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UNITED WEALTH MANAGEMENT, LLC 13F portfolio summary

UNITED WEALTH MANAGEMENT, LLC of UNITED WEALTH MANAGEMENT, LLC has 24 current stock holdings with a reported portfolio value of $402.3M. The portfolio 1 year return is +14.79%. Top holdings include DFAC (36.35%), DFIC (8.65%), DFGX (8.61%), DFSV (7.83%), DUHP (7.08%).

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UNITED WEALTH MANAGEMENT, LLC

UNITED WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31

UNITED WEALTH MANAGEMENT, LLC runs UNITED WEALTH MANAGEMENT, LLC and currently holds 24 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $402.26M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. UNITED WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, UNITED WEALTH MANAGEMENT, LLC's portfolio at UNITED WEALTH MANAGEMENT, LLC has delivered returns of +14.79%. Their 3-year annualized return is +13.52%. Looking at the 5-year horizon, UNITED WEALTH MANAGEMENT, LLC has achieved +13.52% annualized returns at UNITED WEALTH MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.79%
#0/1000
3 Year
+13.52%
#0/1000
5 Year
+13.52%
#0/1000

Portfolio Value

$402.26M

Alpha Score

12.4

#0 of 1000

Holdings

24

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change