Notify me when Ullmann Wealth Partners Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 148 | $958,414,294 | +$74,771,578 | -$43,775,919 | +$30,995,659 | IVV, ITOT, LRGF, DFIC, DFCF | 13F-HR | 11 Feb 2026, 21:10 |
| Q3 2025 | 150 | $915,217,792 | +$38,158,612 | -$26,878,208 | +$11,280,404 | IVV, LRGF, ITOT, DFIC, DFCF | 13F-HR | 17 Oct 2025, 14:54 |
| Q2 2025 | 146 | $846,344,590 | +$54,235,252 | -$28,540,728 | +$25,694,524 | IVV, LRGF, ITOT, DFIC, DFCF | 13F-HR | 11 Jul 2025, 17:25 |
| Q1 2025 | 137 | $752,623,499 | +$13,723,192 | -$13,767,370 | -$44,178 | IVV, LRGF, ITOT, DUHP, DFCF | 13F-HR | 10 Apr 2025, 17:40 |
| Q4 2024 | 137 | $774,953,175 | +$13,153,979 | -$10,412,437 | +$2,741,542 | IVV, LRGF, ITOT, DUHP, SMLF | 13F-HR | 14 Jan 2025, 20:32 |
| Q3 2024 | 132 | $773,160,156 | +$41,772,612 | -$8,126,788 | +$33,645,824 | IVV, LRGF, ITOT, DUHP, SMLF | 13F-HR | 15 Oct 2024, 17:30 |
| Q2 2024 | 109 | $701,267,654 | +$29,876,324 | -$11,190,586 | +$18,685,738 | IVV, LRGF, ITOT, DUHP, DFCF | 13F-HR | 07 Aug 2024, 19:33 |
| Q1 2024 | 113 | $672,530,307 | +$28,428,289 | -$9,589,776 | +$18,838,513 | IVV, LRGF, ITOT, DUHP, SMLF | 13F-HR | 10 May 2024, 12:30 |
| Q4 2023 | 104 | $612,630,688 | +$34,021,367 | -$11,683,114 | +$22,338,253 | IVV, ITOT, LRGF, DUHP, DFCF | 13F-HR | 11 Jan 2024, 13:46 |
| Q3 2023 | 97 | $535,333,622 | +$129,689,684 | -$75,579,465 | +$54,110,219 | IVV, ITOT, LRGF, DFCF, DUHP | 13F-HR | 13 Oct 2023, 10:29 |
| Q2 2023 | 100 | $498,873,578 | +$100,489,282 | -$67,295,202 | +$33,194,080 | ITOT, IVV, DFAU, DFCF, LRGF | 13F-HR | 13 Jul 2023, 21:48 |
| Q1 2023 | 93 | $439,997,235 | +$12,963,207 | -$4,680,031 | +$8,283,176 | ITOT, DFAU, IVV, DFAX, DFCF | 13F-HR | 11 Apr 2023, 15:27 |
| Q4 2022 | 85 | $406,859,872 | +$17,553,596 | -$2,435,749 | +$15,117,847 | ITOT, DFAU, IVV, DFAX, DFCF | 13F-HR | 18 Jan 2023, 17:35 |
| Q3 2022 | 84 | $362,669,000 | +$23,680,425 | -$7,983,051 | +$15,697,374 | ITOT, DFAU, IVV, DFAX, DFCF | 13F-HR | 11 Oct 2022, 19:57 |
| Q2 2022 | 82 | $369,185,000 | +$47,630,855 | -$6,762,645 | +$40,868,210 | ITOT, DFAU, DFAX, IVV, IEFA | 13F-HR | 13 Jul 2022, 13:18 |
| Q1 2022 | 81 | $391,329,000 | +$45,826,620 | -$8,880,981 | +$36,945,639 | ITOT, DFAU, IVV, DFAX, IWF | 13F-HR | 14 Apr 2022, 16:46 |
| Q4 2021 | 89 | $374,434,000 | +$107,040,239 | -$4,419,774 | +$102,620,465 | ITOT, DFAU, DFAX, IWF, IEFA | 13F-HR | 25 Jan 2022, 18:50 |
| Q3 2021 | 82 | $253,210,000 | +$17,444,950 | -$4,719,620 | +$12,725,330 | ITOT, IWF, IEFA, IVV, IXUS | 13F-HR | 19 Oct 2021, 12:29 |
