Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BANNERMAN WEALTH MANAGEMENT GROUP, LLC (CIK 2058816) reported $148.4M across 32 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($47.0M, 31.64%), DFCF ($16.5M, 11.12%), DFAI ($13.7M, 9.22%), DFAS ($13.5M, 9.07%), AVLV ($13.0M, 8.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $47.0M | 31.64% | 1.2M | Added |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $16.5M | 11.12% | 390,925 | Trimmed |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $13.7M | 9.22% | 351,073 | Added |
| 4 | DFAS | DIMENSIONAL ETF TRUST | $13.5M | 9.07% | 189,204 | Added |
| 5 | AVLV | AMERICAN CENTY ETF TR | $13.0M | 8.78% | 161,559 | Added |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $5.7M | 3.81% | 167,095 | Added |
| 7 | AVDV | AMERICAN CENTY ETF TR | $5.5M | 3.70% | 54,917 | Added |
| 8 | AVES | AMERICAN CENTY ETF TR | $5.5M | 3.68% | 91,017 | Added |
| 9 | AVUS | AMERICAN CENTY ETF TR | $4.7M | 3.14% | 41,931 | Trimmed |
| 10 | DFAR | DIMENSIONAL ETF TRUST | $3.7M | 2.52% | 157,826 | Added |
| 11 | IAGG | ISHARES TR | $3.5M | 2.36% | 69,872 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $2.5M | 1.69% | 14,372 | Added |
| 13 | AVIG | AMERICAN CENTY ETF TR | $1.9M | 1.31% | 46,790 | Trimmed |
| 14 | IWD | ISHARES TR | $1.7M | 1.13% | 7,842 | Trimmed |
| 15 | DFUV | DIMENSIONAL ETF TRUST | $1.2M | 0.83% | 25,514 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $1.1M | 0.76% | 5,398 | Added |
| 17 | EEM | ISHARES TR | $789,968 | 0.53% | 13,910 | Trimmed |
| 18 | AAPL | APPLE INC | $755,279 | 0.51% | 2,976 | Added |
| 19 | DFAW | DIMENSIONAL ETF TRUST | $736,251 | 0.50% | 9,979 | Added |
| 20 | AVDE | AMERICAN CENTY ETF TR | $707,180 | 0.48% | 8,335 | Hold |
| 21 | ALNY | ALNYLAM PHARMACEUTICALS INC | $633,947 | 0.43% | 1,916 | Trimmed |
| 22 | VUG | VANGUARD INDEX FDS | $576,563 | 0.39% | 1,320 | Hold |
| 23 | AVEM | AMERICAN CENTY ETF TR | $528,001 | 0.36% | 6,553 | Trimmed |
| 24 | VOO | VANGUARD INDEX FDS | $474,215 | 0.32% | 794 | New |
| 25 | AVUV | AMERICAN CENTY ETF TR | $459,412 | 0.31% | 4,159 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31