United Wealth Management, LLC
Q1 2026 13F Holdings
- Locationcharlottesville, VA
- Num holdings
24
- Value ($000)
$402,263
- Date Filed 05/04/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $146.22M | 36 % | 3,762,717 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $34.8M | 9 % | 979,558 | ||
DIMENSIONAL ETF TRUST | DIMENSIONAL INTE | 25434V575 | $34.64M | 9 % | 660,407 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $31.51M | 8 % | 899,209 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $28.5M | 7 % | 775,275 | ||
DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 | $22.89M | 6 % | 424,059 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $21.77M | 5 % | 365,624 | ||
DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $14.06M | 4 % | 594,705 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $12.28M | 3 % | 311,425 | ||
DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $11.01M | 3 % | 341,629 |
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