United Wealth Management, LLC
RIA/Wealth
United Wealth Management, LLC is a RIA/Wealth led by Alan Taylor Bewley, managing $367.5M across 23 long positions as of Q3 2025 with 100% ETF concentration, 89% concentrated in top 10 holdings, and 37% allocation to DFAC.
Managing PartnerAlan Taylor Bewley
- Portfolio Value
- $367.5M
- Positions
- 23
- Top Holding
- DFAC at 37.16%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in United Wealth Management, LLC's portfolio (88.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $136.6M | 37.16% | +$1.2M Bought | — 3.5M shares | |
ETF ETF | $31.5M | 8.56% | +$289.8K Bought | — 583.3K shares | |
ETF ETF | $31.3M | 8.52% | +$148.0K Bought | — 955.3K shares | |
ETF ETF | $27.5M | 7.49% | +$274.5K Bought | — 728.7K shares | |
ETF ETF | $27.1M | 7.38% | +$272.4K Bought | — 851.9K shares | |
ETF ETF | $20.3M | 5.53% | +$64.4K Bought | — 338.3K shares | |
ETF ETF | $20.0M | 5.43% | +$724.4K Bought | — 359.1K shares | |
ETF ETF | $11.9M | 3.22% | +$302.9K Bought | — 496.9K shares | |
ETF ETF | $10.8M | 2.94% | +$2.2K Bought | — 302.8K shares | |
ETF ETF | $9.8M | 2.67% | +$72.4K Bought | — 323.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in United Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+15.67% | |
+10.22% | |
+3.77% | |
+2.62% | |
+1.07% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-1.06% | |
-0.3% |
Analytics
Portfolio insights and performance metrics for United Wealth Management, LLC
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