United Wealth Management, LLC
Q4 2025 13F Holdings
- Locationcharlottesville, VA
- Num holdings
24
- Value ($000)
$386,586
- Date Filed02/11/2026
- Form type13F-HR
- CIK0002055362
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $142.92M | 37 % | 3,609,921 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $33.22M | 9 % | 964,157 | ||
DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $33.21M | 9 % | 630,878 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $29.07M | 8 % | 883,949 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $28.5M | 7 % | 749,316 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $21.8M | 6 % | 363,710 | ||
DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 | $20.01M | 5 % | 370,008 | ||
DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $12M | 3 % | 524,020 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $11.69M | 3 % | 307,502 | ||
DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $10.57M | 3 % | 333,904 |
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