Ullmann Financial Group, Inc.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationjacksonville beach, FL
- CIK0001697725
- Alternate namesUllmann Wealth Partners Group, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
137 | $752.62 M | IVV, LRGF, ITOT, DUHP | 13F-HR | Apr 11, 2025 | 000108514625002052 | ||
137 | $774.95 M | IVV, LRGF, ITOT, DUHP | 13F-HR | Jan 14, 2025 | 000108514625000209 | ||
132 | $773.16 M | IVV, LRGF, ITOT, DUHP | 13F-HR | Oct 15, 2024 | 000108514624004912 | ||
109 | $701.27 M | IVV, LRGF, ITOT, DUHP | 13F-HR | Aug 8, 2024 | 000108514624003577 | ||
113 | $672.53 M | IVV, LRGF, ITOT, DUHP | 13F-HR | May 10, 2024 | 000108514624002381 | ||
104 | $612.63 M | IVV, ITOT, LRGF, DUHP | 13F-HR | Jan 11, 2024 | 000108514624000207 | ||
97 | $535.33 M | IVV, ITOT, LRGF, DFCF | 13F-HR | Oct 13, 2023 | 000108514623003724 | ||
100 | $498.87 M | ITOT, IVV, DFAU, DFCF | 13F-HR | Jul 14, 2023 | 000108514623002695 | ||
93 | $440.00 M | ITOT, DFAU, IVV, DFAX | 13F-HR | Apr 11, 2023 | 000108514623001623 | ||
85 | $406.86 M | ITOT, DFAU, IVV, DFAX | 13F-HR | Jan 19, 2023 | 000108514623000197 | ||
84 | $362.67 M | ITOT, DFAU, IVV, DFAX | 13F-HR | Oct 12, 2022 | 000108514622003334 | ||
82 | $369.19 M | ITOT, DFAU, DFAX, IVV | 13F-HR | Jul 13, 2022 | 000108514622002363 | ||
81 | $391.33 M | ITOT, DFAU, IVV, DFAX | 13F-HR | Apr 14, 2022 | 000108514622001420 | ||
89 | $374.43 M | ITOT, DFAU, DFAX, IWF | 13F-HR | Jan 26, 2022 | 000108514622000327 | ||
82 | $253.21 M | ITOT, IWF, IEFA, IVV | 13F-HR | Oct 19, 2021 | 000169772521000004 | ||
83 | $242.71 M | ITOT, IWF, IEFA, IVV | 13F-HR | Jul 9, 2021 | 000169772521000003 | ||
84 | $224.52 M | ITOT, IWF, IEFA, IVV | 13F-HR | Apr 14, 2021 | 000169772521000002 | ||
71 | $199.82 M | ITOT, IWF, IEFA, IVV | 13F-HR | Jan 15, 2021 | 000169772521000001 | ||
68 | $174.47 M | ITOT, IWF, IVV, IEFA | 13F-HR | Oct 19, 2020 | 000169772520000004 | ||
65 | $162.44 M | ITOT, IWF, IVV, IEFA | 13F-HR | Jul 13, 2020 | 000169772520000003 | ||
53 | $133.30 M | ITOT, IEFA, IWF, IJJ | 13F-HR | Apr 9, 2020 | 000169772520000002 | ||
62 | $164.93 M | ITOT, IEFA, IWF, IJJ | 13F-HR | Jan 14, 2020 | 000169772520000001 | ||
65 | $162.40 M | ITOT, IEFA, IWF, IJJ | 13F-HR | Oct 8, 2019 | 000169772519000004 | ||
67 | $160.09 M | ITOT, IEFA, IWF, IJJ | 13F-HR | Jul 11, 2019 | 000169772519000003 | ||
66 | $155.52 M | ITOT, IEFA, IWF, IJJ | 13F-HR | Apr 8, 2019 | 000169772519000002 | ||
58 | $135.38 M | ITOT, IEFA, IWF, IJJ | 13F-HR | Jan 14, 2019 | 000169772519000001 | ||
57 | $150.28 M | ITOT, IWF, IEFA, IJJ | 13F-HR | Nov 6, 2018 | 000160658718000827 | ||
56 | $144.51 M | ITOT, IWF, IEFA, IJJ | 13F-HR | Aug 7, 2018 | 000160658718000611 | ||
52 | $141.47 M | ITOT, IEFA, IWF, IJJ | 13F-HR | May 7, 2018 | 000160658718000393 | ||
53 | $145.59 M | ITOT, IWF, IEFA, IJJ | 13F-HR | Feb 9, 2018 | 000160658718000163 | ||
48 | $99.97 M | IWF, PWVUSD, IWD, IJJ | 13F-HR | Nov 14, 2017 | 000160658717000693 | ||
158 | $139.13 M | ITOT, IWF, IEFA, IJJ | 13F-HR | Jul 24, 2017 | 000160658717000406 | ||
146 | $120.76 M | ITOT, IWF, IEFA, IJJ | 13F-HR | May 26, 2017 | 000160658717000367 | ||
47 | $105.44 M | IWF, IWD, PWVUSD, IJJ | 13F-HR | Feb 14, 2017 | 000160658717000166 |