DOSSIER · 13F-HR · Q3 2026

Ulrich Consultants & Investment Group, LLC

$100M in tracked AUM across 47 positions as of Q3 2026.

UC
CIK 0001878849 · last filed Sep 30, 2026
Total AUM
$100M
as of Q3 2026
Holdings
47
—
positions
Whale Score
74
74
strong
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Ulrich Consultants & Investment Group, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$44M63K44.2%
02
SMMD
ISHARES TR
$17M201K17.2%
03
SPY
STATE STR SPDR S&P 500 ETF T
$4M6K4.3%
04
ESGD
ISHARES TR
$3M30K3.1%
05
VONV
VANGUARD SCOTTSDALE FDS
$3M24K2.6%
06
HCA
HCA HEALTHCARE INC
$2M5K2.1%
07
VONG
VANGUARD SCOTTSDALE FDS
$2M16K2.0%
08
IVW
ISHARES TR
$2M13K1.8%
09
DIVO
AMPLIFY ETF TR
$2M35K1.6%
10
GLD
SPDR GOLD TR
$1M4K1.5%

Filing history

2026Q3Sep 30
$100M▲ 141.9%
47 positionsView →
2023Q2Jun 30
$41M▼ 13.5%
24 positionsLocked
2023Q1Mar 31
$48M▲ 7.2%
24 positionsLocked
2022Q4Dec 31
$45M▼ 65.6%
23 positionsLocked
2022Q3Sep 30
$130M▼ 29.0%
51 positionsLocked
2022Q2Jun 30
$183M—
71 positionsLocked