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Ullmann Wealth Partners Group, LLC
Ullmann Wealth Partners Group, LLC is an independent wealth management and investment advisory firm headquartered in Jacksonville Beach, Florida. Founded in 2001, the firm provides tailored financial planning, investment management, and advanced planning services primarily for high-net-worth individuals and families. Ullmann Wealth Partners employs around 13 professionals, including wealth advisors and specialists, with expertise in investment management, financial planning, and divorce advisory. The firm focuses on serving business owners, executives, professionals, divorcees, and retirees, helping clients achieve financial independence and confidence through collaborative and proactive client relationships.
Investment Strategy
Ullmann Wealth Partners Group, LLC utilizes a customized yet systematic investment process rooted in proven investment management principles. They focus on holistic wealth management by integrating investment management, advanced planning, and collaboration with clients' other advisors. The firm emphasizes disciplined portfolio construction, risk management, and aligning investment strategies to each client's goals and life events, with a special focus on high-net-worth individuals and families. Their philosophy centers on achieving financial independence and financial health for clients through client-specific strategies and continuous monitoring and refinement.
Latest 13F Filing Activity
Ullmann Wealth Partners Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 149 equity positions with a total 13F market value of $915M. The fund increased holdings in Ishares TR, Fidelity Merrimack STR TR, Ishares TR among other positions. Ullmann Wealth Partners Group, LLC reduced exposure to Dimensional Etf Trust, Ishares Inc., Vanguard Scottsdale FDS among others.
Top Holdings
Equity Positions (149)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 20.01% | $183.2M | 273,661 | $449.78 | $669.30 | +$21.5M |
L LRGF | ISHARES TR | 10.62% | $97.2M | 1,407,083 | $45.69 | $69.08 | +$3.4M |
I ITOT | ISHARES TR | 10.09% | $92.3M | 633,980 | $69.67 | $145.65 | +$5.7M |
D DFIC | DIMENSIONAL ETF TRUST | 4.59% | $42.0M | 1,281,470 | $24.57 | $32.79 | +$3.3M |
D DFCF | DIMENSIONAL ETF TRUST | 4.08% | $37.3M | 872,378 | $42.38 | $42.76 | +$1.1M |
Industry Allocation
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