United Wealth Management, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    charlottesville, VA
  • CIK
    0002055362
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

24

$344.44 M
DFAC, DFGX, DFIC, DUHP
13F-HR
Aug 13, 2025
000166773125001114

21

$319.32 M
DFAC, DFGX, DFIC, DUHP
13F-HR
May 1, 2025
000166773125000570

21

$296.74 M
DFAC, DFGX, DFIC, DUHP
13F-HR
Feb 10, 2025
000166773125000231
United Wealth Management, LLC Stock Trades - United Wealth Management, Llc 13F