Ullmann Wealth Partners Group, LLC - Q42025 Holdings

Ullmann Wealth Partners Group, LLC holds 148 stocks with a total portfolio value of $ 960.84M as of Q42025. In Q42025, Ullmann Wealth Partners Group, LLC added 5 new positions, increased stakes in 49 stocks, reduced 43 holdings, and fully exited 8 positions. The largest holding is Ishares Tr (IVV), representing 19.75% of the total portfolio.