13F Filings History of United Wealth Management, LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$386,585,978
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 $386,585,978 as of Q4 2025. Top holdings included DFAC, DFIC, DFGX, DFSV, and DUHP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 24 $386,585,978 +$12,467,276 -$95,829 +$12,371,447 DFAC, DFIC, DFGX, DFSV, DUHP 13F-HR 11 Feb 2026, 16:32
Q3 2025 23 $367,493,562 +$4,363,309 -$267,376 +$4,095,933 DFAC, DFGX, DFIC, DUHP, DFSV 13F-HR 12 Nov 2025, 09:34
Q2 2025 24 $344,439,586 +$6,057,654 -$2,061,355 +$3,996,299 DFAC, DFGX, DFIC, DUHP, DFSV 13F-HR 13 Aug 2025, 16:20
Q1 2025 21 $319,315,191 +$26,004,648 -$154,090 +$25,850,558 DFAC, DFGX, DFIC, DUHP, DFSV 13F-HR 01 May 2025, 14:36
Q4 2024 21 $296,743,819 $0 $0 $0 DFAC, DFGX, DFIC, DUHP, DFSV 13F-HR 10 Feb 2025, 15:00