United Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Charlottesville, VA
CIK
0002055362
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
21
319,315
DFAC, DFGX, DFIC, DUHP
13F-HR
5/1/2025
000166773125000570
Q4 2024
21
296,743
DFAC, DFGX, DFIC, DUHP
13F-HR
2/10/2025
000166773125000231