13F Insight
DOSSIER · 13F-HR · Q1 2026

Ullmann Wealth Partners Group, LLC

$963M in tracked AUM across 156 positions as of Q1 2026.

UW
CIK 0001697725 · last filed Mar 31, 2026
Total AUM
$963M
as of Q1 2026
Holdings
156
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Ullmann Wealth Partners Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$178M273K18.5%02
ITOT
ISHARES TR
$88M620K9.2%03
LRGF
ISHARES TR
$77M1.2M8.0%04
FBND
FIDELITY MERRIMACK STR TR
$54M1.2M5.6%05
DFCF
DIMENSIONAL ETF TRUST
$39M914K4.0%06
DFIC
DIMENSIONAL ETF TRUST
$38M1.1M4.0%07
DYNF
BLACKROCK ETF TRUST
$36M623K3.8%08
SMLF
ISHARES TR
$33M433K3.4%09
IWF
ISHARES TR
$32M76K3.4%10
IXUS
ISHARES TR
$24M272K2.4%

Filing history

2026Q1Mar 31
$963M▲ 0.3%
156 positionsView →2025Q4Dec 31
$961M▲ 5.0%
148 positionsView →2025Q3Sep 30
$915M▲ 8.1%
151 positionsView →2025Q2Jun 30
$846M▲ 12.5%
146 positionsLocked2025Q1Mar 31
$753M▼ 2.9%
137 positionsLocked2024Q4Dec 31
$775M▲ 0.2%
137 positionsLocked2024Q3Sep 30
$773M▲ 10.3%
132 positionsLocked2024Q2Jun 30
$701M▲ 4.3%
109 positionsLocked2024Q1Mar 31
$673M▲ 9.8%
113 positionsLocked2023Q4Dec 31
$613M▲ 14.4%
104 positionsLocked2023Q3Sep 30
$535M▲ 7.3%
97 positionsLocked2023Q2Jun 30
$499M▲ 13.4%
100 positionsLocked
Showing 12 of 35