United Wealth Management, LLC - Portfolio Stock Holdings

United Wealth Management, LLC disclosed 25 stock positions in a recent SEC 13F filing. $377,918,503 of stock holdings were filed, with the largest holdings including DFAC, DFIC, and DFGX. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $406,587,608 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.