Filer Snapshot

Ullmann Wealth Partners Group, LLC

CIK 0001697725. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

38

Latest filing

13 Apr 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$963.27M

156 holdings for Q1 2026

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Largest parsed holding

IVV

$178.49M reported value

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13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 13 Apr 2026 for CIK 0001697725.

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Ownership signals 1 signal
Ownership signals

SEC value by filing type

Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Latest 13F portfolio$963.27M

Quarterly institutional portfolio holdings.

Latest 13F portfolio value

$963.27M

Market value from the latest parsed Form 13F portfolio.

Largest 13F positions

IVV ITOT LRGF FBND DFCF
+15 moreDFIC DYNF SMLF IWF IXUS VGSH MEAR AVLV IEFA IWR BINC AVEM SPY AVUV MUB

Largest symbols in the latest parsed 13F information table.

Largest 13F positions

Largest symbols in the latest parsed Form 13F information table.

IVV ITOT LRGF FBND DFCF DFIC DYNF SMLF
+12 moreIWF IXUS VGSH MEAR AVLV IEFA IWR BINC AVEM SPY AVUV MUB
How to read these SEC values
  • Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths when you need to verify the exact SEC filing behind a value.
Identity 1 identity field
Business address
1540 The Greens Way, Jacksonville Beach, FL, 32250
SEC profile 3 profile fields
State of incorporation
DE
Fiscal year-end
31 December
Former SEC names
Ullmann Financial Group, Inc. (to 19 Oct 2021)

Filer intelligence

What SEC filings say about Ullmann Wealth Partners Group, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $963.27M across 156 reported holdings for Q1 2026.
  • Largest parsed 13F holding: IVV at $178.49M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 156 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 13 Apr 2026

Top 5 concentration

45%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$436.13M

Compared with $963.27M total 13F value.

Top 5 net change

+$13.19M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: FBND ยท Largest trim: LRGF

IVV ITOT LRGF FBND DFCF Other holdings

IVV

18.5%

Ishares Tr

$178.49M

ITOT

9.2%

Ishares Tr

$88.36M

LRGF

8%

Ishares Tr

$76.8M

FBND

5.6%

Fidelity Merrimack Str Tr

$53.88M

DFCF

4%

Dimensional Etf Trust

$38.6M

Latest update

What changed recently for Ullmann Wealth Partners Group, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

13 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 13 Apr 2026.

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Benchmark Context

Benchmark context for this company

Ullmann Wealth Partners Group, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001697725 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
38
First seen
14 Feb 2017
Latest filing
13 Apr 2026
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

Ullmann Wealth Partners Group, LLC SEC filings Ullmann Wealth Partners Group, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 38 SEC filings for Ullmann Wealth Partners Group, LLC.

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13F-HR

13F-HR filing

Filing date
13 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR

13F-HR filing

Filing date
12 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
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13F-HR

13F-HR filing

Filing date
17 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
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13F-HR

13F-HR filing

Filing date
11 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR

13F-HR filing

Filing date
11 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR

13F-HR filing

Filing date
15 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR

13F-HR filing

Filing date
15 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
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13F-HR

13F-HR filing

Filing date
08 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR

13F-HR filing

Filing date
10 May 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR

13F-HR filing

Filing date
11 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR

13F-HR filing

Filing date
13 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
14 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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