Ullmann Wealth Partners Group, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $840 Million distributed in 146 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $162M, Ishares Tr with a value of $93.8M, Ishares Core S&P Total U.S. St with a value of $86.6M, Dimensional ETF Tr Dimensional with a value of $38.7M, and Dimensional ETF Tr Core Fxd In with a value of $36.2M.
Examining the 13F form we can see an increase of $91M in the current position value, from $749M to 840M.
Below you can find more details about Ullmann Wealth Partners Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$840 Million
ETFs: $755 Million
Technology: $21.7 Million
Financial Services: $16.2 Million
Healthcare: $8.36 Million
Consumer Defensive: $7.35 Million
Consumer Cyclical: $7.14 Million
Industrials: $5.71 Million
Communication Services: $5.35 Million
Other: $5.28 Million
Stock Holdings Table Market Cap. of $200 Billions or more
