StockDriftsStockDriftsTop 24 United Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 37.68% | 3.78M | $167.5M | +0.33%(+12.40K) | $34.71(+32.49%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 8.27% | 986.8K | $36.8M | +0.74%(+7.21K) | $27.25(+43.93%) | 2026-06-30 | |
| DFGX | DIMENSIONAL ETF TRUST | 8.15% | 676.1K | $36.2M | +2.37%(+15.66K) | $53.17(-1.38%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 7.89% | 904.3K | $35.1M | +0.57%(+5.14K) | $30.70(+31.71%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 7.4% | 788.4K | $32.9M | +1.69%(+13.10K) | $34.22(+24.59%) | 2026-06-30 | |
| DFGP | DIMENSIONAL ETF TRUST | 5.5% | 448.5K | $24.4M | +5.77%(+24.49K) | $53.92(-0.81%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.87% | 366.7K | $21.6M | +0.30%(+1.10K) | $59.26(-1.51%) | 2026-06-30 | |
| DFAR | DIMENSIONAL ETF TRUST | 3.53% | 600.5K | $15.7M | +0.97%(+5.75K) | $24.19(+8.10%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 2.81% | 310.7K | $12.5M | -0.25%(-763) | $28.09(+55.87%) | 2026-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 2.66% | 346.8K | $11.8M | +1.50%(+5.13K) | $26.81(+33.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.20% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.67% |
United Wealth Management, LLC reports $444.41M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (37.7%), DFIC (8.3%) and DFGX (8.2%). The top 20 holdings account for 99.73% of reported assets. Its disclosed equity book has returned +24.20% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from United Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055362). View United Wealth Management, LLC’s 13F filings on SEC