United Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Charlottesville, VA
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
24
Total value ($000)
$402,263
Net value change ($000)
+15,677 (4.1%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 3,302 2.3%
DFGP 2,889 14.4%
DFSV 2,435 8.4%
DFAR 2,064 17.2%
DFIC 1,579 4.8%
DFGX 1,433 4.3%
DISV 598 5.1%
DFEM 558 6.3%
DIHP 434 4.1%
DFEV 429 8.0%
Top Reduces (Value $000, Stocks/ETFs)
UAL -195 -46.8%
DFSU -118 -5.3%
DFAX -105 -3.3%
WFC -52 -14.6%
VT -49 -14.2%
IVV -33 -13.5%
VGIT -24 -0.1%
DFCF -22 -0.2%
DFSI -10 -1.6%
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