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United Wealth Management, LLC

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13F filer, CIK 2055362, Charlottesville, VA

United Wealth Management, LLC reported $367,493,562 across 23 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 88.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-25-000257

Period
2025-09-30
Reported value
$367M
Holdings
23
Top 10 weight
88.92%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFACadded+31,752$1.22M
DFNMadded+16,868$809K
DFGPadded+13,036$724K
DFARadded+12,702$303K
DFGXadded+5,371$290K

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
MSFTexited-416-$207K
DFAXreduced-1,068-$33.5K
DFCFreduced-630-$26.9K

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, Q3 2025

Share positions as resolved from 13F-HR 0002085853-25-000257, largest first. % of portfolio is the value over $367,493,562, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,141,750 shares; 2025Q1: 3,435,982 shares; 2025Q2: 3,509,007 shares; 2025Q3: 3,540,759 shares 3,540,759$137M37.16%+31,752Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 576,800 shares; 2025Q1: 591,219 shares; 2025Q2: 577,940 shares; 2025Q3: 583,311 shares 583,311$31.5M8.56%+5,371Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 863,493 shares; 2025Q1: 956,922 shares; 2025Q2: 950,789 shares; 2025Q3: 955,303 shares 955,303$31.3M8.52%+4,514Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 652,508 shares; 2025Q1: 709,926 shares; 2025Q2: 721,458 shares; 2025Q3: 728,727 shares 728,727$27.5M7.49%+7,269Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 707,797 shares; 2025Q1: 805,333 shares; 2025Q2: 843,368 shares; 2025Q3: 851,923 shares 851,923$27.1M7.38%+8,555Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 347,561 shares; 2025Q1: 350,070 shares; 2025Q2: 337,201 shares; 2025Q3: 338,274 shares 338,274$20.3M5.53%+1,073Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 278,068 shares; 2025Q1: 336,505 shares; 2025Q2: 346,111 shares; 2025Q3: 359,147 shares 359,147$20M5.43%+13,036Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 441,195 shares; 2025Q1: 479,767 shares; 2025Q2: 484,195 shares; 2025Q3: 496,897 shares 496,897$11.9M3.22%+12,702Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 276,151 shares; 2025Q1: 305,796 shares; 2025Q2: 302,710 shares; 2025Q3: 302,773 shares 302,773$10.8M2.94%+63Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 288,457 shares; 2025Q1: 321,353 shares; 2025Q2: 320,686 shares; 2025Q3: 323,067 shares 323,067$9.82M2.67%+2,381Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 211,113 shares; 2025Q1: 213,747 shares; 2025Q2: 209,884 shares; 2025Q3: 209,254 shares 209,254$8.95M2.43%-630Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 235,401 shares; 2025Q1: 260,530 shares; 2025Q2: 261,685 shares; 2025Q3: 263,397 shares 263,397$8.45M2.3%+1,712Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96,271 shares; 2025Q1: 99,714 shares; 2025Q2: 107,625 shares; 2025Q3: 124,493 shares 124,493$5.97M1.63%+16,868Timeline
DEHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129,678 shares; 2025Q1: 157,607 shares; 2025Q2: 162,045 shares; 2025Q3: 163,649 shares 163,649$5M1.36%+1,604Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 124,195 shares; 2025Q1: 149,525 shares; 2025Q2: 152,898 shares; 2025Q3: 154,533 shares 154,533$4.93M1.34%+1,635Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107,435 shares; 2025Q1: 104,239 shares; 2025Q2: 100,741 shares; 2025Q3: 99,673 shares 99,673$3.13M0.85%-1,068Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,497 shares; 2025Q1: 51,107 shares; 2025Q2: 52,000 shares; 2025Q3: 52,000 shares 52,000$2.21M0.6%0Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,657 shares; 2025Q1: 15,030 shares; 2025Q2: 14,898 shares; 2025Q3: 14,898 shares 14,898$610K0.17%0Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,913 shares; 2025Q1: 3,913 shares; 2025Q2: 3,913 shares; 2025Q3: 3,913 shares 3,913$378K0.1%0Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,448 shares; 2025Q1: 2,448 shares; 2025Q2: 2,448 shares; 2025Q3: 2,448 shares 2,448$337K0.09%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,798 shares; 2025Q1: 3,818 shares; 2025Q2: 3,818 shares; 2025Q3: 3,818 shares 3,818$320K0.09%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 323 shares; 2025Q3: 356 shares 356$239K0.06%+33Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,411 shares; 2025Q3: 5,411 shares 5,411$222K0.06%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MSFTMICROSOFT CORP416$207Kshares

How Q3 2025 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 0002085853-25-000257 base2025-11-12acceptance time not in the bulk data set