account_balance
Investment manager · 13F filer · SEC CIK 1697725
Ullmann Wealth Partners Group, LLC
Reported value$1.12Bas of Sep 30, 2026
Positions190 26 new, 10 sold out
Top 10 weight62.5%IVV alone is 18%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
18.2%
ITOTiShares Tr
9.0%
LRGFiShares Tr
7.8%
FBNDFidelity Merrimack STR Tr
7.2%Added +25%
DYNFBlackRock ETF Trust
4.4%Added +2%
DFICDimensional ETF Trust
3.5%
DFCFDimensional ETF Trust
3.4%
IWFiShares Tr
3.4%
SMLFiShares Tr
3.1%Trimmed −3%
VGSHVanguard Scottsdale FDS
2.5%
IXUSiShares Tr
2.2%
MEARiShares U S ETF Tr
2.1%
IVViShares Tr
18.2%
ITOTiShares Tr
9.0%
LRGFiShares Tr
7.8%
FBNDFidelity Merrimack STR Tr
7.2%+25%
DYNFBlackRock ETF Trust
4.4%+2%
DFICDimensional ETF Trust
3.5%
DFCFDimensional ETF Trust
3.4%
IWFiShares Tr
3.4%
SMLF
VGSH
IXUS
MEAR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 18.2% Held
ITOT iShares Tr 9.0% Held
LRGF iShares Tr 7.8% Held
FBND Fidelity Merrimack STR Tr 7.2% Added +25%
DYNF BlackRock ETF Trust 4.4% Added +2%
DFIC Dimensional ETF Trust 3.5% Held
DFCF Dimensional ETF Trust 3.4% Held
IWF iShares Tr 3.4% Held
SMLF iShares Tr 3.1% Trimmed −3%
VGSH Vanguard Scottsdale FDS 2.5% Added +10%
IXUS iShares Tr 2.2% Trimmed −3%
MEAR iShares U S ETF Tr 2.1% Added +8%
What changed
Biggest moves since Jun 30, 2026
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