# EDGAR Filing Document

**Accession Number:** 0001697725
**File Stem:** 0001085146-23-000197
**Filing Date:** 2023-1
**Character Count:** 13301
**Document Hash:** ff934b39631dafb03c05fc08c0d20182
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000197.hdr.sgml**: 20230119

**ACCESSION NUMBER**: 0001085146-23-000197

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230119

**DATE AS OF CHANGE**: 20230118

**EFFECTIVENESS DATE**: 20230119

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Ullmann Wealth Partners Group, LLC
- **CENTRAL INDEX KEY:** 0001697725
- **IRS NUMBER:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-17826
- **FILM NUMBER:** 23535332

**BUSINESS ADDRESS:**
- **STREET 1:** 1540 THE GREENS WAY
- **CITY:** JACKSONVILLE BEACH
- **STATE:** FL
- **ZIP:** 32250
- **BUSINESS PHONE:** 904-280-3700

**MAIL ADDRESS:**
- **STREET 1:** 1540 THE GREENS WAY
- **CITY:** JACKSONVILLE BEACH
- **STATE:** FL
- **ZIP:** 32250

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Ullmann Financial Group, Inc.
- **DATE OF NAME CHANGE:** 20170209

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Ullmann Wealth Partners Group LLC<br>**Address:** 1540 THE GREENS WAY<br>JACKSONVILLE BEACH, FL 32250

**Form 13F File Number:** 028-17826

**CRD Number (if applicable):** 000316697

**SEC File Number (if applicable):** 801-122769

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Carrie King<br>**Title:** Chief Compliance Officer<br>**Phone:** 904-280-3700

**Signature, Place, and Date of Signing:**

/s/Carrie King  Jacksonville Beach, FL  01-18-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 85