| Q2 2021 | 83 | $242,714,000 | +$10,568,474 | -$5,758,338 | +$4,810,136 | ITOT, IWF, IEFA, IVV, IXUS | 13F-HR | 09 Jul 2021, 16:37 |
| Q1 2021 | 84 | $224,520,000 | +$14,957,405 | -$3,228,560 | +$11,728,845 | ITOT, IWF, IEFA, IVV, IXUS | 13F-HR | 14 Apr 2021, 11:41 |
| Q4 2020 | 71 | $199,821,000 | +$14,223,001 | -$6,485,377 | +$7,737,624 | ITOT, IWF, IEFA, IVV, IXUS | 13F-HR | 15 Jan 2021, 16:23 |
| Q3 2020 | 68 | $174,468,000 | +$6,898,077 | -$6,585,045 | +$313,032 | ITOT, IWF, IVV, IEFA, IXUS | 13F-HR | 19 Oct 2020, 14:46 |
| Q2 2020 | 65 | $162,438,000 | +$35,852,194 | -$32,571,310 | +$3,280,884 | ITOT, IWF, IVV, IEFA, IXUS | 13F-HR | 13 Jul 2020, 13:37 |
| Q1 2020 | 53 | $133,300,000 | +$9,785,936 | -$4,064,389 | +$5,721,547 | ITOT, IEFA, IWF, IJJ, IJH | 13F-HR | 09 Apr 2020, 14:40 |
| Q4 2019 | 62 | $164,927,000 | +$1,924,958 | -$11,215,516 | -$9,290,558 | ITOT, IEFA, IWF, IJJ, IJH | 13F-HR | 14 Jan 2020, 15:32 |
| Q3 2019 | 65 | $162,400,000 | +$4,227,536 | -$3,268,427 | +$959,109 | ITOT, IEFA, IWF, IJJ, IWD | 13F-HR | 08 Oct 2019, 16:52 |
| Q2 2019 | 67 | $160,093,000 | +$4,167,009 | -$4,084,631 | +$82,378 | ITOT, IEFA, IWF, IJJ, IWD | 13F-HR | 11 Jul 2019, 11:51 |
| Q1 2019 | 66 | $155,517,000 | +$8,572,348 | -$5,061,252 | +$3,511,096 | ITOT, IEFA, IWF, IJJ, IWD | 13F-HR | 05 Apr 2019, 17:43 |
| Q4 2018 | 58 | $135,375,000 | +$11,753,490 | -$5,349,889 | +$6,403,601 | ITOT, IEFA, IWF, IJJ, IWD | 13F-HR | 14 Jan 2019, 12:20 |
| Q3 2018 | 57 | $150,275,000 | +$3,395,822 | -$4,400,130 | -$1,004,308 | ITOT, IWF, IEFA, IJJ, PWV | 13F-HR | 06 Nov 2018, 14:46 |
| Q2 2018 | 56 | $144,515,000 | +$16,449,236 | -$18,312,554 | -$1,863,318 | ITOT, IWF, IEFA, IJJ, PWV | 13F-HR | 07 Aug 2018, 10:03 |
| Q1 2018 | 52 | $141,472,000 | +$5,871,498 | -$4,832,253 | +$1,039,245 | ITOT, IEFA, IWF, IJJ, PWV | 13F-HR | 07 May 2018, 09:49 |
| Q4 2017 | 53 | $145,588,000 | +$63,041,709 | -$37,052,534 | +$25,989,175 | ITOT, IWF, IEFA, IJJ, PWV | 13F-HR | 09 Feb 2018, 15:32 |
| Q3 2017 | 48 | $97,130,000 | +$22,809,029 | -$51,356,521 | -$28,547,492 | IWF, PWV, IWD, IJJ, IWN | 13F-HR | 14 Nov 2017, 09:13 |
| Q2 2017 | 155 | $139,129,000 | +$16,040,782 | -$867,333 | +$15,173,449 | ITOT, IWF, IEFA, IJJ, PWV | 13F-HR | 24 Jul 2017, 10:35 |
| Q1 2017 | 141 | $120,756,000 | +$28,362,068 | -$15,266,117 | +$13,095,951 | ITOT, IWF, IEFA, IJJ, PWV | 13F-HR | 26 May 2017, 13:56 |
| Q4 2016 | 47 | $105,219,000 | $0 | $0 | $0 | IWF, IWD, PWV, IJJ, IEFA | 13F-HR | 14 Feb 2017, 10:10 |