United Wealth Management, LLC
Q3 2025 13F Holdings
- Locationcharlottesville, VA
- Num holdings
23
- Value ($000)
$367,494
- Date Filed 11/12/2025
- Form type13F-HR
- CIK 0002055362
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
D DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $136.57M | 37 % | 3,540,759 | ||
D DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $31.48M | 9 % | 583,311 | ||
D DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $31.32M | 9 % | 955,303 | ||
D DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $27.52M | 8 % | 728,727 | ||
D DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $27.13M | 7 % | 851,923 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $20.31M | 6 % | 338,274 | ||
D DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 | $19.96M | 5 % | 359,147 | ||
D DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $11.85M | 3 % | 496,897 | ||
D DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $10.81M | 3 % | 302,773 | ||
D DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $9.82M | 3 % | 323,067 |
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