United Wealth Management, LLC - Portfolio overview

United Wealth Management, LLC has 24 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 36.35%
2. DFIC - DIMENSIONAL ETF TRUST, 8.65%
3. DFGX - DIMENSIONAL ETF TRUST, 8.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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