Stock Taper 
ULLMANN WEALTH PARTNERS GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Marriott International, Inc. | MAR | 4.73K | $1.75M |
 Chevron Corporation | CVX | 3.62K | $599.14K |
 Wells Fargo & Company | WFC | 3.43K | $283.66K |
 KLA Corporation | KLAC | 3.39K | $1.02M |
 Oracle Corporation | ORCL | 3.32K | $487.1K |
 Rocket Lab USA, Inc. | RKLB | 3.16K | $320.96K |
 General Motors Company | GM | 3.12K | $240.49K |
 Berkshire Hathaway Inc. | BRK-B | 3.1K | $1.55M |
 Tesla, Inc. | TSLA | 3.04K | $1.28M |
 Xcel Energy Inc. | XEL | 2.96K | $237.53K |
 The Home Depot, Inc. | HD | 2.9K | $1.02M |
 Meta Platforms, Inc. | META | 2.71K | $1.52M |
 Palantir Technologies Inc. | PLTR | 2.71K | $315.69K |
 Delta Air Lines, Inc. | DAL | 2.68K | $250.68K |
 Intercontinental Exchange, Inc. | ICE | 2.68K | $329.56K |
 Caterpillar Inc. | CAT | 2.62K | $2.78M |
 SEI Investments Company | SEIC | 2.59K | $227.43K |
 Arista Networks, Inc. | ANET | 2.47K | $420.24K |
 Visa Inc. | V | 2.28K | $783.79K |
 McDonald's Corporation | MCD | 2.25K | $608.91K |