United Wealth Management, LLC holds a concentrated book of 24 reported positions worth $444.4M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they trimmed Dimensional International SM. Their largest long position is Dimensional US Core Equity 2 at 38% of the reported non-option book. Cloning the disclosed picks since 2025 would be +25% (+15.3%/yr). That is a simulation of the disclosed long book, not audited returns.
United Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning United Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 days for the latest filing, with 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
+2 sectors below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as United Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Miramar Fiduciary Corp | 3 / 24 | $95.2M |
| HFM Investment Advisors, LLC | 12 / 24 | $262.9M |
| Swiss Re Ltd | 2 / 24 | $985.9M |
| CSP Financial Group, LLC | 12 / 24 | $98.0M |
| Capstone Capital LLC | 4 / 24 | $144.4M |
| Verisail Partners, LLC | 9 / 24 | $213.0M |
| Triune Financial Partners, LLC | 10 / 24 | $343.3M |
| Financial Symmetry Inc | 9 / 24 | $213.8M |
Ranked by the share of each fund's own book sitting in the names it shares with United Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show United Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 24 | $444.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 34d | 24 | $402.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 42d | 24 | $386.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 23 | $367.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 24 | $344.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 31d | 21 | $319.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 41d | 21 | $296.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.