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United Wealth Management, LLC

13F filer · CIK 0002055362
Reported Jul 23, 2026
Net seller this quarter
13F portfolio value$444MU.S. long equity reported on 13F
Positions30 new · 0 closed
Net flow last quarter-$77.1KBuys minus sells
Top 10 positions weight0.9%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 23, 20263 positions
DFAXGulf Resources, Inc.$3.28M0.74%Not reported-2.3%Q4 2024
UALUnited Airlines Holdings, Inc.$328K0.07%0.00%Not reportedQ4 2024
WFCWells Fargo & Company$316K0.07%0.00%Not reportedQ4 2024
Q1 2026Reported May 4, 20263 positions
DFAXGulf Resources, Inc.$3.1M0.77%Not reported-6.8%Q4 2024
WFCWells Fargo & Company$304K0.08%0.00%Not reportedQ4 2024
UALUnited Airlines Holdings, Inc.$222K0.06%0.00%-35.2%Q4 2024
Q4 2025Reported Feb 11, 20263 positions
DFAXGulf Resources, Inc.$3.2M0.83%Not reported-1.9%Q4 2024
UALUnited Airlines Holdings, Inc.$417K0.11%0.00%-4.8%Q4 2024
WFCWells Fargo & Company$356K0.09%0.00%Not reportedQ4 2024
Q3 2025Reported Nov 12, 20253 positions
DFAXGulf Resources, Inc.$3.13M0.85%Not reported-1.1%Q4 2024
UALUnited Airlines Holdings, Inc.$378K0.10%0.00%Not reportedQ4 2024
WFCWells Fargo & Company$320K0.09%0.00%Not reportedQ4 2024
Premium opens every quarter this fund has filed
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