Ullmann Wealth Partners Group, LLC — 13F holdings

Ullmann Wealth Partners Group, LLC reported 174 holdings worth $1.10B in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. IVV ISHARES TR — $202M (18.4%)
  2. ITOT ISHARES TR — $99.9M (9.1%)
  3. LRGF ISHARES TR — $85.8M (7.8%)
  4. FBND FIDELITY MERRIMACK STR TR — $67.5M (6.1%)
  5. DYNF BLACKROCK ETF TRUST — $47.1M (4.3%)
  6. DFCF DIMENSIONAL ETF TRUST — $40.1M (3.6%)
  7. DFIC DIMENSIONAL ETF TRUST — $39.2M (3.6%)
  8. SMLF ISHARES TR — $38.4M (3.5%)
  9. IWF ISHARES TR — $37.9M (3.4%)
  10. VGSH VANGUARD SCOTTSDALE FDS — $25.6M (2.3%)