Ullmann Wealth Partners Group, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $749 Million distributed in 137 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 $135M, Ishares Tr with a value of $87.5M, Ishares Core S&P Total U.S. St with a value of $78.1M, Dimensional ETF Tr Dimensional with a value of $38.6M, and Dimensional ETF Tr Core Fxd In with a value of $37.3M.
Examining the 13F form we can see an decrease of $24.4M in the current position value, from $774M to 749M.
Below you can find more details about Ullmann Wealth Partners Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$749 Million
ETFs: $681 Million
Technology: $15.7 Million
Financial Services: $15.1 Million
Healthcare: $8.79 Million
Consumer Defensive: $7.42 Million
Consumer Cyclical: $6.06 Million
Industrials: $4.7 Million
Communication Services: $4.23 Million
Other: $5.27 Million
Stock Holdings Table Market Cap. of $200 Billions or more
