Ullmann Wealth Partners Group, LLC
All 13F Filings
- Location
- Jacksonville Beach, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 960,842
- 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 |
|---|---|---|---|---|---|
| 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 | 579.3 K | 60.3% | 0 | 9.861 K | -9.861 K |
| ETFs | 381.5 K | 39.7% | 55.46 K | 0 | 55.46 K |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
960,842
Holdings
148
QoQ value change ($000)
45,607
(5.0%)
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.