Ullmann Wealth Partners Group, LLC

Institutional manager (13F) · CIK 1697725

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $893M

#	Issuer	Value	Shares
1	ISHARES TR	$178M	273,257
2	ISHARES TR	$88M	620,346
3	ISHARES TR	$77M	1,163,663
4	FIDELITY MERRIMACK STR TR	$54M	1,180,978
5	DIMENSIONAL ETF TRUST	$39M	914,363
6	DIMENSIONAL ETF TRUST	$38M	1,080,106
7	BLACKROCK ETF TRUST	$36M	622,795
8	ISHARES TR	$33M	432,829
9	ISHARES TR	$32M	75,731
10	ISHARES TR	$24M	271,605
11	VANGUARD SCOTTSDALE FDS	$23M	393,038
12	ISHARES U S ETF TR	$22M	435,832
13	AMERICAN CENTY ETF TR	$19M	241,731
14	ISHARES TR	$19M	209,111
15	ISHARES TR	$19M	191,685
16	BLACKROCK ETF TRUST II	$18M	344,220
17	AMERICAN CENTY ETF TR	$17M	212,103
18	STATE STR SPDR S&P 500 ETF T	$12M	19,205
19	AMERICAN CENTY ETF TR	$12M	110,081
20	ISHARES TR	$10M	90,395
21	ISHARES TR	$9M	46,023
22	APPLE INC	$7M	29,292
23	INVESCO EXCHANGE TRADED FD T	$7M	103,549
24	DIMENSIONAL ETF TRUST	$7M	181,200
25	ISHARES TR	$6M	95,692
26	ISHARES TR	$6M	48,272
27	ISHARES TR	$6M	27,859
28	NVIDIA CORPORATION	$6M	32,036
29	MICROSOFT CORP	$5M	14,429
30	INVESCO EXCHANGE TRADED FD T	$5M	36,262
31	JPMORGAN CHASE & CO	$5M	15,654
32	ISHARES TR	$4M	182,914
33	ISHARES TR	$4M	42,191
34	ISHARES TR	$4M	10,189
35	ALPHABET INC	$3M	11,019
36	AMAZON COM INC	$3M	15,122
37	JOHNSON & JOHNSON	$3M	12,664
38	ISHARES TR	$3M	25,471
39	INVESCO EXCHANGE TRADED FD T	$3M	22,022
40	HCA HEALTHCARE INC	$3M	5,743
41	BANK AMERICA CORP	$3M	53,882
42	ISHARES TR	$2M	24,592
43	ISHARES INC	$2M	31,366
44	PROCTER & GAMBLE CO	$2M	16,329
45	ISHARES INC	$2M	38,700
46	ISHARES TR	$2M	18,777
47	BLACKROCK ETF TRUST II	$2M	45,717
48	ISHARES TR	$2M	14,689
49	WALMART INC	$2M	15,709
50	COSTCO WHOLESALE CORPORATION	$2M	1,940

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.