United Wealth Management, LLC Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$386.6B
Holdings
24
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 3,609,921 | $142.9B | 36.97% | |
| 2 | DFICDIMENSIONAL ETF TRUST | 964,157 | $33.2B | 8.59% | |
| 3 | DFGXDIMENSIONAL ETF TRUST | 630,878 | $33.2B | 8.59% | |
| 4 | DFSVDIMENSIONAL ETF TRUST | 883,949 | $29.1B | 7.52% | |
| 5 | DUHPDIMENSIONAL ETF TRUST | 749,316 | $28.5B | 7.37% | |
| 6 | VGITVANGUARD SCOTTSDALE FDS | 363,710 | $21.8B | 5.64% | |
| 7 | DFGPDIMENSIONAL ETF TRUST | 370,008 | $20.0B | 5.18% | |
| 8 | DFARDIMENSIONAL ETF TRUST | 524,020 | $12.0B | 3.10% | |
| 9 | DISVDIMENSIONAL ETF TRUST | 307,502 | $11.7B | 3.02% | |
| 10 | DIHPDIMENSIONAL ETF TRUST | 333,904 | $10.6B | 2.73% | |
| 11 | DFCFDIMENSIONAL ETF TRUST | 224,296 | $9.5B | 2.47% | |
| 12 | DFEMDIMENSIONAL ETF TRUST | 268,427 | $8.9B | 2.30% | |
| 13 | DFNMDIMENSIONAL ETF TRUST | 128,778 | $6.2B | 1.60% | |
| 14 | DEHPDIMENSIONAL ETF TRUST | 168,497 | $5.4B | 1.41% | |
| 15 | DFEVDIMENSIONAL ETF TRUST | 159,541 | $5.4B | 1.39% | |
| 16 | DFAXDIMENSIONAL ETF TRUST | 97,820 | $3.2B | 0.83% | |
| 17 | DFSUDIMENSIONAL ETF TRUST | 51,674 | $2.2B | 0.58% | |
| 18 | DFSIDIMENSIONAL ETF TRUST | 14,898 | $638.0M | 0.17% | |
| 19 | VTVVANGUARD INDEX FDS | 2,566 | $490.0M | 0.13% | |
| 20 | UALUNITED AIRLS HLDGS INC | 3,725 | $416.0M | 0.11% | |
| 21 | WFCWELLS FARGO CO NEW | 3,818 | $355.0M | 0.09% | |
| 22 | VTVANGUARD INTL EQUITY INDEX F | 2,448 | $345.0M | 0.09% | |
| 23 | IVVISHARES TR | 356 | $244.0M | 0.06% | |
| 24 | DFSEDIMENSIONAL ETF TRUST | 5,411 | $224.0M | 0.06% |