Ullmann Wealth Partners Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing was signed by Carrie King, Chief Compliance Officer, on November 2, 2026.
The report lists 190 distinct securities held by the firm. The portfolio includes a mix of individual equities and exchange-traded funds (ETFs). The largest individual equity position disclosed is in Apple Inc., where the firm holds 11,357,304 shares. Other notable individual stock holdings include Microsoft Corporation with 7,909,628 shares, NVIDIA Corporation with 7,831,883 shares, and Berkshire Hathaway Inc. Class B with 1,593,362 shares.
Among the ETFs held, the portfolio features several broad-market and sector-specific funds. The firm holds significant positions in the iShares Core S&P 500 ETF, with 202,736,382 shares, and the iShares Core S&P 500 Growth ETF, with 241,262,6 shares. Sector-specific ETFs include the iShares Select Sector SPDR Technology ETF, with 1,919,091 shares, and the iShares Core S&P Mid Cap 400 Growth ETF, with 2,928,633 shares.
The filing indicates that all holdings are held for investment purposes, with sole voting and dispositive power over the securities listed.
