United Wealth Management, LLC
Q2 2026 13F Holdings
- Locationcharlottesville, VA
- Num holdings
24
- Value ($000)
$444,406
- Date Filed 07/23/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | $167.46M | 38 % | 3,775,121 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $36.77M | 8 % | 986,763 | ||
DIMENSIONAL ETF TRUST | INTL COR FIX ETF | 25434V575 | $36.23M | 8 % | 676,064 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V815 | $35.08M | 8 % | 904,345 | ||
DIMENSIONAL ETF TRUST | US HIGH PROF ETF | 25434V831 | $32.9M | 7 % | 788,373 | ||
DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | 25434V583 | $24.43M | 6 % | 448,547 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $21.63M | 5 % | 366,726 | ||
DIMENSIONAL ETF TRUST | US REAL ESTA ETF | 25434V823 | $15.71M | 4 % | 600,451 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $12.47M | 3 % | 310,662 | ||
DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $11.83M | 3 % | 346,764 |
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