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 $171.4M across 37 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($55.2M, 32.19%), DFCF ($18.9M, 11.03%), DFAS ($15.8M, 9.22%), DFAI ($15.3M, 8.90%), AVLV ($14.9M, 8.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $55.2M | 32.19% | 1.2M | Added |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $18.9M | 11.03% | 447,697 | Added |
| 3 | DFAS | DIMENSIONAL ETF TRUST | $15.8M | 9.22% | 191,912 | Added |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $15.3M | 8.90% | 369,700 | Added |
| 5 | AVLV | AMERICAN CENTY ETF TR | $14.9M | 8.70% | 163,551 | Added |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $6.8M | 3.96% | 168,655 | Added |
| 7 | AVES | AMERICAN CENTY ETF TR | $6.3M | 3.65% | 95,365 | Added |
| 8 | AVDV | AMERICAN CENTY ETF TR | $5.7M | 3.33% | 55,360 | Added |
| 9 | AVUS | AMERICAN CENTY ETF TR | $5.3M | 3.12% | 41,758 | Trimmed |
| 10 | DFAR | DIMENSIONAL ETF TRUST | $4.3M | 2.51% | 164,429 | Added |
| 11 | IAGG | ISHARES TR | $3.8M | 2.23% | 75,435 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $3.0M | 1.75% | 14,949 | Added |
| 13 | IWD | ISHARES TR | $1.9M | 1.10% | 7,804 | Trimmed |
| 14 | DFUV | DIMENSIONAL ETF TRUST | $1.4M | 0.82% | 25,514 | Hold |
| 15 | AMZN | AMAZON COM INC | $1.4M | 0.81% | 5,838 | Added |
| 16 | AVIG | AMERICAN CENTY ETF TR | $1.3M | 0.74% | 30,640 | Trimmed |
| 17 | AAPL | APPLE INC | $1.0M | 0.58% | 3,463 | Added |
| 18 | EEM | ISHARES TR | $938,882 | 0.55% | 13,724 | Trimmed |
| 19 | DFAW | DIMENSIONAL ETF TRUST | $899,237 | 0.52% | 10,862 | Added |
| 20 | AVDE | AMERICAN CENTY ETF TR | $754,137 | 0.44% | 8,454 | Added |
| 21 | VUG | VANGUARD INDEX FDS | $682,229 | 0.40% | 7,920 | Added |
| 22 | AVEM | AMERICAN CENTY ETF TR | $633,602 | 0.37% | 6,567 | Added |
| 23 | ALNY | ALNYLAM PHARMACEUTICALS INC | $566,839 | 0.33% | 1,883 | Trimmed |
| 24 | VOO | VANGUARD INDEX FDS | $545,052 | 0.32% | 794 | Hold |
| 25 | AVUV | AMERICAN CENTY ETF TR | $499,127 | 0.29% | 4,001 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30