Ullmann Wealth Partners Group, LLC: summary

Ullmann Wealth Partners Group, LLC reported 190 positions with a reported value of $1.12B in its 13F for Q3 2026. Compared with Q2 2026: 28 new positions, 12 exited.

Top positions

• ISHARES CORE S&P 500 ETF
• ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
• ISHARES TR
• FIDELITY MERRIMACK STR TR
• BLACKROCK ETF TRUST
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• ISHARES RUSSELL 1000 GROWTH ETF
• ISHARES TR
• VANGUARD SHORT-TERM TREASURY ETF