United Wealth Management, LLC holds a concentrated book of 24 stocks worth $444.4M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Microsoft Corp and trimmed Dimensional International SM. Their largest long position is Dimensional US Core Equity 2 at 38% of the equity book. Cloning the disclosed picks since 2025 would be +23% (+15.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show United Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning United Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as United Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 25 / 24 | $33.2B |
| LPL Financial LLC | 25 / 24 | $15.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 25 / 24 | $4.3B |
| Savant Capital, LLC | 25 / 24 | $3.3B |
| OSAIC HOLDINGS, INC. | 25 / 24 | $2.9B |
| Beacon Pointe Advisors, LLC | 25 / 24 | $2.0B |
| Apella Capital, LLC | 25 / 24 | $1.9B |
| Farther Finance Advisors, LLC | 25 / 24 | $1.1B |
Ranked by how many of United Wealth Management, LLC's top 24 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $167.5M | 3.78M | 37.7% | ▲+0.3% Added · +12K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQUITY | $36.8M | 986.8K | 8.3% | ▲+0.7% Added · +7K sh | |
| 3 | Dimensional ETF Trust INTL COR FIX ETF | $36.2M | 676.1K | 8.2% | ▲+2.4% Added · +16K sh | |
| 4 | Dimensional ETF Trust US SMALL CAP ETF | $35.1M | 904.3K | 7.9% | ▲+0.6% Added · +5K sh | |
| 5 | Dimensional ETF Trust US HIGH PROF ETF | $32.9M | 788.4K | 7.4% | ▲+1.7% Added · +13K sh | |
| 6 | Dimensional ETF Trust GLOB CO PLUS ETF | $24.4M | 448.5K | 5.5% | ▲+5.8% Added · +24K sh | |
| 7 | Vanguard Scottsdale FDS INTER TERM TREAS | $21.6M | 366.7K | 4.9% | ▲+0.3% Added · +1K sh | |
| 8 | Dimensional ETF Trust US REAL ESTA ETF | $15.7M | 600.5K | 3.5% | ▲+1.0% Added · +6K sh | |
| 9 | Dimensional ETF Trust INTL SMALL CAP V | $12.5M | 310.7K | 2.8% | ▼−0.2% Reduced · −763 sh | |
| 10 | Dimensional ETF Trust INTL HIGH PROFIT | $11.8M | 346.8K | 2.7% | ▲+1.5% Added · +5K sh | |
| 11 | Dimensional ETF Trust EMERGING MKTS CO | $11.0M | 269.5K | 2.5% | ▼−1.4% Reduced · −4K sh | |
| 12 | Dimensional ETF Trust CORE FIXE IN ETF | $9.7M | 229.6K | 2.2% | ▲+1.8% Added · +4K sh | |
| 13 | Dimensional ETF Trust EMERGING MKTS HI | $7.2M | 168.4K | 1.6% | ▼−1.8% Reduced · −3K sh | |
| 14 | Dimensional ETF Trust EMERGING MKTS VA | $6.9M | 161.2K | 1.5% | ▼−0.8% Reduced · −1K sh | |
| 15 | Dimensional ETF Trust NATL MUN BD ETF | $6.7M | 138.3K | 1.5% | ▲+3.8% Added · +5K sh | |
| 16 | Dimensional ETF Trust WORLD EX US CORE | $3.3M | 89.1K | 0.7% | ▼−2.3% Reduced · −2K sh | |
| 17 | Dimensional ETF Trust US SUSTAINABILTY | $2.5M | 53.3K | 0.6% | ▲+3.0% Added · +2K sh | |
| 18 | Dimensional ETF Trust INTERNATIONAL | $683K | 15.2K | 0.2% | ▲+2.3% Added · +347 sh | |
| 19 | Vanguard Index FDS VALUE ETF | $559K | 2.6K | 0.1% | —Held | |
| 20 | Vanguard Intl Equity Index F TT WRLD ST ETF | $336K | 2.1K | 0.1% | ▼−0.1% Reduced · −3 sh | |
| 21 | United Airls Hldgs Inc COM | $328K | 2.4K | 0.1% | —Held | |
| 22 | Wells Fargo & Co COM | $316K | 3.8K | 0.1% | —Held | |
| 23 | Dimensional ETF Trust EMER MARK SU ETF | $261K | 5.3K | 0.1% | ▼−0.8% Reduced · −46 sh | |
| 24 | Ishares TR CORE S&P500 ETF | $242K | 323 | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 24 | $444.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 24 | $402.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 24 | $386.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 23 | $367.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 24 | $344.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 21 | $319.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 21 | $296.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.