United Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Charlottesville, VA
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
23
Total value ($000)
$377,919
Net value change ($000)
-66,487 (-15.0%)
New positions
2
Sold out positions
3
Turnover %
26.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 14,581 NEW
DFAC 1,280 0.8%
DISV 1,105 8.9%
DFIC 817 2.2%
DFNM 666 10.0%
AAPL 432 NEW
DIHP 42 0.4%
DFSU 29 1.2%
DFAX 19 0.6%
IVV 6 2.5%
Top Reduces (Value $000, Stocks/ETFs)
DFSV -35,080 -100.0%
DUHP -32,899 -100.0%
DFAR -15,708 -100.0%
DFGX -761 -2.1%
VGIT -364 -1.7%
DEHP -250 -3.5%
DFEM -135 -1.2%
DFCF -119 -1.2%
DFGP -78 -0.3%
UAL -60 -18.3%
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