United Wealth Management, LLC
Long book
$402.3M
Q1 2026
Positions
24
Top-10 weight
89%
concentration
Last quarter
+9.8%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsUnited Wealth Management, LLC is a wealth-management firm allocating client money, running a $402.3M US long book across 24 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: DIMENSIONAL US CORE EQUITY 2, DIMENSIONAL INTERNATIONAL CO, DIMSNL INTR CF IN ETF-USD IN, DIMENSIONAL US SMALL CAP VAL, DIMENSIONAL US HIGH PROFI ET.
Over the last 6 quarters its long book ran on average 0.4pp per quarter behind the S&P 500, beating the index in 3 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-0.8%
Q1 2025
+7.2%
Q2 2025
+5.9%
Q3 2025
+2.7%
Q4 2025
+0.5%
Q1 2026
+9.8%
Sector allocation
Financials 58%
Industrials 42%
Long book by quarter
What does United Wealth own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 4, 2026 | 24 | $402.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 11, 2026 | 24 | $386.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 23 | $367.5M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 13, 2025 | 24 | $344.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 1, 2025 | 21 | $319.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 10, 2025 | 21 | $296.7M | canonical | SEC ↗ |