United Wealth Management, LLC

CIK

2055362

Location

Charlottesville, VA

Portfolio Value

Small $377,918,839

Diversification

Highly concentrated

Filing Date

Global Rank

#4,156 / 8,827 ▼ 91 · as of Jun 2026

Top Industry

Consumer Electronics 43.0%

3Y Alpha vs SPY

-2.5%

Period ended 38 days ago

Filed Oct 30, 2026 · 8d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 100.0% of the book (60%+)

Turnover

Low turnover

0.3% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 7.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 99.0%; sector active share 87.0% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

23 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

93.8%

−0.9 pts

Top 5

99.8%

−0.1 pts

Top 10

100.0%

0.0 pts

HHI

8,831

Highly concentrated−167

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.7%	$376,912,895	20
Technology	0.1%	$432,592	1
Financial Services	0.1%	$305,630	1
Industrials	0.1%	$267,722	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
DFNM	Dimensional National Municipal Bond ETF	+21,405	159,726	$7,352,187
DFAC	Dimensional U.S. Core Equity 2 ETF	+21,151	3,796,272	$168,744,290
DFGP	Dimensional Global Core Plus Fixed Income ETF	+20,386	468,933	$24,349,814
DFGX	Dimensional International Core Fixed Income ETF	+17,579	693,643	$35,472,209
DFIC	Dimensional International Core Equity 2 ETF	+12,554	999,317	$37,584,312
DFCF	Dimensional Core Fixed Income ETF	+8,984	238,603	$9,572,752
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+8,603	375,329	$21,266,141
DIHP	Dimensional International High Profitability ETF	+5,716	352,480	$11,875,051
DFAR	Dimensional US Real Estate ETF	+3,077	603,528	$14,581,236
DISV	Dimensional International Small Cap Value ETF	+2,852	313,514	$13,572,021
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+2,846	272,332	$10,817,027
DFEV	Dimensional Emerging Markets Value ETF	+1,125	162,278	$6,880,587
DEHP	Dimensional Emerging Markets High Profitability ETF	+603	168,991	$6,952,289
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	+70	89,137	$3,299,851
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	+2	5,338	$258,092
DFSI	Dimensional International Sustainability Core 1 ETF	+1	15,152	$684,415
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	−11	2,128	$335,904
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
AAPL	Apple Inc.	1,299	$432,592
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
DFSV	Dimensional US Small Cap Value ETF	904,345	$35,079,542
DUHP	Dimensional US High Profitability ETF	788,373	$32,898,805
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 tracked positions · $377,918,839 total · filing declares 23 positions · $377,918,665 · as of Sep 30, 2026

All sectors Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	3,796,272	+21,151	$168,744,290	+0.8%	44.65%
DFIC	Dimensional International Core Equity 2 ETF	Added	999,317	+12,554	$37,584,312	+2.2%	9.95%
DFGX	Dimensional International Core Fixed Income ETF	Added	693,643	+17,579	$35,472,209	−2.1%	9.39%
DFGP	Dimensional Global Core Plus Fixed Income ETF	Added	468,933	+20,386	$24,349,814	−0.3%	6.44%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	375,329	+8,603	$21,266,141	−1.7%	5.63%
DFAR	Dimensional US Real Estate ETF	Added	603,528	+3,077	$14,581,236	−7.2%	3.86%
DISV	Dimensional International Small Cap Value ETF	Added	313,514	+2,852	$13,572,021	+8.9%	3.59%
DIHP	Dimensional International High Profitability ETF	Added	352,480	+5,716	$11,875,051	+0.4%	3.14%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	272,332	+2,846	$10,817,027	−1.2%	2.86%
DFCF	Dimensional Core Fixed Income ETF	Added	238,603	+8,984	$9,572,752	−1.2%	2.53%
DFNM	Dimensional National Municipal Bond ETF	Added	159,726	+21,405	$7,352,187	+10.0%	1.95%
DEHP	Dimensional Emerging Markets High Profitability ETF	Added	168,991	+603	$6,952,289	−3.5%	1.84%
DFEV	Dimensional Emerging Markets Value ETF	Added	162,278	+1,125	$6,880,587	+0.1%	1.82%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Added	89,137	+70	$3,299,851	+0.6%	0.87%
DFSU	Dimensional US Sustainability Core 1 ETF	Held	53,273	0	$2,512,887	+1.2%	0.66%
DFSI	Dimensional International Sustainability Core 1 ETF	Added	15,152	+1	$684,415	+0.2%	0.18%
VTV	VANGUARD VALUE INDEX FUND	Held	2,566	0	$554,461	−0.8%	0.15%
AAPL	Apple Inc. Technology	NEW	1,299	NEW	$432,592	NEW	0.11%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Reduced	2,128	-11	$335,904	+0.1%	0.09%
WFC	Wells Fargo & Company Financial Services	Held	3,818	0	$305,630	−3.1%	0.08%
UAL	United Airlines Holdings, Inc. Industrials	Held	2,413	0	$267,722	−18.4%	0.07%
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	Added	5,338	+2	$258,092	−1.0%	0.07%
IVV	iShares Core S&P 500 ETF	Held	323	0	$247,369	+2.3%	0.07%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.