**Form 13F Information Table Value Total:** $406859872

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 537600 | 6400 | SH |  | SOLE |  | 0 | 0 | 6400 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 2021993 | 15562 | SH |  | SOLE |  | 0 | 0 | 15562 |
| BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 995953 | 30071 | SH |  | SOLE |  | 0 | 0 | 30071 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 370062 | 1198 | SH |  | SOLE |  | 0 | 0 | 1198 |
| BLACK KNIGHT INC | COM | 09215C105 | BBG00GX77ML3 | 1036317 | 16782 | SH |  | SOLE |  | 0 | 0 | 16782 |
| CINCINNATI FINL CORP | COM | 172062101 | BBG001S5PTM0 | 1171034 | 11437 | SH |  | SOLE |  | 0 | 0 | 11437 |
| CINTAS CORP | COM | 172908105 | BBG001S7CRG1 | 1576605 | 3491 | SH |  | SOLE |  | 0 | 0 | 3491 |
| COCA COLA CO | COM | 191216100 | BBG001S5SMQ8 | 548843 | 8628 | SH |  | SOLE |  | 0 | 0 | 8628 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 270319 | 592 | SH |  | SOLE |  | 0 | 0 | 592 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | BBG01254CL28 | 25485910 | 613822 | SH |  | SOLE |  | 0 | 0 | 613822 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | BBG00Y2JG0C0 | 58269714 | 2156540 | SH |  | SOLE |  | 0 | 0 | 2156540 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | BBG012G2PD33 | 29107519 | 1347570 | SH |  | SOLE |  | 0 | 0 | 1347570 |
| EQT CORP | COM | 26884L109 | BBG001S5QXJ4 | 225815 | 6675 | SH |  | SOLE |  | 0 | 0 | 6675 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 671060 | 6084 | SH |  | SOLE |  | 0 | 0 | 6084 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | BBG001SBT983 | 17580814 | 429114 | SH |  | SOLE |  | 0 | 0 | 429114 |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | BBG006N7S6J1 | 968535 | 25745 | SH |  | SOLE |  | 0 | 0 | 25745 |
| FIFTH THIRD BANCORP | COM | 316773100 | BBG001S5R6S2 | 301425 | 9187 | SH |  | SOLE |  | 0 | 0 | 9187 |
| FIRST MERCHANTS CORP | COM | 320817109 | BBG001S5NNS9 | 234121 | 5695 | SH |  | SOLE |  | 0 | 0 | 5695 |
| FTAI AVIATION LTD | SHS | G3730V105 | BBG019M62R54 | 326154 | 19051 | SH |  | SOLE |  | 0 | 0 | 19051 |
| FTAI INFRASTRUCTURE INC | COMMON STOCK | 35953C106 | BBG0174VKJB4 | 56200 | 19051 | SH |  | SOLE |  | 0 | 0 | 19051 |
| GEE GROUP INC | COM | 36165A102 | BBG001S5SHT6 | 160888 | 328343 | SH |  | SOLE |  | 0 | 0 | 328343 |
| GENERAL MLS INC | COM | 370334104 | BBG001S5RKR2 | 253513 | 3023 | SH |  | SOLE |  | 0 | 0 | 3023 |
| HCA HEALTHCARE INC | COM | 40412C101 | BBG001T8NTY2 | 1214917 | 5063 | SH |  | SOLE |  | 0 | 0 | 5063 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 297329 | 941 | SH |  | SOLE |  | 0 | 0 | 941 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 366737 | 2603 | SH |  | SOLE |  | 0 | 0 | 2603 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | BBG001S7XR78 | 250756 | 945 | SH |  | SOLE |  | 0 | 0 | 945 |
| INVESCO EXCH TRADED FD TR II | S INTL QULTY | 46138E214 | BBG001SS78M6 | 296947 | 12005 | SH |  | SOLE |  | 0 | 0 | 12005 |
| INVESCO EXCHANGE TRADED FD T | DYNMC LRG GWTH | 46137V746 | BBG001S9FH85 | 1531220 | 25631 | SH |  | SOLE |  | 0 | 0 | 25631 |
| INVESCO EXCHANGE TRADED FD T | DYNMC LRG VALU | 46137V738 | BBG001SJW5C5 | 5923606 | 125873 | SH |  | SOLE |  | 0 | 0 | 125873 |
| INVESCO EXCHANGE TRADED FD T | S 100 EQL WIGH | 46137V449 | BBG001SS30F5 | 218705 | 2922 | SH |  | SOLE |  | 0 | 0 | 2922 |
| INVESCO EXCHANGE TRADED FD T | S MDCP MOMNTUM | 46137V464 | BBG001SJW5S8 | 2845714 | 37792 | SH |  | SOLE |  | 0 | 0 | 37792 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 | BBG001SS30K9 | 360271 | 5216 | SH |  | SOLE |  | 0 | 0 | 5216 |
| INVESCO EXCHANGE TRADED FD T | S MDCP VLU MNT | 46137V456 | BBG001SJW5Y1 | 232305 | 5275 | SH |  | SOLE |  | 0 | 0 | 5275 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 594951 | 2234 | SH |  | SOLE |  | 0 | 0 | 2234 |
| IRON MTN INC DEL | COM | 46284V101 | BBG001SCQ2X1 | 344376 | 6908 | SH |  | SOLE |  | 0 | 0 | 6908 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | BBG003HC3DG9 | 2208782 | 47297 | SH |  | SOLE |  | 0 | 0 | 47297 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | BBG003H6TRS0 | 18932803 | 307151 | SH |  | SOLE |  | 0 | 0 | 307151 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | BBG00G9DM0M7 | 322949 | 5769 | SH |  | SOLE |  | 0 | 0 | 5769 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | BBG003H6TMV7 | 22728314 | 392680 | SH |  | SOLE |  | 0 | 0 | 392680 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 11519536 | 47623 | SH |  | SOLE |  | 0 | 0 | 47623 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 2765874 | 29225 | SH |  | SOLE |  | 0 | 0 | 29225 |
| ISHARES TR | CORE S TTL STK | 464287150 | BBG001SHTRL5 | 61969217 | 730769 | SH |  | SOLE |  | 0 | 0 | 730769 |
