United Wealth Management, LLC Portfolio Holdings

United Wealth Management, LLC

  • $319 Billion
  • Q1 2025

United Wealth Management, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $319 Billion distributed in 21 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 $113B, Dimensional ETF Trust with a value of $30.9B, Dimensional ETF Tr Dimensional with a value of $26.6B, Dimensional ETF Tr Dimensional with a value of $23.5B, and Dimensional ETF Tr Dimensional with a value of $22.7B.

Examining the 13F form we can see an increase of $22.6B in the current position value, from $297B to 319B.

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 $319 Billion
ETFs: $265 Billion
Financial Services: $274 Million
Industrials: $270 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $319 Billion
  • Prior Value $297 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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