M | $146.2M | 36.3% | −$2.64M | Added$3.3M |
| Dimensional Etf Trust | — | 979.6K | $34.8M | 8.7% | $1.03M | Added$1.58M |
| Dimensional Etf Trust | — | 660.4K | $34.6M | 8.6% | −$116.4K | Added$1.43M |
| Dimensional Etf Trust | — | 899.2K | $31.5M | 7.8% | $1.9M | Added$2.44M |
| Dimensional Etf Trust | — | 775.3K | $28.5M | 7.1% | −$951.6K | Added$2.62K |
| Dimensional Etf Trust | — | 424.1K | $22.9M | 5.7% | −$29.6K | Added$2.89M |
| Vanguard Scottsdale Fds | — | 365.6K | $21.8M | 5.4% | −$138.2K | Added−$24.2K |
| Dimensional Etf Trust | — | 594.7K | $14.1M | 3.5% | $392.4K | Added$2.06M |
| Dimensional Etf Trust | — | 311.4K | $12.3M | 3.1% | $442.8K | Added$597.5K |
| Dimensional Etf Trust | — | 341.6K | $11M | 2.7% | $185.3K | Added$434.2K |
| Dimensional Etf Trust | — | 225.6K | $9.52M | 2.4% | −$76.3K | Added−$22.2K |
| Dimensional Etf Trust | — | 273.2K | $9.44M | 2.3% | $394.6K | Added$558.9K |
| Dimensional Etf Trust | — | 133.3K | $6.39M | 1.6% | −$30.9K | Added$184.3K |
| Dimensional Etf Trust | — | 162.4K | $5.81M | 1.4% | $325.5K | Added$428.8K |
| Dimensional Etf Trust | — | 171.5K | $5.79M | 1.4% | $259.5K | Added$360.4K |
| Dimensional Etf Trust | — | 91.2K | $3.1M | 0.8% | $113K | Cut−$105K |
| Dimensional Etf Trust | — | 51.7K | $2.13M | 0.5% | −$120.9K | Added−$118.5K |
| Dimensional Etf Trust | — | 14.8K | $627.7K | 0.2% | −$6.59K | Cut−$10.6K |
| Vanguard Index Fds | — | 2.57K | $503.4K | 0.1% | $13.4K | Held |
| Wells Fargo Co New | — | 3.82K | $304K | 0.1% | −$51.9K | Held |
| Vanguard Intl Equity Index F | — | 2.14K | $296.3K | 0.1% | −$5.87K | Cut−$49K |
| Dimensional Etf Trust | — | 5.38K | $228K | 0.1% | $4.79K | Cut$3.59K |
| United Airls Hldgs Inc | — | 2.41K | $222.2K | 0.1% | −$47.7K | Cut−$194.4K |
| Ishares Tr | — | 323 | $211.3K | 0.1% | −$10.2K | Cut−$32.9K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.