United Wealth Management, LLC has released its latest 13F-HR filing, detailing its investment holdings as of September 30, 2026. The report indicates that the firm manages a total of approximately $377.9 million in assets. This filing is significant as it provides insights into the firm’s investment strategies and positions in various securities, including notable stakes in major companies.

The firm is based in Charlottesville, Virginia, and operates under the Central Index Key (CIK) 0002055362. United Wealth Management does not have a specified SIC code or listed tickers, indicating its unique position in the investment management sector.

According to the filing, the total number of entries listed in the report is 23, reflecting a diverse portfolio. The report showcases significant investments in well-known companies, including Apple Inc., where United Wealth Management holds 1,299 shares valued at $432,431. The firm also has substantial positions in various Dimensional ETF Trust funds, indicating a strategic focus on exchange-traded funds.

Other notable holdings include shares in United Airlines Holdings Inc., Wells Fargo & Co., and various Vanguard funds, which further illustrate the firm's diversified investment approach. The firm’s strategy appears to align with ongoing trends in the investment management industry, where diversification is key to managing risk and capitalizing on market opportunities.

This filing may affect current and potential investors as they analyze United Wealth Management's investment choices and overall strategy. The report can provide valuable insights into the firm's market positioning and competitive stance within the broader investment management landscape.

Looking ahead, the filing does not specify any upcoming actions or events related to these holdings. Investors and analysts will likely continue to monitor United Wealth Management’s future filings for further updates on its investment strategy and performance.