Ullmann Wealth Partners Group
$1.1B 13F equity value
200 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Ullmann Wealth Partners Group covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 264,721 | $203M | 18.2% |
| ITOT | ISHARES TR | 602,265 | $100M | 9.0% |
| LRGF | ISHARES TR | 1,117,660 | $87M | 7.8% |
| FBND | FIDELITY MERRIMACK STR TR | 1,856,413 | $80M | 7.2% |
| DYNF | BLACKROCK ETF TRUST | 708,632 | $49M | 4.4% |
| DFIC | DIMENSIONAL ETF TRUST | 1,035,071 | $39M | 3.5% |
| DFCF | DIMENSIONAL ETF TRUST | 949,865 | $38M | 3.4% |
| IWF | ISHARES TR | 302,393 | $38M | 3.4% |
| SMLF | ISHARES TR | 419,817 | $35M | 3.1% |
| VGSH | VANGUARD SCOTTSDALE FDS | 483,208 | $28M | 2.5% |
Track Ullmann Wealth Partners Group's 13F portfolio: $1.1B in reported holdings, 200 positions. Top holdings and quarterly changes on SentiSense.
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