Ullmann Wealth Partners Group, LLC has filed its latest 13F-HR report, revealing that the firm holds approximately $1.12 billion in various investments as of September 30, 2026. This filing is crucial for understanding the firm’s investment strategies and positions, which can impact investor sentiment in the wealth management sector.

Background

Ullmann Wealth Partners Group, LLC is a financial firm based in Jacksonville Beach, Florida. The company, incorporated in Delaware, operates in the wealth management sector, focusing on investment strategies for its clients. The firm has been active in filing various reports, including the recent 13F-HR on November 2, 2026, and previous filings throughout 2026.

What the Filing Says

The 13F-HR filing indicates that Ullmann Wealth Partners Group holds a total of 190 positions valued at approximately $1,115,792,374. The report highlights various companies in which the firm has invested, showcasing its diverse portfolio.

Impact

This filing may affect various stakeholders, including clients of Ullmann Wealth Partners Group, competitors in the wealth management industry, and analysts tracking investment trends. The detailed disclosure of holdings provides insights into the firm’s investment philosophy and market outlook.

What's Next

The filing does not specify what actions Ullmann Wealth Partners Group will take next, leaving stakeholders to anticipate future moves based on market conditions and investment opportunities.

Source: SEC Accession Number 0001697725-26-000006