United Wealth Management, LLC

Est. AUM

$402.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$146.2M	3762717	36.35%	SOLE
2	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$34.8M	979558	8.65%	SOLE
3	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$34.6M	660407	8.61%	SOLE
4	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$31.5M	899209	7.83%	SOLE
5	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$28.5M	775275	7.08%	SOLE
6	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$22.9M	424059	5.69%	SOLE
7	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$21.8M	365624	5.41%	SOLE
8	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$14.1M	594705	3.50%	SOLE
9	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$12.3M	311425	3.05%	SOLE
10	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$11.0M	341629	2.74%	SOLE
11	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$9.5M	225576	2.37%	SOLE
12	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$9.4M	273183	2.35%	SOLE
13	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$6.4M	133269	1.59%	SOLE
14	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$5.8M	162429	1.44%	SOLE
15	DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$5.8M	171484	1.44%	SOLE
16	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$3.1M	91159	0.77%	SOLE
17	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$2.1M	51732	0.53%	SOLE
18	DIMENSIONAL ETF TRUST	INTERNATIONAL	$628K	14804	0.16%	SOLE
19	VANGUARD INDEX FDS	VALUE ETF	$503K	2566	0.13%	SOLE
20	WELLS FARGO & CO	COM	$304K	3818	0.08%	SOLE
21	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$296K	2142	0.07%	SOLE
22	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$228K	5382	0.06%	SOLE
23	UNITED AIRLS HLDGS INC	COM	$222K	2413	0.06%	SOLE
24	ISHARES TR	CORE S&P500 ETF	$211K	323	0.05%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.