United Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Charlottesville, VA
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
24
Total value ($000)
$444,406
Net value change ($000)
+42,143 (10.5%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 21,245 14.5%
DUHP 4,400 15.4%
DFSV 3,572 11.3%
DFIC 1,963 5.6%
DFAR 1,643 11.7%
DFGX 1,594 4.6%
DFGP 1,533 6.7%
DFEM 1,514 16.0%
DEHP 1,408 24.3%
DFEV 1,064 18.3%
Top Reduces (Value $000, Stocks/ETFs)
VGIT -143 -0.7%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type