Ullmann Wealth Partners Group
$1.1B 13F equity value
178 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 269,865 | $202M | 18.4% |
| ITOT | ISHARES TR | 608,438 | $100M | 9.1% |
| LRGF | ISHARES TR | 1,134,837 | $86M | 7.8% |
| FBND | FIDELITY MERRIMACK STR TR | 1,482,823 | $67M | 6.1% |
| DYNF | BLACKROCK ETF TRUST | 692,851 | $47M | 4.3% |
| DFCF | DIMENSIONAL ETF TRUST | 950,483 | $40M | 3.6% |
| DFIC | DIMENSIONAL ETF TRUST | 1,051,864 | $39M | 3.6% |
| SMLF | ISHARES TR | 430,738 | $38M | 3.5% |
| IWF | ISHARES TR | 304,842 | $38M | 3.4% |
| VGSH | VANGUARD SCOTTSDALE FDS | 440,702 | $26M | 2.3% |
Track Ullmann Wealth Partners Group's 13F portfolio: $1.1B in reported holdings, 178 positions. Top holdings and quarterly changes on SentiSense.
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