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United Wealth Management, LLC

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13F filer, CIK 2055362, Charlottesville, VA

United Wealth Management, LLC reported $402,262,650 across 24 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-04. Its ten largest share positions make up 88.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000545

Period
2026-03-31
Reported value
$402M
Holdings
24
Top 10 weight
88.92%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFACadded+152,796$5.94M
DFGPadded+54,051$2.92M
DFARadded+70,685$1.67M
DFGXadded+29,529$1.55M
DUHPadded+25,959$954K

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-6,661-$226K
UALreduced-1,312-$121K
VTreduced-306-$42.3K
IVVreduced-33-$21.6K
DFSIreduced-94-$3.98K

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, Q1 2026

Share positions as resolved from 13F-HR 0002085853-26-000545, largest first. % of portfolio is the value over $402,262,650, 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; 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; 2026Q1: 3,762,717 shares 3,762,717$146M36.35%+152,796Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 979,558 shares 979,558$34.8M8.65%+15,401Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 660,407 shares 660,407$34.6M8.61%+29,529Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 899,209 shares 899,209$31.5M7.83%+15,260Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 775,275 shares 775,275$28.5M7.08%+25,959Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 424,059 shares 424,059$22.9M5.69%+54,051Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 365,624 shares 365,624$21.8M5.41%+1,914Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 594,705 shares 594,705$14.1M3.5%+70,685Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 311,425 shares 311,425$12.3M3.05%+3,923Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 341,629 shares 341,629$11M2.74%+7,725Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 225,576 shares 225,576$9.52M2.37%+1,280Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 273,183 shares 273,183$9.44M2.35%+4,756Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 133,269 shares 133,269$6.39M1.59%+4,491Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 162,429 shares 162,429$5.81M1.44%+2,888Timeline
DEHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 171,484 shares 171,484$5.79M1.44%+2,987Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 91,159 shares 91,159$3.1M0.77%-6,661Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 51,732 shares 51,732$2.13M0.53%+58Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,804 shares 14,804$628K0.16%-94Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,566 shares; 2026Q1: 2,566 shares 2,566$503K0.13%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,818 shares 3,818$304K0.08%0Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,142 shares 2,142$296K0.07%-306Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,382$228K0.06%-29Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,413 shares 2,413$222K0.06%-1,312Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 323 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 323 shares 323$211K0.05%-33Timeline

How Q1 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 0002085853-26-000545 base2026-05-04acceptance time not in the bulk data set