Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ullmann Wealth Partners Group, LLC (CIK 1697725) reported $963.3M across 156 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($178.5M, 18.53%), ITOT ($88.4M, 9.17%), LRGF ($76.8M, 7.97%), FBND ($53.9M, 5.59%), DFCF ($38.6M, 4.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $178.5M | 18.53% | 273,257 | Trimmed |
| 2 | ITOT | ISHARES TR | $88.4M | 9.17% | 620,346 | Trimmed |
| 3 | LRGF | ISHARES TR | $76.8M | 7.97% | 1.2M | Trimmed |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $53.9M | 5.59% | 1.2M | Added |
| 5 | DFCF | DIMENSIONAL ETF TRUST | $38.6M | 4.01% | 914,363 | Added |
| 6 | DFIC | DIMENSIONAL ETF TRUST | $38.4M | 3.98% | 1.1M | Trimmed |
| 7 | DYNF | BLACKROCK ETF TRUST | $36.2M | 3.76% | 622,795 | Added |
| 8 | SMLF | ISHARES TR | $32.7M | 3.39% | 432,829 | Trimmed |
| 9 | IWF | ISHARES TR | $32.3M | 3.35% | 75,731 | Trimmed |
| 10 | IXUS | ISHARES TR | $23.5M | 2.44% | 271,605 | Trimmed |
| 11 | VGSH | VANGUARD SCOTTSDALE FDS | $23.0M | 2.39% | 393,038 | Added |
| 12 | MEAR | ISHARES U S ETF TR | $21.9M | 2.28% | 435,832 | Trimmed |
| 13 | AVLV | AMERICAN CENTY ETF TR | $19.5M | 2.02% | 241,731 | Added |
| 14 | IEFA | ISHARES TR | $18.9M | 1.97% | 209,111 | Trimmed |
| 15 | IWR | ISHARES TR | $18.6M | 1.93% | 191,685 | Added |
| 16 | BINC | BLACKROCK ETF TRUST II | $17.9M | 1.86% | 344,220 | Added |
| 17 | AVEM | AMERICAN CENTY ETF TR | $17.1M | 1.77% | 212,103 | Added |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $12.5M | 1.30% | 19,205 | Trimmed |
| 19 | AVUV | AMERICAN CENTY ETF TR | $12.2M | 1.26% | 110,081 | Added |
| 20 | MUB | ISHARES TR | $9.6M | 1.00% | 90,395 | Trimmed |
| 21 | QUAL | ISHARES TR | $8.8M | 0.92% | 46,023 | Trimmed |
| 22 | AAPL | APPLE INC | $7.4M | 0.77% | 29,292 | Added |
| 23 | PWV | INVESCO EXCHANGE TRADED FD T | $7.2M | 0.75% | 103,549 | Trimmed |
| 24 | DUHP | DIMENSIONAL ETF TRUST | $6.7M | 0.69% | 181,200 | Trimmed |
| 25 | IJH | ISHARES TR | $6.5M | 0.67% | 95,692 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31