United Wealth Management, LLC
All 13F Filings
- Location
- Charlottesville, VA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 377,919
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/30/2026 | 23 | 377,919 | 13F-HR | United Wealth Management, LLC |
| Q2 2026 | 7/23/2026 | 24 | 444,406 | 13F-HR | United Wealth Management, LLC |
| Q1 2026 | 5/1/2026 | 24 | 402,263 | 13F-HR | United Wealth Management, LLC |
| Q4 2025 | 2/11/2026 | 24 | 386,586 | 13F-HR | United Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 23 | 367,494 | 13F-HR | United Wealth Management, LLC |
| Q2 2025 | 8/13/2025 | 24 | 344,440 | 13F-HR | United Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.59 K | 4.1% | 14.94 K | 0 | 14.94 K |
| ETFs | 362.3 K | 95.9% | 0 | 81.43 K | -81.43 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/30/2026
Total value ($000)
377,919
Holdings
23
QoQ value change ($000)
-66,487
(-15.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.