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BANNERMAN WEALTH MANAGEMENT GROUP, LLC
BANNERMAN WEALTH MANAGEMENT GROUP, LLC
Latest filing: 2026-06-30
BANNERMAN WEALTH MANAGEMENT GROUP, LLC runs BANNERMAN WEALTH MANAGEMENT GROUP, LLC and currently holds 38 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $171.39M. Their top holdings are DFAC, DFCF, DFAS, DFAI, AVLV. The top five represent 70.0% of reported portfolio weight. BANNERMAN WEALTH MANAGEMENT GROUP, LLC ranks #849 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BANNERMAN WEALTH MANAGEMENT GROUP, LLC initiated 4 new positions. They added to 22 existing positions. They trimmed 8 positions. Their current best-performing preview position is GOOGL with returns of +24.28%.
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38 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 32.19% | $35.17 | $45.61 | +29.68% | Added +2.93% |
 DFCF DIMENSIONAL ETF TRUST | 11.03% | $41.55 | $41.48 | -0.17% | Added +14.52% |
 DFAS DIMENSIONAL ETF TRUST | 9.22% | $65.75 | $83.03 | +26.28% | Added +1.43% |
 DFAI DIMENSIONAL ETF TRUST | 8.90% | $30.82 | $43.33 | +40.59% | Added +5.31% |
 AVLV AMERICAN CENTY ETF TR | 8.70% | $68.46 | $94.63 | +38.22% | Added +1.23% |
 DFAE DIMENSIONAL ETF TRUST | 3.96% | $26.08 | $39.48 | +51.38% | Added +0.93% |
 AVES AMERICAN CENTY ETF TR | 3.65% | $48.58 | $65.17 | +34.14% | Added +4.78% |
 AVDV AMERICAN CENTY ETF TR | 3.33% | $66.38 | $111.97 | +68.68% | Added +0.81% |
 AVUS AMERICAN CENTY ETF TR | 3.12% | $96.93 | $130.54 | +34.67% | Trimmed -0.41% |
DF DFAR DIMENSIONAL ETF TRUST | 2.51% | $23.45 | $26.48 | +12.92% | Added +4.18% |
Showing 1-10 of 38