United Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Charlottesville, VA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
23
Total value ($000)
$367,494
Net value change ($000)
+23,054 (6.7%)
New positions
0
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 10,804 8.6%
DFSV 2,305 9.3%
DUHP 1,869 7.3%
DFIC 1,764 6.0%
DFGP 1,098 5.8%
DFNM 868 17.0%
DISV 844 8.5%
DFEM 680 8.8%
DFGX 636 2.1%
DFAR 492 4.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -207 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type