DOSSIER · 13F-HR · Q1 2026

United Wealth Management, LLC

United Wealth's holding co. based in San Francisco, CA — $402M in tracked AUM across 24 positions as of Q1 2026.

UW

United Wealth·San Francisco, CA·Holding Co.

CIK 0002055362 · last filed Mar 31, 2026

Total AUM

$402M

▲ 9.2%

vs prior

Holdings

24

—

positions

Whale Score

69

69

tracked

Activity

—

no data

changes this Q

Top sector

Financials

49% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: United Wealth Management, LLC

1. Portfolio Overview

United Wealth Management, LLC manages a concentrated portfolio totaling approximately $366.22 million across 19 holdings as of the report date September 30, 2025. The firm executed a growth strategy over the quarter, increasing total assets under management by 6.7% (up from $343.10M in the previous quarter). This growth was driven by a combination of net inflows and market appreciation, ev...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

DIMENSIONAL ETF TRUST

$146M3.8M36.3%

02

DIMENSIONAL ETF TRUST

$35M980K8.7%

03

DIMENSIONAL ETF TRUST

$35M660K8.6%

04

DIMENSIONAL ETF TRUST

$32M899K7.8%

05

DIMENSIONAL ETF TRUST

$28M775K7.1%

06

DIMENSIONAL ETF TRUST

$23M424K5.7%

07

VANGUARD SCOTTSDALE FDS

$22M366K5.4%

08

DIMENSIONAL ETF TRUST

$14M595K3.5%

09

DIMENSIONAL ETF TRUST

$12M311K3.1%

10

DIMENSIONAL ETF TRUST

$11M342K2.7%

Filing history

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