United Wealth Management, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationcharlottesville, VA
- CIK0002055362
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
24 | $386.59M | DFAC, DFIC, DFGX, DFSV | 13F-HR | Feb 11, 2026 | 000208585326000248 | ||
23 | $367.49M | DFAC, DFGX, DFIC, DUHP | 13F-HR | Nov 12, 2025 | 000208585325000257 | ||
24 | $344.44M | DFAC, DFGX, DFIC, DUHP | 13F-HR | Aug 13, 2025 | 000166773125001114 | ||
21 | $319.32M | DFAC, DFGX, DFIC, DUHP | 13F-HR | May 1, 2025 | 000166773125000570 | ||
21 | $296.74M | DFAC, DFGX, DFIC, DUHP | 13F-HR | Feb 10, 2025 | 000166773125000231 |