§ 13F · FUND PROFILE
Ullmann Wealth Partners Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $846.3T (13F)Positions · 146Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$960.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 277K | $189.8T | 19.8% | NEW |
| 2 | ITOT | ISHARES TR | 634K | $94.4T | 9.8% | NEW |
| 3 | LRGF | ISHARES TR | 1.22M | $85.3T | 8.9% | NEW |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 1.16M | $38.1T | 4.0% | NEW |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 876K | $37.5T | 3.9% | NEW |
| 6 | IWF | ISHARES TR | 76K | $36.9T | 3.8% | NEW |
| 7 | FBND | FIDELITY MERRIMACK STR TR | 756K | $35.0T | 3.6% | NEW |
| 8 | SMLF | ISHARES TR | 438K | $32.5T | 3.4% | NEW |
| 9 | DYNF | BLACKROCK ETF TRUST | 486K | $29.6T | 3.1% | NEW |
| 10 | IXUS | ISHARES TR | 286K | $24.0T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ULLMANN SIGNAL
AC read
Ullmann Wealth Partners Group, LLC is a Other fund managing $846344.6 trillion in assets. The fund runs a portfolio of 146 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed