13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002055362
Total reported value
$444.4M
$444.4M
24 檔
62.0%
In Q1 2026, United Wealth Management, LLC's U.S. equity holdings reached a combined market value of $444.4M, distributed across 24 disclosed stock positions.
In Q1 2026, United Wealth Management, LLC displayed an active expansion posture, initiating 0 new positions and adding to 16 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 | 36.35% | +1.33% | +4.23% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 8.65% | -0.38% | +1.60% | |
| 3 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 8.61% | -0.46% | +4.68% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 7.83% | +0.06% | +1.73% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 7.08% | +0.32% | +3.46% | |
| 6 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 5.69% | -0.19% | +14.61% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.41% | -0.54% | +0.53% | |
| 8 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.50% | +0.03% | +13.49% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 3.05% | -0.24% | +1.28% | |
| 10 | DIHP | Dimensional International Hi | ETF-Other | 2.74% | -0.08% | +2.31% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.37% | -0.19% | +0.57% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.35% | +0.11% | +1.77% | |
| 13 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.59% | -0.09% | +3.49% | |
| 14 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.44% | +0.11% | +1.81% | |
| 15 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 1.44% | +0.18% | +1.77% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.77% | -0.03% | -6.81% | |
| 17 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.53% | +0.03% | +0.11% | |
| 18 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.16% | -0.01% | -0.63% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 0.13% | — | — | |
| 20 | WFC | Wells Fargo & Co | Stock-Financials | 0.08% | -0.01% | — | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.07% | +0.01% | -12.50% | |
| 22 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.06% | — | -0.54% | |
| 23 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.06% | +0.01% | -35.22% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.05% | — | -9.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFGP | Dimensional Glbl Core Pl Fix | +0.5% | +14.61% | Add |
| 2 | DFAR | Dimensional US Real Est ETF | +0.4% | +13.49% | Add |
| 3 | DFSV | Dimensional US Small Cap Val | +0.3% | +1.73% | Add |
| 4 | DFIC | Dimensional International Co | +0.1% | +1.60% | Add |
| 5 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +1.77% | Add |
| 6 | DFEV | Dimensional Emrg Mrkt Val | +0.1% | +1.81% | Add |
| 7 | DISV | Dimensional International Sm | 0% | +1.28% | Add |
| 8 | DEHP | Dimensional Emrg Mrk Hi Prof | 0% | +1.77% | Add |
| 9 | DFGX | Dimsnl Intr Cf In Etf-usd In | 0% | +4.68% | Add |
| 10 | DIHP | Dimensional International Hi | — | +2.31% | Add |
| 11 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 12 | DFSE | Dimensional Em Sus Core1 ETF | — | -0.54% | Trim |
| 13 | DFNM | Dimensional National Muni Bd | 0% | +3.49% | Add |
| 14 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 15 | IVV | Ishares Core S&p 500 ETF | 0% | -9.27% | Trim |
| 16 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | -0.63% | Trim |
| 17 | VT | Vanguard Tot World Stk ETF | 0% | -12.50% | Trim |
| 18 | UAL | United Airlines Holdings Inc | -0.1% | -35.22% | Trim |
| 19 | DFSU | Dimensional US Sus Core1 ETF | -0.1% | +0.11% | Add |
| 20 | DFAX | Dimensional World Ex US Core | -0.1% | -6.81% | Trim |
| 21 | DFCF | Dimensional Core Fixed Inc | -0.1% | +0.57% | Add |
| 22 | VGIT | Vanguard Intermediate-term T | -0.2% | +0.53% | Add |
| 23 | DUHP | Dimensional US High Profi Et | -0.3% | +3.46% | Add |
| 24 | DFAC | Dimensional US Core Equity 2 | -0.6% | +4.23% | Add |
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 Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 62.0% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
DFAX
前期市值: $3.2M
During Q1 2026, United Wealth Management, LLC's top holdings by market value included DFAC (36.4%)、DFIC (8.7%)、DFGX (8.6%). The largest single position, DFAC, represented 36.4% of total portfolio value.
In Q1 2026, United Wealth Management, LLC made 22 total portfolio adjustments, initiating 0 new buys, adding to 16 positions, trimming 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.