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Manager record

Ullmann Wealth Partners Group, LLC

Jacksonville Beach, FL · CIK 1697725 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.10BReported 13F valueQ2 2026 · as filed
174Holdings listed
+14.2%vs prior quartervalue change includes market moves
5Quarters on record
Aug 10Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $846.3M$846.3MQ2 2025146 holdingsQ3 2025: $915.2M$915.2MQ3 2025151 holdingsQ4 2025: $960.8M$960.8MQ4 2025148 holdingsQ1 2026: $963.3M$963.3MQ1 2026156 holdingsQ2 2026: $1.1B$1.1BQ2 2026174 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 10 2026 13F-HR · period Q2 2026

$1.10B · 174 holdings listed · View original SEC filing ↗
Apr 13 2026 13F-HR · period Q1 2026

$963.27M · 156 holdings listed · View original SEC filing ↗
Feb 12 2026 13F-HR · period Q4 2025

$960.84M · 148 holdings listed · View original SEC filing ↗
Oct 17 2025 13F-HR · period Q3 2025

$915.24M · 151 holdings listed · View original SEC filing ↗
Jul 11 2025 13F-HR · period Q2 2025

$846.34M · 146 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 10, 2026 · Change methodology