Ullmann Wealth Partners Group, LLC
Ullmann Wealth Partners Group, LLC reported 174 positions worth $1.10B as of June 30, 2026 (13F filed August 10, 2026). Largest holding: IVV (18.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $202.1M | 18.37% | 269,865 | — | — | |
| ▸ 2 | ITOT | SH | $99.9M | 9.08% | 608,438 | — | — | |
| ▸ 3 | LRGF | SH | $85.8M | 7.80% | 1,134,837 | — | — | |
| ▸ 4 | FBND | SH | $67.5M | 6.13% | 1,482,823 | — | — | |
| ▸ 5 | DYNF | SH | $47.1M | 4.28% | 692,851 | — | — | |
| ▸ 6 | DFCF | SH | $40.1M | 3.65% | 950,483 | — | — | |
| ▸ 7 | DFIC | SH | $39.2M | 3.56% | 1,051,864 | — | — | |
| ▸ 8 | SMLF | SH | $38.4M | 3.49% | 430,738 | — | — | |
| ▸ 9 | IWF | SH | $37.9M | 3.44% | 304,842 | — | — | |
| ▸ 10 | VGSH | SH | $25.6M | 2.33% | 440,702 | — | — |
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Frequently Asked Questions
What stocks does Ullmann Wealth Partners Group, LLC hold as of Q2 2026?
Ullmann Wealth Partners Group, LLC reported 174 positions worth $1.10B in its Q2 2026 13F filing. Largest positions: IVV (18.4%), ITOT (9.1%), LRGF (7.8%), FBND (6.1%) and DYNF (4.3%).
What did Ullmann Wealth Partners Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Ullmann Wealth Partners Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.