Holdings
Ullmann Wealth Partners Group, LLC
As of Jun 30, 2026, Ullmann Wealth Partners Group, LLC reported 90 positions worth US$110M. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 31,472 | US$9.11M | +2,180 | Jun 30, 2026 |
| Nvidia Corporation | 32,756 | US$6.55M | +720 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 17,147 | US$6.13M | +920 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 15,875 | US$5.2M | +221 | Jun 30, 2026 |
| Microsoft Corp. | 13,662 | US$5.1M | −767 | Jun 30, 2026 |
| Hca Healthcare, Inc. | 10,858 | US$4.23M | +5,115 | Jun 30, 2026 |
| Amazon.com, Inc. | 15,912 | US$3.79M | +790 | Jun 30, 2026 |
| Johnson & Johnson | 12,767 | US$3.24M | +103 | Jun 30, 2026 |
| Bank Of America Corporation | 56,110 | US$3.2M | +2,228 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 5,260 | US$3.06M | +541 | Jun 30, 2026 |