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Ullmann Wealth Partners Group, LLC - Q12026 Holdings

Ullmann Wealth Partners Group, LLC holds 156 stocks with a total portfolio value of $ 963.27M as of Q12026. In Q12026, Ullmann Wealth Partners Group, LLC added 12 new positions, increased stakes in 64 stocks, reduced 64 holdings, and fully exited 4 positions. The largest holding is Ishares Tr (IVV), representing 18.53% of the total portfolio.

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Shares
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Δ
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