| ISHARES TR | CORE S US GWT | 464287671 | BBG001SFQL99 | 665858 | 8168 | SH |  | SOLE |  | 0 | 0 | 8168 |
| ISHARES TR | CORE S US VLU | 464287663 | BBG001SFQL80 | 500469 | 7086 | SH |  | SOLE |  | 0 | 0 | 7086 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 33653549 | 87592 | SH |  | SOLE |  | 0 | 0 | 87592 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | BBG001SM1QT8 | 1631547 | 16822 | SH |  | SOLE |  | 0 | 0 | 16822 |
| ISHARES TR | MORNINGSTAR VALU | 464288109 | BBG001SBRHX9 | 445421 | 7044 | SH |  | SOLE |  | 0 | 0 | 7044 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | BBG001SG09V7 | 802998 | 12233 | SH |  | SOLE |  | 0 | 0 | 12233 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | BBG004FPV022 | 5330527 | 36528 | SH |  | SOLE |  | 0 | 0 | 36528 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | BBG004TRTWW3 | 9934775 | 87178 | SH |  | SOLE |  | 0 | 0 | 87178 |
| ISHARES TR | MSCI USA SML CP | 46434V290 | BBG008LP6CK8 | 9730582 | 195944 | SH |  | SOLE |  | 0 | 0 | 195944 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | BBG001SZV978 | 654965 | 6207 | SH |  | SOLE |  | 0 | 0 | 6207 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | BBG001S56320 | 16721394 | 78050 | SH |  | SOLE |  | 0 | 0 | 78050 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | BBG001S562P7 | 5058505 | 33356 | SH |  | SOLE |  | 0 | 0 | 33356 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | BBG001S56277 | 681317 | 4913 | SH |  | SOLE |  | 0 | 0 | 4913 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | BBG001S561Z8 | 302867 | 3623 | SH |  | SOLE |  | 0 | 0 | 3623 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | BBG001SJCNS1 | 8356793 | 123896 | SH |  | SOLE |  | 0 | 0 | 123896 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 270795 | 1553 | SH |  | SOLE |  | 0 | 0 | 1553 |
| ISHARES TR | S 500 GRWT ETF | 464287309 | BBG001S561Q8 | 255996 | 4376 | SH |  | SOLE |  | 0 | 0 | 4376 |
| ISHARES TR | S MC 400GR ETF | 464287606 | BBG001SFQL08 | 1772652 | 25954 | SH |  | SOLE |  | 0 | 0 | 25954 |
| ISHARES TR | S MC 400VL ETF | 464287705 | BBG001SFQJM9 | 9951524 | 98725 | SH |  | SOLE |  | 0 | 0 | 98725 |
| ISHARES TR | S SML 600 GWT | 464287887 | BBG001SFQL44 | 1777722 | 16450 | SH |  | SOLE |  | 0 | 0 | 16450 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 | BBG001SFQL26 | 3730171 | 40852 | SH |  | SOLE |  | 0 | 0 | 40852 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS CDA | 46641Q225 | BBG00LN4CWM1 | 316527 | 5525 | SH |  | SOLE |  | 0 | 0 | 5525 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 879192 | 4977 | SH |  | SOLE |  | 0 | 0 | 4977 |
| JPMORGAN CHASE  CO | COM | 46625H100 | BBG001S8CRC3 | 603644 | 4501 | SH |  | SOLE |  | 0 | 0 | 4501 |
| LUMEN TECHNOLOGIES INC | COM | 550241103 | BBG001S5Q8G2 | 114516 | 21938 | SH |  | SOLE |  | 0 | 0 | 21938 |
| MCDONALDS CORP | COM | 580135101 | BBG001S5T110 | 268274 | 1018 | SH |  | SOLE |  | 0 | 0 | 1018 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 1379942 | 5754 | SH |  | SOLE |  | 0 | 0 | 5754 |
| NEW FORTRESS ENERGY INC | COM CL A | 644393100 | BBG00MJH9M32 | 622796 | 14682 | SH |  | SOLE |  | 0 | 0 | 14682 |
| NEXTERA ENERGY INC | COM | 65339F101 | BBG001S5RB29 | 601156 | 7191 | SH |  | SOLE |  | 0 | 0 | 7191 |
| PEPSICO INC | COM | 713448108 | BBG001S695T1 | 202701 | 1122 | SH |  | SOLE |  | 0 | 0 | 1122 |
| PFIZER INC | COM | 717081103 | BBG001S5V466 | 300605 | 5867 | SH |  | SOLE |  | 0 | 0 | 5867 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 2947119 | 19445 | SH |  | SOLE |  | 0 | 0 | 19445 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | BBG001T5XQT9 | 821575 | 18335 | SH |  | SOLE |  | 0 | 0 | 18335 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 5374601 | 14054 | SH |  | SOLE |  | 0 | 0 | 14054 |
| SPDR SER TR | S DIVID ETF | 78464A763 | BBG001SPTBP8 | 448943 | 3588 | SH |  | SOLE |  | 0 | 0 | 3588 |
| UNION PAC CORP | COM | 907818108 | BBG001S5X2M0 | 204171 | 986 | SH |  | SOLE |  | 0 | 0 | 986 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 354189 | 668 | SH |  | SOLE |  | 0 | 0 | 668 |
| US BANCORP DEL | COM NEW | 902973304 | BBG001S6T8C1 | 459431 | 10535 | SH |  | SOLE |  | 0 | 0 | 10535 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | BBG001SHTTS4 | 297484 | 1396 | SH |  | SOLE |  | 0 | 0 | 1396 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 302141 | 1580 | SH |  | SOLE |  | 0 | 0 | 1580 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 299714 | 2135 | SH |  | SOLE |  | 0 | 0 | 2135 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 483937 | 3413 | SH |  | SOLE |  | 0 | 0 | 3413 |
| WELLS FARGO CO NEW | COM | 949746101 | BBG001S5XF23 | 251084 | 6081 | SH |  | SOLE |  | 0 | 0 | 6081 |

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