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UNITED WEALTH MANAGEMENT, LLC
UNITED WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30
UNITED WEALTH MANAGEMENT, LLC runs UNITED WEALTH MANAGEMENT, LLC and currently holds 24 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $444.41M. Their top holdings are DFAC, DFIC, DFGX, DFSV, DUHP. The top five represent 69.4% of reported portfolio weight. UNITED WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 13 existing positions. They trimmed 7 positions. Their current best-performing preview position is UAL with returns of +47.70%.
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24 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 37.68% | $34.82 | $45.61 | +30.99% | Added +0.33% |
 DFIC DIMENSIONAL ETF TRUST | 8.27% | $26.37 | $39.39 | +49.37% | Added +0.74% |
 DFGX DIMENSIONAL ETF TRUST | 8.15% | $52.39 | $52.00 | -0.75% | Added +2.37% |
 DFSV DIMENSIONAL ETF TRUST | 7.89% | $30.64 | $40.29 | +31.48% | Added +0.57% |
 DUHP DIMENSIONAL ETF TRUST | 7.40% | $34.15 | $42.39 | +24.13% | Added +1.69% |
 DFGP DIMENSIONAL ETF TRUST | 5.50% | $53.28 | $53.25 | -0.06% | Added +5.77% |
 VGIT VANGUARD SCOTTSDALE FDS | 4.87% | $58.16 | $58.32 | +0.27% | Added +0.30% |
DF DFAR DIMENSIONAL ETF TRUST | 3.53% | $23.37 | $26.48 | +13.31% | Added +0.97% |
 DISV DIMENSIONAL ETF TRUST | 2.81% | $27.15 | $44.49 | +63.87% | Trimmed -0.24% |
 DIHP DIMENSIONAL ETF TRUST | 2.66% | $25.92 | $35.75 | +37.91% | Added +1.50% |
Showing 1-10 of 24