United Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists 23 total holdings managed by the firm.
The largest position in the portfolio is Apple Inc., which the firm holds 1,299 shares. The firm also holds significant positions in Dimensional ETF Trust exchange-traded funds. These include the International Core Equity ETF, held in 999,317 shares; the US Core Equity 2 ETF, held in 3,796,272 shares; and the International Small Cap V ETF, held in 313,514 shares.
Other notable holdings include Wells Fargo & Co. in 3,818 shares, Vanguard Index Funds Morningstar Value ETF in 2,566 shares, and United Airlines Holdings Inc. in 2,413 shares. The filing also lists several other ETFs, including Vanguard International Equity Index F TT WRLD ST ETF (2,128 shares), Vanguard Scottsdale Fds Inter Term Treas (375,329 shares), and IShares Tr Core S&P500 ETF (323 shares).
The filing was signed by Elizabeth Turner, the Chief Compliance Officer of United Wealth Management, LLC, on October 30, 2026. The firm is based in Charlottesville, Virginia.
