Ullmann Wealth Partners Group, LLC - Portfolio Stock Holdings
Ullmann Wealth Partners Group, LLC disclosed 199 stock positions in a recent SEC 13F filing. $1,115,793,541 of stock holdings were filed, with the largest holdings including IVV, ITOT, and LRGF. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,254,153,252 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
199Est. Stock Holding Value:
$1,115,793,541Top Stock Holdings By Sector
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Portfolio Stock Holdings - Ullmann Wealth Partners Group, LLC
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