Ullmann Wealth Partners Group, LLC
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.4ptsvs SPY
Invested
$963.3M
Holdings
155
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Exited (was 273.7k shares)
18.5%
02
$ITOT
ISHARES TR
Q4 2025: Exited (was 634.0k shares)
9.2%
03
$LRGF
ISHARES TR
Q4 2025: Exited (was 1.41M shares)
8.0%
04
$FBND
FIDELITY MERRIMACK STR TR
Q4 2025: Exited (was 124.6k shares)
5.6%
05
$DFCF
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 872.4k shares)
4.0%
06
$DFIC
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 1.28M shares)
4.0%
07
$DYNF
BLACKROCK ETF TRUST
Q4 2025: Exited (was 326.0k shares)
3.8%
08
$SMLF
ISHARES TR
Q4 2025: Exited (was 477.5k shares)
3.4%
09
$IWF
ISHARES TR
Q4 2025: Exited (was 76.7k shares)
3.4%
10
$IXUS
ISHARES TR
Q4 2025: Exited (was 288.1k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:14 UTC.