United Wealth Management, LLC Portfolio Holdings

United Wealth Management, LLC

  • $344 Billion
  • Q2 2025

United Wealth Management, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $344 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $126B, Dimensional ETF Trust with a value of $30.8B, Dimensional ETF Tr Dimensional with a value of $29.6B, Dimensional ETF Tr Dimensional with a value of $25.7B, and Dimensional ETF Tr Dimensional with a value of $24.8B.

Examining the 13F form we can see an increase of $25.1B in the current position value, from $319B to 344B.

United Wealth Management, LLC is based out at Charlottesville, VA

Below you can find more details about United Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $344 Billion
ETFs: $288 Billion
Industrials: $312 Million
Financial Services: $306 Million
Technology: $207 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$126 Billion 36.51% of portfolio
3,509,007
Q2 2025 Added 2.13%
Dimensional ETF Trust
-
$30.8 Billion 8.95% of portfolio
-
Q2 2025 Reduced 2.25%
$0
$29.6 Billion 8.58% of portfolio
950,789
Q2 2025 Reduced 0.64%
$0
$25.7 Billion 7.45% of portfolio
721,458
Q2 2025 Added 1.62%
$0
$24.8 Billion 7.21% of portfolio
843,368
Q2 2025 Added 4.72%
$0
$20.2 Billion 5.86% of portfolio
337,201
Q2 2025 Reduced 3.68%
Dimensional ETF Trust
-
$18.9 Billion 5.48% of portfolio
-
Q2 2025 Added 2.85%
$0
$11.4 Billion 3.3% of portfolio
484,195
Q2 2025 Added 0.92%
$0
$9.96 Billion 2.89% of portfolio
302,710
Q2 2025 Reduced 1.01%
$0
$9.46 Billion 2.75% of portfolio
320,686
Q2 2025 Reduced 0.21%
$0
$8.87 Billion 2.58% of portfolio
209,884
Q2 2025 Reduced 1.81%
$0
$7.77 Billion 2.25% of portfolio
261,685
Q2 2025 Added 0.44%
$0
$5.1 Billion 1.48% of portfolio
107,625
Q2 2025 Added 7.93%
$0
$4.59 Billion 1.33% of portfolio
152,898
Q2 2025 Added 2.26%
$0
$4.54 Billion 1.32% of portfolio
162,045
Q2 2025 Added 2.82%
$0
$2.96 Billion 0.86% of portfolio
100,741
Q2 2025 Reduced 3.36%
-
$587 Million 0.17% of portfolio
-
Q2 2025 Reduced 0.88%
$32.2B
$312 Million 0.09% of portfolio
3,913
Q4 2024 New
$0
$315 Million 0.09% of portfolio
2,448
Q4 2024 New
$302B
$306 Million 0.09% of portfolio
3,818
Q1 2025 Reduced 20.43%
$0
$201 Million 0.06% of portfolio
323
Q2 2025 New
$3.95T
$207 Million 0.06% of portfolio
416
Q2 2025 New
-
$206 Million 0.06% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $344 Billion
  • Prior Value $319 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track United Wealth Management, LLC Portfolio

Follow United Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email