Ullmann Wealth Partners Group, LLC
Q3 2025 13F Holdings
- Locationjacksonville beach, FL
- Num holdings
151
- Value ($000)
$915,235
- Date Filed10/17/2025
- Form type13F-HR
- CIK0001697725
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $183.16M | 20 % | 273,661 | ||
LRGF ISHARES TR | U S EQUITY FACTR | 46434V282 | $97.20M | 11 % | 1,407,083 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $92.34M | 10 % | 633,980 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $42.02M | 5 % | 1,281,470 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $37.30M | 4 % | 872,378 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $35.91M | 4 % | 76,659 | ||
SMLF ISHARES TR | US SML CAP EQT | 46434V290 | $35.51M | 4 % | 477,546 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $23.80M | 3 % | 288,146 | ||
MEAR ISHARES U S ETF TR | SHORT MATURITY M | 46431W838 | $22.83M | 3 % | 451,989 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $21.68M | 2 % | 573,957 |
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