Ullmann Wealth Partners Group, LLC: 13F holdings
CIK 16977252026Q2
| Positions | 174 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-10 |
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Change since last quarter
| Positions | 174 (+18 vs prior quarter) |
|---|
| Reported value | $1.1bn (+14.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 269,865 | $202.1m | 18.4% |
| ITOT ISHARES TR | 608,438 | $99.9m | 9.1% |
| LRGF ISHARES TR | 1,134,837 | $85.8m | 7.8% |
| FBND FIDELITY MERRIMACK STR TR | 1,482,823 | $67.5m | 6.1% |
| DYNF BLACKROCK ETF TRUST | 692,851 | $47.1m | 4.3% |
| DFCF DIMENSIONAL ETF TRUST | 950,483 | $40.1m | 3.6% |
| DFIC DIMENSIONAL ETF TRUST | 1,051,864 | $39.2m | 3.6% |
| SMLF ISHARES TR | 430,738 | $38.4m | 3.5% |
| IWF ISHARES TR | 304,842 | $37.9m | 3.4% |
| VGSH VANGUARD SCOTTSDALE FDS | 440,702 | $25.6m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1697725")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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