Holdings of United Wealth Management, LLC
15 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 99.5 % of the equity sleeve
Sector breakdown
- Financials 0.1 %
- Industrials 0.1 %
- Funds 0.1 %
- Unattributed 99.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 15 | 286.7M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3,762,717 | 146.2M $ | |
| 2 | Dimensional International Core | 979,558 | 34.8M $ | |
| 3 | Dimensional ETF Trust | 775,275 | 28.5M $ | |
| 4 | Vanguard Scottsdale Funds | 365,624 | 21.8M $ | |
| 5 | Dimensional ETF Trust | 594,705 | 14.1M $ | |
| 6 | Dimensional International Smal | 311,425 | 12.3M $ | |
| 7 | Dimensional ETF Trust | 225,576 | 9.5M $ | |
| 8 | DFA Dimensional National Municipal Bond ETF | 133,269 | 6.4M $ | |
| 9 | Dimensional Emerging Markets V | 162,429 | 5.8M $ | |
| 10 | DFA Dimensional Emerging Mkts High Proftblty ETF | 171,484 | 5.8M $ | |
| 11 | Vanguard Value ETF | 2,566 | 503.4K $ | |
| 12 | Wells Fargo & Co | 3,818 | 304K $ | |
| 13 | Vanguard Total World Stock ETF | 2,142 | 296.3K $ | |
| 14 | United Airlines Holdings Inc | 2,413 | 222.2K $ | |
| 15 | iShares Core S&P 500 ETF | 323 | 211.3K $ |