What does Ullmann Wealth Partners Group, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$178M273K18.5%

ISHARES TR

$88M620K9.2%

ISHARES TR

$77M1.2M8.0%

FIDELITY MERRIMACK STR TR

$54M1.2M5.6%

DIMENSIONAL ETF TRUST

$39M914K4.0%

DIMENSIONAL ETF TRUST

$38M1.1M4.0%

BLACKROCK ETF TRUST

$36M623K3.8%

ISHARES TR

$33M433K3.4%

ISHARES TR

$32M76K3.4%

ISHARES TR

$24M272K2.4%

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