Ullmann Wealth Partners Group, LLC Portfolio Holdings
Ullmann Wealth Partners Group, LLC
- $905 Million
- Q3 2025
Ullmann Wealth Partners Group, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $905 Million distributed in 151 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 $183M, Ishares Tr with a value of $97.2M, Ishares Core S&P Total U.S. St with a value of $92.3M, Dimensional ETF Tr Dimensional with a value of $42M, and Dimensional ETF Tr Core Fxd In with a value of $37.3M.
Examining the 13F form we can see an increase of $64.7M in the current position value, from $840M to 905M.
Below you can find more details about Ullmann Wealth Partners Group, LLC portfolio as well as his latest detailed transactions.