Ulrich Consultants & Investment Group, LLC — 13F holdings

Ulrich Consultants & Investment Group, LLC reported 47 holdings worth $100M in its 13F filing for Q3 2026, filed October 13, 2026. Its 10 largest positions make up 80.4% of the portfolio.

Ulrich Consultants & Investment Group, LLC's largest positions in Q3 2026

  1. VOO VANGUARD INDEX FDS — $44.2M (44.2%)
  2. SMMD ISHARES TR — $17.2M (17.2%)
  3. SPY SPDR S&P 500 ETF TR — $4.26M (4.3%)
  4. ESGD ISHARES TR — $3.13M (3.1%)
  5. VONV VANGUARD SCOTTSDALE FDS — $2.64M (2.6%)
  6. HCA HCA HEALTHCARE INC — $2.05M (2.1%)
  7. VONG VANGUARD SCOTTSDALE FDS — $2.02M (2.0%)
  8. IVW ISHARES TR — $1.80M (1.8%)
  9. DIVO AMPLIFY ETF TR — $1.63M (1.6%)
  10. GLD SPDR GOLD TR — $1.48M (1.5%)
  11. VTHR VANGUARD SCOTTSDALE FDS — $1.42M (1.4%)
  12. EPD ENTERPRISE PRODS PARTNERS L — $1.31M (1.3%)
  13. AAPL APPLE INC — $1.22M (1.2%)
  14. MSFT MICROSOFT CORP — $1.15M (1.2%)
  15. ET ENERGY TRANSFER L P — $1.01M (1.0%)
  16. IVV ISHARES TR — $950K (0.9%)
  17. CGDV CAPITAL GROUP DIVIDEND VALUE — $943K (0.9%)
  18. ACWI ISHARES TR — $921K (0.9%)
  19. EQAL INVESCO EXCH TRADED FD TR II — $756K (0.8%)
  20. RDVY FIRST TR EXCHANGE TRADED FD — $587K (0.6%)

What does Ulrich Consultants & Investment Group, LLC own?

Its largest positions in Q3 2026 were VOO, SMMD, SPY, ESGD, VONV, out of 47 holdings worth $100M.