Ullmann Wealth Partners Group, LLC
All 13F Filings
- Location
- Jacksonville Beach, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 963,267
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 156 | 963,267 | 13F-HR | Ullmann Wealth Partners Group, LLC |
| Q4 2025 | 2/12/2026 | 148 | 960,842 | 13F-HR | Ullmann Wealth Partners Group, LLC |
| Q3 2025 | 10/17/2025 | 151 | 915,235 | 13F-HR | Ullmann Wealth Partners Group, LLC |
| Q2 2025 | 7/11/2025 | 146 | 846,345 | 13F-HR | Ullmann Wealth Partners Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 90.21 K | 9.4% | 0 | 489.1 K | -489.1 K |
| ETFs | 873.1 K | 90.6% | 491.5 K | 0 | 491.5 K |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
963,267
Holdings
156
QoQ value change ($000)
2,425
(0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.