BANNERMAN WEALTH MANAGEMENT GROUP, LLC - Portfolio Stock Holdings
BANNERMAN WEALTH MANAGEMENT GROUP, LLC disclosed 37 stock positions in a recent SEC 13F filing. $171,295,944 of stock holdings were filed, with the largest holdings including DFAC, DFCF, and DFAS. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $176,582,760 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
37Est. Stock Holding Value:
$171,295,944Top Stock Holdings By Sector
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Portfolio Stock Holdings - BANNERMAN WEALTH MANAGEMENT GROUP, LLC
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Portfolio Options Holdings - BANNERMAN WEALTH MANAGEMENT GROUP, LLC
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