SEC Form 13F

United Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$444,406,496
Positions24

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$167,464,3813,775,121
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$36,766,789986,763
DIMENSIONAL ETF TRUSTDFGXINTL COR FIX ETF$36,233,495676,064
DIMENSIONAL ETF TRUSTDFSVUS SMALL CAP ETF$35,079,528904,345
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$32,898,807788,373
DIMENSIONAL ETF TRUSTDFGPGLOB CO PLUS ETF$24,427,870448,547
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$21,629,525366,726
DIMENSIONAL ETF TRUSTDFARUS REAL ESTA ETF$15,707,811600,451
DIMENSIONAL ETF TRUSTDISVINTL SMALL CAP V$12,466,878310,662
DIMENSIONAL ETF TRUSTDIHPINTL HIGH PROFIT$11,833,308346,764

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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