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BANNERMAN WEALTH MANAGEMENT GROUP, LLC 13F portfolio summary

BANNERMAN WEALTH MANAGEMENT GROUP, LLC of BANNERMAN WEALTH MANAGEMENT GROUP, LLC has 32 current stock holdings with a reported portfolio value of $148.4M. The portfolio 1 year return is +17.43%. Top holdings include DFAC (31.64%), DFCF (11.12%), DFAI (9.22%), DFAS (9.07%), AVLV (8.78%).

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BANNERMAN WEALTH MANAGEMENT GROUP, LLC

BANNERMAN WEALTH MANAGEMENT GROUP, LLC
Latest filing: 2026-03-31

BANNERMAN WEALTH MANAGEMENT GROUP, LLC runs BANNERMAN WEALTH MANAGEMENT GROUP, LLC and currently holds 32 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $148.40M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BANNERMAN WEALTH MANAGEMENT GROUP, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BANNERMAN WEALTH MANAGEMENT GROUP, LLC's portfolio at BANNERMAN WEALTH MANAGEMENT GROUP, LLC has delivered returns of +17.43%. Their 3-year annualized return is +15.17%. Looking at the 5-year horizon, BANNERMAN WEALTH MANAGEMENT GROUP, LLC has achieved +15.17% annualized returns at BANNERMAN WEALTH MANAGEMENT GROUP, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.43%
#0/1000
3 Year
+15.17%
#0/1000
5 Year
+15.17%
#0/1000

Portfolio Value

$148.40M

Alpha Score

14.1

#0 of 1000

Holdings

32

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change