Ulrich Consultants & Investment Group, LLC
Q3 2026 13F filing
Updated 23 days ago47 disclosed positions worth $100.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $44.2M | 63.1K | 44.16% | — |
| 2 | ? N/A ISHARES TR | $17.2M | 201.2K | 17.19% | — |
| 3 | S STATE STR SPDR S&P 500 ETF T | $4.3M | 5.6K | 4.26% | — |
| 4 | E ISHARES TR | $3.1M | 30.4K | 3.13% | — |
| 5 | V VANGUARD SCOTTSDALE FDS | $2.6M | 24.3K | 2.64% | — |
| 6 | H HCA HEALTHCARE INC | $2.1M | 4.8K | 2.05% | — |
| 7 | V VANGUARD SCOTTSDALE FDS | $2M | 15.7K | 2.02% | — |
| 8 | E ISHARES TR | $1.8M | 12.7K | 1.80% | — |
| 9 | A AMPLIFY ETF TR | $1.6M | 35.1K | 1.63% | — |
| 10 | G SPDR GOLD TR | $1.5M | 3.9K | 1.48% | — |
| 11 | V VANGUARD SCOTTSDALE FDS | $1.4M | 4.2K | 1.42% | — |
| 12 | E ENTERPRISE PRODS PARTNERS L | $1.3M | 36.9K | 1.31% | — |
| 13 | A APPLE INC | $1.2M | 3.7K | 1.22% | — |
| 14 | M MICROSOFT CORP | $1.2M | 2.2K | 1.15% | — |
| 15 | E ENERGY TRANSFER L P | $1M | 50.9K | 1.01% | — |
| 16 | E ISHARES TR | $950K | 1.2K | 0.95% | — |
| 17 | C CAPITAL GROUP DIVIDEND VALUE | $943K | 19.3K | 0.94% | — |
| 18 | B ISHARES TR | $921K | 5.8K | 0.92% | — |
| 19 | ? N/A INVESCO EXCH TRADED FD TR II | $756K | 13.2K | 0.76% | — |
| 20 | F FIRST TR EXCHANGE TRADED FD | $587K | 7.5K | 0.59% | — |
| 21 | I INTEL CORP | $583K | 4.8K | 0.58% | — |
| 22 | X EXXONMOBIL HOLDINGS CORP | $529K | 3.3K | 0.53% | — |
| 23 | C CISCO SYS INC | $528K | 4.9K | 0.53% | — |
| 24 | H VANECK ETF TRUST | $505K | 5.8K | 0.50% | — |
| 25 | A AMAZON COM INC | $442K | 1.8K | 0.44% | — |
| 26 | P PALO ALTO NETWORKS INC | $429K | 1.1K | 0.43% | — |
| 27 | E ISHARES TR | $423K | 2.0K | 0.42% | — |
| 28 | E ISHARES TR | $403K | 7.3K | 0.40% | — |
| 29 | T TARGA RES CORP | $384K | 1.4K | 0.38% | — |
| 30 | L ELI LILLY & CO | $380K | 328 | 0.38% | — |
| 31 | S SELECT SECTOR SPDR TR | $378K | 6.1K | 0.38% | — |
| 32 | I ISHARES GOLD TR | $364K | 4.7K | 0.36% | — |
| 33 | V VANGUARD INDEX FDS | $361K | 4.6K | 0.36% | — |
| 34 | E KINDER MORGAN INC DEL | $355K | 11.8K | 0.35% | — |
| 35 | A AMPLIFY ETF TR | $344K | 2.8K | 0.34% | — |
| 36 | I INVESCO EXCHANGE TRADED FD T | $338K | 1.6K | 0.34% | — |
| 37 | B BERKSHIRE HATHAWAY INC DEL | $290K | 583 | 0.29% | — |
| 38 | N NVIDIA CORPORATION | $272K | 1.2K | 0.27% | — |
| 39 | F WILLIAMS COS INC | $272K | 4.0K | 0.27% | — |
| 40 | V VANGUARD INTL EQUITY INDEX F | $270K | 3.3K | 0.27% | — |
| 41 | A ARES CAPITAL CORP | $267K | 14.0K | 0.27% | — |
| 42 | P SPROTT ASSET MANAGEMENT LP | $266K | 8.5K | 0.27% | — |
| 43 | M MPLX LP | $265K | 4.7K | 0.27% | — |
| 44 | S SIMON PPTY GROUP INC NEW | $221K | 1.1K | 0.22% | — |
| 45 | V VANGUARD INDEX FDS | $215K | 574 | 0.21% | — |
| 46 | S STARBUCKS CORP | $210K | 2.2K | 0.21% | — |
| 47 | A AEBI SCHMIDT HLDG AG | $106K | 10.0K | 0.11% | — |