United Wealth Management, LLC
CIK
2055362
Location
Charlottesville, VA
Portfolio Value
Micro
$526,114
Diversification
Highly concentrated
Filing Date
Global Rank
#8,187
/ 8,232
▲ 175
Top Industry
Banks - Diversified
57.8%
3Y Alpha vs SPY
-10.7%
Period ended 2 months ago
Filed May 4, 2026 · 41d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+8.7%
SPY
+23.4%
Annualised alpha
-10.7%
Max drawdown
−35.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
57.8%
+3.8 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,121
Highly concentrated+90
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 57.8% | $303,950 |
| Industrials | 42.2% | $222,164 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UAL | United Airlines Holdings, Inc. | −1,312 | 2,413 | $222,164 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$526,114 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 3,818 | $303,950 | 57.77% | |
| UAL |
United Airlines Holdings, Inc.
Industrials
|
Reduced | 2,413 | $222,164 | 42.23% |