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CIK: 0002055362
Total reported value
$444.4M
$444.4M
24 檔
60.1%
The Q4 2025 SEC filing reveals that United Wealth Management, LLC held a total portfolio value of $444.4M, covering 24 public equity positions.
In Q4 2025, United Wealth Management, LLC displayed an active expansion posture, initiating 1 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 36.97% | +1.33% | +1.95% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 8.59% | -0.38% | +0.93% | |
| 3 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 8.59% | -0.46% | +8.15% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 7.52% | +0.06% | +3.76% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 7.37% | +0.32% | +2.83% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.64% | -0.54% | +7.52% | |
| 7 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 5.18% | -0.19% | +3.02% | |
| 8 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.10% | +0.03% | +5.46% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 3.02% | -0.24% | +1.56% | |
| 10 | DIHP | Dimensional International Hi | ETF-Other | 2.73% | -0.08% | +3.35% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.47% | -0.19% | +7.19% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.30% | +0.11% | +1.91% | |
| 13 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.60% | -0.09% | +3.44% | |
| 14 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 1.41% | +0.18% | +2.96% | |
| 15 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.39% | +0.11% | +3.24% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.83% | -0.03% | -1.86% | |
| 17 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.58% | +0.03% | -0.63% | |
| 18 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.17% | -0.01% | — | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 0.13% | — | — | |
| 20 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.11% | +0.01% | -4.80% | |
| 21 | WFC | Wells Fargo & Co | Stock-Financials | 0.09% | -0.01% | — | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.09% | +0.01% | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | — | — | |
| 24 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.06% | — | — |
According to official SEC Form 13F filings, United Wealth Management, LLC reported a total U.S. public equity portfolio value of $444.4M across 24 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFGX) accounted for 60.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
VTV
市值: $490.1K
Top Position Liquidated / Trimmed
DFAX
前期市值: $3.1M
During Q4 2025, United Wealth Management, LLC's top holdings by market value included DFAC (37.0%)、DFIC (8.6%)、DFGX (8.6%). The largest single position, DFAC, represented 37.0% of total portfolio value.
In Q4 2025, United Wealth Management, LLC made 19 total portfolio adjustments, initiating 1 new buys, adding to 15 positions, trimming 3 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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