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United Wealth Management, LLC

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13F filer, CIK 2055362, Charlottesville, VA

United Wealth Management, LLC reported $444,406,496 across 24 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-23. Its ten largest share positions make up 88.77% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000825

Period
2026-06-30
Reported value
$444M
Holdings
24
Top 10 weight
88.77%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFGPadded+24,488$1.33M
DFGXadded+15,657$839K
DFACadded+12,404$550K
DUHPadded+13,098$547K
DFICadded+7,205$268K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DFEMreduced-3,697-$150K
DEHPreduced-3,096-$132K
DFAXreduced-2,092-$77.1K
DFEVreduced-1,276-$54.4K
DISVreduced-763-$30.6K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002085853-26-000825, largest first. % of portfolio is the value over $444,406,496, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,141,750 shares; 2025Q1: 3,435,982 shares; 2025Q2: 3,509,007 shares; 2025Q3: 3,540,759 shares; 2025Q4: 3,609,921 shares; 2026Q1: 3,762,717 shares; 2026Q2: 3,775,121 shares 3,775,121$167M37.68%+12,404Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 863,493 shares; 2025Q1: 956,922 shares; 2025Q2: 950,789 shares; 2025Q3: 955,303 shares; 2025Q4: 964,157 shares; 2026Q1: 979,558 shares; 2026Q2: 986,763 shares 986,763$36.8M8.27%+7,205Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 576,800 shares; 2025Q1: 591,219 shares; 2025Q2: 577,940 shares; 2025Q3: 583,311 shares; 2025Q4: 630,878 shares; 2026Q1: 660,407 shares; 2026Q2: 676,064 shares 676,064$36.2M8.15%+15,657Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 707,797 shares; 2025Q1: 805,333 shares; 2025Q2: 843,368 shares; 2025Q3: 851,923 shares; 2025Q4: 883,949 shares; 2026Q1: 899,209 shares; 2026Q2: 904,345 shares 904,345$35.1M7.89%+5,136Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 652,508 shares; 2025Q1: 709,926 shares; 2025Q2: 721,458 shares; 2025Q3: 728,727 shares; 2025Q4: 749,316 shares; 2026Q1: 775,275 shares; 2026Q2: 788,373 shares 788,373$32.9M7.4%+13,098Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 278,068 shares; 2025Q1: 336,505 shares; 2025Q2: 346,111 shares; 2025Q3: 359,147 shares; 2025Q4: 370,008 shares; 2026Q1: 424,059 shares; 2026Q2: 448,547 shares 448,547$24.4M5.5%+24,488Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 347,561 shares; 2025Q1: 350,070 shares; 2025Q2: 337,201 shares; 2025Q3: 338,274 shares; 2025Q4: 363,710 shares; 2026Q1: 365,624 shares; 2026Q2: 366,726 shares 366,726$21.6M4.87%+1,102Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 441,195 shares; 2025Q1: 479,767 shares; 2025Q2: 484,195 shares; 2025Q3: 496,897 shares; 2025Q4: 524,020 shares; 2026Q1: 594,705 shares; 2026Q2: 600,451 shares 600,451$15.7M3.53%+5,746Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 276,151 shares; 2025Q1: 305,796 shares; 2025Q2: 302,710 shares; 2025Q3: 302,773 shares; 2025Q4: 307,502 shares; 2026Q1: 311,425 shares; 2026Q2: 310,662 shares 310,662$12.5M2.81%-763Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 288,457 shares; 2025Q1: 321,353 shares; 2025Q2: 320,686 shares; 2025Q3: 323,067 shares; 2025Q4: 333,904 shares; 2026Q1: 341,629 shares; 2026Q2: 346,764 shares 346,764$11.8M2.66%+5,135Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 235,401 shares; 2025Q1: 260,530 shares; 2025Q2: 261,685 shares; 2025Q3: 263,397 shares; 2025Q4: 268,427 shares; 2026Q1: 273,183 shares; 2026Q2: 269,486 shares 269,486$11M2.46%-3,697Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 211,113 shares; 2025Q1: 213,747 shares; 2025Q2: 209,884 shares; 2025Q3: 209,254 shares; 2025Q4: 224,296 shares; 2026Q1: 225,576 shares; 2026Q2: 229,619 shares 229,619$9.69M2.18%+4,043Timeline
DEHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 129,678 shares; 2025Q1: 157,607 shares; 2025Q2: 162,045 shares; 2025Q3: 163,649 shares; 2025Q4: 168,497 shares; 2026Q1: 171,484 shares; 2026Q2: 168,388 shares 168,388$7.2M1.62%-3,096Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 124,195 shares; 2025Q1: 149,525 shares; 2025Q2: 152,898 shares; 2025Q3: 154,533 shares; 2025Q4: 159,541 shares; 2026Q1: 162,429 shares; 2026Q2: 161,153 shares 161,153$6.88M1.55%-1,276Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 96,271 shares; 2025Q1: 99,714 shares; 2025Q2: 107,625 shares; 2025Q3: 124,493 shares; 2025Q4: 128,778 shares; 2026Q1: 133,269 shares; 2026Q2: 138,321 shares 138,321$6.69M1.5%+5,052Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 107,435 shares; 2025Q1: 104,239 shares; 2025Q2: 100,741 shares; 2025Q3: 99,673 shares; 2025Q4: 97,820 shares; 2026Q1: 91,159 shares; 2026Q2: 89,067 shares 89,067$3.28M0.74%-2,092Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,497 shares; 2025Q1: 51,107 shares; 2025Q2: 52,000 shares; 2025Q3: 52,000 shares; 2025Q4: 51,674 shares; 2026Q1: 51,732 shares; 2026Q2: 53,273 shares 53,273$2.48M0.56%+1,541Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,657 shares; 2025Q1: 15,030 shares; 2025Q2: 14,898 shares; 2025Q3: 14,898 shares; 2025Q4: 14,898 shares; 2026Q1: 14,804 shares; 2026Q2: 15,151 shares 15,151$683K0.15%+347Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,566 shares; 2026Q1: 2,566 shares; 2026Q2: 2,566 shares 2,566$559K0.13%0Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,448 shares; 2025Q1: 2,448 shares; 2025Q2: 2,448 shares; 2025Q3: 2,448 shares; 2025Q4: 2,448 shares; 2026Q1: 2,142 shares; 2026Q2: 2,139 shares 2,139$336K0.08%-3Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,913 shares; 2025Q1: 3,913 shares; 2025Q2: 3,913 shares; 2025Q3: 3,913 shares; 2025Q4: 3,725 shares; 2026Q1: 2,413 shares; 2026Q2: 2,413 shares 2,413$328K0.07%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,798 shares; 2025Q1: 3,818 shares; 2025Q2: 3,818 shares; 2025Q3: 3,818 shares; 2025Q4: 3,818 shares; 2026Q1: 3,818 shares; 2026Q2: 3,818 shares 3,818$316K0.07%0Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,411 shares; 2025Q3: 5,411 shares; 2025Q4: 5,411 shares; 2026Q1: 5,382 shares; 2026Q2: 5,336 shares 5,336$261K0.06%-46Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 323 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 323 shares; 2026Q2: 323 shares 323$242K0.05%0Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002085853-26-000825 base2026-07-23acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002085853-26-000825 Quarter ended 2026-06-302026-07-23acceptance time not in the bulk data set
13F-HR 0002085853-26-000545 Quarter ended 2026-03-312026-05-04acceptance time not in the bulk data set
13F-HR 0002085853-26-000248 Quarter ended 2025-12-312026-02-11acceptance time not in the bulk data set
13F-HR 0002085853-25-000257 Quarter ended 2025-09-302025-11-12acceptance time not in the bulk data set
13F-HR 0001667731-25-001114 Quarter ended 2025-06-302025-08-13acceptance time not in the bulk data set
13F-HR 0001667731-25-000570 Quarter ended 2025-03-312025-05-01acceptance time not in the bulk data set
13F-HR 0001667731-25-000231 Quarter ended 2024-12-312025-02-10acceptance time not in the bulk data set