United Wealth Management, LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 13, 2025
Value $
$344M
Signature - Title
Alan Bewley - CCO
Location
Charlottesville, VA
Summary
This page shows a list of all the recent 13F filings made by United Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. United Wealth Management, LLC reported 24 stock holdings with total value $344M as of Q2 2025. Top holdings included DFAC, DFGX, DFIC, DUHP, and DFSV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 24 $344M +$6.06M -$2.06M +$4M DFAC, DFGX, DFIC, DUHP, DFSV 13F-HR 8/13/2025, 04:20 PM
Q1 2025 21 $319M +$26M -$154K +$25.9M DFAC, DFGX, DFIC, DUHP, DFSV 13F-HR 5/1/2025, 02:36 PM
Q4 2024 21 $297M $0 $0 DFAC, DFGX, DFIC, DUHP, DFSV 13F-HR 2/10/2025, 03:00 PM