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United Wealth Management, LLC

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13F filer, CIK 2055362, Charlottesville, VA

United Wealth Management, LLC reported $386,585,978 across 24 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-11. Its ten largest share positions make up 88.72% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000248

Period
2025-12-31
Reported value
$387M
Holdings
24
Top 10 weight
88.72%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFACadded+69,162$2.74M
DFGXadded+47,567$2.5M
VGITadded+25,436$1.52M
DFSVadded+32,026$1.05M
DUHPadded+20,589$783K

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
DFAXreduced-1,853-$60.6K
UALreduced-188-$21K
DFSUreduced-326-$14.2K

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, Q4 2025

Share positions as resolved from 13F-HR 0002085853-26-000248, largest first. % of portfolio is the value over $386,585,978, 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; 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; 2025Q4: 3,609,921 shares 3,609,921$143M36.97%+69,162Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 863,493 shares; 2025Q1: 956,922 shares; 2025Q2: 950,789 shares; 2025Q3: 955,303 shares; 2025Q4: 964,157 shares 964,157$33.2M8.59%+8,854Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 576,800 shares; 2025Q1: 591,219 shares; 2025Q2: 577,940 shares; 2025Q3: 583,311 shares; 2025Q4: 630,878 shares 630,878$33.2M8.59%+47,567Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 707,797 shares; 2025Q1: 805,333 shares; 2025Q2: 843,368 shares; 2025Q3: 851,923 shares; 2025Q4: 883,949 shares 883,949$29.1M7.52%+32,026Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 652,508 shares; 2025Q1: 709,926 shares; 2025Q2: 721,458 shares; 2025Q3: 728,727 shares; 2025Q4: 749,316 shares 749,316$28.5M7.37%+20,589Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 347,561 shares; 2025Q1: 350,070 shares; 2025Q2: 337,201 shares; 2025Q3: 338,274 shares; 2025Q4: 363,710 shares 363,710$21.8M5.64%+25,436Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 278,068 shares; 2025Q1: 336,505 shares; 2025Q2: 346,111 shares; 2025Q3: 359,147 shares; 2025Q4: 370,008 shares 370,008$20M5.18%+10,861Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 441,195 shares; 2025Q1: 479,767 shares; 2025Q2: 484,195 shares; 2025Q3: 496,897 shares; 2025Q4: 524,020 shares 524,020$12M3.1%+27,123Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 276,151 shares; 2025Q1: 305,796 shares; 2025Q2: 302,710 shares; 2025Q3: 302,773 shares; 2025Q4: 307,502 shares 307,502$11.7M3.02%+4,729Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 288,457 shares; 2025Q1: 321,353 shares; 2025Q2: 320,686 shares; 2025Q3: 323,067 shares; 2025Q4: 333,904 shares 333,904$10.6M2.73%+10,837Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 211,113 shares; 2025Q1: 213,747 shares; 2025Q2: 209,884 shares; 2025Q3: 209,254 shares; 2025Q4: 224,296 shares 224,296$9.55M2.47%+15,042Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 235,401 shares; 2025Q1: 260,530 shares; 2025Q2: 261,685 shares; 2025Q3: 263,397 shares; 2025Q4: 268,427 shares 268,427$8.88M2.3%+5,030Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96,271 shares; 2025Q1: 99,714 shares; 2025Q2: 107,625 shares; 2025Q3: 124,493 shares; 2025Q4: 128,778 shares 128,778$6.2M1.6%+4,285Timeline
DEHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129,678 shares; 2025Q1: 157,607 shares; 2025Q2: 162,045 shares; 2025Q3: 163,649 shares; 2025Q4: 168,497 shares 168,497$5.43M1.41%+4,848Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 124,195 shares; 2025Q1: 149,525 shares; 2025Q2: 152,898 shares; 2025Q3: 154,533 shares; 2025Q4: 159,541 shares 159,541$5.38M1.39%+5,008Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107,435 shares; 2025Q1: 104,239 shares; 2025Q2: 100,741 shares; 2025Q3: 99,673 shares; 2025Q4: 97,820 shares 97,820$3.2M0.83%-1,853Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,497 shares; 2025Q1: 51,107 shares; 2025Q2: 52,000 shares; 2025Q3: 52,000 shares; 2025Q4: 51,674 shares 51,674$2.24M0.58%-326Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,657 shares; 2025Q1: 15,030 shares; 2025Q2: 14,898 shares; 2025Q3: 14,898 shares; 2025Q4: 14,898 shares 14,898$638K0.17%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,566 shares 2,566$490K0.13%newTimeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,913 shares; 2025Q1: 3,913 shares; 2025Q2: 3,913 shares; 2025Q3: 3,913 shares; 2025Q4: 3,725 shares 3,725$417K0.11%-188Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,798 shares; 2025Q1: 3,818 shares; 2025Q2: 3,818 shares; 2025Q3: 3,818 shares; 2025Q4: 3,818 shares 3,818$356K0.09%0Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,448 shares; 2025Q1: 2,448 shares; 2025Q2: 2,448 shares; 2025Q3: 2,448 shares; 2025Q4: 2,448 shares 2,448$345K0.09%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 323 shares; 2025Q3: 356 shares; 2025Q4: 356 shares 356$244K0.06%0Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,411 shares; 2025Q3: 5,411 shares; 2025Q4: 5,411 shares 5,411$224K0.06%0Timeline

How Q4 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 0002085853-26-000248 base2026-02-11acceptance time not in the bulk data set