13F-HR filed by United Wealth Management, LLC
United Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-13, with 24 holding rows worth $344,439,586.
- Accession
- 0001667731-25-001114
- Filer
- CIK 2055362
- Filed
- 2025-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 24 entries on the cover page, a total value of $344,439,586 stated on the cover page (in dollars after the unit check, H1), rows summing to $344,439,586 with VALUE read as dollars as filed, 13F file number 028-24861. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 3,509,007 | $125,762,795 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V575 | INTL COR FIX ETF | 577,940 | $30,838,859 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 950,789 | $29,560,020 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 721,458 | $25,655,029 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 843,368 | $24,820,326 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 337,201 | $20,168,006 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V583 | GLOB CO PLUS ETF | 346,111 | $18,859,588 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V823 | US REAL ESTA ETF | 484,195 | $11,359,215 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 302,710 | $9,962,197 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 320,686 | $9,457,016 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 209,884 | $8,869,697 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 261,685 | $7,766,825 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V849 | NATL MUN BD ETF | 107,625 | $5,104,654 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434v740 | EMERGING MKTS VA | 152,898 | $4,585,400 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V757 | EMERGING MKTS HI | 162,045 | $4,537,265 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 100,741 | $2,958,759 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V716 | US SUSTAINABILTY | 52,000 | $2,041,000 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V690 | INTERNATIONAL | 14,898 | $587,130 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 2,448 | $314,606 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 3,913 | $311,592 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 3,818 | $305,898 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 416 | $206,923 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V682 | EMER MARK SU ETF | 5,411 | $205,943 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 323 | $200,843 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001667731-25-001114 | this filing | 2025-08-13 | acceptance time not in the bulk data set |