Ullmann Wealth Partners Group, LLC Incresed Positions in Q3 2025

Ullmann Wealth Partners Group, LLC

  • $905 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
13.2K
+ 5.08%
$620.67 - $670.08 $8.21M - $8.87M
274K $183M
AVLV
American Centy ETF Tr Avantis
46.2K
+ 38.3%
$68.33 - $72.69 $3.15M - $3.36M
167K $12M
DFIC
Dimensional ETF Tr Dimensional

ETFs
35.3K
+ 2.83%
$30.76 - $33.01 $1.09M - $1.17M
1.28M $42M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
20.2K
+ 6.6%
$54.35 - $59.32 $1.1M - $1.2M
326K $19.3M
AVUV
American Centy ETF Tr Avantis

ETFs
22.3K
+ 44.53%
$90.37 - $102.12 $2.01M - $2.27M
72.3K $7.19M
IWR
Ishares Russell Mid Cap ETF

ETFs
18.7K
+ 13.62%
$92.26 - $97.51 $1.72M - $1.82M
156K $15M
VGSH
Vanguard

ETFs
30.1K
+ 13.97%
$58.43 - $58.88 $1.76M - $1.77M
245K $14.4M
AAPL
Apple Inc.

Technology
797
+ 3.08%
$202.38 - $256.87 $161K - $205K
26.7K $6.8M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
16K
+ 1.87%
$41.8 - $43.15 $668K - $689K
872K $37.3M
MEAR
Blackrock Short Maturity Munic

ETFs
19.8K
+ 4.59%
$50.17 - $50.56 $996K - $1M
452K $22.8M
XLK
Technology Sector Spdr

ETFs
2.64K
+ 117.2%
$250.97 - $282.66 $664K - $747K
4.9K $1.38M
GOOGL
Alphabet Inc.

Communication Services
121
+ 1.26%
$174.36 - $254.72 $21.1K - $30.8K
9.73K $2.37M
MSFT
Microsoft Corp

Technology
395
+ 2.93%
$491.09 - $535.64 $194K - $212K
13.9K $7.2M
JPM
Jpmorgan Chase & CO

Financial Services
152
+ 0.98%
$282.78 - $316.06 $43K - $48K
15.7K $4.94M
GOOG
Alphabet Inc.

Communication Services
600
+ 14.08%
$175.16 - $255.24 $105K - $153K
4.86K $1.18M
ABBV
Abb Vie Inc.

Healthcare
224
+ 3.49%
$184.85 - $231.54 $41.4K - $51.9K
6.65K $1.54M
AVGO
Broadcom Inc.

Technology
294
+ 7.32%
$264.74 - $369.57 $77.8K - $109K
4.31K $1.42M
MCD
Mcdonalds Corp

Consumer Cyclical
770
+ 46.0%
$291.67 - $316.99 $225K - $244K
2.44K $742K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
21
+ 0.06%
$128.6 - $136.01 $2.7K - $2.86K
36.9K $4.99M
ORCL
Oracle Corp

Technology
312
+ 12.4%
$218.96 - $328.33 $68.3K - $102K
2.83K $795K
GE
General Electric CO

Industrials
641
+ 76.31%
$244.75 - $305.63 $157K - $196K
1.48K $445K
XOM
Exxon Mobil Corp

Energy
1.61K
+ 18.99%
$105.83 - $117.22 $170K - $189K
10.1K $1.14M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.38K
+ 18.58%
$101.12 - $106.18 $140K - $147K
8.82K $909K
IWM
Ishares Russell 2000 ETF

ETFs
351
+ 16.61%
$214.92 - $244.84 $75.4K - $85.9K
2.46K $596K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.02%
$303.93 - $329.86 $304 - $330
5.22K $1.71M
BX
Blackstone Inc.

Financial Services
116
+ 2.45%
$152.77 - $188.68 $17.7K - $21.9K
4.85K $828K
PLTR
Palantir Technologies Inc.

Technology
117
+ 5.59%
$130.68 - $186.97 $15.3K - $21.9K
2.21K $403K
AMD
Advanced Micro Devices Inc

Technology
157
+ 3.75%
$134.8 - $184.42 $21.2K - $29K
4.35K $703K
UNH
Unitedhealth Group Inc

Healthcare
216
+ 22.41%
$237.77 - $353.61 $51.4K - $76.4K
1.18K $407K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.01%
$148.97 - $165.88 $149 - $166
7.03K $1.16M
WMT
Walmart Inc.

Consumer Defensive
135
+ 0.89%
$94.4 - $104.27 $12.7K - $14.1K
15.3K $1.58M
CSX
Csx Corp

Industrials
263
+ 0.9%
$32.05 - $36.52 $8.43K - $9.6K
29.6K $1.05M
AMZN
Amazon Com Inc

Consumer Cyclical
365
+ 2.83%
$211.65 - $238.24 $77.3K - $87K
13.3K $2.91M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.04%
$567.09 - $607.37 $567 - $607
2.51K $1.49M
META
Meta Platforms, Inc.

Communication Services
106
+ 4.42%
$695.21 - $791.73 $73.7K - $83.9K
2.5K $1.84M
IWN
Ishares Russell2000 Val ETF

ETFs
5
+ 0.14%
$157.1 - $178.94 $786 - $895
3.59K $634K
LLY
Eli Lilly & CO

Healthcare
97
+ 17.93%
$625.65 - $812.69 $60.7K - $78.8K
638 $486K
USB
Us Bancorp \De\

Financial Services
425
+ 3.49%
$43.94 - $50.41 $18.7K - $21.4K
12.6K $608K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.42K
+ 0.83%
$22.64 - $23.22 $32.1K - $32.9K
173K $3.99M
V
Visa Inc.

Financial Services
208
+ 12.56%
$332.09 - $358.86 $69.1K - $74.6K
1.86K $636K
MA
Mastercard Inc

Financial Services
67
+ 9.01%
$550.18 - $598.96 $36.9K - $40.1K
811 $461K
RTX
Raytheon Technologies Corp

Industrials
6
+ 0.36%
$144.19 - $167.33 $865 - $1K
1.67K $279K
DFAU
Dimensional ETF Tr

ETFs
12
+ 0.12%
$42.42 - $45.96 $509 - $552
9.85K $450K
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.36%
$215.01 - $273.02 $860 - $1.09K
1.12K $280K
T
At&T Inc.

Communication Services
1.33K
+ 13.6%
$26.94 - $29.62 $35.8K - $39.4K
11.1K $313K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.11%
$98.53 - $107.1 $394 - $428
3.57K $374K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
23
+ 0.28%
$36.04 - $38.78 $829 - $892
8.19K $315K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.25%
$108.47 - $114.7 $1.08K - $1.15K
4.08K $467K
DFAX
Dimensional ETF Tr
18
+ 0.19%
$29.25 - $31.56 $527 - $568
9.74K $305K
Activity Summary
Buys All Purchases 72 New Holdings 9 Increased Positions 63 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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