Resonant Capital Advisors’s UWM Holdings UWMC Stock Holding History

Resonant Capital Advisors’s Portfolio UWMC Stock Details UWMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$18.7K	Buy	+15,885	New	+$25.5K	﹤0.01%	551

Other funds holding UWMC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

HWM

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FPN

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Resonant Capital Advisors's UWMC Position: Q3 2026 in Review

Resonant Capital Advisors opened a new position in UWM Holdings (UWMC) in Q3 2026: 15,885 shares worth $18.7K. The stake represents ﹤0.01% of the portfolio and ranks #551 among its holdings.

18 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

Resonant Capital Advisors held 15,885 shares of UWM Holdings worth $18.7K as of Q3 2026.
UWM Holdings was a new Resonant Capital Advisors position in Q3 2026.
UWM Holdings made up ﹤0.01% of Resonant Capital Advisors's portfolio in Q3 2026, its #551 holding.
18 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Resonant Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.