United Wealth Management, LLC
CIK 2055362
13F filing for Q2 2026・No. 4,214
- Holdings
- US$444.41M
- Quarter change
- +US$42.14M
- Entries
- 24
- Net bought (estimate)
- +US$4.18M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 0
- Cut 7
- Added 13
- Corporate actions 0
- Unchanged 4
Largest holdings
24 stocks worth US$444.41M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 3,775,121 | US$167.46M | 37.68% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Added | 986,763 | US$36.77M | 8.27% |
| DIMENSIONAL ETF TRUSTINTL COR FIX ETF | Added | 676,064 | US$36.23M | 8.15% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Added | 904,345 | US$35.08M | 7.89% |
| DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | Added | 788,373 | US$32.9M | 7.40% |
| DIMENSIONAL ETF TRUSTGLOB CO PLUS ETF | Added | 448,547 | US$24.43M | 5.50% |
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Added | 366,726 | US$21.63M | 4.87% |
| DIMENSIONAL ETF TRUSTUS REAL ESTA ETF | Added | 600,451 | US$15.71M | 3.53% |
| DIMENSIONAL ETF TRUSTINTL SMALL CAP V | Cut | 310,662 | US$12.47M | 2.81% |
| DIMENSIONAL ETF TRUSTINTL HIGH PROFIT | Added | 346,764 | US$11.83M | 2.66% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.